2.22 Human Experience Management (HXM) Workforce Planning. ... Q. INDEXBASEDCURRENCY. Index-Based Currency. 2CSR5XSG0ZJXB3RC1ELXGHC0R81.
ties does not include long-term capital or investment costs. ... The KPIs are Quick Ratio, Cash Asset Ratio, Working Capital Ratio, and Cash Conversion ...
© 2021 SAP SE or an SAP affiliate company. All rights reserved.
PUBLIC 2021-09-24
Content Package User Guide
THE BEST RUN
Content
1
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2
Line of Business. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.1 Advanced Compliance Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
2.2 Business ByDesign. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
2.3 Cloud Platform Integration - Reporting Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Architecture & Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
OData Connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
2.4 Digital Compliance Service - GST. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Compliance Report (SAP__DCS_GST_ComplianceReport). . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
DCS: GST Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
2.5 Environment, Health and Safety Management (EHS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
2.6 Supply Chain Management Extended Service Parts Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
2.7 Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
FI (DA based on COA): Architecture and Abstract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
FI (DA based on COA): Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
FI (DA based on COA): Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
FI (DA based on COA): Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
FI (Live based on Semantic Tags): Architecture and Abstract . . . . . . . . . . . . . . . . . . . . . . . . . . .86
FI (Live based on Semantic Tags): Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
FI (Live Based on Semantic Tags): Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
2
PUBLIC
Content Package User Guide Content
FI (Live based on Semantic Tags): Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 2.8 Finance - Accounts Receivable: Payment Forecasting (FI-AR-PF). . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Datasets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Navigating the Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Recreating the Content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 2.9 Financial Analytics Dashboard for SAP Analytics Cloud. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120 Financial Analytics Dashboard for SAP Analytics Cloud. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 2.10 Financial Consolidation for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . . 120 Financial Consolidation for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . .120 2.11 Finance Contract Accounts (FI-CA). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 2.12 Finance Financial Product Subledger For SAP S/4HANA- IFRS17. . . . . . . . . . . . . . . . . . . . . . . . . 165 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167 2.13 Finance for SAP S/4HANA Cloud. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 2.14 Finance: Operational Expense (OPEX) Planning and Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . .185 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 FP&A - GL Financial Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186 2.15 Financial Planning & Analysis for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . 187 Financial Planning & Analysis for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . .187 2.16 Financial Products Subledger for SAP S/4HANA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189 Analytical Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195 2.17 Finance - Revenue Accounting and Reporting Contract-Based Revenue Recognition. . . . . . . . . . . . 215 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 2.18 Finance: Sales - Revenue Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Content Package User Guide Content
PUBLIC
3
2.19 2.20 2.21 2.22
2.23 2.24
2.25 2.26 2.27
Group Reporting Planning for S/4HANA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .222 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 Data Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
HR Analytics for S/4HANA Cloud and SAP SuccessFactors (SAP BEST PRACTICES). . . . . . . . . . . .228 HR Analytics for S/4HANA Cloud and SAP SuccessFactors (SAP BEST PRACTICES). . . . . . . . . 228
Human Resources (HR). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .228 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
Human Experience Management (HXM) Workforce Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . 248 Overview: Use Case and Area of Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .248 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248 Analytic Applications and Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250 Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262 Add-on. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Human Resources - Salary and Employee Cost Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Integrated Financial Planning for SAP S/4HANA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .274 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281 Analytic Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294 Allocation Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295 Data Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296 Add-on for Integrated Financial Planning for SAP S/4HANA. . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Liquidity Planning for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . . . . . . 317 Liquidity Planning for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . . . . 317 Liquidity Planning for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . . . . 317
Master Data Governance Data Quality Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318 Stories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Outcome-based Business Insights. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320 Analytic Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
4
PUBLIC
Content Package User Guide Content
2.28
2.29
2.30
2.31 2.32 2.33 2.34 2.35 2.36 2.37
2.38
Portfolio and Project Management (PPM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .323 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Predictive Asset Insights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .328 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .328 PAI configuration for SAC (and SAC Connection). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Procurement (PROC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .333 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Procurement for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . . . . . . . . . 347 Procurement for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . . . . . . . 347
Product Cost Planning (CO_PC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .347 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Project Budgeting & Planning for S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . 351 Project Budgeting & Planning for S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . 351 Project Budgeting & Planning for S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . 351
Project Staff Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Receivable Management for SAP S/4 HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . 353 Receivable Management for SAP S/4 HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . 353
Sales Analytics for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . . . . . . . . 354 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .354 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Sales Performance (CRM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357 Digital Boardrooms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Service Performance (SRV). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Content Package User Guide Content
PUBLIC
5
2.39 2.40 2.41 2.42 2.43 2.44 2.45
2.46 2.47
Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374 Solution Manager (SOLMAN). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .378 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380 SOLMAN IT Service Management: Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380 Supply Base Optimization: Part Negotiation History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387 Supply Base Optimization: Supplier Performance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389 SAP Ariba: Enterprise Analytics for Procurement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .392 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396 SAP Ariba Spend Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .396 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404 Known Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404 SAP Central Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405 Order Insights (SAP__SD_CO_ORDERINSIGHTS_DAQ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406 SAP Entitlement Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413 Live Data Connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416 SAP Field Service Management (FSM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .417 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422 OData Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436 SAP Healthcare Enterprise Capacity Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
6
PUBLIC
Content Package User Guide Content
2.48 2.49 2.50 2.51 2.52 2.53 2.54
2.55
Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .437 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439 SAP Intelligent Asset Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441 IAM Configuration for SAC (and SAC Connection). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .442 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444 SAP Integrated Business Planning (IBP). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .447 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451 SAP Integration Suite. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460 Architecture & Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465 Data Connectivity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467 SAP Logistics Business Network - Supply Chain Network Analytics. . . . . . . . . . . . . . . . . . . . . . . . 468 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469 SAP Marketing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 471 SAP Marketing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 471 SAP Procurement: Contract Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .486 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489 Data Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489 SAP Product Carbon Footprint Analytics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .490 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490 Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .491 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .492 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494 Data Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496 Data Exporting and Importing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497 Overview of CO2e Computational Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .503 SAP SuccessFactors Workforce Planning (SAP Best Practices). . . . . . . . . . . . . . . . . . . . . . . . . . . 506
Content Package User Guide Content
PUBLIC
7
2.56 2.57 2.58 2.59
2.60 2.61 2.62 2.63 2.64 2.65
SAP Best Practices for SAP SuccessFactors Workforce Planning (SAP Best Practice). . . . . . . . .506 SAP Qualtrics Customer Satisfaction Score (CSAT). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 508 SAP Qualtrics Surveys (QUALTRICS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521 SAP Qualtrics Touchpoint NPS (T-NPS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .524 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .524 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526 SAP - Travel & Expense (TE) - Concur. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538 SAP UI Logging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .543 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .543 SAP UI Logging Story (SAP__ALL_GEN_UILOGGING_LI). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546 SAP UI Logging Data (SAP__ALL_GEN_LS_UILOGGING). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546 Statistical Process Control (SPC) Toolkit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .547 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548 Transportation Management Business Performance Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . 548 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .548 SAP Transportation Management: Story. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549 SAP Transportation Management: Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 550 Treasury Management for SAP S/4HANA Cloud (BEST PRACTICE). . . . . . . . . . . . . . . . . . . . . . . . 562 Treasury Management for SAP S/4HANA Cloud (BEST PRACTICE). . . . . . . . . . . . . . . . . . . . . 562 Vendor Management System (VMS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .562 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563 Visa & Permit Management for Human Experience Management . . . . . . . . . . . . . . . . . . . . . . . . . 577 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 577 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578
3
Industries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 579
8
PUBLIC
Content Package User Guide Content
3.1 Agriculture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 579 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .579 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .581 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 582 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 583
3.2 Banking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 592
3.3 Chemicals (CHEM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 608 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
3.4 Consumer Products. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .617 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 618
3.5 Customer Profitability Analytics (CPA). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629 Prerequisite. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 633
3.6 Engineering, Construction and Operations (ECO). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .647 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 653
3.7 Healthcare (HC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 663
3.8 High Tech. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 671 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 671 Stories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 672 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
3.9 Industry Innovation Kit - Zero Waste. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .676 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 677
Content Package User Guide Content
PUBLIC
9
Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 678 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682 Known Limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684 3.10 Insurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .684 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 686 3.11 Mill Products (MIL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 700 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 700 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 705 3.12 Mining (MIN). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .712 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 712 Digital Boardroom. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 714 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 714 3.13 Oil & Gas (OAG). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .718 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 718 Digital Boardroom. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 721 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 722 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 729 3.14 Professional Services for SAP S/4HANA Cloud (SAP BEST PRACTICES). . . . . . . . . . . . . . . . . . . . 735 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 735 3.15 Public Sector (PS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .735 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 735 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 736 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 736 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 737 3.16 Public Services - Higher Education and Research. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 741 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 741 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 741 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .741 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 744 3.17 Public Services - Volunteer Workforce Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 752 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 752 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 753 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 756 3.18 Real Estate Management (RE). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 758 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .758
10
PUBLIC
Content Package User Guide Content
3.19 3.20 3.21 3.22 3.23
3.24
3.25
3.26 3.27
Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 762 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 762 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 766 Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 783 Retail - Model Company Core Retail (RT-MC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 784 Retail - Model Company Core Retail (RT-MC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 784 Retail - Model Company Fashion for Vertical Business. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 787 Retail - Model Company Fashion for Vertical Business. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 787 Retail - POS Analysis for Retail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 791 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 791 POS Analysis for Retail for SAP Data Warehouse Cloud (SAP__RT_POS_ANALYSIS). . . . . . . . . .792 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 793 Retail - Omnichannel Article Availability and Sourcing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 793 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 793 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 795 General Remarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 797 SAP Retail: Replenishment Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 798 Abstract and Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .798 Replenishment Planning (SAP__RT_RPL_REPLENISHMENTPLANNING_LIVE) . . . . . . . . . . . . . 799 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 802 Known Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 804 SAP Retail: Replenishment Planning and Unified Demand Forecast Dashboard . . . . . . . . . . . . . . . 804 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 804 Retail: Replenishment Planning and Unified Demand Forecast scenario (SAP__RT_RPL_UDF_DASHBOARD_LIVE). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 805 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 806 Rural Sourcing Management (RSM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813 General Remarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813 Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .815 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 816 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 821 SAP Aerospace and Defense TERMS Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 838 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 838 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 839 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 842 SAP Automotive: Responsive Supply Network, Sales and Inventory. . . . . . . . . . . . . . . . . . . . . . . . 850 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 850 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 851 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 851 Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 851
Content Package User Guide Content
PUBLIC
11
3.28 3.29 3.30 3.31 3.32 3.33 3.34 3.35
3.36 3.37
SAP Consumer Products: Revenue Growth Management Foundation . . . . . . . . . . . . . . . . . . . . . 852 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .852 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .852 Story. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 853 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 853
SAP Cloud Platform Intelligent Returnable Packaging Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . 853 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .853 Dashboards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 854 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 854 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 855
SAP Telecommunication: Customer Value Management (CVM). . . . . . . . . . . . . . . . . . . . . . . . . . .856 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 856 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 856 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 859
SAP Unified Demand Forecast. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 860 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 860 Unified Demand Forecast (SAP__RT_UDF_DEMANDFORECASTING_LIVE). . . . . . . . . . . . . . . . 861 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 864
SAP Utilities: Meter to Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 869 Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .869 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 869 Story. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 870 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 870
Sports One Analytics Version 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 871 Sports One Analytics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 871
Supply Chain Management for Life Sciences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 871 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 871 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 872 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 873
Supply Demand Overview for SAP S/4HANA Fashion and Vertical Business. . . . . . . . . . . . . . . . . . 873 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 873 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 874 Digital Boardroom. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 874 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 875 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 878
Trade Management (TM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .880 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 880 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 886 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 889
Utilities (UTL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 910 Architecture and Abstract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 910
12
PUBLIC
Content Package User Guide Content
Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .912 Stories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 912 Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 914
Content Package User Guide Content
PUBLIC
13
1 Introduction
This documentation assumes that the reader is familiar with SAP Analytics Cloud, and does not substitute SAP Analytics Cloud documentation, which can be found here: Help Portal: SAP Analytics Cloud. Many of the content models are based on replicated data, not on live data connections. The usage of models based on replicated data facilitates the consumption of the content, because it enables the delivery of sample data. Thus, the content based on these models is ready to run without any additional effort and no additional systems are required yet. However, this is not to be mistaken as a recommendation for the productive use. Please analyze if the live connection is available and suitable for your business scenario and use the same instead. The content does not include any predefined roles or permissions. However, it might include data sources that are part of possible future developments, which can be subject to change by SAP at any time for any reason without notice. In that case, please find the detailed information in this document in the respective chapters. For information on getting the content and installing it in your system, see Getting Started. For up-to-date information on the available content, see Release Information.
14
PUBLIC
Content Package User Guide Introduction
2 Line of Business
2.1 Advanced Compliance Reporting
2.1.1 Architecture and Abstract
Advanced Compliance Reporting SAP Analytics Cloud content provides an out-of-box view about global legal indirect tax reporting for CFOs of a multinational company. A complete detailed picture of pending and completed reports across the world is assigned to multiple accountants providing drill-down from a region level to each country specific reporting task. Set monthly filters to investigate for a specific reporting period of your reporting entity. Overdue criticality indication enables to focus on curtail reporting tasks, enabling global compliance, avoiding penalties and meeting of submission deadlines to government authorities. Advanced Compliance Reporting SAP Analytics Cloud content has one dashboard, one story, and one data model. The data model receives its transactional data from an OData Service from a S/4HANA system, while the geo master data can be loaded from a flat file. Architecture:
The colored objects are documented in this chapter.
Content Package User Guide Line of Business
PUBLIC
15
2.1.1.1 Dashboard
The Dashboard Advanced Compliance Reporting (SAP_ACR_COMPLIANCEREPORTING_DASHBOARD_V2) contains the Overdue Criticality and Completion Ratio from the story Advanced Compliance Reporting (ACR): General - Compliance Reporting (SAP__ACR_GEN_COMPLIANCEREPORTING_V2).
2.1.2 Stories
Advanced Compliance Reporting (ACR): General - Compliance Reporting (SAP__ACR_GEN_COMPLIANCEREPORTING_V2)
The Compliance Reporting story consist of four pages:
Overdue Criticality Completion Ratio Completion Ratio Details Help
The first three pages are documented below. The Help page describes possible use interactions and does not require a documentation.
The completion ratio details page is accessible only by using the Jump to Completion Ratio and Filter functionality from the charts Overdue Task by Country and Completion Ratio by Geography.
Measure Name
Type
Formula/Properties
TIME type Calculated Input Control [@Time Selection] is used in page Completion Ratio. The following Measures are cre ated based on Model SAP__ACR_GEN_IM_CMPLRATIO and used in page Completion Ratio.
Is_Before_PeriodEnd
Calculated Measure
See Calculation in subchapter Formula for Calculated Measure Is_Before_Peri odEnd [page 20].
Is_After_PeriodStart
Calculated Measure
See Calculation in its subchapter.
# of<1 space>Overdue Tasks
Restricted Measure
Measure: Dummy_INT
Dimension: Category
Dimension Filter: = Actual
Dimension: Is_After_PeriodStart
Dimension Filter: = YES
Dimension: Overdue Status
Dimension Filter: = OV
16
PUBLIC
Content Package User Guide Line of Business
Measure Name
Type
Formula/Properties
Completed
Restricted Measure
Measure: Dummy_INT
Dimension: Category
Dimension Filter: = Actual
Dimension: Is_Before_PeriodEnd
Dimension Filter: = YES
Dimension: Is_After_PeriodStart
Dimension Filter: = YES
Dimension: Overdue Status
Dimension Filter: = CM
Pending
Restricted Measure
Measure: Dummy_INT
Dimension: Category
Dimension Filter: = Actual
Dimension: Is_After_PeriodStart
Dimension Filter: = YES
Dimension: Overdue Status
Dimension Filter: <> CM
# of<1 space>Completed Tasks
# of<1 space>Pending Tasks Completion<1 space>Ratio
Calculated Measure
Calculated Measure Calculated Measure
If(ISNULL ([#Completed]) ,0 ,[#Com pleted] )
If(ISNULL([#Pending]),0,[#Pending])
If([## of Pending Tasks]=0,1, [## of Completed Tasks] / ( [## of Completed Tasks] + [## of Pending Tasks] ))
TIME type Calculated Input Control [@Time Selection 2] is used in page Overdue Criticality. The following Measures are created based on Model SAP__ACR_GEN_IM_CMPLRATIO and used in page Overdue Criticality.
Is_Before_PeriodEnd2
Calculated Measure
Replace [@Time Selection] with [@Time Selection 2] in Is_Before_Peri odEnd
Is_After_PeriodStart2
Calculated Measure
Replace [@Time Selection] with [@Time Selection 2] in Is_After_Period Start
# of<1 space>Overdue Tasks_
Restricted Measure
Dimension Filter Is_Before_PeriodEnd is replaced with Is_Before_PeriodEnd2 (others are the same as Measure # of<1 space> Overdue Tasks
Content Package User Guide Line of Business
PUBLIC
17
Measure Name
Type
Formula/Properties
Completed2
Restricted Measure
Dimension Filter Is_Before_PeriodEnd is replaced with Is_Before_PeriodEnd2
Dimension Filter Is_After_PeriodStart is replaced with Is_After_PeriodStart2 (others are the same as Measure Com pleted)
Pending2
Restricted Measure
Dimension Filter Is_Before_PeriodEnd is replaced with Is_Before_PeriodEnd2 (others are the same as Measure Pend ing
# of<1 space>Completed Tasks_ # of<1 space>Pending Tasks_ Completion<1 space>Ratio_
Calculated Measure Calculated Measure Calculated Measure
IF(ISNULL ([#Completed2]) ,0 ,[#Com pleted2])
If(ISNULL([#Pending2] ),0,[#Pend ing2])
If([## of Pending Tasks]=0, 1, [## of Completed Tasks_] / ( [## of Com pleted Tasks_] + [## of Pending Tasks_] ))
TIME type Calculated Input Control [@Time Selection 3] is used in page Completion Ratio Detail. The following Measures are created based on Model SAP__ACR_GEN_IM_CMPLRATIO and used in page Completion Ratio Detail.
Is_Before_PeriodEnd3
Calculated Measure
Replace [@Time Selection] with [@Time Selection 3] in Is_Before_Peri odEnd
Is_After_PeriodStart3
Calculated Measure
Replace [@Time Selection] with [@Time Selection 3] in Is_After_Period Start
# of<2 spaces>Overdue Tasks
Restricted Measure
Dimension Filter Is_Before_PeriodEnd is replaced with Is_Before_PeriodEnd3 (others are the same as Measure # of<1 space> Overdue Tasks
Completed3
Restricted Measure
Dimension Filter Is_Before_PeriodEnd is replaced with Is_Before_PeriodEnd3
Dimension Filter Is_After_PeriodStart is replaced with Is_After_PeriodStart3 (others are the same as Measure Com pleted)
Pending3
Restricted Measure
Dimension Filter Is_Before_PeriodEnd is replaced with Is_Before_PeriodEnd3 (others are the same as Measure Pend ing
18
PUBLIC
Content Package User Guide Line of Business
Measure Name # of<2 spaces>Completed Tasks # of<2 spaces>Pending Tasks_ Completion<2 spaces>Ratio
Type Calculated Measure Calculated Measure Calculated Measure
Formula/Properties
IF(ISNULL ([#Completed3]) ,0 ,[#Com pleted3])
If(ISNULL([#Pending3] ),0,[#Pend ing3])
If([## of<2 spaces>Pending Tasks]=0, 1, [## of<2 spaces>Completed Tasks] / ( [## of<2 spaces>Completed Tasks] + [## of<2 spaces>Pending Tasks] ))
Dimension Name
Type
Formula/Properties
The following Calculated Dimensions are created based on Model SAP__ACR_GEN_IM_CMPLRATIO.
Is_Before_PeriodEnd
Measure-Based Dimension
Measure: Is_Before_PeriodEnd
Member Name: YES
Measure Value: (0, INF)
Member Name: NO
Measure Value: (- INF, 0]
Dimension Context:
Period End, Category
Is_After_PeriodStart
Measure-Based Dimension
Measure: Is_After_PeriodStart
Member Name: YES
Measure Value: (0, INF)
Member Name: NO
Measure Value: (- INF, 0]
Dimension Context:
Period Start, Category
Is_Before_PeriodEnd2 Is_After_PeriodStart2 Is_Before_PeriodEnd3 Is_After_PeriodStart3
Measure-Based Dimension Measure-Based Dimension Measure-Based Dimension Measure-Based Dimension
Measure: Is_Before_PeriodEnd2 (others are the same as Dimension Is_Be fore_PeriodEnd)
Measure: Is_After_PeriodStart2 (others are the same as Dimension Is_After_Pe riodStart)
Measure: Is_Before_PeriodEnd3 (others are the same as Dimension Is_Be fore_PeriodEnd)
Measure: Is_After_PeriodStart3 (others are the same as Dimension Is_After_Pe riodStart)
Content Package User Guide Line of Business
PUBLIC
19
2.1.2.1 Formula for Calculated Measure Is_Before_PeriodEnd
Source Code
IF(LENGTH([@Time Selection])=4, IF(SUBSTRING([d/
SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID], 0, 4 )>=SUBSTRING ([@Time Selection], 0, 4),
1, 0 ), IF(LENGTH([@Time Selection])=5, IF(SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID], 4, 2)>=""01"" AND SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID], 4, 2)<=""03"", IF(SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID], 0, 4)+""1"">=SUBSTRING([@Time Selection],0,5), 1, 0 ), IF( SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID], 4, 2)>=""04"" AND SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID],4,2)<=""06"", IF( SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID], 0, 4)+""2"">=SUBSTRING([@Time Selection],0,5), 1, 0 ), IF( SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID], 4, 2)>=""07"" AND SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID],4,2)<=""09"", IF( SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID], 0, 4)+""3"">=SUBSTRING([@Time Selection],0,5), 1, 0 ), IF( SUBSTRING([d/ SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ID], 0, 4)+""4"">=SUBSTRING([@Time Selection],0,5), 1, 0 ) ) ) ), IF( [d/SAP__ACR_GEN_IM_CMPLRATIO_qs:SAP_ACR_GEN_PERIODEND].[p/ ID]>=SUBSTRING([@Time Selection], 0, 6), 1, 0 ) ) )
20
PUBLIC
Content Package User Guide Line of Business
2.1.3 Models
This section provides detailed information about Advanced Compliance Reporting (ACR) Models and loading the data from S/4HANA OData Service.
2.1.3.1 General - Completion Ratio (SAP__ACR_GEN_IM_CMPLRATIO)
Model Name: SAP__ACR_GEN_IM_CMPLRATIO
Connection
Content Package User Guide Line of Business
PUBLIC
21
Model Description: Data source contains information regarding each report tasks, including report name, reporting entity, reporting start/end period, and overdue status.
Planning Enabled: No
OData Service
/sap/opu/odata/SAP/ SRF_REPORTING_TASK/Repor tingTaskSet
Account Dimension ID
Description
Mapping/Formula
OData Service
/sap/opu/odata/SAP/ SRF_REPORTING_TASK/Repor tingTaskSet
DUMMY_INT
# Of Tasks
Dimensions
Name
Description
Transaction data is loaded from S/4HANA OData Service
Dummy Value 1 for each record
Mapping OData Service /sap/opu/odata/SAP/
SRF_REPORTING_TASK/Repor tingTaskSet
Time Account PERIOD_START PERIOD_END Country Overdue Status Reporting Entity
Time Account Begin of Reporting Period End of Reporting Period Country Due Date Status Reporting Entity
Report
Report
Geo information is loaded from Excel file
Country-Description
Country Name
Country-Latitude
Latitude
Country-Longitude
Longitude
Country-Region
Region Hierarchy
[Begin of Period]
[Begin of Period] [End of Period] [Country] [Due Date Status] [Reporting Entity] [Reporting Entity Name] [Report ID] [Report Name]
[Geo Description] Latitude Longitude Region
2.1.3.2 Loading data from S/4HANA Odata Service
Procedure
1. Choose to Import Data from OData Services.
22
PUBLIC
Content Package User Guide Line of Business
2. Select the correct OData connection and create a new Query by pressing OK.
3. Choose the Odata entity ReportingTaskSet and press NEXT.
Content Package User Guide Line of Business
PUBLIC
23
4. Select the following fields from the OData service: End of Period, Start of Period, Country, Due Date Status, Report ID, Report Name, Report Entity and Report Entity Name.
24
PUBLIC
Content Package User Guide Line of Business
5. Press Create to continue. 6. Wait till the data is retrieved from the backend in the draft sources area and click it.
7. In the data mapping screen, switch to Table View Mode.
8. Create a transformation to split Start of Period on "-" repeat "2" to create three columns Start of Period, Start of Period_2 and Start_of_Period_3.
Content Package User Guide Line of Business
PUBLIC
25
9. Delete column Start of Period_3.
10. Select Start of Period and Start of Period_2 and create a transformation to concatenate Start of Period, Start of Period_2 using "".
11. Rename the newly created column as Start of Period.
26
PUBLIC
Content Package User Guide Line of Business
12. Repeat Step 8 to Step 11 for End of Period column to generate a new field with YYYYMM format and name it End of Period.
13. Duplicate the End of Period and rename it to Time.
Content Package User Guide Line of Business
PUBLIC
27
14. Duplicate column Due Date Status yields a new column called Due Date Status_2. 15. Create a transformation on Due Date Status_2 to replace cell in Due Date Status_2 match "OV" with "1".
16. Create a transformation on Due Date Status_2 to replace cell in Due Date Status_2 match "CM" with "1". 17. Create a transformation on Due Date Status_2 to replace cell in Due Date Status_2 match "SC" with "1".
18. Create a transformation on Due Date Status_2 to replace cell in Due Date Status_2 match "DL" with "1".
19. Create a transformation on Due Date Status_2 to replace cell in Due Date Status_2 match "DS" with "1". 20.Rename Column Due Date Status_2 to Dummy_INT.
28
PUBLIC
Content Package User Guide Line of Business
21. Switch back to the Card Mode. 22. Create the following mapping.
Source Field Report ID Report Name Report Entity Report Entity Name Due Date Status Country State of Period End of Period TIME DUMMY_INT
Target Field Report (Dimension ID) Report (Description) Reporting Entity (Dimension ID) Reporting Entity (Description) Overdue Status (Dimension ID) Country (Dimension ID) Period Start (Dimension ID) Period End (Dimension ID) TIME DUMMY_INT(Measure)
23. There should be no issues in the Model Requirements section. Fix any data quality issue (if any).
24. Set the Import Method to be Clean and replace selected version data and choose Actual (Actuals) as the version. Press Finish Mapping to load the data from OData service to the model.
Content Package User Guide Line of Business
PUBLIC
29
30
PUBLIC
Content Package User Guide Line of Business
25. If the data loading is successful, you will be able to see the entry in the Sources section, where future data loading can be scheduled.
2.2 Business ByDesign 2.2.1 Architecture and Abstract
SAP Business ByDesign has several dashboards provided in the Corporate Performance section. The queries used to build the Financial and Procurement dashboards are reused to build the content for SAP Analytics Cloud. Architecture: The building blocks are as shown:
The colored objects are documented in this chapter.
Content Package User Guide Line of Business
PUBLIC
31
2.2.2 Stories
SAP Business ByDesign: Corporate Performance Dashboard (SAP__BYD_CORPORATEPERFORMANCEDASHBOARD)
Name: SAP__BYD_CORPORATEPERFORMANCEDASHBOARD Description: SAP Business ByDesign: Corporate Performance Dashboard Page Finance This page provides the Financial Profit Overview of the current year with deviations w.r.t. previous year. This page can be filtered based on Company and Country. Charts Net Revenue Model: SAP__BYD_FI_EARNEDPROFIT This chart shows Net Revenue for the current year and its variance with the previous year. Operating Profit Model: SAP__BYD_FI_EARNEDPROFIT This chart shows Operating Profit for the current year and its variance with the previous year. Cost of Goods Sold Model: SAP__BYD_FI_EARNEDPROFIT This chart shows COGS for the current year and its variance with the previous year. Net Incoming Orders Model: SAP__BYD_FI_ORDERPROFIT This chart shows Net Incoming Orders for the current year and its variance with the previous year. Profitability Trend Model: SAP__BYD_FI_EARNEDPROFIT This chart shows the Operating Profit and Gross Profit as bars and their corresponding margins as trend lines over the pre vious and current year on a quarterly timeline. Net Incoming Orders Trend Model: SAP__BYD_FI_ORDERPROFIT This chart shows the trend of incoming orders for the current year in a monthly basis along with variance w.r.t previous year. Net Revenue by Country Model: SAP__BYD_FI_EARNEDPROFIT This chart shows Net Revenue breakdown by country, for the current year and its variance with the previous year.
32
PUBLIC
Content Package User Guide Line of Business
Name: SAP__BYD_CORPORATEPERFORMANCEDASHBOARD Profitability Margin by Product Group
Model: SAP__BYD_FI_EARNEDPROFIT This chart shows Profitability Margin per Product Group, for the current year and its variance with the previous year.
Incoming Order Distribution by Country
Model: SAP__BYD_FI_ORDERPROFIT This chart shows the percentage of Incoming Orders in each country for the current year. Hovering over the chart also shows the absolute values of the Incoming Orders.
Page - Procurement
This page provides the Financial Overview for the Profit Overview of the current year with deviations w.r.t. previous year. This page can be filtered based on Company. The model SAP__BYD_PROC_SPENDS is used for all charts in this page. There is a measure input control Spend Type-, this is used to select the spend you such as want to display in the middle row of charts along with Total Spend.
Charts Total Spend This chart shows Total Spend for the current year and its variance with the previous year. Total spend is the sum of all other spends shown in the header. Purchase Order Spend This chart shows Purchase Order Spend for the current year and its variance with the previous year. Maverick Spend This chart shows Maverick Spend for the current year and its variance with the previous year. Maverick Spend should be kept at a minimum. Contract Spend This chart shows Contract Spend for the current year and its variance with the previous year. Spend Trend This chart shows the trend of total spend and a spend selected from the Spend Type control spends for the previous and current year. Additionally, forecast is provided for the spends for the next months. Spend per Supplier This chart shows the total spend and a spend selected from the Spend Type control spends for each supplier for the cur rent year for each quarter. It also shows YOY variance for the total cost. Total Spend per Site This chart shows the total spend per site per year with a YOY variance to previous year. Total Spend per Product Category This chart shows the total spend per site for the current year with a YOY variance to previous year. Total Spend Trend per Supplier This chart shows the total spend per supplier for the previous and current year. Additionally, forecast is provided for the spend for the next months.
Content Package User Guide Line of Business
PUBLIC
33
Name: SAP__BYD_CORPORATEPERFORMANCEDASHBOARD Page Reports This page provides the model information in grids. Users can in design mode, drill-down by all dimensions available in these models. Charts Financial Report
Model: SAP__BYD_FI_EARNEDPROFIT This grid provides all the earned profit KPIs Procurement Report
Model: SAP__BYD_PROC_SPENDS This grid provides all the spends KPIs
2.2.3 Models
There are 3 models used in this content. Each of these models can be filled by a specified predefined SAP Business ByDesign Query based on the connection SAP_BYD_CONNECTOR.
2.2.3.1 Finance - Earned Profit Overview (SAP__BYD_FI_EARNEDPROFIT)
Model Name: SAP__BYD_FI_EARNEDPROFIT
Model Description: SAP Business ByDesign: Finance - Earned Profit Over view
Planning Enabled: Yes
Account* ID
Description
Connection
Connection type: Get Data from an App > SAP Business ByDesign An alytics
Connection Name: SAP_BYD_CONNECTOR
(SAP Business ByDesign: Data Ac quisition Connector)
Connection Query: EarnedProfitO verviewforDashboard
(RPFINPRFU30_Q0004QueryRe sults)
Formula/Mapping
34
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__BYD_FI_EARNEDPROFIT
Connection
Gross_Profit
Gross Profit
Gross_Profit
Operating_Profit
Operating Profit
Operating_Profit
Cost_of_Goods_Sold
Cost of Goods Sold
Cost_of_Goods_Sold
Net_Sales_Revenue
Net Sales Revenue
Net_Sales_Revenue
Gross_Profit_Margin
Gross Profit Margin
[Gross_Profit]/[Net_Sales_Revenue]
Operating_Profit_Margin
Operating Profit Margin
[Operating_Profit]/[Net_Sales_Reve nue]
Dimensions
ID
Description
Mapping
Time*
Time
Calendar Year/Month ID
Company_ID*
Company ID
Company ID
Country _ID*
Country ID
Country ID
Customer_ID*
Customer ID
Customer ID
Distribution_Channel_ID*
Distribution Channel ID
Distribution Channel ID
Product_Category_ID*
Product Category ID
Product Category ID
Product_ID*
Product ID
Product ID
Profit_Center_ID*
Profit Center ID
Profit Center ID
Profitability_Line_ID*
Profitability Line ID
Profitability Line ID
Sales_Unit_ID*
Sales Unit ID
Sales Unit ID
Additional Notes about the model
It is best to upload data into this model using the connection SAP_BYD_CONNECTOR provided. This would mean that you don't have to do any manual mapping but only schedule or do an immediate data upload. Further information about this is available in SAP Analytics Cloud Help for Updating and Scheduling Models.
Note
*Private dimension, other dimensions are public
Content Package User Guide Line of Business
PUBLIC
35
2.2.3.2 Finance - Order Profit Overview (SAP__BYD_FI_ORDERPROFIT)
Model Name: SAP__BYD_FI_ORDERPROFIT
Connection
Model Description: SAP Business ByDesign: Finance - Order Profit Overview Planning Enabled: Yes
Connection type: Get Data from an App > SAP Business ByDesign An alytics
Connection Name: SAP_BYD_CONNECTOR (SAP Business ByDesign: Data Acquisi tion Connector)
Connection Query: OrderProfitO verviewforDashboards (RPFINPRFU30_Q0006QueryRe sults)
Account* ID Net_Incoming_Orders Dimensions ID Time Company_ID Country_ID Customer_ID Distribution_Channel_ID Product_Category_ID Product_ID Sales_Unit_ID Additional Notes about the model
Description Net Incoming Orders
Description Time Company ID Country ID Customer ID Distribution Channel ID Product Category ID Product ID Sales Unit ID
Formula/Mapping Net Incoming Orders
Mapping Calendar Year/Month ID Company ID Country ID Customer ID Distribution Channel ID Product Category ID Product ID Sales Unit ID
It is best to upload data into this model using the connection SAP_BYD_CONNECTOR provided. This would mean that you don't have to do any manual mapping but only schedule, or do an immediate data upload. Further information about this is available in SAP Analytics Cloud Help for Updating and Scheduling Models.
*Private dimension, other dimensions are public
36
PUBLIC
Content Package User Guide Line of Business
2.2.3.3 Procurement-Spends (SAP__BYD_PROC_SPENDS)
Model Name: SAP__BYD_PROC_SPENDS
Connection
Model Description: SAP Business ByDesign: Procurement-Spends Planning Enabled: Yes
Connection type: Get Data from an App > SAP Business ByDesign An alytics
Connection Name: SAP_BYD_CONNECTOR (SAP Business ByDesign: Data Acquisi tion Connector)
Connection Query: TotalSpendper SpendCategory (RPSRMIV_B03_Q0011QueryRe sults)
Account*
ID
Description
Formula/Mapping
Maverick_Spend
Maverick Spend
Maverick Spend
Contract_Spend
Contract Spend
Contract Spend
Purchase_Order_Spend
Purchase Order Spend
Purchase Order Spend
Total_Spend
Total Spend
Total Spend
Dimensions
ID
Description
Mapping
Time
Time
Calendar Year/Month ID
Company_ID
Company ID
Company ID
Country_ID
Country ID
Country ID
Buyer_Responsible_ID
Buyer Responsible ID
Buyer Responsible ID
Process_Type_ID
Process Type ID
Process Type ID
Product_Category_ID
Product Category ID
Product Category ID
Product_ID
Product ID
Product ID
Site_ID_ID
Site ID
Site ID
Supplier_ID
Supplier ID
Supplier ID
Supplier_Country_ID
Supplier Country ID
Supplier Country ID
Additional Notes about the model
It is best to upload data into this model using the connection SAP_BYD_CONNECTOR provided. This would mean that you don't have to do any manual mapping but only schedule or do an immediate data upload. Further information about this is available in SAP Analytics Cloud Help for Updating and Scheduling Models.
Note
*Private dimension and other dimensions are public.
Content Package User Guide Line of Business
PUBLIC
37
2.3 Cloud Platform Integration - Reporting Dashboard
2.3.1 Architecture & Abstract
Overview
SAP Cloud Platform Integration (CPI) is SAP's strategic enterprise-wide integration middleware hosted on SAP Cloud Platform (SCP). The CPI reporting dashboard is built upon SAP Analytics Cloud (SAC), which is a powerful data acquisition application. This document helps you start the analytics journey in SAC that is specific to CPI line of business (LoB). We assume that the reader is familiar with SAP Analytics Cloud and this document does not substitute SAP Analytics Cloud documentation, which can be found here: Help Portal: SAP Analytics Cloud. What is the purpose of the Dashboard? The CPI reporting dashboard offers the tenant administrators with an unbiased view on the performance of messages and integration content artifacts deployed on a CPI tenant. Following are the key views of the dashboard: Message Processing View
Visualize, sort, and track message processing happening on your CPI tenant. Here you can monitor the messages that are being processed by each integration flows and get to know the processed messages over a period. Besides monitoring, you can also get to know the deployment statuses of integration flows.
Deployed Artifact View Reports the number of integration artifacts deployed based on the type of integration content.
Service Endpoints View In this view, you can find the service endpoints distributed as per the API protocols.
Architecture
Cloud Platform Integration SAP Analytics Cloud content helps the tenant administrators to make better decisions based on the insights from the CPI tenant using the intuitive and interactive widgets. Cloud Platform Integration SAP Analytics Cloud architecture has one story and three data models, which is based on the relevant CPI OData APIs.
38
PUBLIC
Content Package User Guide Line of Business
The colored objects are documented in this chapter. The documentation for the greyed out stories and models can be found in the respective Lines of Business (LoB) chapters:
2.3.2 Stories
SAP Generic: General - CPI Reporting Dashboard (SAP__ALL_GEN_CPIREPORTING_DAQ)
Measure Name Messages Deployed Artifacts
Service Endpoints
Type Calculated Measure Calculated Measure
Calculated Measure
Formula/Properties
Set formula of [Messages] to "'1'"
Set formula of [Deployed Artifacts] to "'1'"
Set formula of [Service Endpoints] to "'1'"
Content Package User Guide Line of Business
PUBLIC
39
2.3.3 Models
2.3.3.1
SAP Generic: General - CPI Message Processing Logs (SAP__ALL_GEN_IM_CPIMESSAGEPROCESSINGLO GS)
Model Name: SAP__ALL_GEN_IM_CPIMESSAGEPROCESSINGLOGS Model Description: SAP Generic: General - CPI Message Processing Logs Planning Enabled: no Connection Import Data Connection to OData Services SAPCPI
Account ID Messages Dimensions Name Account* MessageGuid CorrelationId Sender Receiver Status AlternateWebLink IntegrationArtifactId Integration_3o5q220684 Integration_104j6605w2 PackageId PackageName LogLevel LogStart LogEnd TransactionId Additional Notes about the model
Description
Description Account
Mapping/Formula Messages
Mapping MessageGuid CorrelationId Sender Receiver Status AlternateWebLink IntegrationArtifactId IntegrationArtifact/Name IntegrationArtifact/Type IntegrationArtifact/PackageId IntegrationArtifact/PackageName LogLevel LogStart LogEnd TransactionId
40
PUBLIC
Content Package User Guide Line of Business
Data Transformation Applied: Replace "INTEGRATION_FLOW" with "Integration Flow" in [IntegrationArtifact/Type] Replace "ODATA_SERVICE" with "OData API" in [IntegrationArtifact/Type] Replace "SOAP_API_PROVIDER" with "SOAP API" in [IntegrationArtifact/Type] Replace "REST_API_PROVIDER" with "REST API" in [IntegrationArtifact/Type] Import Method Used: Update - Updates the existing data and adds new entries to the target model. Configure Data Scheduling: By default, the scheduling frequency is set to None. We recommend you to schedule a data import every one hour, see Updating and Scheduling Models
Note
*Private dimension, other dimensions are public
2.3.3.2
SAP Generic: General - CPI Integration Runtime Artifacts (SAP__ALL_GEN_IM_CPIRUNTIMEARTIFACTS)
Model Name: SAP__ALL_GEN_IM_CPIRUNTIMEARTIFACTS Model Description: SAP Generic: General - CPI Integration Runtime Artifacts Planning Enabled: no Connection Import Data Connection to OData Services SAPCPI
Account ID Deployed_Artifacts Dimensions Name Account* Id_4b605a0b1t Version Name
Description Deployed_Artifacts
Description Account
Mapping/Formula Deployed_Artifacts
Mapping MessageGuid Version Name
Content Package User Guide Line of Business
PUBLIC
41
Type DeployedBy DeployedOn Status Additional Notes about the model
Type DeployedBy DeployedOn Status
Data Transformation Applied: Set formula of [Deployed Artifacts] to "'1'" Replace "INTEGRATION_FLOW" with "Integration Flow" in [Type] Replace "ODATA_SERVICE" with "OData API" in [Type] Replace "SOAP_API_PROVIDER" with "SOAP API" in [Type] Replace "REST_API_PROVIDER" with "REST API" in [Type] Replace "VALUE_MAPPING" with "Value Mapping" in [Type] Import Method Used: Clean and replace selected version data - Deletes the existing data and adds new entries to the target model. Configure Data Scheduling: By default, the scheduling frequency is set to None. We recommend you to schedule a data import every one hour, see Updating and Scheduling Models
Note
*Private dimension, other dimensions are public
2.3.3.3 SAP Generic: General - CPI Service Endpoints (SAP__ALL_GEN_IM_CPISERVICEENDPOINTS)
Model Name: SAP__ALL_GEN_IM_CPISERVICEENDPOINTS Model Description: SAP Generic: General - CPI Service Endpoints Planning Enabled: no Connection Import Data Connection to OData Services SAPCPI
Account ID Service_Endpoints
Description Service_Endpoints
Mapping/Formula Service_Endpoints
42
PUBLIC
Content Package User Guide Line of Business
Dimensions Name Account* Name Id_p2f4g0672h Version Description_3r6l4204l3 Protocol LastUpdated Additional Notes about the model
Description Account
Mapping Name Id_p2f4g0672h Version Description Protocol LastUpdated
Data Transformation Applied: Set formula of [Service Endpoints] to "'1'" Import Method Used: Clean and replace selected version data - Deletes the existing data and adds new entries to the target model. Configure Data Scheduling: By default, the scheduling frequency is set to None. We recommend you to schedule a data import every one hour, see Updating and Scheduling Models
Note
*Private dimension, other dimensions are public
2.3.4 OData Connectivity
By default, the data acquired and displayed initially in the dashboard is from a sample data. To connect your SAP CPI tenant to this SAC story, use the existing connection with the name SAPCPI and configure it as described here. You can connect to an OData Service in SAP Analytics Cloud application, based on the following connectivity types.
Content Package User Guide Line of Business
PUBLIC
43
2.3.4.1 Connectivity: OAuth 2.0 Client Credentials (Recommended)
Configure OAuth
First, you must configure OAuth with Client Credentials Grant in your SAP Cloud Platform cockpit. For more information on how to register as the OAuth client in the consumer account, subscribed to CPI service, using the SAP Cloud Platform cockpit, see OAuth 2.0 Configuration. This gives the client application access to the associated runtime node through OAuth authentication. Remember, while registering the OAuth make sure you: Select the VM name of the runtime node type that ends with "*.tmn" in the Subscription field. Select Authorization Grant as Client Credentials. Keep a note of the Token Endpoint URL that you need to enter in the client application. Navigate to
Security OAuth and click the Branding tab to find the Token Endpoint URL displayed in section OAuth URLs. Before you continue, obtain and make a note of the OAuth 2.0 credentials (OAuth Client ID, Secret), and the Token Endpoint URL.
Authorize Users
Secondly, you must authorize the client to access the OData APIs. For more information, see Defining Authorizations. Before you assign the role to the user, the name of the user should be of the format "oauth_client_<client ID>". To know more on predefined roles that you can assign to users of the account, see Persona.
44
PUBLIC
Content Package User Guide Line of Business
Connecting to OData Service
Content Package User Guide Line of Business
PUBLIC
45
1. Provide your CPI tenant URL that has the format https://<cpi-tenant-url>/api/v1 2. Select OAuth 2.0 Client Credentials. 3. Provide the OAuth Client ID registered in the cockpit. 4. Provide the Secret password defined in cockpit. 5. Use the Token Endpoint URL obtained from the cockpit. For more information, see Adding an OData Service.
2.3.4.2 Connectivity: Basic Authentication
When basic authentication is configured, you must authorize the user to access the OData APIs. For more information, see Defining Authorizations. To know more on predefined roles that you can assign to users of the account, see Persona.
46
PUBLIC
Content Package User Guide Line of Business
1. Provide your CPI tenant URL that has the format https://<cpi-tenant-url>/api/v1. 2. Select Basic Authentication Type.
Content Package User Guide Line of Business
PUBLIC
47
3. Provide the username of the user who has access to the CPI tenant. 4. Provide the password of the user who has access to the CPI tenant.
2.4 Digital Compliance Service - GST
2.4.1 Architecture and Abstract
The introduction of Goods and Services Tax (GST) in India, brings in a new regime of tax compliance, moving from filing of tax reports to a model-based on data communication between you as the taxpayer and the GST Network (GSTN) organization. GSTN has introduced two new entities, GST Suvidha Provider (GSP) and the Application Service Provider (ASP), whose roles are to facilitate the data communication to the GST system at GSTN in the required format. SAP brings you ASP services in the taxpayer enterprise landscape through the GST Digital Compliance Service from SAP. This solution shall offer consolidation capabilities at a GST registration level of organization of data from disparate systems and is designed around a framework driven approach for reporting. Scenario Overview
The SAP Analytics Cloud standard content for SAP Digital Compliance Service (GST) provides an out of the box overall tax payable, dues per GST component, status wise inward credit and outward liability for each GST component, analysis by Vendor/Customer/HSN Code and capability to drill-down up-to invoice level information.
This allows end user to monitor the overall GST compliance on monthly/Quarterly basis for one or more GSTINs. This report fetches the relevant information via live HANA connectivity from the DCS views, hosted in HANA DB on SAP Cloud Platform.
Architecture
48
PUBLIC
Content Package User Guide Line of Business
Please check the following topics before using the content:
The SAP Digital Compliance Service solution must be in place. The software must be at the level 1.2.18. The user that you intend to use while updating the connection to your DCS tenant need to have relevant
permissions, please also consult the SAP Analytics Cloud documentation HANA Live connections. After importing the content, you need to configure the connection with following parameters:
Field Connection Connection Type SAP Cloud Platform Account Database Name Landscape Host Default Language Authentication Method Username Password
Value HANA Live SAP Cloud Platform <your account> <your SCP database> <your datacenter> EN Username and Password <your SCP DB/HANA user> <your SCP DB/HANA Password>
Content Package User Guide Line of Business
PUBLIC
49
2.4.2 Compliance Report (SAP__DCS_GST_ComplianceReport)
When launching the story, a start period and end period must be entered in the prompt. The values need to be entered in format MMYYYY. e.g., 092017.
Once, prompts are set the story page is loaded. The GSTINs that needs to be analysed should be chosen. By default, all are selected.
The page is then re-loaded for the provided period and selected GSTINs. The page has following information:
Tax payable information at the top left corner. The first two lanes in the story provides with the summary of the tax payable components. This is basically
CGST, SGST, IGST and Cess information. Each component has net value displayed, its split across inward credit and outward liability. Outward liability is further split by status New in yellow, SENT in Blue, and FILED in green. Inward liability is further split by status RECONCILED in green and TO BE RECONCILED in yellow. The below part of the page allows to choose the measure that a user wants to analyse. The available measures that can be analysed are Inward CGST, Inward SGST, Inward IGST, Inward Cess, Outward CGST, Outward SGST, Outward IGST, Outward Cesss. Once the measure is selected, all the visualizations at the same level provide split of that measure by dimensions Vendor, LoB Type, and HSN Code.
Note
It's a stacked chart and the bars are split by the status codes. The elements in the stacked bar chart can be selected to filter on the list of invoices that are
contributing to the value of that element.
Measure Name Tax Payable
Type Calculated Measure
Formula/Properties
Net CGST + Net SGST + Net IGST + Net Cess
50
PUBLIC
Content Package User Guide Line of Business
2.4.3 DCS: GST Models
The next chapters provides the detailed information about Digital Compliance Service (DCS: GST) Models.
2.4.3.1 GST data for a given period (SAP__DCS_GST_LH_GSTFORPERIOD)
Model Name: SAP__DCS_GST_LH_GSTFORPERIOD
Connection
Model Description: GST data for a given period Planning Enabled: No
HANA Live ComplianceReport
Dimensions Name GSTIN GSTIN Name Customer GSTIN HSN Code Customer/Vendor Invoice Date Period Status
Invoice Type Invoice Number Measures Inward CGST Inward SGST Inward IGST Inward Cess Invoice Count Outward CGST Outward SGST Outward IGST Outward Cess Net CGST
Description GSTIN Code GSTIN Name Customer GSTIN HSN Code Customer or Vendor Name Invoice Date Financial Period Status covers status for both Outward liability and inward credit The business or LOB type Unique Identified for Invoices
Mapping GSTIN GSTIN_NAME CGSTIN HSN_SAC CUST_NAME INV_DATE FIN_PERIOD STATUS
INV_TYP INV_NUM
CGST Inward Credit SGST Inward Credit IGST Inward Credit Cess Inward Credit Number of Invoices CGST Outward liability SGST Outward liability IGST Outward liability Cess Outward liability CGST Outward liability - CGST Inward Credit
IN_CGST IN_SGST IN_IGST IN_CESS INV_COUNT OUT_CGST OUT_SGST OUT_IGST OUT_CESS NET_CGST
Content Package User Guide Line of Business
PUBLIC
51
Model Name: SAP__DCS_GST_LH_GSTFORPERIOD
Net SGST
SGST Outward liability - SGST Inward Credit
Net IGST
IGST Outward liability - IGST Inward Credit
Net Cess
Cess Outward liability - Cess Inward Credit
Connection NET_SGST NET_IGST NET_CESS
Note
*Private dimension and other dimensions are public.
Extensibility
Dimensions Field1 Field2 Field3 Field4 Field5 Field6
Custom Field Custom Field Custom Field Custom Field Custom Field Custom Field
Key DCS_INVHDR_EXT_FIELD1 DCS_INVHDR_EXT_FIELD2 DCS_INVHDR_EXT_FIELD3 DCS_INVHDR_EXT_FIELD4 DCS_INVHDR_EXT_FIELD5 DCS_INVHDR_EXT_FIELD6
Note
Now, while pushing invoices from SAP S4HANA or SAP ECC system to DCS Applications. If invoice fields are mapped to any of these fields in the DCS application, the calculation view would provide information of that field to SAP Analytics Cloud model.
This approach can be used to extend the analysis to more dimensions such as Business Area, Plant Code etc.,
2.5 Environment, Health and Safety Management (EHS)
2.5.1 Architecture and Abstract
The Environment, Health, and Safety (EHS) Boardroom shows the greenhouse gas emissions of a company, the safety of its workers, and the level of potential risks including their mitigation. Due to the generic nature of EHS, this content can be reused across multiple industries. The incident-related story is based on BW queries for the component extension for SAP EHS Management, which is an add-on to SAP ERP.
52
PUBLIC
Content Package User Guide Line of Business
The stories for greenhouse gas emissions and risk assessment are based on CDS Analytical Query Views of the environment management and the health and safety management components of Environment, Health, and Safety as part of SAP S/4HANA (a solution capability of S/4HANA OP).
Architecture
Content Package User Guide Line of Business
PUBLIC
53
2.5.2 Dashboard
The dashboard which is used for obtaining insights is: SAP_EHS_Dashboard.
2.5.3 Stories
The next chapters provide the detailed information about the stories related to Environment, Health and Safety Management (EHS)
2.5.3.1 General Overview (SAP__EHS_GEN_OVERVIEW)
Title: SAP__EHS_GEN_OVERVIEW
Description: SAP Environment, Health & Safety: General Overview
Purpose: To give a combined overview on the incident status, the greenhouse gas emissions and the risk level.
Page: Overview
Title
Models Used
Yearly Greenhouse Gas Emissions in CO2e by Business Unit SAP__EHS_EM_IM_EMISSIONS
CO2e Reduction Rate
SAP__EHS_EM_IM_EMISSIONS
Number of Injuries
SAP__EHS_HS_IM_INCIDENTS
Injuries
SAP__EHS_HS_IM_INCIDENTS
Risk Level Index and Number of Risks per Location
SAP__EHS_RAS_IM_RISKOVERVIEW
Risk Level Index
SAP__EHS_RAS_IM_RISKOVERVIEW
2.5.3.2 Health & Safety - Incidents (SAP__EHS_HS_INCIDENTS)
In this story, the increase of incidents per incident type is monitored, the most critical injuries come in focus, and the root causes for injuries are analyzed. In addition, the plants where the most severe injuries happened are visualized. This is done by showing the number of injuries in combination with the lost workdays and fatal accidents.
Usage in Industryspecific Boardrooms Industry SAP Chemicals SAP Eng. Cons. & Ops.
Story SAP__CHEM_EHS_HS_INCIDENTS SAP__EHS_HS_INCIDENTS
54
PUBLIC
Content Package User Guide Line of Business
Industry SAP Oil & Gas SAP Utilities SAP Mill Products SAP Mining
Story SAP__OAG_EHS_HS_INCIDENTS SAP__UTL_EHS_HS_INCIDENTS SAP__MIL_EHS_HS_INCIDENTS SAP__EHS_HS_INCIDENTS
2.5.3.3 Environment Management - Greenhouse Gas Emissions (SAP__EHS_EM_EMISSIONS)
The environment management component as part of Environment, Health, and Safety management (a solution capability of S/4HANA OP) helps companies to reduce their environmental impact with comprehensive environment management and to comply with regulations, internal policies, and environmental operating permits. It covers the processes through data collection, sampling, calculation, and aggregation of emissions into the daily operations within companies. For example, it calculates the emission of CO2 and CO2 equivalents based on the consumption of certain materials (for example, crude oil, natural gas, or diesel).
In this use case, we focus on the emission of CO2 equivalents. To support long-term climate goals of the Paris Agreement, or as a response to national or sub national regulations, most companies have set up on company level emission reduction targets for CO2 equivalents. One factor on influencing carbon emissions, is reducing the GHG footprint of the company's own operations.
Usage in Industry Specific Boardrooms:
To use this story, industries should make a copy of the story SAP__EHS_EM_EMISSIONS to their own namespace. The current usage in Industries is listed below:
Usage in Industry Specific Boardrooms Industry Oil & Gas Utilities Chemicals Mill Products
Story SAP__OAG_EHS_EM_EMISSIONS SAP__UTL_EHS_EM_EMISSIONS SAP__EHS_EM_EMISSIONS SAP__MIL_EHS_EM_EMISSIONS
Name: SAP__EHS_EM_EMISSIONS
Description: SAP Environment, Health and Safety: Environment Management - Greenhouse Gas Emissions
Purpose: It enables customers to monitor and analyze emissions of greenhouse gases of its plants, calculated as CO2 equivalents. It shows how well the operational units in our example the oil platforms, fields, terminals and refineries - reach the companies greenhouse gas emission reduction target.
Page: Detail
Charts
Title
Models Used
Navigate to
Content Package User Guide Line of Business
PUBLIC
55
Name: SAP__EHS_EM_EMISSIONS
Yearly Greenhouse Gas Emissions in CO2e by Business Unit
SAP__EHS_EM_IM_EMISSIONS
Open in Explorer
Shows all the greenhouse gas emissions of the last 10 years of all business unit to monitor if the 10-years company reduc tion target will be reached.
Monthly Emissions in CO2e
SAP__EHS_EM_IM_EMISSIONS
Open in Explorer
Shows the greenhouse gas emissions per months of the current year
Top 5 Locations by Total Emissions in CO2e
SAP__EHS_EM_IM_EMISSIONS
Open in Explorer
Shows the top 5 locations with the highest absolute CO2e emissions. Reductions in these locations would have the highest impact on the company's emissions.
Top 5 Locations by Reduction Rate
SAP__EHS_EM_IM_EMISSIONS
Open in Explorer
Shows the top 5 locations with highest reduction rate of CO2e emissions in the current year.
10 Year Reduction Rates by Country
SAP__EHS_EM_IM_EMISSIONS
Open in Explorer
Shows the reduction rate of CO2e emissions over the last 10 years per location.
Emissions by EHS Location Type in CO2e
SAP__EHS_EM_IM_EMISSIONS
Open in Explorer
Shows the emissions by EHS Location Type in CO2e of the last 12 Months
Page: Content
Emissions by Location
SAP__EHS_EM_IM_EMISSIONSGEO2
2.5.3.4 Risk Assessment (SAP__EHS_RAS_RISKASSESSMENT)
The risk assessment component of Environment, Health, and Safety as part of SAP S/4HANA (a solution capability of S/4HANA OP) is a comprehensive and integrated application that helps companies meet health and safety requirements on a local and global level. It allows companies to identify and manage health and safety risks in the workplace. It supports tasks and processes to address regulatory compliance. As a component of SAP's solutions for environment, health, and safety, it supports EHS performance and reduction of operational risks.
In this use case, we focus on the two main aspects of a company's health and safety risk situation:
a) What are the operational risks for the employees?
b) What is done to mitigate these risks?
These two questions are answered by visualizing and contrasting the risks and their mitigating controls in various aspects, one of which an artificial risk level index is calculated from all existing risks.
56
PUBLIC
Content Package User Guide Line of Business
Usage in Industry Specific Boardrooms Industry Oil & Gas Chemicals Mining
Story SAP__EHS_RAS_RISKASSESSMENT SAP__EHS_RAS_RISKASSESSMENT SAP__EHS_RAS_RISKASSESSMENT
Story Name: SAP__EHS_RAS_RISKASSESSMENT
Description: SAP Environment, Health, and Safety: Risk Assessment Purpose: This story enables customers to analyze and compare the risk situation of their operational units (in this example plants). It shows how well this risk situation is managed by the implementation of mitigating risk controls. Models Used: for all charts, the model used is: SAP__EHS_RAS_IM_RISKOVERVIEW Page Risk Overview This page provides an overview on the Risk Assessment of the operational units, in our example the EHS locations are plants. Charts Open Controls and Risk Level Index per Location. This page shows the correlation between the Risk Level and the open controls per location in a Scatterplot chart, the more critical locations are shown in the upper right quadrant. Risk Level Index and Number of Risks per Location. This page shows the distribution of absolute number of risk and the risk level of the locations in a tree map. Number of Risks per Risk Level This page shows how many risks per risk level are identified in the company or for the filtered location or hazard category in a bar chart. Number of Risks per Hazard Category This page shows how many risks per hazard category are identified in the company or for the filtered location or hazard category in a bar chart. Number of Risks per Agent This page shows how many risks per agent are identified in the company or for the filtered location or hazard category in a bar chart. Page Details Risk Assessment This page shows details on the Risk Assessment. Charts Risk Level per EHS Location This page shows the risk level of the locations in a tree map. Selecting locations here is filtering the other charts as a linked analysis. Number of Risks per Hazard Category This page shows the number of risk per hazard category in a stacked bar chart. Number of Risks per Agent This page shows the number of risk per agent in a stacked bar chart.
Content Package User Guide Line of Business
PUBLIC
57
Story Name: SAP__EHS_RAS_RISKASSESSMENT
Number of Risks per Hazard Category and Agent This page shows the number of risk per hazard category and agent in a stacked bar chart. Page Details Control Assessment This page shows details on the implementation of controls to mitigate the identified risks. Charts Number of Controls and % of Implemented Controls per Location This page shows the absolute number of controls in the heights and the implementation rate in a Marimekko chart as the width. So many controls with low implementation rates can be critical. Number of Controls This page shows the top 5 locations by number of engineering controls in a stacked bar chart that also shows the person related and organizational controls. % of Implemented Engineering Controls This page shows the % of implemented Engineering Controls in a bar chart. Five thresholds are defined indicating the criti cality. The lower the implementation rate is, the more critical this is. % Impl. Organizational Controls This page shows the % of implemented Organizational Controls in a bar chart. Five thresholds are defined indicating the criticality. The lower the implementation rate is, the more critical this is. % Impl. Personal Controls This page shows the % of implemented Personal Controls in a bar chart. Five thresholds are defined indicating the critical ity. The lower the implementation rate is, the more critical this is.
2.5.4 Models
The next chapters provide the detailed information about the Models used for creating insightful visualisations.
2.5.4.1 Health & Safety - Incidents (SAP__EHS_HS_IM_INCIDENTS)
Model Name: SAP__EHS_HS_IM_INCIDENTS
Connection
Model Description: SAP Environment. Health & Safety: Health & Safety - Inci Connection Types: SAP BW Con
dents
nection
Planning Enabled: No
Connection Query: 0EHH_MP01_Q0001¹
Incidents Account ID
Description
Formula/Mapping
58
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__EHS_HS_IM_INCIDENTS
Connection
INC
Incidents
0EHH_MP01_CK002
INJ
Injuries
0EHH_MP01_CK047
REL
Release
0EHH_MP01_CK045
NOV
Notices of Violation
0EHH_MP01_RK013
NMS
Near misses
0EHH_MP01_CK010
SOB
Safety Observations
0EHH_MP01_CK011
NLW
Number of Lost Workdays
0EH_NUMLWD
FAT
0EHH_MP01_CK005
Dimensions
ID
Description
Mapping
Time (granularity date) *
Time
Incident: Start Date
SAP_EHS_HS_IncidentsAccount
Incidents Account
Incident: ID
SAP_EHS_HS_IncidentID
Incident ID
Incident: Category
SAP_EHS_HS_IncidentCategory
Incident Category
Incident: Location
SAP_EHS_HS_Incidentlocation
Incident Location
Incident: Location Classification
SAP_EHS_HS_IncidentLocClass
Incident Location Class
Incident: Status
SAP_EHS_HS_IncidentStatus
Incident Status
Incident: Country
SAP_ALL_COUNTRY
Country
Incident: Plant
SAP_ALL_PLANT
Plant
Incident: Region
SAP_ALL_REGION
Region
Incident: Organizational Unit
SAP_EHS_HS_OrgUnit
Organizational Unit
Investigation: Major Root Cause
SAP_EHS_HS_MajorRootCause
Major Root Cause
Additional Notes about the model
¹Remark: Query 0EHH_MP01_Q0001 is using by default a display hierarchy. Since SAP Analytics Cloud currently doesn't support SAP BW queries with display hierarchy for BW Data Import, a copy of query 0EHH_MP01_Q0001 might be used with the display hierarchy setting switched off.
*Private dimension and other dimensions are public.
Content Package User Guide Line of Business
PUBLIC
59
2.5.4.2 Health & Safety - Incidents w/ Geo Data (SAP__EHS_HS_IM_INCIDENTSGEO)
Model Name: SAP__EHS_HS_IM_INCIDENTSGEO
Connection
Model Description: SAP Environ. Health & Safety: Health & Safety - Incidents w/ Geo Data
Planning Enabled: No
Connection Types: local file Connection Query: --
Account ID INC INJ REL NOV NMS SOB NLW FAT Dimensions ID Time (granularity: Days) * Account_SAP_EHS_1wb30045s6* Plant_45jg01e6l2* Additional Notes about the model
Description Incidents Injuries Releases Notices of Violation Near misses Safety Observations Number of Lost Workdays Fatalities
Description Time Account Plant
Formula/Mapping Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file
Mapping Suitable column in local file Suitable column in local file Suitable column in local file
Remark: For models that contain a geo dimension such as model SAP__EHS_HS_IM_INCIDENTSGEO (here: dimension Plant), it is currently not possible to edit the data of this geo dimension.
Example: For dimension Plant it is not possible to edit or create/delete plant data, such as adding new plants or editing Longitude or Latitude data. The data of this model represents an example only.
To visualize your own geo-enabled data (used in a geo map within a story), you need to create your own geo-enabled model. A possible way to create your own geo-enabled model is as follows:
Download data from an SAP data source (such as SAP BW query 0EHH_MP01_Q0001) into a local spreadsheet file. Add two additional columns to the spreadsheet: Latitude and Longitude. For the column that needs to be geo-enabled such as dimension Plant, manually add latitude and longitude data to the
file. Create your model from this local file. During the Data Integration step create a location out of the dimension that is to
be geo-enabled (for example, dimension Plant) by choosing the Create Location function from the column menu.
Note
*Private dimension and other dimensions are public.
60
PUBLIC
Content Package User Guide Line of Business
2.5.4.3 Environment Management Greenhouse Gas Emissions (SAP__EHS_EM_IM_EMISSIONS)
Model Name: SAP__EHS_EM_IM_EMISSIONS Connection
Model Description: SAP Environ. Health & Safety: Environmental Management - Green house Gas Emissions
Planning Enabled: No
Connection type: Import Data Connection to SAP BW Connection Analytical Query: Data source name: 2CCENVAMN
SOVRVIEWQ CDS view name: C_EnvrmtAmountsOverviewQ
Account
Formula/Mapping
ID
Description
Description
ID
EHS_Subject_Amount EHS Subject Amount
EHS Amount Value
EHSAMOUNTVALUE
EHS_Sub ject_Amount_Mte
EHS Subject Amount in [EHS_Subject_Amount]/1000000000 Mte
Dimensions
ID
Description
Mapping
Time*
Time
Amount UTC Date
EHSAMOUNTUTC DATE
EHS Account Emis sions*
SAP_EHS_AC COUNT_EMISSIONS
Map account as described above
EHS Subject
SAP_EHS_SUBJECT
Subject Key
EHSSUBJECT
EHS Subject Type
SAP_EHS_SUBJECT TYPE
Subject Type
EHSSUBJECTTYPE
EHS Location
SAP_EHS_LOCATION Location Key
EHSLOCATION
EHS Location Type
SAP_EHS_LOCATION TYPE
Location Type
EHSLOCATIONTYPE
EHS EM Data Period
SAP_EHS_EM_DATA PERIOD
Data Period
DATAUSAGEPERIO DICITY
Country
SAP_ALL_COUNTRY
Country
COUNTRY
Plant
SAP_ALL_PLANT
Plant ID
PLANT
Business Area
SAP_ALL_BUSINES SAREA
Business Area
BUSINESSAREA
EHS Data Source Type SAP_EHS_EM_DATA SOURCETYPE
Data Source Type
EHSAMOUNTSOUR CETYPE
Unit Of Measure
SAP_ALL_UOM
Unit of Measurement
UNITOFMEASURE
Region
SAP_ALL_REGION
Region
REGION
Additional Notes about the model
Unit of Measure: All the Subjects from EHS should be exposed to SAP Analytics Cloud in one Unit of Measure. Here, we use the Subject CO2e in tons.
Content Package User Guide Line of Business
PUBLIC
61
Note
*Private dimension and other dimensions are public.
2.5.4.4
Environment Management Greenhouse Gas Emissions w/ Geodata (SAP__EHS_EM_IM_EMISSIONSGEO2)
Model Name: SAP__EHS_EM_IM_EMISSIONSGEO2
Connection
Model Description: SAP Environ. Health & Safety: Environment Management Connection Type: Local file Greenhouse Gas Emissions w/ Geodata
Planning Enabled: No
EHS Account Emissions Geo ID Longitude Latitude Value Dimensions ID Time* EHS Account Emissions Geo* EHS Location*
Description Longitude Latitude Value
Description Time Account SAP_EHS_LOCATIONGEO
Formula/Mapping Suitable column in local file Suitable column in local file Suitable column in local file
Mapping Suitable column in local file Map account as above Suitable column in local file
Note
*Private dimension and other dimensions are public.
62
PUBLIC
Content Package User Guide Line of Business
2.5.4.5 Risk Assessment (SAP__EHS_RAS_IM_RISKOVERVIEW)
Model Name: SAP__EHS_RAS_IM_RISKOVERVIEW
Model Description: SAP Environment, Health & Safety: Risk Assessment Planning Enabled: No
Account ID EHS_Number_of_Risks EHS_High_Risk_Level EHS_Medium_Risk_Level EHS_Low_Risk_Level EHS_Unassigned_Risk_Level EHS_Num_Controls EHS_Num_Implemented_Controls EHS_Num_Engineering_Controls EHS_Num_Impl_EngControls EHS_Num_OrganizationalControls EHS_Num_Impl_OrgControls EHS_Num_PersRelControls EHS_Num_Impl_PersRelControls EHS_Risk_Level_Index
Description Number of Risks High Risk Level Medium Risk Level Low Risk Level Unassigned Risk Level Number of Controls Number of Implemented Controls Number of Engineering Controls Number of Impl Eng Controls Number of Organizational Controls Number of Impl Org Controls Number of Pers Rel Controls Number of Impl Pers Rel Controls EHS_Risk_Level_Index
Dimensions ID EHS Agent
Description SAP_EHS_AGENT
Connection
Connection type: Data Acquisition or Live Data Connection to S/4
Connection Analytical Query: Data source name: 2CCEHSRSKMTG SUMQ
CDS query view name: C_EHSRsk MitigationSummaryQ
Formula/Mapping
ID
NumberOfEHSRisks
NumberOfEHSRisksPrio1
NumberOfEHSRisksPrio2
NumberOfEHSRisksPrio3
NumberOfUnassignedEHSRisks
Not mapped
Not mapped
Not mapped
Not mapped
Not mapped
Not mapped
Not mapped
Not mapped
([SAP__EHS_RAS_IM_RISKOVER VIEW:EHS_High_Risk_Level]*3+ [SAP__EHS_RAS_IM_RISKOVER VIEW:EHS_Medium_Risk_Level]*2+ [SAP__EHS_RAS_IM_RISKOVER VIEW:EHS_Low_Risk_Level] *1+ [SAP__EHS_RAS_IM_RISKOVER VIEW:EHS_Unas signed_Risk_Level]*3)/ [SAP__EHS_RAS_IM_RISKOVER VIEW:EHS_Number_of_Risks] /3
Mapping
EHSAgentUUID
Content Package User Guide Line of Business
PUBLIC
63
Model Name: SAP__EHS_RAS_IM_RISKOVERVIEW
Connection
EHS Hazard
SAP_EHS_HAZARD
Hazard
EHS Hazard Category
SAP_EHS_HAZARDCATEGORY
HazardCategory
EHS Risk Level
SAP_EHS_RISKLEVEL
EHSRiskLevel
EHS Location¹
SAP_EHS_LOCATION
Assign to #
Additional Notes about the model
¹The CDS view is planned to be shipped with release S/4HANA 1809 On Premise. This is the current state of planning and can be changed by SAP at any time without notice.
Note
*Private dimension and other dimensions are public.
2.6 Supply Chain Management Extended Service Parts Planning
2.6.1 Architecture and Abstract
Extended Service Parts Planning (eSPP) is an S/4HANA OnPremise application which provides functionality for the requirements planning of service parts, the distribution of service parts within the Supply Chain network and the monitoring of the related processes. The primary industry focus within eSPP is engineering and automotive.
Analytics with SAP Analytics Cloud (SAC) can provide deep inside in eSPP requirements planning. The stories and models delivered with eSPP SAC content provide both overview and detailed data of eSPP raw demand and demand history, all eSPP forecasting key figures with its quantities and a comparison of raw demand with forecast quantities.
The displayed key figures are easily comparable and support eSPP planners in choosing effective planning parameters and meeting target service levels.
The provided models work based on a live connection between SAC and a S/4HANA backend system.
64
PUBLIC
Content Package User Guide Line of Business
The provided stories serve as templates for custom specific stories.
Note
The colored objects are documented in this chapter.
2.6.2 Stories
2.6.2.1
SAP Supply Chain Management: extended Service Parts Planning Demand History (SAP__SCM_SPP_DemandHistory)
Provides real-time insights into the eSPP demand history dependend on period, stocking location and facing location.
Provides real-time insights into the eSPP raw demand dependend on stocking location, facing location, customer and product group.
Measure Name Demand
Formula
Sum of demand quantity in period of demand history.
Type Quantity
Content Package User Guide Line of Business
PUBLIC
65
Measure Name Demand Entry Final Quantity Final No. Dmnd. Entry Scaling Quantity Scal. No. Dmnd. Entry
Formula
Type
Sum of order positions in a period of demand history.
Value
Scaling quantity adjusts the demand quantity to the period code.
Quantity
Scaling demand entry amount adjusts Value the demand entry to the period code.
Final demand quantity in Time Series Data Management.
Quantity
Final demand entry amount in Time Series Data
Value
Management.
2.6.2.2
SAP Supply Chain Management: extended Service Parts Planning Monthly Forecast (SAP__SCM_SPP_FORECASTMONTH)
Provides real-time insights into the time series data of all eSPP forecast key figures dependend on period, product, location product, product group and both warehouse location and virtual child location.
It only provides the time series data which has been created in the eSPP forecast transactions in the backend system beforehand.
Ranges and thresholds can be defined for the numeric point charts "Item: Disaggregated Forecast" so that the displayed quantity changes its color accordingly.
Measure Name Forecast Quantity Forecast Month Current Year
Forecast Month Previous Year
Measure Type Restricted key figure Restricted key figure
Formula/Properties
Looks at the forecast of the current year only Looks at the forecast of the previous year only
66
PUBLIC
Content Package User Guide Line of Business
2.6.3 Models
2.6.3.1
SAP Supply Chain Management: extended Service Parts Planning Raw Demand (SAP__SCM_SPP_LS_RAWDEMAND)
Model Name: SAP__SCM_SPP_LS_RAWDEMAND
Model Description: SAP Supply Chain Management: extended Service Parts Planning Raw Demand
Planning Enabled: no
Connection
Live Connection SQL View: 2CCSPDMNDHRAWDMNDQ
Dimensions Name
Description
Mapping
SrvcPartsDmndOrder SrvcPartsDmndItemNumber SrvcPartsDmndScheduleLineNmbr SrvcPartsDmndOrderDate SrvcPartsDmndType Product SrvcPartsFacingLocation SrvcPartsStockingLocation Customer ProductGroupValue ShippingDate SrvcPartsDmndCategory CalendarDay CalendarMonth
Order Number Item Number Schedule Line Order Date Demand Type Product Facing Location Stocking Location Customer Product Group Shipping Date Demand Category Calendar Day Calendar Month
Model: SAP__SCM_SPP_LS_FORE CASTMONTH
Dimension: CalendarMonth
CalendarYear
Calendar Year
Model: SAP__SCM_SPP_LS_FORE CASTMONTH
Dimension: CalendarYear
Content Package User Guide Line of Business
PUBLIC
67
2.6.3.2
SAP Supply Chain Management: extended Service Parts Planning Demand History (SAP__SCM_SPP_LS_DEMANDHISTORY)
Model Name: SAP__SCM_SPP_LS_DEMANDHISTORY Model Description: SAP Supply Chain Management: extended Service Parts Planning Demand History
Planning Enabled: no
Connection
Live Connection SQL View: 2CCSPDMNDHISTQ
Dimensions Name SrvcPartsDmndHistPeriod Product SrvcPartsOriginalProduct SrvcPartsFacingLocation SrvcPartsStockingLocation OrderIsEmergency
Description Period Product Original Product Facing Location Stocking Location Emergency Order
Mapping
2.6.3.3
SAP Supply Chain Management: extended Service Parts Planning Monthly Forecast (SAP__SCM_SPP_LS_FORECASTMONTH)
Model Name: SAP__SCM_SPP_LS_FORECASTMONTH
Model Description: SAP Supply Chain Management: extended Service Parts Planning Monthly Forecast
Planning Enabled: no
Connection
Live Connection SQL View: CSPFORECASTMONTQ
Dimensions Name
Description
Mapping
LOCATION PRODUCT ESPPPeriodFromDateTime
Location Product Period begin time
68
PUBLIC
Content Package User Guide Line of Business
Name ESPPPeriodToDateTime BASEUNIT ProductGroupType ProductGroupValue CalendarDay CalendarMonth
CalendarYear
Description Period end time Unit Prod. Group Type Product Group Calendar Day Calendar Month
Calendar Year
Mapping
Model: SAP__SCM_SPP_LS_RAWDE MAND Dimension: CalendarMonth Model: SAP__SCM_SPP_LS_RAWDE MAND Dimension: CalendarYear
2.7 Finance
2.7.1 FI (DA based on COA): Architecture and Abstract
Introduction to Financial Performance Digital Boardroom The Financial Performance Boardroom shows the Company's financial situation for the current year. Due to the generic nature of Finance, this content can be reused across multiple industries. Both planning and actuals data can be retrieved from the designed models. However, for simplicity, the Boardroom is built only for scenarios pertaining to Actuals (with an exception to detailed Profit & Loss Statement- where planned data is also shown). Architecture Financial Performance is built based on SAP S/4HANA Finance. SAP S/4HANA Finance delivers CDS Analytical Queries that can be consumed by SAP Analytics Cloud. The Financial Model in SAP Analytics Cloud is built based on the sample Chart of Accounts (INT). The connectivity is Data acquisition based.
Content Package User Guide Line of Business
PUBLIC
69
The building blocks are as shown:
*The CDS query 2CCFIAP_DPO is currently not in released state. The current timeline for the release of this CDS query is 201811 CE
Usage in Industry-specific Boardrooms
To use the Financial Boardroom, industries made a copy of the story SAP__FI_GEN_FINANCE or SAP__FI_GEN_FIPERFORMANCE to their own namespace.
The current usage in Industries is listed below:
Industry SAP Chemicals SAP Consumer Products SAP Mill Products SAP Public Sector
SAP Oil and Gas SAP Utilities
Story SAP__GEN_FI_FINANCE, SAP__GEN_FI_FINPERFORMANCE SAP__CP_FI_FINANCE SAP__MIL_FI_FINANCE The DSO and DPO related charts are copied into story SAP__PS_GEN_FINANCE and SAP__PS_HER_FINANCE SAP_OAG_GEN_FINANCE SAP_UTL_GEN_FINANCE
2.7.2 FI (DA based on COA): Dashboard
There are two dashboards in LoB Finance:
70
PUBLIC
Content Package User Guide Line of Business
SAP_FI_AGENDA SAP_FI_FINPERFORMANCE
This dashboard provides FI KPIs in different agenda items based on the classification of Growth, Profitability, Liquidity, and Value Based Management.
2.7.3 FI (DA based on COA): Stories
The next chapters provide details about the SAP Finance Stories.
2.7.3.1 Financial Boardroom (SAP__FI_GEN_FINANCE)
This story is used in most industry boardrooms. Please note that unless explicitly mentioned for a chart, the model used is SAP__FI_GEN_IM_GENERALLEDGER.
SAP Finance: Financial Boardroom (SAP__FI_GEN_FINANCE) Name: SAP__FI_GEN_FINANCE Description: SAP Finance: Financial Boardroom Page: Overview This page contains some overview KPIs that can be copied into overview page provided by industries. Charts Financial Overview for the Current Year Containing bar chart for EBIT (Earnings before interest and tax), Contribution Margin and ROCE (Return on Capital Em ployed). EBIT and Contribution Margin could appear as being the same due to the scale in numbers. Net Revenue Net Revenue of the current year based on order entry (YTD) Gross Revenue sales deductions. Contribution Margin Calculated for the current year (as day-to-date) based on order entry info and cost position postings. Page: Detail
This page forms the content screen for the Financial Performance Boardroom. Aim of the content screen is to provide detailed information on the P&L (Profit & Loss) situation of the company, its Net and Gross Profit Margin and Earnings and Expense situation for the current year. Business Unit and Profit Center are provided as page level filters (please note that in the Boardroom the page filters behave as story filters).
Charts Profit and Loss (P&L) Statement P&L statement shows an overview of the breakup of income and expenses for the current and previous year. More detailed P&L statement with drill-in capabilities can be navigated through.
Content Package User Guide Line of Business
PUBLIC
71
Name: SAP__FI_GEN_FINANCE
Navigation: Page Context, Profit and Loss
Earnings and Expenses
This bar chart represents the sums of all earnings (sales revenue, other operational income, financial results, and others), expense positions (material, personnel, other operational expenses, and others), and as a residual the gross profit for all quarters of the last year and the corresponding quarters of the current year.
Net Profit Margin
This section consists of a KPI tile and a Bar, Line chart.
The KPI tile displays Net Profit Margin of the current year and its difference with the previous.
The bar line shows the Net Profit over past and current year by quarter and the line chart shows the Net Profit margin for the same time interval.
Gross Profit Margin
Similar visualization to Net Profit Margin just replaced with Gross Profit related figures.
Page: Context
This page forms the context screen for the Financial Performance Boardroom.
Aim of the context screen is to provide an overview about the most important KPIs:
The capital and cash related performance of a company presented because of the P&L performance. From a shareholder perspective (Working Capital, Debt to Equity Ratio, and Return on Equity) Internal view on capital spend (Cash Flow from Operating Activities, Fixed Asset Turnover Ratio, Inventory Turnover)
internal view on cash management (DPO, DSO, DIO)
Charts
Working Capital
Working Capital is a measure of both a company's efficiency and its short-term financial health. The working capital ratio (Current Assets/Current Liabilities) indicates whether a company has enough short-term assets to cover its short-term debt.
Debt to Equity (D/E) Ratio
The D/E ratio indicates how much debt a company is using to finance its assets relative to the amount of value represented in shareholders' equity.
Return on Equity
Return on equity (ROE) is the amount of net income returned as a percentage of shareholders' equity. Return on equity measures a corporation's profitability by revealing how much profit a company generates with the money shareholders have invested.
Cash Flow from Operating Activities
Cash flow from operating activities (CFO) is an accounting item indicating the money a company brings in from ongoing, regular business activities, such as manufacturing and selling goods or providing a service. Cash flow from operating activi ties does not include long-term capital or investment costs. It includes earnings before interest and taxes plus depreciation minus taxes.
Fixed Asset Turnover Ratio
The fixedasset turnover ratio is, in general, used by analysts to measure operating performance. It is a ratio of net sales to fixed assets.
72
PUBLIC
Content Package User Guide Line of Business
Name: SAP__FI_GEN_FINANCE
Inventory Turnover Inventory turnover is a ratio showing how many times a company's inventory is sold and replaced over a period. Days Payables Outstanding
Days Payable Outstanding (DPO) is a company's average payable period. Days payable outstanding tells how long it takes a company to pay its invoices for example, from suppliers. Further navigation is available to provide a more detailed view on individual suppliers.
Model used: SAP__FI_FP_IM_DPO
Navigation: Page Context - DSO DPO Days Sales Outstanding Days Sales Outstanding (DSO) is a measure of the average number of days that a company takes to collect revenue after a sale is made. A DSO being higher as the DPO of the period indicates that a company gets its invoices paid before it is paying the received supplier invoices and by that generates a positive cash flow in that period. Navigation: Page - Context- DSO DPO Days Inventory Outstanding The Days Inventory Outstanding (DIO) is a financial measure of how long it takes a company to turn its inventory (including goods that are a work in progress, if applicable) into sales. A high DIO indicates that a company holds bigger stocks and ties more cash than needed for its business, a low DIO indicates a low stock and use of cash but might indicate a certain vulner ability in terms of out-of-stock supply chain disruptions. Page: Context - Profit and Loss This page provides the detailed P&L statement along with page filters Business Area and Profit Center. Charts Profit and Loss Statement This page provides detailed P&L statement with Actuals data for current and previous year and Planned data for the cur rent year. Navigation: Page: Detail Page: Context - DSO DPO This page provides drill-in capabilities for DPO and DSO. Filters are available separately for DPO and DSO related charts. Charts Days Sales Outstanding for Customer Groups. Shows DSO for the selected customer groups in the selected regions. Amount Outstanding. Shows the total amounts outstanding for each selected Customer Group. Navigation: Page Context Days Payables Outstanding to Suppliers Shows DPO for the selected suppliers in the selected regions. Amount Payables Shows the total amounts payable to the selected suppliers.
Content Package User Guide Line of Business
PUBLIC
73
Name: SAP__FI_GEN_FINANCE
Page: Overview Boardroom This page provides the Overview screen for the Financial Performance Boardroom. All the content provided here is available in either the Overview or Details page mentioned above. Here we will only list the charts. Charts KPI Tiles for the following Net Revenue, Total Expenses, Contribution Margin, Net Profit Margin, and Return on Equity Financial Overview for the current year Containing bar chart for EBIT (Earnings before interest and tax), Contribution Margin and ROCE (Return on Capital Em ployed). EBIT and Contribution Margin could appear as being the same due to the scale in numbers.
2.7.3.2 General Financial Performance
This story forms part of the SAP_FI_FINPERFORMANCE. Please note that unless explicitly mentioned, the model used in the charts is SAP_FI_GEN_IM_GENERALLEDGER.
Name: SAP__FI_GEN_FINPERFORMANCE Description: SAP Finance: Financial Performance Page: Overview This page shows the overview of KPIs for each of the classifications Growth, Profitability, Liquidity, and Value Based Man agement. Tiles Growth
The KPI for growth is Net Revenue. According to the story, we are in the beginning of Q4. The Net Revenue for Q3 is shown as a numeric point with variance in percentage points w.r.t. to Q3 last year and Q3 Plan. Adjacent to this is the deviation of Net Revenue this year w.r.t. Plan for the complete year, as well as how much was the deviation of Net Revenue from plan at this time in the previous year. Below this is a bar chart showing YOY and Plan vs Actual comparison of Net Revenue per quarter. Navigation: Agenda item Growth Profitability
This tile provides information about two profitability KPIs EBIT and Gross Profit. The numeric point charts of EBIT Margin and Gross Profit Margin show the values aggregated from Q1 to Q3 and deviation from Previous year. Using radio buttons, one can select to see the trailing quarters information of EBIT or Gross Profit. The trend by quarter of previous and current year are shown. For the current year, the forecast is also shown. Beside that a bar chart is shown with the KPI aggregate for the current year and forecast for the entire year. Navigation: Agenda Item Profitability Liquidity
74
PUBLIC
Content Package User Guide Line of Business
Name: SAP__FI_GEN_FINPERFORMANCE
The model used is SAP__FI_GEN_IM_CASHFLOW
This tile provides information about two liquidity KPIs: operating cashflow and free cashflow for the previous quarter with variance from previous year. The trend of these KPIs are shown quarterly for previous and current year.
Navigation: Agenda Item Liquidity
Value Based Management
This tile shows the KPI ROCE as an aggregate numeric point for the current year with its deviation to the previous year. The quarterly trend of ROCE for current and previous year are shown too.
Page: Detail Growth - YOY Previous Quarter
This page shows the breakdown of Net Revenue by Business Area, Segment, and Country. The first row of charts shows a year on year comparison of the Net Revenue for the previous quarter. The second row of charts shows the trend of Net Revenue quarterly for previous and current year. Filters for business are, segment and country are provided in the left side. It is also possible to switch to other views of Net Revenue Comparison such as Detail Growth YOY, YTM, and Detail Growth, Actual vs Plan by clicking on the required tabs placed above the filters.
Page: Detail Growth - YOY YTD
This page shows the breakdown of Net Revenue by Business Area, Segment, and Country. The first row of charts shows a year on year comparison of the Net Revenue YTD (YTM for previous year). The chart in the second row shows the trend of Net Revenue for the current year with variance of previous year. Filters for business are, segment and country are provided in the left side. It is also possible to switch to other views of Net Revenue Comparison such as YOY Previous Quarter and Actual vs Plan - Prev. Quarter.
Page: Detail Growth - Actual vs Plan
This page shows the breakdown of Net Revenue by Business Area, Segment, and Country. The first row of charts shows a comparison the Net Revenue Actuals w.r.t Plan for the previous quarter. The second row of charts shows the variance for each quarter for the current year per Business Area, Segment, and Country.Net Revenue quarterly for previous and current year. Filters for business area, segment, and country are provided in the left side.
It is also possible to switch to other views of Net Revenue Comparison such as Detail Growth YOY, YTM, and YOY, Previous Quarter by clicking on the required tabs placed above the filters.
Page: Detail Growth - YTG
This page shows the breakdown of Net Revenue by Business Area, Segment and Country. The first row of charts shows the YTD Net Revenue Actuals and its percentage deviation from annual plan i.e. Year to Go.
In the second row, the first chart shows how far was each month's revenue from YTG and the second chart shows the trend of monthly revenue and deviation from plan.
Page: Growth Effects
Content Package User Guide Line of Business
PUBLIC
75
Name: SAP__FI_GEN_FINPERFORMANCE
This page shows the price, volume and mix effects breakup for variance of sales revenue YOY w.r.t. to previous year. The effects are calculated based on ceteris paribus theory.
Price effect:p = _i (p_ci-p_bi )×v_ci Mix effect:mx = _i p_bi (mx_ci-mx_bi )×v_c Volume effect:v = _i p_bi×mx_bi×(v_c-v_b)
For calculating effects, a prerequisite is to load volume account with data. The model SAP__FI_GEN_IM_GENERALLEDGER is an account-based model and all the members of the account are mapped to the amount measure while doing the map ping to CDS views.
For retrieving data into the volume measure, please follow the following steps:
1. Create a new query based on the connection query 2CCFIGLLITMQ0001. 2. While creating this query, do the following:
In the selection screen, select the dimensions as mentioned in section 5.5.4.1 in the data source connection and inte gration section for connection query 2CCFIGLLITMQ0001 with the addition that the GL Account should be filtered for account "Sales Revenue". Select the measure quantity. 3. Use this query for loading volume related data into the model. 4. The first chart on the left shows the different splits that add up to the sales revenue variance. 5. The lanes for each of the effects: price, volume, and mix, show the total effect and its contribution by Business Area and Material Group. 6. It is possible to filter the effects for a single business area. 7. Smart Discovery Findings on Revenue Influencers navigates to Context-Growth.
Page: Context -Growth
SAP Analytics Cloud provides a functionality to run Machine led Discovery of insights on any model. In a story, it is possible to run machine discovery on a model in the data view section. This functionality is used to analyze the model SAP__FI_GEN_IM_GENERALLEDGER for the measure Net Revenue. The machine discovery provides a result, showing the dimensions that are main influencers for Net Revenue along with charts showing the distribution of the influencing mem bers of a dimension. The charts of the discovery are copied over to this page.
These charts are frozen on the point during the analysis and they are not influenced by any filters.
Navigation: Agenda Item Growth
Page: Detail Profitability
This page provides details on profitability KPIs. It is possible to filter the Legal Entity.
There is navigation possibility to see other Profitability KPIs such as Net Profit and Gross Profit using Navigation: Addition, Net and Gross Profit.
Charts
Profit Margins, Breakdown of Gross Revenue
This chart shows the components of gross revenue on a quarterly series for past and current year and shows the trend of Profit Margins such as EBITDA, EBIT, and Profit.
Breakdown of Gross Revenue
76
PUBLIC
Content Package User Guide Line of Business
Name: SAP__FI_GEN_FINPERFORMANCE
This waterfall chart shows the component breakup up of Gross Revenue for past 3 quarters aggregated. In this chart, we can clearly see the deductions involved in deriving Net Income stating from Gross Revenue. Profitability Breakdown by Legal Entity These 2 sets of stacked bars show the YOY comparison of EBIT and EBITDA for the previous quarter for each selected Legal entity. EBIT vs Gross Profit Shows the comparison of EBIT vs Gross Profit (also known as Contribution Margin). Page: Context Profitability This shows the entire General Ledger and calculated measures with Actuals for the previous year and Plan and Actuals figures for the current year. Page: Addition - Net and Gross Profit The first row shows aggregated KPIs of Net Profit, net profit margin, gross profit and gross profit margin for the current year and deviation from the previous year. For Net Profit, the charts in the second line show YOY Comparison by Business Area and by Country for the previous quarter below which are shown the trend of Net Profit quarterly over the 2 years. The last column shows Plan Actual comparison charts for Net Profit and Gross Profit quarterly for the current year. Navigation: Agenda Item Growth Page: Detail Liquidity
This page provides details on liquidity KPIs. It is possible to filter based on Legal Entity.
The top row shows some aggregated KPIs for the previous quarter and their variance with the same quarter in the previous year. The KPIs are Quick Ratio, Cash Asset Ratio, Working Capital Ratio, and Cash Conversion Cycle.
There is navigation possibility to see more information on DSO and DPO using Navigation Addition-DSO and Addition-DPO respectively.
Charts Cash Flow Bridge
Base on model SAP__FI_GEN_IM_CASHFLOW.
This chart shows the cash at hand at the start of the year, the cash flow from operating, investing and Financial activities and the cash at hand at the end of the current period.
Working Capital The working capital for the current year, quarterly and deviation from previous year is shown. Days Sales Outstanding Shows the DSO trend monthly for the past and present year and provides a forecast for the coming months based of pre dictive forecasting functionality. Days Payable Outstanding Based on model SAP__FI_FP_IM_DPO. Shows the DPO trend monthly for the past and present year and also provides a forecast for the coming months based of predictive forecasting functionality. Page: Context - Cash Flow Based on model SAP__FI_GEN_IM_CASHFLOW. Provides the cash flow breakdown in Indirect mode based on the IFRS Standard.
Content Package User Guide Line of Business
PUBLIC
77
Name: SAP__FI_GEN_FINPERFORMANCE
Page: Addition - DSO This page provides drill-in capabilities for DSO. It shows the DSO for customer groups and the amount understanding per customer. Navigation - Agenda Item Liquidity Page: Addition - DPO Based on model SAP__FI_FP_IM_DPO: This page provides drill-in capabilities for DPO, it shows the DPO to suppliers and the amount pending per supplier. Navigation - Agenda Item Liquidity
2.7.4 FI (DA based on COA): Models
The next chapters provide the details for the Models: Financial Statement, Financial Performance, Cashflow.
2.7.4.1 General- Financial Statement with Plan/Actual (SAP__FI_GEN_IM_GENERALLEDGER)
Structure of the Model:
Model Name: SAP__FI_GEN_IM_GENERALLEDGER
Model Description: SAP Finance: General- Financial Statement with Plan/Actual.
Model Purpose: The purpose of model SAP__FI_GEN_IM_GENERALLEDGER is to provide the Balance sheet and P&L line entries. Several dimensions are provided for drill-down capabilities. This model uses the chart of accounts and there are also additional calculated accounts. The account dimension SAP_FI_GEN_GLACCOUNT explains this in detail.
Planning Enabled: Yes
Calculated Measures in GL Account
ID
Description
Formula
F1
Net Revenue
Gross Revenue - Sales Deductions
F2
COGS
Material Expenses + Personnel Expenses + Interest & Similar
Expenses
F3
Gross Profit
Net Revenue - COGS
F4
Gross Profit Margin
Gross Profit / Net Revenue
F5
Operating Expenses
COGS + Other Operating Expenses
F6
Operating Profit
Net Revenue - Operating Expenses
F7
Operating Margin
Operating Profit / Sales Revenue
78
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_GEN_IM_GENERALLEDGER
F8
Net Profit
F9
Net Profit Margin
F10
Contribution Margin
F0
Gross Revenue
F11
EBIT
F12
Working Capital
F13
Working Capital Ratio
F14
Capital Employed
F15
ROCE
F16
Share Holders Equity
F17
Debt to Equity Ratio
F18
Cash Flow from Operations
F19
Property, Plant and Equip
ment (PPE)
F20
Fixed Asset Turnover Ratio
F21
Inventory Turnover
F22
DIO
F23
Return on Equity
F24
DSO_base
F25
DPO
F26 F27 F28 F29 F30 F31 F32 F33 F34 F35 F36 Dimensions Dimension Name
NetNetSales Sales Contribution Sales Margin Trade Spend EBITDA EBIT Margin EBITDA Margin Quick Ratio Marketable Securities Cash Asset Ratio Cash Conversion Cycle
Dimension Description
Net Revenue - (Operating Expenses + Depreciation+ Amorti zation + Interests + Taxes) Net Profit / Net Revenue Net Revenue COGS Sales Revenue Net Revenue - (Operating Expenses +Amortization + Depre ciation) Current Assets - Payables Current Assets / Payables Total Assets Payables EBIT / Capital Employed Assets - Total Liabilities Total Liabilities / Share Holders Equity EBIT + Depreciation -Taxes Tangible Assets
COGS / PPE Net Revenue / Change In Inventory (Change In Inventory /COGS) / 30 Net Revenue / Share Holder's Equity (Accounts Receivable / Gross Revenue) ((AP Domestic + AP Foreign) / COGS) / 30 (Advisable To Use DPO Model) Gross Revenue - Sales Deduction NetNetSales - COGS - Trade Spends Sales Contribution / NetNetSales Sales Deductions + Sales & Advertising Expenses Net Revenue Operating Expenses EBIT / Gross Revenue EBITDA/ Gross Revenue (Assets Inventories) / Liabilities Stock in Affiliates Marketable Securities / Liabilities DSO_base + DIO -DPO
Dimension Type
Public/Private Dimension
Content Package User Guide Line of Business
PUBLIC
79
Model Name: SAP__FI_GEN_IM_GENERALLEDGER
Time
Time
SAP_FI_GEN_GLACCOUNT GL Account*
SAP_ALL_BUSINESSAREA Business Area
SAP_ALL_COSTCENTER
Cost Center
SAP_ALL_COUNTRY
Country
SAP_ALL_CUSTOMER
Customer
SAP_ALL_CUSTOMER GROUP
Customer Group
SAP_ALL_MATERIAL
Material
SAP_ALL_MATERIALGROUP Material Group
SAP_ALL_PLANT
Plant
SAP_ALL_PROFITCENTER Profit Center
SAP_ALL_REGION
Region
SAP_ALL_SEGMENT
Segment
SAP_ALL_SUPPLIER
Supplier
Time Account Dimension Generic Dimension Generic Dimension Generic Dimension Generic Dimension Generic Dimension
Generic Dimension Generic Dimension Generic Dimension Generic Dimension Generic Dimension Generic Dimension Generic Dimension
Private Private Private Private Private Private Private
Private Private Private Private Private Private Private
The account dimension SAP_FI_GEN_GLACCOUNT is a very special dimension and is handled as follows:
This dimension should be filled based on the Chart of Accounts. The master data for Chart of Accounts is retrieved from the OData service API_GLACCOUNTINCHARTOFACCOUNTS_SRV (see step Data Source Connection and Integration). Currently INT is used for Chart of Accounts and Hierarchy.
The data and hierarchy must be manually maintained in the Account Dimension.
Data Source Connection and Integration
The model should be filled in 2 steps. To get the actuals values, data import should be connected to CDS Query, Journal Entry Analyzer. This will fill the model with Actuals Journal Entry Line Items.
To get any plan version entries for the P&L, for the selected plan, data import should be connected to CDS Query, P& L, and Plan Actual.
The mappings for these 2 queries are mentioned below:
Model Name: SAP__FI_GEN_IM_GENERALLEDGER Model Description: SAP Finance: General - Financial Statement with Plan/Actual Connection Type: Data import from SAP BW (this is the interface used to access CDS Queries) System: SAP S/4HANA Connection Query: Journal Entry Analyzer (2CCFIGLLITMQ0001)
80
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_GEN_IM_GENERALLEDGER
Connection Variables: Ledger: 0L (or any other specific ledger) Company Code: Relevant company codes Fiscal Year: Relevant Fiscal Year Measures: Amount in Global Currency Connection Purpose: To get the actuals values Dimension Mapping Dimension GL Account
Business Area Legal Entity Cost Center Country Customer Customer Group Functional Area Material Material Group Plant Profit Center Project Definition
Region Segment Supplier Time
Category
Mapping Field G/L Account 2CIFIGLACCINCOA-DIS PLAY_KEY_MIXED_COMPOUNDMENT Business Area 2CIFIBUSAREA-DISPLAY_KEY Company Code 2CIFICOMPANYCODE-DISPLAY_KEY Cost Center 2CIFICOSTCENTER-DISPLAY_KEY Assign to # Customer 2CI_CUSTOMER_CDS-DISPLAY_KEY Customer Group 2CISDCUSTGRP-DISPLAY_KEY Functional Area 2CIFIFUNCAREA-DISPLAY_KEY Material 2CIMATERIAL-DISPLAY_KEY Material Group 2CIMATGROUP-DISPLAY_KEY Assign to # Profit Center 2CIFIPROFITCENTER-DISPLAY_KEY Project Definition 2CIFIGLLITMCUBE-PROJECT-DIS PLAY_KEY Assign to # Segment 2CIFISEGMENT-DISPLAY_KEY Supplier 2CI_SUPPLIER_CDS-DISPLAY_KEY Posting Date 2CIFIGLLITMCUBE-POSTINGDATE-DIS PLAY_KEY Actuals
Please note that the fields marked in bold have to be mapped as a minimum for the Financial Performance Boardroom to work as designed.
Model Name: SAP__FI_GEN_IM_GENERALLEDGER Model Description: SAP Finance: General - Financial Statement with Plan/Actual
Content Package User Guide Line of Business
PUBLIC
81
Model Name: SAP__FI_GEN_IM_GENERALLEDGER
Connection Type: Data import from SAP BW (this is the interface used to access CDS Queries) System: SAP S/4HANA Connection Query: P & L Plan/Actual (2CCFIPLPLANACT)
Connection Variables: Ledger: 0L (or any other specific ledger) Company Code: Relevant company codes Fiscal Year: Relevant Fiscal Year Measures: Amount in Global Currency Connection Purpose: To get the plan values Dimension Mapping Dimension GL Account*
Business Area Legal Entity Cost Center Country Customer Customer Group Functional Area Material Material Group Plant Profit Center Project Definition
Region Segment Supplier Trading Partner Time
Category
Mapping Field G/L Account 2CIFIGLACCINCOA-DIS PLAY_KEY_MIXED_COMPOUNDMENT Business Area 2CIFIBUSAREA-DISPLAY_KEY Company Code 2CIFICOMPANYCODE-DISPLAY_KEY Cost Center 2CIFICOSTCENTER-DISPLAY_KEY Assign to # Customer 2CI_CUSTOMER_CDS-DISPLAY_KEY Customer Group 2CISDCUSTGRP-DISPLAY_KEY Functional Area 2CIFIFUNCAREA-DISPLAY_KEY Material 2CIMATERIAL-DISPLAY_KEY Material Group 2CIMATGROUP-DISPLAY_KEY Plant 2CIPLANT-DISPLAY_KEY Profit Center 2CIFIPROFITCENTER-DISPLAY_KEY Project Definition 2CIFIGLLITMCUBE-PROJECT-DIS PLAY_KEY Assign to # Segment 2CIFISEGMENT-DISPLAY_KEY Supplier 2CI_SUPPLIER_CDS-DISPLAY_KEY Trading Partner 2CIPARTNERCOMPANY-DISPLAY_KEY
YYYY/MM date based on Fiscal Year 2CIFIFYEARCC-DIS PLAY_KEY and Fiscal Period 2CIFIFYEARPERIODCC-DIS PLAY_KEY
Based on the plan type selected, it can be mapped to Plan, Budget, Forecast, Rolling Forecast
82
PUBLIC
Content Package User Guide Line of Business
To map the GL Account, a transformation is needed. The accounts are delivered in the X/Y form, but the model requires X/0000Y. This can be done by following the steps below using the context menu provided for columns:
1. Split the GL column using custom separator / 2. 2. Combine the split columns using custom separator /0000
For time dimension mapping, splitting, and combining should be done of Fiscal Year and Fiscal Period based on the company's Fiscal Variant.
2.7.4.2 Financial Performance- Days Payable Outstanding (SAP__FI_FP_IM_DPO)
Model Name: SAP__FI_FP_IM_DPO
Connection
Model Description: SAP Finance: Financial Performance- Days Payable Out standing
Model Purpose: - SAP__FI_FP_IM_DPO is used to provide the days payable outstanding to suppliers. The source is CDS Query 2CCFIAP_DPO which connects to SAP S/4HANA Finance Ops.
Planning Enabled: No
Connection Type: Data import from SAP BW (this is the interface used to access CDS Queries) System: SAP S/4HANA
Connection Query: Accounts Paya ble. Days Payables Outstanding (2CCFIAP_DPO)
Connection Variables: Currency key for the display currency: Rele vant currency Exchange Rate Type: M (or any other relevant exchange type)
Connection Purpose: To get the DPO to suppliers
DSO/DPO Account ID DebitAmt RevAmt WgtAmt Amount DSO DPO
Dimensions Name Time*
SAP_FI_FP_Outstanding
Description Debit Amount Receivables Amount Wgt Amount Amount Days Sales Outstanding Days Payables Outstanding
Description Time
DSO/DPO Account
Mapping
Wgt Amt in Dspl Crcy ELTUIDCMP1 Amount in Dspl Crcy ELTUIDCMP2
Days Payables Outstanding EL TUIDCMP3
Mapping 2CIFIAP_DPO-YEARMONTH-DIS PLAY_KEY Map measures individually above
Content Package User Guide Line of Business
PUBLIC
83
Model Name: SAP__FI_FP_IM_DPO SAP_ALL_REGION SAP_ALL_SUPPLIER SAP_ALL_COMPANYCODE SAP_ALL_MONTH SAP_ALL_YEAR SAP_ALL_COUNTRY
Region Supplier Company Code Month Year Country
*Private dimension and other dimensions are public.
Connection 2SUPPLIERREGION-DISPLAY_KEY 2CI_SUPPLIER_CDS-DISPLAY_KEY 2CIFICOMPANYCODE-DISPLAY_KEY Assign to # Assign to # 2CIFICOUNTRY-DISPLAY_KEY
2.7.4.3 General- Cashflow (SAP__FI_GEN_IM_CASHFLOW)
Model Name: SAP__FI_GEN_IM_CASHFLOW
Connection
Model Description: SAP Finance: General- Cashflow Model Purpose: This model provides the cashflow indirect method based on
IFRS standard Planning Enabled: Yes
Connection Type: Data import from SAP BW (this is the interface used to access CDS Queries) System: SAP S/4HANA
Connection Query: Cashflow Statement Indirect IFRS (2CCFICSHFLINDIFRS)
Connection Variables: All variables are mandatory From Period, To Period, Fin Stmnt Version, Company Code, Fiscal Year, and Ledger
DSO/DPO Account ID F1
F2
F3 ID HEADER11 HEADER13
HEADER14
Description CAPEX Operating Cashflow Free Cashflow
Formula
Purchase(sale) of tangible assets + Pur chase(sale) of intangible assets
Net cash generated from continuing op erating activities
Operating Cashflow Free Cashflow
Mapping
Profit for the period ELTUIDCMP4
Depreciation of property, plant and equipment ELTUIDCMP6
Amortization of intangible assets EL TUIDCMP7
84
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_GEN_IM_CASHFLOW HEADER15
HEADER17
HEADER18
HEADER19
HEADER20
HEADER21
HEADER22
HEADER23
HEADER27
HEADER30
HEADER31
HEADER15
HEADER33
HEADER34
HEADER36
HEADER37
HEADER38
HEADER39 HEADER40 HEADER41 Dimension Mapping ID Time* SAP_FI_GEN_CASHFLOW*
Description Time Cashflow Account
Content Package User Guide Line of Business
Connection
Gain/Loss from fixed asset retirement ELTUIDCMP8
Increase (Decrease) of provisions EL TUIDCMP10
Increase (Decrease) of inventories EL TUIDCMP11
Increase (Decrease) in accounts receiv ables (net) ELTUIDCMP12
Increase (Decrease) in other receiva bles (net) ELTUIDCMP13
Increase (Decrease) in accounts paya bles ELTUIDCMP14
Increase (Decrease) in other payables ELTUIDCMP15
Net cash generated from continuing op erating activities ELTUIDCMP16
Purchase (Sale) of tangible assets EL TUIDCMP20
Purchase (Sale) of intangible assets EL TUIDCMP23
Amortization of intangible assets EL TUIDCMP24
Gain/Loss from retirement of fixed as sets ELTUIDCMP25
Increase (Decrease) in long-term in vestments ELTUIDCMP26
Net cash used in continuing investing activities ELTUIDCMP27
Increase (Decrease) in common stocks ELTUIDCMP29
Increase (Decrease) in notes receivable ELTUIDCMP30
Net cash generated from financing ac tivities ELTUIDCMP31
Net Cash Flow ELTUIDCMP32
Cash Flow Validation ELTUIDCMP33
Validation Balance ELTUIDCMP34
Connection
Mapping
Posting Date
Map measures individually above
PUBLIC
85
Model Name: SAP__FI_GEN_IM_CASHFLOW
SAP_ALL_BUSINESSAREA
Business Area
SAP_ALL_COUNTRY
Country
SAP_ALL_COMPANY_CODE
Legal Entity
SAP_ALL_COSTCENTER
Cost Center
SAP_ALL_PROFITCENTER
Profit Center
SAP_ALL_SEGMENT
Segment
Connection 2CIFIBUSAREA-DISPLAY_KEY Assign to # 2CIFIVOMPANYCODE-DISPLAY_KEY 2CIFICOSTCENTER-DISPLAY_KEY 2CIFIPROFITCENTER-DISPLAY_KEY 2CIFISEGMENT-DISPLAY_KEY
*Private Dimension and other Dimensions are public. Further information on the CDS view for Cashflow Statement and Indirect IFRS can be found here.
2.7.5 FI (Live based on Semantic Tags): Architecture and Abstract
Introduction to Financial Performance Digital Boardroom
The Financial Performance Boardroom shows the Company's financial situation for the current and previous year. Architecture
Financial Performance is built based SAP S/4HANA On Premise live connectivity. The CDS view which exposes the financial KPIs uses semantic tags for defining the KPIs. With this approach, it is not needed to create the KPIs in SAP Analytics Cloud based on dedicated Chart of Accounts.
This content can be plugged on to a S/4HANA system to display content out of the box. The CDS view is available from S/4HANA On-premise 1809 or S/4HANA Cloud 1808.
The building blocks are as shown:
Architecture
86
PUBLIC
Content Package User Guide Line of Business
This video gives a preview of the content.
2.7.6 FI (Live based on Semantic Tags): Dashboard
There is a single digital boardroom. SAP_FI_Performance_Live_Dashboard This dashboard provides FI KPIs in different topics based on the classification of Growth, Profitability, and Liquidity.
2.7.7 FI (Live Based on Semantic Tags): Stories
SAP Finance: Financial Performance based on Semantic Tags (SAP__FI_GEN_FINSTMTKPI) This story is used to provide complete Financial Performance Overview. Here's a brief explanation of the pages. Overview The aggregated KPIs for Growth, Profitability, and Liquidity are shown here in three lanes.
Note
Apart from the model input parameters, it is important in this page to select the Current and Previous year in the input fields available at the top right.
Growth
Content Package User Guide Line of Business
PUBLIC
87
This page provides further information on the Growth KPI, Net Revenue. Here also please select current and previous year in top right. You can select the breakdown dimension for the page to reflect accordingly. This page has 3 lanes: 1. The first lane shows quarter wise comparison of Net Revenue for current year w.r.t previous year and plan.
You need to select the quarters for which comparison should be done. 2. The second lane shows YTG comparison of Net Revenue for current year w.r.t previous year and plan. You
need to select the fiscal periods YTD. 3. The third lane shows YTG comparison of Net Revenue w.r.t. Plan. Profitability - EBIT & EBITDA This page shows external facing profitability KPIs. Please select current year in top right. Profitability - Net & Gross Profit This page shows operational profitability KPIs. Please select current year in top right. P&L Analysis A scatter plot in this page does smart grouping of the selected measures and dimension. It is possible to filter on a smart group and analyze financial performance of this group. Liquidity Various liquidity KPI trends are shown. Please select current year in top right. Liquidity- DSO This page shows DSO and Accounts Receivables related information. Here, smart grouping-based filtering can be used for analysis. As we are using different modes in this page than the others, please remember to filter on the company codes to be same as that of the company code available as a story filter.
2.7.8 FI (Live based on Semantic Tags): Models
The next chapters provide the detailed information on the Models used for creating the Stories.
2.7.8.1 Financial KPIs based on Semantic Tags (SAP__FI_GEN_LS_FINSTMTKPI)
This model provides Financial KPIs delivered by Semantic tags. Documentation regarding these KPIs is found here.
88
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_GEN_LS_FINSTMTKPI
Connection
Model Description: SAP Finance: Financial KPIs based on Se Connection Type: Live connectivity Which system: S/
mantic Tags
4HANA On Prem 1808+
Planning Enabled: No
Connection name: S/4HANA Finance On Premise(SAP
FIN)
Connection Query: KPIs based on Financial Statements (2CCFIFINSTMTKPI)
Connection Parameter Financial Statement Version Ledger Ledger Fiscal Year
Value {mandatory} {mandatory}
{mandatory} Please use 2 entries current and previous year
To Period
{mandatory} 12
Plan Category
{mandatory}
If you have planning configured, please use the plan cate gory else use ACT01
Note
The dimensions and measures are not listed, since this is a live model, they are identical to the measures and dimen sions in the CDS view.
2.7.8.2 Days Sales Outstanding (SAP__FI_GEN_LS_DSO)
This model provides current DSO related information.
Model Name: SAP__FI_GEN_LS_DSO Model Description: SAP Finance: Days Sales Outstanding Planning Enabled: No
Connection Parameter Rolling Avg. for Rec
Connection
Connection Type: Live Connectivity System: S/4HANA On Prem Connection Name: S/4HANA Finance On Premise (SAPFIN) Connection Query: Days Sales Outstanding Smart Business App (2CCFIDAYSSLSOUTSTG) Value
{mandatory} 1
Content Package User Guide Line of Business
PUBLIC
89
Model Name: SAP__FI_GEN_LS_DSO Rolling Avg. for Rev
Display Currency
Exchange Rate Type
Connection {mandatory} 1 {mandatory} US Dollar {mandatory} M
Note
The dimensions and measures are not listed since this is a live model, they are identical to the measures and dimen sions in the CDS view.
2.7.8.3 Overdue Accounts Receivables (SAP__FI_GEN_LS_ACCTRBLS)
This model provides Accounts Receivables Overdue related information.
Model Name: SAP__FI_GEN_LS_ACCTRBLS
Connection
Model Description: SAP Finance: Overdue Accounts Receiva Connection Type: Live Connectivity
bles
System: S/4HANA On Prem
Planning Enabled: No
Connection Name: S/4HANA Finance On Premise (SAPFIN)
Connection Query: Overdue Accounts Receivables Smart Business App (2CCOVRDUEACCTRBLS)
Connection Parameter Open on Key Date
Value {mandatory}
TODAY
Display Currency
{mandatory}
US Dollar
Exchange Rate Type
{mandatory}
M
Net Due Interval 1
{mandatory}
30
90
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_GEN_LS_ACCTRBLS Net Due Interval 2
Net Due Interval 3
Connection {mandatory} 60 {mandatory} 90
Note
The dimensions and measures are not listed- since this is a live model, they are identical to the measures and dimen sions in the CDS view.
2.8 Finance - Accounts Receivable: Payment Forecasting (FI-AR-PF)
2.8.1 Architecture and Abstract
Abstract
This content extends the existing Accounts Receivable Cash Collection functionality within S/4HANA Cloud. It can be considered as an extension of the Process Collections Worklist, Process Receivables, and Manage Customer Line Items apps. Accounts Receivable is typically the largest asset on any organization's financial statements. With B2B transactions increasing in volume and complexity, poor management of AR can lead to unnecessary expenses and cash flow problems. Using the results from a regression model, payment predictions are presented to enable collections managers to prioritize their time on high value invoices and customers with poor predicted payment behavior.
Content Package User Guide Line of Business
PUBLIC
91
Architecture
2.8.2 Stories
The story SAP__FI_AR_PAYMENTFORECASTING (SAP Finance: Accounts Receivable - Invoice Payment Forecasting) is included as part of this package.
The story includes the following calculated measures and dimensions:
Measure Name
Type
Model: SAP__FI_AR_IM_PAYMENTHIST
HIST_COUNT_INVOICES
Aggregation
Formula/Properties
Operation: [COUNT DIMENSION] Aggregation Dimension: [ID] Conditional Aggregation: [No]
92
PUBLIC
Content Package User Guide Line of Business
Measure Name AVG_DAYS_TO_PAY
Type Calculated Measure
Model: SAP__FI_AR_IM_PAYMENTPRED
COUNT_INVOICES
Aggregation
OVERDUEAMOUNTS %_OVERDUEAMOUNTS
Restricted Measure Calculated Measure
Dimension Name
Type
Model: SAP__FI_AR_IM_PAYMENTHIST
HIST_OVERDUEDAYS
Measure-Based Dimension
Model: SAP__FI_AR_IM_PAYMENTPRED
Formula/Properties
[SAP__FI_AR_IM_PAYMENTH IST:OVERDUEDAYS] / [#HIST_COUNT_INVOICES]
Operation: [COUNT DIMENSION] Aggregation Dimension: [ID] Conditional Aggregation: [No]
Measure [AMOUNTINCOCURR] re stricted by [OVERDUEDAYS] on [1 - 15, 16 - 30, 31 - 60, 61 - 90, >= 91]
[#OVERDUEAMOUNTS] / [SAP__FI_AR_IM_PAY MENTPRED:AMOUNTINCOMPANYCO DECURR]
Formula/Properties
Measure [OVERDUEDAYS]: Member Name: 0. Measure Values:
0. Member Name: 1 - 15. Measure Val
ues: 1 and < 16. Member Name: 16 - 30. Measure
Values: 16 and < 31. Member Name: 31 - 60. Measure
Values: 31 and < 61. Member Name: 61 - 90. Measure
Values: 61 and < 91. Member Name: >=91. Measure
Values: 91.
Dimension Context: Select All
Content Package User Guide Line of Business
PUBLIC
93
Dimension Name OVERDUEDAYS
DUEINDAYS
PRED_OVERDUEDAYS
94
PUBLIC
Type Measure-Based Dimension
Measure-Based Dimension
Measure-Based Dimension
Formula/Properties
Measure [OVERDUEDAYS]: Member Name: 0. Measure Values:
0. Member Name: 1 - 15. Measure Val
ues: 1 and < 16. Member Name: 16 - 30. Measure
Values: 16 and < 31. Member Name: 31 - 60. Measure
Values: 31 and < 61. Member Name: 61 - 90. Measure
Values: 61 and < 91. Member Name: >=91. Measure
Values: 91.
Dimension Context: Select All
Measure [OVERDUEDAYS]: Member Name: 0 - 15. Measure
Values: -15 and 0. Member Name: 16 - 30. Measure
Values: -30 and < -15. Member Name: 31 - 60. Measure
Values: -60 and < -30. Member Name: 61 - 90. Measure
Values: -90 and < -60. Member Name: >= 91. Measure
Values: -91.
Dimension Context: Select All
Filter Context: [OVERDUEDAYS] re stricted by [0]
Measure [PRED_OVERDUEDAYS]: Member Name: 0. Measure Values:
0. Member Name: 1 - 15. Measure Val
ues: 1 and < 16. Member Name: 16 - 30. Measure
Values: 16 and < 31. Member Name: 31 - 60. Measure
Values: 31 and < 61. Member Name: 61 - 90. Measure
Values: 61 and < 91. Member Name: >=91. Measure
Values: 91.
- Dimension Context: Select All
Content Package User Guide Line of Business
2.8.3 Models
2.8.3.1 SAP__FI_AR_IM_PAYMENTHIST
All the dimensions listed below are private dimensions.
Model Name: SAP__FI_AR_IM_PAYMENTHIST
Connection
Model Description: SAP Finance: Accounts Receivable - Historical Cleared In Dataset SAP__FI_AR_PAYMENTFORE
voices
CASTINGHIST
Planning Enabled: No
Account ID AMOUNTINCOMPANYCODECUR RENCY CASHDISCOUNTBASEAMOUNT NETPAYMENTAMOUNT NETDUEDAYS DUEDAYS POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDISCOUNT1DAYS Dimensions Name ID COMPANYCODE ACCOUNTINGDOCUMENT ACCOUNTINGDOCUMENTITEM DOCUMENTDATE NETDUEDATE DUECALCULATIONBASEDATE POSTINGDATE CLEARINGDATE LASTDUNNINGDATE CASHDISCOUNT1DUEDATE PAYMENTTERMS
Description AMOUNTINCOCURR
CASHDISCOUNTBASEAMOUNT NETPAYMENTAMOUNT NETDUEDAYS DUEDAYS POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDISCOUNT1DAYS
Description
Mapping/Formula AMOUNTINCOMPANYCODECUR RENCY CASHDISCOUNTBASEAMOUNT NETPAYMENTAMOUNT NETDUEDAYS DUEDAYS POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDISCOUNT1DAYS
Mapping ID COMPANYCODE ACCOUNTINGDOCUMENT ACCOUNTINGDOCUMENTITEM DOCUMENTDATE NETDUEDATE DUECALCULATIONBASEDATE POSTINGDATE CLEARINGDATE LASTDUNNINGDATE CASHDISCOUNT1DUEDATE PAYMENTTERMS
Content Package User Guide Line of Business
PUBLIC
95
Model Name: SAP__FI_AR_IM_PAYMENTHIST GLACCOUNT POSTINGKEY DEBITCREDITCODE CUSTOMER PLANNINGLEVEL COUNTRY FINANCIALACCOUNTTYPE BILLINGDOCUMENT CLEARINGISREVERSED ACCOUNTINGDOCUMENTTYPE COMPANYCODECURRENCY TRANSACTIONCURRENCY KEYDATE
Connection GLACCOUNT POSTINGKEY DEBITCREDITCODE CUSTOMER PLANNINGLEVEL COUNTRY FINANCIALACCOUNTTYPE BILLINGDOCUMENT CLEARINGISREVERSED ACCOUNTINGDOCUMENTTYPE COMPANYCODECURRENCY TRANSACTIONCURRENCY KEYDATE
2.8.3.2 SAP__FI_AR_IM_PAYMENTPRED
All the dimensions listed below are private dimensions.
Model Name: SAP__FI_AR_IM_PAYMENTPRED
Model Description: SAP Finance: Accounts Receivable - Current Invoices with Predictions
Planning Enabled: No
Account ID AMOUNTINCOMPANYCODECUR RENCY CASHDISCOUNTBASEAMOUNT NETPAYMENTAMOUNT NETDUEDAYS DUEDAYS POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDISCOUNT1DAYS
Description AMOUNTINCOCURR
CASHDISCOUNTBASEAMOUNT NETPAYMENTAMOUNT NETDUEDAYS DUEDAYS POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDISCOUNT1DAYS
Connection
Dataset SAP__FI_AR_PAYMENTFORE CASTINGPRED
Mapping/Formula AMOUNTINCOMPANYCODECUR RENCY CASHDISCOUNTBASEAMOUNT NETPAYMENTAMOUNT NETDUEDAYS DUEDAYS POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDISCOUNT1DAYS
96
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_AR_IM_PAYMENTPRED
rr_CLEARINGDAYS
PRED_CLEARINGDAYS
Calculated_column_1
PRED_OVERDUEDAYS
Dimensions Name ID COMPANYCODE ACCOUNTINGDOCUMENT ACCOUNTINGDOCUMENTITEM DOCUMENTDATE NETDUEDATE DUECALCULATIONBASEDATE POSTINGDATE LASTDUNNINGDATE CASHDISCOUNT1DUEDATE PAYMENTTERMS GLACCOUNT POSTINGKEY DEBITCREDITCODE CUSTOMER PLANNINGLEVEL COUNTRY FINANCIALACCOUNTTYPE BILLINGDOCUMENT CLEARINGISREVERSED ACCOUNTINGDOCUMENTTYPE COMPANYCODECURRENCY TRANSACTIONCURRENCY KEYDATE
Description
Connection rr_CLEARINGDAYS
Not mapped to the dataset. Create a calculated column based on this for mula: IF([PRED_CLEARINGDAYS]-[NETDUE DAYS]>=0, [PRED_CLEARINGDAYS][NETDUEDAYS], 0)
Mapping ID COMPANYCODE ACCOUNTINGDOCUMENT ACCOUNTINGDOCUMENTITEM DOCUMENTDATE NETDUEDATE DUECALCULATIONBASEDATE POSTINGDATE LASTDUNNINGDATE CASHDISCOUNT1DUEDATE PAYMENTTERMS GLACCOUNT POSTINGKEY DEBITCREDITCODE CUSTOMER PLANNINGLEVEL COUNTRY FINANCIALACCOUNTTYPE BILLINGDOCUMENT CLEARINGISREVERSED ACCOUNTINGDOCUMENTTYPE COMPANYCODECURRENCY TRANSACTIONCURRENCY KEYDATE
Content Package User Guide Line of Business
PUBLIC
97
2.8.4 Datasets
2.8.4.1 SAP__FI_AR_PAYMENTFORECASTINGHIST
The dataset SAP__FI_AR_PAYMENTFORECASTINGHIST contains invoices that is cleared as of November 28, 2018. The filter CLEARINGDATEFISCALYEAR 0000 is applied to ensure that the clearing date is not missing and has a value.
Dataset Name: SAP__FI_AR_PAYMENTFORECASTINGHIST
Dataset Description: SAP Finance: Accounts Receivable, Historical Cleared Invoices Connection: Import Data Connection to an SAP S/4HANA Cloud System. SAP S/4HANA Cloud custom CDS view:
YY1_OPACDOIT
Variables Column Header ID COMPANYCODE ACCOUNTINGDOCUMENT FISCALYEAR ACCOUNTINGDOCUMENTITEM KEYDATE DOCUMENTDATE NETDUEDATE DUECALCULATIONBASEDATE POSTINGDATE CLEARINGDATE LASTDUNNINGDATE CASHDISCOUNT1DUEDATE PAYMENTTERMS GLACCOUNT POSTINGKEY DEBITCREDITCODE FISCALPERIOD CUSTOMER PLANNINGLEVEL COUNTRY FINANCIALACCOUNTTYPE BILLINGDOCUMENT
Mapping in YY1_OPACDOIT <Unique key generated by S/4HANA> Company Code Journal Entry Fiscal Year Posting View Item Key Date Journal Entry Date Net Due Date Due Calculation Base Date Posting Date Clearing Date Last Dunned Cash Disc 1 Due Date Payment Terms G/L Account Posting Key Debit/Credit Code Fiscal Period Customer Planning Level Country Account Type Billing Document
98
PUBLIC
Content Package User Guide Line of Business
Dataset Name: SAP__FI_AR_PAYMENTFORECASTINGHIST
CLEARINGISREVERSED
Clearing Is Reversed
CLEARINGDOCFISCALYEAR
Clearing Fisc. Year
ACCOUNTINGDOCUMENTTYPE
Journal Entry Type
COMPANYCODECURRENCY
Company Code Crcy
AMOUNTINCOMPANYCODECURR
Amount in CC Crcy
TRANSACTIONCURRENCY
Transaction Currency
CASHDISCOUNTBASEAMOUNT
Cash Dscnt Base Amt
NETPAYMENTAMOUNT
Net Payment Amount
NETDUEDAYS
Net Due Days
DUEDAYS
Due Days
POSTINGDAYS
Posting Days
CLEARINGDAYS
Clearing Days
OVERDUEDAYS
Overdue Days
LASTDUNNINGDAYS
Last Dunning Days
CASHDISCOUNT1DAYS
Cash Discount Days 1
2.8.4.2 SAP__FI_AR_PAYMENTFORECASTINGCURR
The dataset SAP__FI_AR_PAYMENTFORECASTINGCURR contains the same columns as the dataset SAP__FI_AR_PAYMENTFORECASTINGHIST. The only difference is that the filter CLEARINGDATEFISCALYEAR = 0000 is applied to ensure that the clearing date is missing, indicating that the invoice is not cleared.
2.8.4.3 SAP__FI_AR_PAYMENTFORECASTINGPRED
The dataset SAP__FI_AR_PAYMENTFORECASTINGPRED contains the columns that SAP__FI_AR_PAYMENTFORECASTINGCURR has with additional columns created by the predictive scenario. These additional columns supplement the predictive modelling process but have not been included in the analytics models or the story. Lastly, this dataset includes the predictive output column rr_CLEARINGDAYS.
Dataset Name: SAP__FI_AR_PAYMENTFORECASTINGPRED
Dataset Description: SAP Finance: Accounts Receivable - Current Invoices with Predictions Connection: Output dataset from predictive scenario: SAP__FI_AR_PAYMENTFORECASTING
Variables Column Header
Mapping in YY1_OPACDOIT
Content Package User Guide Line of Business
PUBLIC
99
Dataset Name: SAP__FI_AR_PAYMENTFORECASTINGPRED
KxIndex
<Unique key generated by the predictive scenario>
ID
<Unique key generated by S/4HANA>
COMPANYCODE
Company Code
ACCOUNTINGDOCUMENT
Journal Entry
FISCALYEAR
Fiscal Year
ACCOUNTINGDOCUMENTITEM
Posting View Item
KEYDATE
Key Date
DOCUMENTDATE
Journal Entry Date
NETDUEDATE
Net Due Date
DUECALCULATIONBASEDATE
Due Calculation Base Date
POSTINGDATE
Posting Date
CLEARINGDATE
Clearing Date
LASTDUNNINGDATE
Last Dunned
CASHDISCOUNT1DUEDATE
Cash Disc 1 Due Date
PAYMENTTERMS
Payment Terms
GLACCOUNT
G/L Account
POSTINGKEY
Posting Key
DEBITCREDITCODE
Debit/Credit Code
FISCALPERIOD
Fiscal Period
CUSTOMER
Customer
PLANNINGLEVEL
Planning Level
COUNTRY
Country
FINANCIALACCOUNTTYPE
Account Type
BILLINGDOCUMENT
Billing Document
CLEARINGISREVERSED
Clearing Is Reversed
CLEARINGDOCFISCALYEAR
Clearing Fisc. Year
ACCOUNTINGDOCUMENTTYPE
Journal Entry Type
COMPANYCODECURRENCY
Company Code Crcy
AMOUNTINCOMPANYCODECURR
Amount in CC Crcy
TRANSACTIONCURRENCY
Transaction Currency
CASHDISCOUNTBASEAMOUNT
Cash Dscnt Base Amt
NETPAYMENTAMOUNT
Net Payment Amount
NETDUEDAYS
Net Due Days
DUEDAYS
Due Days
100
PUBLIC
Content Package User Guide Line of Business
Dataset Name: SAP__FI_AR_PAYMENTFORECASTINGPRED
POSTINGDAYS
Posting Days
CLEARINGDAYS
Clearing Days
OVERDUEDAYS
Overdue Days
LASTDUNNINGDAYS
Last Dunning Days
CASHDISCOUNT1DAYS
Cash Discount Days 1
KEYDATE_Y KEYDATE_M KEYDATE_DoM
These are additional features created by the predictive sce nario for date variables. They are omitted from the analytics models.
KEYDATE_DoW
KEYDATE_DoY
KEYDATE_QoY
KEYDATE_MoQ
DOCUMENTDATE_Y
DOCUMENTDATE _M
DOCUMENTDATE _DoM
DOCUMENTDATE _DoW
DOCUMENTDATE _DoY
DOCUMENTDATE _QoY
DOCUMENTDATE _MoQ
NETDUEDATE_Y
NETDUEDATE _M
NETDUEDATE _DoM
NETDUEDATE _DoW
NETDUEDATE _DoY
NETDUEDATE _QoY
NETDUEDATE _MoQ
DUECALCULATIONBASEDATE_Y
DUECALCULATIONBASEDATE _M
DUECALCULATIONBASEDATE _DoM
DUECALCULATIONBASEDATE _DoW
DUECALCULATIONBASEDATE _DoY
DUECALCULATIONBASEDATE _QoY
DUECALCULATIONBASEDATE _MoQ
POSTINGDATE_Y
Content Package User Guide Line of Business
PUBLIC
101
Dataset Name: SAP__FI_AR_PAYMENTFORECASTINGPRED
POSTINGDATE _M
POSTINGDATE _DoM
POSTINGDATE _DoW
POSTINGDATE _DoY
POSTINGDATE _QoY
POSTINGDATE _MoQ
LASTDUNNINGDATE_Y
LASTDUNNINGDATE _M
LASTDUNNINGDATE _DoM
LASTDUNNINGDATE _DoW
LASTDUNNINGDATE _DoY
LASTDUNNINGDATE _QoY
LASTDUNNINGDATE _MoQ
CASHDISCOUNT1DUEDATE_Y
CASHDISCOUNT1DUEDATE _M
CASHDISCOUNT1DUEDATE _DoM
CASHDISCOUNT1DUEDATE _DoW
CASHDISCOUNT1DUEDATE _DoY
CASHDISCOUNT1DUEDATE _QoY
CASHDISCOUNT1DUEDATE _MoQ
rr_CLEARINGDAYS
This additional column is created by the predictive scenario. It represents the predicted value for the target.
2.8.5 Navigating the Content
Please visit this blog which explains how to navigate this content and understand the various KPIs.
2.8.6 Recreating the Content 2.8.6.1 Creating your custom CDS view in S/4HANA Cloud
Prerequisites
<S4User>/<S4Password> with the following roles on S/4HANA Cloud <S4Tenant>:
102
PUBLIC
Content Package User Guide Line of Business
SAP_BR_ADMINISTRATOR SAP_BR_BPC_EXPERT SAP_BR_ANALYTICS_SPECIALIST The user will create a custom CDS view and expose it via S/4HANA Cloud extensibility apps.
Context
Procedure
1. Connect to <S4Tenant> and launch Custom CDS Views extensibility app. 2. Search for CDS View I_OperationalAcctgDocItem (Operational Accounting Document Item). 3. Select it and click Create.
The New Custom CDS View form appears. 4. Enter the Name: YY1_OPACDOIT, Label: YY1_OPACDOIT, and click check box External API:
5. Click on Field Selection tab.
Content Package User Guide Line of Business
PUBLIC
103
Note
The source CDS view key fields are already selected for your custom CDS view.
6. The list of fields that should be added to/created in the custom CDS view can be found here:
Custom CDS View Name: YY1_OPACDOIT
Custom CDS View Description: YY1_OPACDOIT External API: Yes Source CDS View(s): I_OperationalAcctgDocItem
Fields
Name
Label
I_OperationalAcctgDocItem.Compa Company Code nyCode *
I_OperationalAcctgDocItem.Accoun Journal Entry tingDocument *
I_OperationalAcctgDocItem.Fiscal Year *
Fiscal Year
I_OperationalAcctgDocItem.Accoun Posting View Item tingDocumentItem *
KeyDate **
Key Date
I_OperationalAcctgDocItem.Docu mentDate
Journal Entry Date
I_OperationalAcctgDocItem.NetDue Net Due Date Date
Data Type CHAR (4) CHAR (10) NUMC (4) NUMC (3) DATS (16) DATS (16) DATS (16)
104
PUBLIC
Content Package User Guide Line of Business
Custom CDS View Name: YY1_OPACDOIT
I_OperationalAcctgDocItem.DueCal Due Calculation Base Date culationBaseDate
I_OperationalAcctgDocItem.Postin gDate
Posting Date
I_OperationalAcctgDocItem.Clearing Clearing Date Date
I_OperationalAcctgDocItem.LastDun Last Dunned ningDate
I_OperationalAcctgDocItem.CashDis Cash Disc 1 Due Date count1DueDate
I_OperationalAcctgDocItem.Payment Payment Terms Terms
I_OperationalAcctgDocItem.GLAc count
G/L Account
I_OperationalAcctgDocItem.Postin gKey
Posting Key
I_OperationalAcctgDocItem.DebitCre Debit/Credit Code ditCode
I_OperationalAcctgDocItem.FiscalPer Fiscal Period iod
I_OperationalAcctgDocItem.Cus tomer
Customer
I_OperationalAcctgDocItem.Plannin Planning Level gLevel
I_OperationalAcctgDocItem.Cus tomer.Country
Country
I_OperationalAcctgDocItem.Financia Account Type lAccountType
I_OperationalAcctgDocItem.BillingDo Billing Document cument
I_OperationalAcctgDocItem.Clearin Clearing Is Reversed gIsReversed
I_OperationalAcctgDocItem.Clearing Clearing Fisc. Year DocFiscalYear
I_OperationalAcctgDocItem.Accoun Journal Entry Type tingDocumentType
I_OperationalAcctgDocItem.IsSales Is Sales Related Related
I_OperationalAcctgDocItem.Compa Company Code Crcy nyCodeCurrency
I_OperationalAcctgDocItem.Amoun Amount in CC Crcy tInCompanyCodeCurrency
DATS (16) DATS (16) DATS (16) DATS (16) DATS (16) CHAR (4) CHAR (10) CHAR (2) CHAR (1) NUMC (3) CHAR (10) CHAR (2) CHAR (3) CHAR (1) CHAR (10) CHAR (1) NUMC (4) CHAR (2) CHAR (1) CUKY (5) CURR (12)
Content Package User Guide Line of Business
PUBLIC
105
Custom CDS View Name: YY1_OPACDOIT
I_OperationalAcctgDocItem.Transac Transaction Currency tionCurrency
I_OperationalAcctgDocItem.CashDis Cash Dscnt Base Amt countBaseAmount
I_OperationalAcctgDocItem.NetPay Net Payment Amount mentAmount
NetDueDays **
Net Due Days
DueDays **
Due Days
PostingDays **
Posting Days
ClearingDays **
Clearing Days
OverdueDays **
Overdue Days
LastDunningDays **
Last Dunning Days
I_OperationalAcctgDocItem.CashDis Cash Discount Days 1 count1Days
Note
* *Key Field * ** Calculated Field
CUKY (5)
CURR (12)
CURR (12)
INT4 (4) INT4 (4) INT4 (4) INT4 (4) INT4 (4) INT4 (4) DEC (2)
7. The formulas for the calculated fields above can be found here:
Calculated Fields of Custom CDS View YY1_OPACDOIT
Name
Formula
KeyDate
Source Code
cast( $session.system_date as ABAP.DATS )
NetDueDays
Source Code
case when I_OperationalAcctgDocItem.NetDueDa te = '00000000' then 0 else DATS_DAYS_BETWEEN(I_OperationalAcc tgDocItem.DocumentDate,I_Operation alAcctgDocItem.NetDueDate) end
106
PUBLIC
Content Package User Guide Line of Business
Calculated Fields of Custom CDS View YY1_OPACDOIT DueDays
Source Code
case when I_OperationalAcctgDocItem.DueCalcu lationBaseDate = '00000000' then 0 else DATS_DAYS_BETWEEN(I_OperationalAcc tgDocItem.DocumentDate,I_Operation alAcctgDocItem.DueCalculationBaseD ate) end
PostingDays
Source Code
case when I_OperationalAcctgDocItem.PostingD ate = '00000000' then 0 else DATS_DAYS_BETWEEN(I_OperationalAcc tgDocItem.DocumentDate,I_Operation alAcctgDocItem.PostingDate) end
ClearingDays
Source Code
case when I_OperationalAcctgDocItem.Clearing Date = '00000000' then 0 else DATS_DAYS_BETWEEN(I_OperationalAcc tgDocItem.DocumentDate,I_Operation alAcctgDocItem.ClearingDate) end
Content Package User Guide Line of Business
PUBLIC
107
Calculated Fields of Custom CDS View YY1_OPACDOIT OverdueDays
Source Code
case when I_OperationalAcctgDocItem.Clearing Date = '00000000' then DATS_DAYS_BETWEEN(I_OperationalAcc tgDocItem.NetDueDate,cast($session .system_date as ABAP.DATS)) else DATS_DAYS_BETWEEN(I_OperationalAcc tgDocItem.NetDueDate,I_Operational AcctgDocItem.ClearingDate) end
LastDunningDays
case when I_OperationalAcctgDocItem.LastDunningDate = '00000000'
then
0
else
DATS_DAYS_BETWEEN(I_OperationalAcctgDocItem.Doc umentDate,I_OperationalAcctgDocItem.LastDunning Date)
End
8. For example, you create the calculated field LastDunningDays by clicking Add, entering the formula, and click Apply in the dialog box below:
108
PUBLIC
Content Package User Guide Line of Business
Once all fields are created, the form should look like this:
9. Click on Publish to publish your custom CDS view.
You have now created the custom CDS view YY1_OPACDOIT on top of CDS View I_OperationalAcctgDocItem and generated the external API service YY1_OPACDOIT_CDS. Now, you can securely expose this service for consumption via SAP Analytics Cloud.
2.8.6.2 Acquiring your S/4HANA Cloud custom CDS view data into SAP Analytics Cloud datasets
To connect to SAP S/4HANA Cloud OData services, the necessary configuration is documented in scope item 1YB: https://rapid.sap.com/bp/#/scopeitems/1YB
The corresponding steps can be summarized as follows:
Configure acquisition of S/4HANA Cloud custom CDS view data into SAP Analytics Cloud
In S/4HANA Cloud Tenant <S4Tenant>
Step / App
Action(s)
1 / Maintain Communication Users
Create communication user <SAC_USER> (Name/Pass).
2 / Communication Systems
Create communication system <SAC_SYSTEM> and assign user <SAC_USER> for inbound communication.
3 / Communication Arrangements
Create communication arrangement SAP_COM_0087_CA on top of communication scenario SAP_COM_0087, with system <SAC_SYSTEM> and user <SAC_USER>.
Content Package User Guide Line of Business
PUBLIC
109
Configure acquisition of S/4HANA Cloud custom CDS view data into SAP Analytics Cloud
4 / Custom Communication Scenarios
Create custom communication scenario YY1_OPACDOIT_CS and add service YY1_OPACDOIT_CDS to it.
Trigger creation of attached communication arrangement (this takes you to the next step).
5 / Communication Arrangements
Create communication arrangement YY1_OPACDOIT_CA and add system <SAC_SYSTEM> (then <SAC_USER> is au tomatically added).
Take note of the root URL of the OData service:
https://<myxxxxxx-api.s4hana.ondemand.com>:<port>
In SAP Analytics Cloud Tenant <SACTenant> Step / App 1 / Main Menu/Connection
Action(s)
Create a S/4HANA OData import connection <S4Tenant Connection>. Enter the Data Service URL noted in step 5 above. Select Basic Authentication. Enter <SAC_USER> Name/Pass. Share the connection if needed. Click on OK.
110
PUBLIC
Content Package User Guide Line of Business
Configure acquisition of S/4HANA Cloud custom CDS view data into SAP Analytics Cloud
2 / Browse/Files
Create a dataset XXX__FI_AR_IM_PAYMENTFORECAS TINGHIST (replace prefix XXX by your namespace to replace SAP prefix).
Select Data acquired from S/4HANA. Select connection cre ated in step 1 (<S4TenantConnection>). The following dialog box pops up:
Content Package User Guide Line of Business
PUBLIC
111
Configure acquisition of S/4HANA Cloud custom CDS view data into SAP Analytics Cloud
112
PUBLIC
Select service YY1_OPACDOIT, and click Next. Drag/Drop all fields in Selected Data and set the filters as shown below (re place Company Code 1710 by your company code):
Content Package User Guide Line of Business
Configure acquisition of S/4HANA Cloud custom CDS view data into SAP Analytics Cloud
Click Create, and save the resulting dataset as XXX__FI_AR_IM_PAYMENTFORECASTINGHIST.
Content Package User Guide Line of Business
PUBLIC
113
Configure acquisition of S/4HANA Cloud custom CDS view data into SAP Analytics Cloud
3 / Browse/Files
Create dataset XXX__FI_AR_IM_PAYMENTFORECASTING CURR (replace prefix XXX by your namespace to replace SAP prefix). Perform the Step 2 as shown above again, only this time the last filter is different: Replace Clearing Fisc. Year Except 0000 by Clearing Fisc. Year Equal to 0000:
Click Create, and save the resulting dataset as XXX__FI_AR_IM_PAYMENTFORECASTINGCURR.
2.8.6.3 Creating the Predictive Scenario and Predictive Output
Prerequisites
Now that the datasets for both historical invoices and current invoices are acquired into SAP Analytics Cloud as datasets, the first step is to create a predictive scenario.
114
PUBLIC
Content Package User Guide Line of Business
Procedure
1. Navigate to the main Menu Create Predictive Scenario . Click Regression.
2. Give your Predictive Scenario the name XXX__FI_AR_PAYMENTFORECASTING. You can add a description such as SAP Finance: Accounts Receivable, Invoice Payment Forecasting.
3. Click Create Predictive Model to start and add a description for your model if you'd like. Then, click OK.
4. A predictive model needs historical data to learn from as part of the model training process. You need to select an input dataset, which in this case would be the historical dataset you created in the section Acquiring your S/4HANA Cloud custom CDS view into SAP Analytics Cloud datasets. If you want to use the sample data we have provided instead, please use the dataset SAP__FI_AR_PAYMENTFORECASTINGHIST.
5. The next step would be to verify the metadata for your dataset. Given this data is acquired by SAP S/ 4HANA system, the metadata is preserved from the source. You can learn more about editing variable metadata in the SAP Analytics Cloud Help.
6. The target variable represents the column in the dataset which answers what you are trying to predict, or your business question. In this use case, we want to predict the number of days it will take an invoice to clear in the system. Select CLEARINGDAYS as the target variable.
7. Excluding variables from the model training allows you to remove variables that are unique IDs, variables can be directly related to the target variable, or variables that contain information might not be available at the time of applying the model. Exclude the following 6 variables:
ID ACCOUNTINGDOCUMENT OVERDUEDAYS CLEARINGDATE CLEARINGISREVERSED CLEARINGDOCFISCALYEAR
8. Click Train to train your predictive model. If you are prompted to save your changes, click Yes.
Depending on the size of your dataset, the model training can take a few minutes. Once the process is complete, you will be presented with the model debrief screen. From the debrief, you can determine whether you want to move forward and apply this model, or if you want to retrain the model with some changes. Find out more about analyzing your regression model in the SAP Analytics Cloud Help.
9. To apply the model, click the icon that resembles a factory. The input dataset for this step is the data you want to create predictions for, which in this case would be the dataset containing current invoices that you created in the section Acquiring your customer CDS view into an SAP Analytics Cloud dataset. If you want to use the sample data we have provided instead, please use the dataset SAP__FI_AR_PAYMENTFORECASTINGCURR. The predictive scenario will create a new dataset which contains the outputs from applying the model. Under Output Dataset, choose where to save this dataset and give it a name. Lastly, you can select they type of output columns you would like to have in your output dataset. We suggest selecting All Variables under Input Dataset Variables and Predicted Value under Predictions. To learn more about predictive outputs, see the SAP Analytics Cloud Help.
Depending on the size of your dataset, the model application might take a few minutes. You can check the status of the application by clicking on the arrow on bottom bar, beside Predictive Models. This will open
Content Package User Guide Line of Business
PUBLIC
115
the model version review panel, where you will see the status change to Applied once the application is
complete. After the model is applied, you will notice that the predictive output dataset exists in the file structure. You can now use this dataset as a source for models or stories.
2.8.6.4 Recreating the Story
Content based off predictive scenarios is different than other content as it utilizes the dataset. At this time, datasets cannot be mapped to existing models. If you have created a new predictive output dataset via the steps above, you need to recreate the models and reproduce the story.
2.8.6.4.1 Creating the Models
You need to create 2 models for the historical data and the current invoices with predictions.
Context
To create the historical data model:
Procedure
1. Navigate to the main Menu Create Model . Select Get data from a data source followed by Dataset and select your historical dataset which was created in the previous steps.
2. Change the model name and add a description in the right-side panel: Name: FI_AR_IM_PAYMENTHIST Description: SAP Finance: Accounts Receivable Historical Cleared Invoices
3. Navigate to Card View under Mode and delete the columns FISCALPERIOD and CLEARINGDOCFISCALYEAR.
4. Change KEYDATE to Dimension under Type. 5. Ensure the following columns are set to Measure under Type:
AMOUNTINCOMPANYCODECURR CASHDISCOUNTBASEAMOUNT NETPAYMENTAMOUNT
116
PUBLIC
Content Package User Guide Line of Business
NETDUEDAYS DUEDAYS POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDICSOUNT1DAYS 6. Rename AMOUNTINCOMPANYCODECURR to AMOUNTINCOCURR by double-clicking on the card's title.
7. Click Create Model Create 8. Identify AMOUNTINCOCURR CASHDISCOUNTBASEAMOUNT and NETPAYMENTAMOUNT as Currency
under Units & Currencies. 9. Change the default decimal places to 0 for:
NETDUEDAYS DUEDAYS POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDICSOUNT1DAYS 10. Once complete, save the model.
11. For the predictive output model: Navigate to the Menu Create Model . Select Get data from a datasource followed by Dataset and select your predictive output dataset which was created in the previous steps.
12. Next, change the model name and add a description in the right-side panel: Name: FI_AR_IM_PAYMENTPRED Description: SAP Finance: Accounts Receivable, Current Invoices with Predictions
13. Navigate to Card View under Mode and delete the following columns: KxIndex CLEARINGDATE FISCALPERIOD CLEARINGDOCFISCALYEAR
14. Remove all columns from KEYDATE_Y to CASHDISCOUNT1DUEDATE_MoQ (inclusive).
Tip
The easiest way to do this is to select KEYDATE_Y, hold shift and select CASHDISCOUNT1DUEDATE_MoQ.
15. Change KEYDATE to Dimension under Type. 16. Ensure the following columns are set to Measure under Type:
AMOUNTINCOMPANYCODECURR CASHDISCOUNTBASEAMOUNT NETPAYMENTAMOUNT NETDUEDAYS DUEDAYS
Content Package User Guide Line of Business
PUBLIC
117
POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDICSOUNT1DAYS rr_CLEARINGDAYS 17. Rename AMOUNTINCOMPANYCODECURR to AMOUNTINCOCURR by double-clicking on the card's title. Rename rr_CLEARINGDAYS to PRED_CLEARINGDAYS. 18. Create a calculated column by selecting the "fx" button in the top toolbar, under Transformations. Name the calculated column PRED_OVERDUEDAYS. For the formula, use the following:
Source Code
IF([PRED_CLEARINGDAYS]-[NETDUEDAYS]>=0, [PRED_CLEARINGDAYS]-[NETDUEDAYS], 0)
19. Click Preview to ensure the calculation is correct, and then click OK.
20.Click Create Model Create . 21. Identify AMOUNTINCOCURR CASHDISCOUNTBASEAMOUNT and NETPAYMENTAMOUNT as Currency
under Units & Currencies. 22. Change the default decimal places to 0 for:
NETDUEDAYS DUEDAYS POSTINGDAYS CLEARINGDAYS OVERDUEDAYS LASTDUNNINGDAYS CASHDICSOUNT1DAYS PRED_CLEARINGDAYS 23. Once complete, save the model.
2.8.6.4.2 Duplicate the Story and Remove the Existing Models
The easiest way to recreate the sample story and preserve the formatting is to Save As... a copy of the story with a different name.
In the new story, you will want to upload the new models. To do this, enter edit mode and navigate to the data tab. Where the existing models are listed, click to Add New Data and add both models you created in the previous steps.
Once you have completed this, navigate back to the story and enter designer mode. For all charts and tables, you will want to switch the existing model for your relevant model. You cannot easily switch input controls, so they need to be recreated. Once you have replaced all the models, save the story. SAP Analytics Cloud will ask you if you would like to remove models SAP__FI_AR_IM_PAYMENTHIST and SAP__FI_AR_IM_PAYMENTPRED because they are not being used. Click Remove. For good measure, navigate out to the file structure and
118
PUBLIC
Content Package User Guide Line of Business
navigate back into the story to ensure that the calculated measures and dimensions from the sample models are fully removed.
2.8.6.4.3 Recreate the Calculations
The next step is to create the calculated measures and dimensions to ensure the visualizations can be rebuilt. Please see the section FI-AR-PF: Stories above for the formulas required to rebuild the calculations.
2.8.6.4.4 Rebuild the Story
If you would like to rebuild the sample visualizations, open a new browser window and navigate to the sample story: SAP__FI_AR_PAYMENTFORECASTING. Recreate the visualizations by using the sample story as a reference and select the same measures and dimensions for your story. You can also add the same tooltips.
Next, you can move forward with replicating the conditional formatting and linked analysis settings.
If by chance, the formatting for the story is lost, follow this guide: Chart Titles:
Font: 72-Web Size: 24 Color: Hex 213f57 Chart subtitles: Font: 72-Web Size: 16 Color: Hex 58595b Table headers: Font: 72-Web Size: 14 Color: Hex 213f57 Style: Bold Table Cells: Font: 72-Web Size: 13 Input Control titles: Font: 72-Web Size: 20 Color: Hex 213f57
Content Package User Guide Line of Business
PUBLIC
119
2.9 Financial Analytics Dashboard for SAP Analytics Cloud
2.9.1 Financial Analytics Dashboard for SAP Analytics Cloud
The Financial Analytics Dashboard for SAP Analytics Cloud content consists of two packages. An SAP Data Warehouse Cloud package and an SAP Analytics Cloud package for the visualizations. Find the SAP Datawarehouse Cloud package in the Content Network in your SAP Data Warehouse Cloud instance. Install both packages to use the content entirely.
Financial Analytics Dashboard for SAP Analytics Cloud content monitors and acts on the most critical business metrics and improve the company's overall Financial and Human Resource health. This package has a dependency on the SAP Data Warehouse Cloud Package: Financial analytics dashboard for SAP Analytics Cloud. Before importing the content, please read the documentation carefully and set up the required connections.
Find all details (architecture, configuration) and documentation about this package in 3013006 - Financial Analytics Dashboard for SAP Analytics Cloud - Implementation Help.
2.10 Financial Consolidation for SAP S/4HANA Cloud (SAP BEST PRACTICES)
2.10.1 Financial Consolidation for SAP S/4HANA Cloud (SAP BEST PRACTICES)
SAP Financial Consolidation for S/4HANA Cloud content (2K6) is using live connections. Before importing the content, please read the documentation carefully and set up the required connections. Find all details and documentation about this scope item in SAP Best Practices Explorer: SAP S/4HANA Cloud Consolidation content.
2.11 Finance Contract Accounts (FI-CA)
2.11.1 Architecture and Abstract
The contract accounts payable and receivable (FI-CA) sub ledger is an extended version of the Accounts Payable and Accounts Receivable components with additional functions for certain industries such as public utilities, insurance, and telecommunications (increased volume of customers). Architecture
120
PUBLIC
Content Package User Guide Line of Business
The Finance Contract Accounts content described herein is built on the SAP BW BI Content Add-On. It provides information on overdue and cleared customer bills, sub ledger Days Sales Outstanding as well as Dunning evaluation and activity.
Usage in Industry-specific Boardrooms
To use the Finance Contract Accounts boardroom as is, industries can make a copy of the story SAP__FI_CA_ANALYSIS to their own namespace.
Alternatively, industries can create their own stories, pointing to the FI-CA SAP Analytics Cloud models described as above. You will find below a list of industry stories pointing to one or more of these models:
Industry SAP Utilities SAP Utilities
Story SAP__UTL_RA_ANALYSIS SAP__UTL_CE_ANALYSIS
2.11.2 Stories
There is a single story for Finance Contract Analysis as described below:
2.11.2.1 Contract Accounts Analysis (SAP__FI_CA_ANALYSIS)
Name: SAP__FI_CA_ANALYSIS
Description: SAP Finance: Contract Accounts Analysis
Page: Detail
Charts
Title
Models Used
Content Package User Guide Line of Business
PUBLIC
121
Name: SAP__FI_CA_ANALYSIS
DSO Trend
SAP_FI_CA_IM_DSOYR
Sub ledger Days Sales Outstanding by Year
DSO by Main Transaction
SAP_FI_CA_IM_DSOYRMT
Sub ledger Days Sales Outstanding by Main Transaction for Current year
Current Overdue Amounts
SAP_FI_CA_IM_OVERDUE
Overdue amount by Time bucket (<1 day, 1 30 days, 31 60 days, 61 90 days, > 90 days) at Current date
Overdue Amount by Main Transaction SAP_FI_CA_IM_OVERDUE
Total overdue amount by Main transaction at Current date
Top 100 Customers Overdue
SAP_FI_CA_IM_OVERDUEBP
Top 100 customers overdue amount by Division (Electricity or Gas) at Current date
Clearing Analysis Last 12 Months
SAP_FI_CA_IM_CLEARING
Total clearing amount and Total number of cleared items by Clearing Reason Last 12 months
# of Dunning Activities Last 12 Months SAP_FI_CA_IM_DUNACT
Number of activities by Dunning procedure and Dunning Level Last 12 Months
All Divisions
SAP_FI_CA_IM_DUNEVA
Number of dunning notices, Dunning balance (USD), and Average dunning success (%) for All divisions
Electricity Division
SAP_FI_CA_IM_DUNEVA
Number of dunning notices, Dunning balance (USD), and Average dunning success (%) for Electricity division
Gas Division
SAP_FI_CA_IM_DUNEVA
Number of dunning notices, Dunning balance (USD), and Average dunning success (%) for Gas division
Overdue Amount Last 2 Quarters
SAP_FI_CA_IM_OVERDUE
Overdue amount by Time bucket (<1 day, 1 30 days, 31 60 days, 61 90 days, > 90 days) by Month for Last 2 quarters
Dunning Balance Last 2 Quarters
SAP_FI_CA_IM_OVERDUE
Dunning balance by Dunning level by Month for Last 2 quarters
Page: Context
Charts
Title
Models Used
Top 100 Customers Overdue
SAP__FI_CA_IM_OVERDUEBPGEO
Combination of Geomap and Grid visualizations allowing interactive analysis of Top 100 customers overdue by Geo loca tion.
2.11.3 Models
122
PUBLIC
Content Package User Guide Line of Business
2.11.3.1 Contract Accounts Overdue (SAP__FI_CA_IM_OVERDUE)
Model Name: SAP__FI_CA_IM_OVERDUE
Model Description: SAP Finance: Contract Accounts Overdue
Planning Enabled: No
Account
ID
Description
<_1_day_overdue_amount < 1 day overdue
1_-_30_days_over due_amount
1 - 30 days overdue
31_-_60_days_over due_amount
31 - 60 days overdue
61_-_90_days_over due_amount
61 - 90 days overdue
>_90_days_overdue_amount > 90 days overdue
Total_open_amount
Total open amount
Total_clearing_amount
Total clearing amount
Total_overdue_amount
Total overdue amount
Dimensions
Name
Descr.
Time*
Time
SAP_ALL_COMPANYCODE Company Code
SAP_ALL_DIVISION
Division
SAP_ALL_BUSINESSAREA Business Area
SAP_FI_CA_MAINTRANSAC Main Transaction TION
Connection
Connection type: Data import from SAP BW Connection Query: Custom Query
V_FICA05_Q0001_Z01 (see description in next step) Connection Variables: Key Date for Comparison (Man
ual Entry to set Key Date for Net Due Date) (0P_CSDT2) For example: 20.10.2017 Key Date for Clearing Date (SAP Exit to set Key Date for Clearing Date) (0P_AUGDT)
Mapping/Formula < 1 day overdue amount 1 - 30 days overdue amount
31 - 60 days overdue amount
61 - 90 days overdue amount
> 90 days overdue amount Total open amount Total clearing amount [<_1_day_overdue_amount] +[1_-_30_days_overdue_amount] +[31_-_60_days_overdue_amount] +[61_-_90_days_overdue_amount] +[>_90_days_overdue_amount]
Mapping Description Document Date Company Code Division Business Area Main Transaction
Technical Name 0DOC_DATE 0COMP_CODE 0DIVISION 0BUS_AREA 0CAMNTRANS
Content Package User Guide Line of Business
PUBLIC
123
Note
* Private dimension and other dimensions are public.
2.11.3.2 How to create Custom Query V_FICA05_Q0001_Z01
Procedure
1. Open query /IMO/V_FICA05_Q0001 with SAP BEx Query Designer. 2. Save it as V_FICA05_Q0001_Z01. 3. Navigate to the Rows/Column Tab. 4. Free Characteristics:
Drag/Drop dimensions from/to InfoProvider /IMO/V_FICA05 for a result as displayed in the screenshot below. 5. Rows: Drag/Drop dimensions from/to InfoProvider /IMO/V_FICA05 for a result as displayed in the screenshot below. 6. Columns: Rename structure Grid to Key Figures for a result as displayed in the screenshot below. Delete structure Open items for a result as displayed in the screenshot below. Append overdue amount to the description of key figures "< 1", "1 30", "31 60", "61 90" and "> 90"
for a result as displayed in screenshot below. Append open amount to the description of key figure Total for a result as displayed in the screenshot
below
124
PUBLIC
Content Package User Guide Line of Business
.
7. Edit key figure selections < 1 day overdue amount, 1 30 days overdue amount, 31 60 days overdue amount, 61 90 days overdue amount, > 90 days overdue amount, and Total open amount by adding dimension [0FC_ABWTP] Object Type with values = [#] Not Assigned and = [S] S in the Details of the
Content Package User Guide Line of Business
PUBLIC
125
Selection. The result for key figure < 1 day overdue amount is displayed in the screenshot below.
126
PUBLIC
Content Package User Guide Line of Business
8. Create key figure selection, Total clearing amount, following the definitions displayed in the screenshot below.
Content Package User Guide Line of Business
PUBLIC
127
128
PUBLIC
Content Package User Guide Line of Business
9. Create key figure selection Total overdue amount, following the definitions displayed in the screenshot below.
Content Package User Guide Line of Business
PUBLIC
129
130
PUBLIC
Content Package User Guide Line of Business
10. Set this key figure to Always Hide as displayed in the screenshot below.
11. Save the query.
2.11.3.3 Contract Accounts Overdue w/ Business Partner Data (SAP__FI_CA_IM_OVERDUEBP)
Model Name: SAP__FI_CA_IM_OVERDUEBP
Model Description: SAP Finance: Contract Accounts Overdue w/ Business Partner Data
Planning Enabled: No
DSO/DPO Account ID <_1_day_overdue_amount
Description < 1 day overdue
Connection
Connection type: Data import from SAP BW Connection Query: Custom Query
V_FICA05_Q0001_Z02 (see description in next step) Connection Variables: Key Date for Comparison (Man
ual Entry to set Key Date for Net Due Date) (0P_CSDT2) For example: 20.10.2017 Key Date for Clearing Date (SAP Exit to set Key Date for Clearing Date) (0P_AUGDT) Set to 0P_CSDT2 via SAP Exit (Default is System Date)
Mapping/Formula < 1 day overdue amount
Content Package User Guide Line of Business
PUBLIC
131
Model Name: SAP__FI_CA_IM_OVERDUEBP
Connection
1_-_30_days_over due_amount
1 - 30 days overdue
31_-_60_days_over due_amount
31 - 60 days overdue
61_-_90_days_over due_amount
61 - 90 days overdue
>_90_days_overdue_amount > 90 days overdue
Total_open_amount
Total open amount
Total_clearing_amount
Total clearing amount
Total_overdue_amount
Total overdue amount
1 - 30 days overdue amount
31 - 60 days overdue amount
61 - 90 days overdue amount
> 90 days overdue amount Total open amount Total clearing amount [<_1_day_overdue_amount]
+[1_-_30_days_overdue_amount]
+[31_-_60_days_overdue_amount]
+[61_-_90_days_overdue_amount]
+[>_90_days_overdue_amount]
Dimensions
Name
Description
Mapping Description
Technical Name
Time*
Time
Document Date
0DOC_DATE
SAP_ALL_COMPANYCODE Company Code
Company Code
0COMP_CODE
SAP_ALL_DIVISION
Division
Division
0DIVISION
SAP_ALL_BUSINESSAREA Business Area
Business Area
0BUS_AREA
SAP_FI_CA_MAINTRANSAC Main Transaction TION
Main Transaction
0CAMNTRANS
SAP_ALL_CUSTOMER
Customer
Customer
0BPARTNER
SAP_ALL_CUSTOMERCOUN Customer Country TRY
Customer Country
0BPARTNER/0COUNTRY
SAP_ALL_CUSTOMERRE GION
Customer Region
Customer Region
0BPARTNER/0REGION
SAP_ALL_CUSTOMER PCODE
Customer Postal Code
Customer Postal Code
0BPARTNER/0POSTCD_GIS
Additional Notes about the model
This model extends the SAP__FI_CA_OVERDUE model by exposing Customer, Customer Country, Customer Region and Customer Postal Code dimensions. For volumetric reasons, it is mapped to a Top 100 Business Partners extension of the SAP__FI_CA_OVERDUE model data source as you will see described in detail below.
Note
* Private dimension and other dimensions are public.
132
PUBLIC
Content Package User Guide Line of Business
2.11.3.4 How to create Custom Query V_FICA05_Q0001_Z02
Procedure
1. Open query /IMO/V_FICA05_Q0001 with SAP BEx Query Designer. 2. Save it as V_FICA05_Q0001_Z02. 3. Navigate to the Rows/Column Tab. 4. Free Characteristics:
Drag/Drop dimensions from/to InfoProvider /IMO/V_FICA05 for a result as displayed in the screenshot below. 5. Rows: Drag/Drop dimensions from/to InfoProvider /IMO/V_FICA05 for a result as displayed in the screenshot below.
Content Package User Guide Line of Business
PUBLIC
133
6. Columns:
134
PUBLIC
Content Package User Guide Line of Business
Set key figure Total overdue amount to Always Show as displayed in the screenshot below. This is mandatory as the Top 100 condition set below uses this key figure. However, this key figure doesn't need to be mapped when acquiring from this BW Data Source as it is recomputed in SAP Analytics Cloud.
7. Select View/Conditions from the toolbar menu. This opens the Conditions tab. 8. Right-Click on the empty Conditions list to bring up the pop-up menu. Select New Condition. 9. Right-Click on the newly created condition to edit it. 10. Name this new condition Top 100. 11. Select the following condition parameters:
Key figures: Total overdue amount Operator: Top N Values: 100 12. Click Transfer.
Content Package User Guide Line of Business
PUBLIC
135
The result is displayed in the screenshot below.
136
PUBLIC
Content Package User Guide Line of Business
13. Click OK
You now have a Top 100 condition set for the query V_FICA05_Q0001_Z02. 14. Savethe Query.
2.11.3.5 Contract Accounts Overdue w/ Business Partner and Geo Data (SAP__FI_CA_IM_OVERDUEBPGEO)
Model Name: SAP__FI_CA_IM_OVERDUEBP
Model Description: SAP Finance: Contract Accounts Overdue w/ Business Partner Data
Planning Enabled: No
DSO/DPO Account
ID
Description
<_1_day_overdue_amount < 1 day overdue
1_-_30_days_over due_amount
1 - 30 days overdue
31_-_60_days_over due_amount
31 - 60 days overdue
61_-_90_days_over due_amount
61 - 90 days overdue
>_90_days_overdue_amount > 90 days overdue
Total_open_amount
Total open amount
Total_clearing_amount
Total clearing amount
Total_overdue_amount
Total overdue amount
Dimensions Name Time*
Description Time
Connection
Connection type: Data import from SAP BW Connection Query: Custom Query
V_FICA05_Q0001_Z02 (see description in next step) Connection Variables: Key Date for Comparison (Man
ual Entry to set Key Date for Net Due Date) (0P_CSDT2) for example 20.10.2017 Key Date for Clearing Date (SAP Exit to set Key Date for Clearing Date) (0P_AUGDT) Set to 0P_CSDT2 via SAP Exit (Default is System Date)
Mapping/Formula < 1 day overdue amount 1 - 30 days overdue amount
31 - 60 days overdue amount
61 - 90 days overdue amount
> 90 days overdue amount Total open amount Total clearing amount [<_1_day_overdue_amount] +[1_-_30_days_overdue_amount] +[31_-_60_days_overdue_amount] +[61_-_90_days_overdue_amount] +[>_90_days_overdue_amount]
Mapping Description Document Date
Technical Name 0DOC_DATE
Content Package User Guide Line of Business
PUBLIC
137
Model Name: SAP__FI_CA_IM_OVERDUEBP
Connection
SAP_ALL_COMPANYCODE Company Code
Company Code
0COMP_CODE
SAP_ALL_DIVISION
Division
Division
0DIVISION
SAP_ALL_BUSINESSAREA Business Area
Business Area
0BUS_AREA
SAP_FI_CA_MAINTRANSAC Main Transaction TION
Main Transaction
0CAMNTRANS
SAP_ALL_CUSTOMER
Customer
Customer
0BPARTNER
SAP_ALL_CUSTOMERCOUN Customer Country TRY
Customer Country
0BPARTNER/0COUNTRY
SAP_ALL_CUSTOMERRE GION
Customer Region
Customer Region
0BPARTNER/0REGION
SAP_ALL_CUSTOMER PCODE
Customer Postal Code
Customer Postal Code
0BPARTNER/0POSTCD_GIS
Additional Notes about the model
This model extends the SAP__FI_CA_OVERDUE model by exposing Customer, Customer Country, Customer Region and Customer Postal Code dimensions. For volumetric reasons, it is mapped to a Top 100 Business Partners extension of the SAP__FI_CA_OVERDUE model data source as you will see described in detail below.
Note
* Private dimension and other dimensions are public.
2.11.3.6 How to Geo Enrich the Model
Context
The model SAP__FI_CA_IM_OVERDUEBPGEO is delivered as an example with geocoded data pertinent to the delivered sample data set. You need to manually create your own SAP__FI_CA_IM_OVERDUEBPGEO model, as a derivative of model SAP__FI_CA_IM_OVERDUEBP, by injecting your own geo coding information. Perform the below steps:
Procedure
In Excel: 1. Create a table with headers CustomerPCodeGeo, Description, Latitude, Longitude, Time, and Measure. 2. Manually enter the values for each column.
Description: The City name corresponding to these postal codes. Latitude: The latitude corresponding to these postal codes. Longitude: The longitude corresponding to these postal codes.
138
PUBLIC
Content Package User Guide Line of Business
Time: The Start Date and the End Date for the analysis in model SAP__FI_CA_IM_OVERDUEBPGEO. You only need to enter these 2 distinct values across all rows.
Measure: A value to set a measure for the model. For example, enter "1" for all rows. The result looks like the screenshot below.
In SAP Analytics Cloud: 3. Create a new model. 4. Select Import a file from your computer. 5. Upload the newly created Excel table as a CSV file. 6. This brings up the Data Integration screen. 7. Set the metadata for the imported CustomerPCodeGeo, Description, Latitude and Longitude headers. 8. Set CustomerPCodeGeo as Dimension. 9. Add Description header as Description attribute. 10. Add Latitude header as Property Attribute. 11. Add Longitude header as Property attribute. 12. Select Geo by Coordinate.
Content Package User Guide Line of Business
PUBLIC
139
13. Fill out the Create a Location Dimension dialog box as displayed in the screenshot below.
140
PUBLIC
Content Package User Guide Line of Business
14. Click on Create. 15. Set the metadata for the other imported headers.
Time: Set as Time Dimension. Measure: Set as Measure.
The result is displayed in the screenshot below.
16. Click on MODEL INFO. 17. Name the model SAP__FI_CA_IM_OVERDUEBPGEO. 18. Set the Description to SAP Finance: Contract Accounts Overdue w/ Business Partner and Geo Data. 19. Click on the Create Model button.
Content Package User Guide Line of Business
PUBLIC
141
A screenshot of the newly created initial SAP__FI_CA_IM_OVERDUEBPGEO model is displayed below
.
20.Clear this newly created model. 21. Delete Measure.
Your own model SAP__FI_CA_IM_OVERDUEBPGEO is now ready for mapping with its BW data source (see below).
142
PUBLIC
Content Package User Guide Line of Business
2.11.3.7 Contract Accounts Clearing (SAP__FI_CA_IM_CLEARING)
Model Name: SAP__FI_CA_IM_CLEARING
Model Description: SAP Finance: Contract Accounts Clearing
Planning Enabled: No
Account
ID
Description
Total_clearing_amount
Total clearing amount
Total_num ber_of_cleared_items
Total number of cleared items
Dimensions
Name
Description
Time*
Time
SAP_ALL_COMPANYCODE Company Code
SAP_ALL_DIVISION
Division
SAP_ALL_BUSINESSAREA Business Area
SAP_FI_CA_MAINTRANSAC Main Transaction TION
SAP_FI_CA_CLEARINGREA Clearing Reason SON
SAP_ALL_CUSTOMERCOUN Customer Country TRY
SAP_ALL_CUSTOMERRE GION
Customer Region
Connection
Connection type: Import Data Connection to an SAP BW System
Connection Query: Custom Query V_FICA05_Q0001_Z03 (see next step)
Connection Variables: Date Range Selection (Manual Entry to set a range for Clearing Date) (0P_DATER). For example you can input [18.01.2014 - 20.10.2017].
Mapping/Formula Total clearing amount Total number of cleared items
Mapping Clearing Date Company Code Division Business Area Main Transaction
Clearing Reason
Country
Region
Technical Name 0CLEAR_DATE 0COMP_CODE 0DIVISION 0BUS_AREA 0CAMNTRANS
0FC_CLEARR
0BPARTNER/0BCOUNTRY
0BPARTNER/0REGION
Note
* Private dimensionand other dimensions are public.
Content Package User Guide Line of Business
PUBLIC
143
2.11.3.8 How to create Connection Query: Custom Query V_FICA05_Q0001_Z03
Procedure
1. Open query V_FICA05_Q0001_Z01 with SAP BEx Query Designer. 2. Save it as V_FICA05_Q0001_Z03. 3. Navigate to the Rows/Column Tab. 4. Free Characteristics:
Drag/Drop dimensions from/to InfoProvider /IMO/V_FICA05 for a result as displayed in the screenshot below.
5. Rows: Drag/Drop dimensions from/to InfoProvider /IMO/V_FICA05 for a result as displayed in the screenshot below.
6. Columns: Delete key figure selections < 1 day overdue amount, 1 30 days overdue amount, 31 60 days overdue amount, 61 90 days overdue amount, > 90 days overdue amount, Total open amount, and Total overdue amount for a result as displayed in the screenshot below.
144
PUBLIC
Content Package User Guide Line of Business
Create key figure selection Total number of cleared items.
Content Package User Guide Line of Business
PUBLIC
145
Edit key figure selection Total number of cleared items, following the definitions displayed in the screenshot below.
146
PUBLIC
Content Package User Guide Line of Business
Content Package User Guide Line of Business
PUBLIC
147
Click OK to validate your changes.
7. When acquiring from this BW data source into Analytics Cloud, we now need to make sure that we can select the correct volumetric for the number of records imported. This can be achieved by setting a variable as Characteristic Restriction filter for Clearing Date as follows:
8. Click on the Filter tab.
9. Drag/Drop [0CLEARDATE] Clearing Date into the Characteristic Restrictions area.
10. Restrict Characteristic [0CLEARDATE] Clearing Date by associating variable [0P_DATER] Date Range Selection to it. The result is shown in the screenshot below.
148
PUBLIC
Content Package User Guide Line of Business
11. Save the query.
Content Package User Guide Line of Business
PUBLIC
149
2.11.3.9 Contract Accounts DSO w/ Year (SAP__FI_CA_IM_DSOYR)
Model Name: SAP__FI_CA_IM_DSOYR
Model Description: SAP Finance: Contract Accounts DSO w/ Year
Planning Enabled: No
Account
ID
Description
2014_DSO
2014 DSO
2015_DSO
2015 DSO
2016_DSO
2016 DSO
2017_DSO
2017 DSO
Dimensions
Name
Description
SAP_ALL_COMPANYCODE Company Code
SAP_ALL_CUSTOMERCOUN Customer Country TRY
Connection
Connection type: Import Data Connection to an SAP BW System
Connection Query: Custom Query V_FICA05_Q0001_Z04
Connection Variables: Because DSO is a non-additive key figure, Customer Country needs to be filtered to a single value (in our sample it is set to US) when acquir ing into SAP Analytics Cloud to retrieve the proper nonaggregable results.
Mapping/Formula 2014 DSO 2015 DSO 2016 DSO 2017 DSO
Mapping Company Code Customer Country
Technical Name 0COMP_CODE 0BPARTNER/0COUNTRY
Note
* Private dimension and other dimensions are public.
2.11.3.10 How to create Connection Query: Custom Query V_FICA05_Q0001_Z04
Procedure
1. Open query V_FICA05_Q0001_Z03 with SAP BEx Query Designer. 2. Save it as V_FICA05_Q0001_Z04. 3. Navigate to the Filter tab.
Remove the characteristic restriction selection [0CLEAR_DATE] Clearing Date.
150
PUBLIC
Content Package User Guide Line of Business
4. Navigate to the Rows/Column tab. 5. Free Characteristics:
Leave as is. 6. Rows:
Remove the characteristic [0CLEAR_DATE] Clearing Date. 7. Columns:
Remove selection Total clearing amount. Remove selection Total number of cleared items. Create selection 2014 clearing amount and set its display to Always Hide.
Content Package User Guide Line of Business
PUBLIC
151
Add the definitions for selection "2014 clearing amount" as displayed in the screenshot below.
152
PUBLIC
Content Package User Guide Line of Business
Create selections 2015 clearing amount, 2016 clearing amount, and 2017 clearing amount by replacing 2014 by respectively 2015, 2016, then 2017 in the definitions above.
Create selection 2014 open amount and set its display to Always Hide.
Content Package User Guide Line of Business
PUBLIC
153
Add the definitions for selection 2014 open amount as displayed in the screenshot below.
154
PUBLIC
Content Package User Guide Line of Business
Create selections 2015 open amount, 2016 open amount, and 2017 open amount by replacing 2014 by respectively 2015, 2016, then 2017 in the definitions above.
Content Package User Guide Line of Business
PUBLIC
155
Create formula 2014 DSO following the definitions displayed in the screenshot below.
156
PUBLIC
Content Package User Guide Line of Business
Create formulas 2015 DSO, 2016 DSO, and 2017 DSO by replacing 2014 by respectively 2015, 2016, then 2017 in the definitions above. At this point, the custom query V_FICA05_Q0001_Z04 should look like this.
Content Package User Guide Line of Business
PUBLIC
157
8. Save the Query.
158
PUBLIC
Content Package User Guide Line of Business
2.11.3.11 Contract Accounts DSO w/ Year and Main Transaction Data (SAP__FI_CA_IM_DSOYRMT)
Model Name: SAP__FI_CA_IM_DSOYRMT Connection
Model Description: SAP Finance: Contract Ac counts DSO w/ Year and Main Transaction Data
Planning Enabled: No
Connection type: Import Data Connection to an SAP BW System Connection Query: Custom Query V_FICA05_Q0001_Z04 The custom BW query we acquire data from for this model is unchanged as compared
to model SAP__FI_CA_IM_DSOYR, since the computation of the non-additive key figure DSO is fully performed in BW Because DSO is a non-additive key figure, Customer Country needs to be filtered to a single value (in our sample it is set to US) when acquiring into SAP Analytics Cloud to retrieve the proper non-aggregable results.
Account
ID
Description
Mapping/Formula
2014_DSO
2014 DSO
2014 DSO
2015_DSO
2015 DSO
2015 DSO
2016_DSO
2016 DSO
2016 DSO
2017_DSO
2017 DSO
2017 DSO
Dimensions
Name
Description
Mapping
Technical Name
SAP_ALL_COMPANYCODE Company Code
Company Code
0COMP_CODE
SAP_ALL_CUSTOMERCOUN Customer Country TRY
Customer Country
0BPARTNER/0COUNTRY
SAP_FI_CA_MAINTRANSAC Main Transaction TION
Main Transaction
0CAMNTRANS
Additional Notes about the model
This model is a derivative of model SAP__FI_CA_IM_DSOYR, in which we also retrieve dimension SAP_FI_CA_MAINTRAN SACTION to adequately gather proper non-aggregable values for reporting.
Note
* Private dimension and other dimensions are public.
Content Package User Guide Line of Business
PUBLIC
159
2.11.3.12 Contract Accounts Dunning Evaluation (SAP__FI_CA_IM_DUNEVA)
Model Name: SAP__FI_CA_IM_DUNEVA
Connection
Model Description: SAP Finance: Contract Accounts Dunning Evaluation
Planning Enabled: No
Connection type: Import Data Connection to an SAP BW System
Connection Query: Custom Query 0FC_MP11_Q0001_Z01 (see next step)
Account
Mapping/Formula
ID
Description
Description
ID
Number_of_Dunning_Noti ces
Number of Dunning Notices Number of Dunning Notices 0FC_DUNNO
Success_Percentage
Success Percentage
Success Percentage
0FC_SUCPC
Dunning_Balance
Dunning Balance
Dunning Balance
0FC_MSALM
Dunning_Balance_Success Dunning Balance Successful Dunning Balance Successful 0FC_MSALMS ful
Dimensions
Mapping
ID
Description
Description
ID
SAP_ALL_COMPANYCODE Company Code
Company Code
0FC_OPBUK
SAP_ALL_DIVISION
Division
Division
0DIVISION
SAP_ALL_BUSINESSAREA Business Area
Business Area
0BUS_AREA
SAP_FI_CA_DUNNINGPRO Dunning Procedure CEDURE
Dunning Procedure
0CADUNN_PRC
SAP_ALL_CUSTOMERCOUN Customer Country TRY
Country
0COUNTRY
Note
* Private dimension and other dimensions are public.
2.11.3.13 How to create Custom Query: 0FC_MP11_Q0001_Z01
Procedure
1. Open query 0FC_MP11_Q0001 with SAP BEx Query Designer. 2. Save it as 0FC_MP11_Q0001_Z01. 3. Navigate to the Rows/Columns tab.
160
PUBLIC
Content Package User Guide Line of Business
4. Columns: Remove key figure [0FC_SUCCPERAMT] Success Percentage (Amount) Remove key figure [0FC_SUCCPERNUM] Success Percentage (Number) Drag/Drop key figure [0FC_SUCPC] Success Percentage in the Area
The resulting query definition is displayed in the screenshot below.
5. Save the Query.
Content Package User Guide Line of Business
PUBLIC
161
2.11.3.14 Contract Accounts Dunning Activity (SAP__FI_CA_IM_DUNACT)
Model Name: SAP__FI_CA_IM_DUNACT
Model Description: SAP Finance: Contract Accounts Dunning Activity
Planning Enabled: No
Account
ID
Description
Dunning_Balance
Dunning Balance
Number_of_Activities
Number of Activities
Dimensions
ID
Description
Time*
Time
SAP_ALL_COMPANYCODE Company Code
SAP_ALL_DIVISION
Division
SAP_ALL_BUSINESSAREA Business Area
SAP_FI_CA_DUNNINGPRO Dunning Procedure CEDURE
SAP_FI_CA_DUNNINGLEVEL Dunning Level
SAP_FI_CA_DUNNINGACTIV Dunning Activity ITY
SAP_ALL_CUSTOMERCOUN Customer Country TRY
Connection
Connection type: Import Data Connection to an SAP BW System
Connection Query: Custom Query 0FC_MP12_Q0001_Z01 (see next step)
Connection Variables: Last 12 Months Including Current Month (Manual Entry to set a time range for analysis) (0CALMTH) For example, inputting 10.2017 will select the time range [11.2016 10-2017] for analysis.
Mapping/Formula Description Dunning Balance Number of Activities Mapping Description Calendar Year/Month Company Code Division Business Area Dunning Procedure
ID 0FC_MSALM 0FC_ACTNO
ID 0CALMONTH 0FC_OPBUK 0DIVISION 0BUS_AREA 0CADUNN_PRC
Dunning Level Dunning Activity
0FCDUNN_LEV 0FC_ACKEY
Country
0COUNTRY
Note
* Private dimension and other dimensions are public.
162
PUBLIC
Content Package User Guide Line of Business
2.11.3.15 How to create Connection Query: Custom Query 0FC_MP12_Q0001_Z01
Procedure
1. Open query 0FC_MP12_Q0001 with SAP BEx Query Designer. 2. Save it as 0FC_MP12_Q0001_Z01. 3. Navigate to the Rows/Column Tab. 4. Rows:
Drag/Drop dimensions [0CADUNN_PRC] Dunning Procedure and [0FCDUNN_LEV] Dunning Level from InfoProvider 0FC_MP12 for a result as displayed in the screenshot below. 5. Rearrange the dimensions between Free Characteristics, Rows, and Columns areas for a result as displayed in the screenshot below.
Content Package User Guide Line of Business
PUBLIC
163
6. Save the query.
164
PUBLIC
Content Package User Guide Line of Business
2.12 Finance Financial Product Subledger For SAP S/ 4HANA- IFRS17
2.12.1 Architecture and Abstract
The S/4HANA for FPSL IFRS17 comprises a SAP Analytics Cloud Story for subledger reporting based on the specifications of IFRS17. In detail, the following pages are provided in the SAP Analytics Cloud story:
Overview Page with KPI Tiles, enabled for exploration and Charts Date Intake Analysis with the possibility to further explore data in the Cashflows table widget Analysis of Change Profit and Loss for GMM (General Measurement Model) Profit and Loss for PAA (Premium Allocation Approach) Subledger Postings with a detailed Overview of the posting documents
The above-mentioned SAP Analytics Cloud Story requires the availability of S/4HANA for financial products subledger FP01 (or higher) based on S/4HANA 1809. The SAP Analytics Cloud Story requires a live data connection to the S/4HANA FPSL HDB system.
Note
The HANA calculation view package z_fpsl which is required for this business content package is not part of the standard delivery of SAP Financial Products Subledger package. The package is only available as part of a deployment of the preconfigured SAP Financial Products Subledger system available in the SAP Cloud Appliance Library (CAL). The CAL image is mainly targeted for PoCs and demonstration purposes. As the HANA Calculation Views depend on both configuration and data in the preconfigured SAP Financial Products Subledger system it will only work when the CAL image is deployed.
Architecture *The colored objects are documented in this chapter
Content Package User Guide Line of Business
PUBLIC
165
2.12.2 Overview
Overview
Here, the most important IFRS17 key figures are given at a glance.
Data Intake
Supports the user to verify the data imported from the upstream systems. The sample report focuses on the actuarial input, summarizing upload information on Group of Contract, Best Estimate Cashflows and the earning patterns. BECF data is aggregated, providing checksums on number of items and total amount. Further BECF details up to the line items can be accessed in the Explore Mode.
Analysis of Change
Shows the roll-forward of IFRS17 balance sheet positions throughout a year for selected group of contract and time period. The AoC is split up in three blocks, separating the present value of future cash flows, the risk adjustment and the CSM.
Profit and Loss (GMM)
Shows the P&L impact for groups of contracts measured under GMM and VFA. P&L positions are aggregated in line with the effects shown in the AoC.
Profit and Loss (PAA)
Represents a combined view on balance positions and P&L for business measured under PAA: Balance positions and their roll-forward in the selected period is shown on the left. On the right, the corresponding P&L effects are presented.
Subledger Postings
Details on all subledger postings on a line item view, allowing free data analysis on the raw data.
166
PUBLIC
Content Package User Guide Line of Business
2.12.3 Models
2.12.3.1 Model for Analysis of Change IFRS17 (SAP__FS_FPS_ANALYSISOFCHANGE)
Model Name: SAP__FS_FPS_ANALYSISOFCHANGE
Connection
Model Description: S/4HANA FPSL - Model for Analysis of Change IFRS17
Planning Enabled: No Model Purpose: This model measures the dimensions
to analyse changes in Insurance Liabilities
Connection type: Direct Live connection to HDB: SAPFPSLHDB
Connection Query: Z_ANALYSISOFCHANGE_QUERY Mandatory Variables: Legal Entity, Period Start Date, Pe
riod End Date
Dimensions Name [ACT_CONTRACT] [ACT_PF] [CHANGE_REASON_GROUP] [CHANGE_REASON_TXT] [CHILDTEXT_UOA] [CLIENT] [CONTCT_TEXT] [CalculationLevel] [GL_ACC_TXT] [Measures] [ONRST_TEXT] [ONSTIR_TEXT] [PAY_CAT_TXT] [PF_CONTRACT] [PROC_STEPID_TXT] [ProcessStepGroup] [SLALC_TEXT] [SubLedgerAccountText] [SubledgerAccountGroupText] [SubledgerAccountGroup] [UNIT_ACC] [YEAR] [Z_GLACCOUNT]
Description Actuarial Contract Actuarial Portfolio Change Reason Group Change Reason Description Text for Child Unit of Account SAPClient Contract Category Text Calculationlevel GL Account Text Measures Onerousness Status IR Text Onerous Status Text Cost or Revenue Element Text Portfolio Contract Process Step ID Text Process Step Group SubLedger LifeCycleStatus Text SubLedgerAccountText SubledgerAccountGroupText SubledgerAccountGroup Calculation Level Year GL Account
Mapping
Content Package User Guide Line of Business
PUBLIC
167
Dimensions [Z_Month] [Z_PostingDate] [Z_Quarter] [_BA1_BIL_CURR] [_BA1_C41FINST] [_BA1_C55ACCSY] [_BA1_C55CHGRSN] [_BA1_C55CMETHY] [_BA1_C55CMETH] [_BA1_C55CONTCT] [_BA1_C55DBCDF] [_BA1_C55DOCITM] [_BA1_C55DOCNUM] [_BA1_C55HOLDCT] [_BA1_C55LGENT] [_BA1_C55ONRST] [_BA1_C55PFID] [_BA1_C55PROCID] [_BA1_C55SLACC] [_BA1_C55SLALC] [_BA1_C55_ONSTIR]
[_BA1_CIDPSEID] [_BA1_CRCBECFVN] [_BA1_CRCPAYCAT] [_BA1_OBJ_CURR]
Measures Z_CSM_AMORT Z_CSM_AMORT_TCUR Z_CSM_CONTR_IN_REC Z_CSM_CONTR_IN_REC_TCUR
Z_CSM_IMP_CHG_BE_NON_FIN
Month Posting Date Quarter Functional currency Financial Instrument AccountingSystem Change Reason Methodology Calculation Method Contract Category Debit/Credit Flag Document Item Document Number Classification Legal Entity Onerous Status CSM Group Process Step ID SubLedgerAccount SubLedger LifeCycleStatus Onerousness Status on Initial Recogni tion Coverage ID Version Number Cost or Revenue Element Transaction Currency
Amortization (CSM) Amortization (CSM,TCur) Contract Initially Recognized (CSM) Contract Initially Recognized (CSM,TCur) Impact Due to Changes in BE Non-Fi nancial Assumptions (CSM)
168
PUBLIC
Content Package User Guide Line of Business
Measures
Z_CSM_IMP_CHG_BE_NON_FIN_TCUR Impact Due to Changes in BE Non-Fi nancial Assumptions (CSM,TCur)
Z_CSM_IMP_VAR
Impact Due To Experience Variance (CSM)
Z_CSM_IMP_VAR_TCUR
Impact Due To Experience Variance (CSM,TCur)
Z_CSM_NET_CLOSE_BAL
Net Closing Balance (CSM)
Z_CSM_NET_CLOSE_BAL_TCUR
Net Closing Balance (CSM,TCur)
Z_CSM_NET_OPEN_BAL
Net Opening Balance (CSM)
Z_CSM_NET_OPEN_BAL_TCUR
Net Opening Balance (CSM, TCur)
Z_CSM_UNWIND_VAR_FEE_LOCKED Unwind/Variable Fee (locked-in) (CSM)
Z_CSM_UN WIND_VAR_FEE_LOCKED_TCUR
Unwind/Variable Fee (locked-in) (CSM,TCur)
Z_CSM_VAR_FEE_CURRENT
Variable Fee (current) (CSM)
Z_CSM_VAR_FEE_CURRENT_TCUR
Variable Fee (current) (CSM,Tcur)
Z_LIC_CLAIMS_SERV_EXP_PAID
Claims Paid (LIC)
Z_LIC_CLAIMS_SERV_EXP_PAID_TCU Claims Paid (LIC,TCur) R
Z_LIC_IMP_CHG_BE_NON_FIN
Impact Due to Changes in BE Non-Fi nancial Assumptions (LIC)
Z_LIC_IMP_CHG_BE_NON_FIN_TCUR Impact Due to Changes in BE Non-Fi nancial Assumptions (LIC,TCur)
Z_LIC_IMP_CHG_DM_RATE
Impact Due to Changes in Discount/ Market Rate (LIC)
Z_LIC_IMP_CHG_DM_RATE_TCUR
Impact Due to Changes in Discount/ Market Rate (LIC,TCur)
Z_LIC_IMP_VAR
Impact Due To Experience Variance (LIC)
Z_LIC_IMP_VAR_TCUR
Impact Due To Experience Variance (LIC,TCur)
Z_LIC_NET_CLOSE_BAL
Net Closing Balance (LIC)
Z_LIC_NET_CLOSE_BAL_TCUR
Net Closing Balance (LIC,TCur)
Z_LIC_NET_OPEN_BAL
Net Opening Balance (LIC)
Z_LIC_NET_OPEN_BAL_TCUR
Net Opening Balance (LIC,TCur)
Z_LIC_REL_LRC
Release from LRC (LIC)
Z_LIC_REL_LRC_TCUR
Release from LRC (LIC,TCur)
Z_LIC_UNWIND
Unwind (LIC)
Z_LIC_UNWIND_TCUR
Unwind (LIC,TCur)
Content Package User Guide Line of Business
PUBLIC
169
Measures
Z_PVFCF_CLAIMS_SERV_EXP_PAID
Claims and Other Insurance Service Ex penses Paid (PVFCF)
Z_PVFCF_CLAIMS_SERV_EXP_PAID_T Claims and Other Insurance Service Ex
CUR
penses Paid (PVFCF,TCur)
Z_PVFCF_CONTR_IN_REC
Contract Initially Recognized (PVFCF)
Z_PVFCF_CONTR_IN_REC_TCUR
Contract Initially Recognized (PVFCF,TCur)
Z_PVFCF_EXP_PREM_REC
Expected Premiums Received (PVFCF)
Z_PVFCF_EXP_PREM_REC_TCUR
Expected Premiums Received (PVFCF,TCur)
Z_PVFCF_IMP_CHG_BE_NON_FIN
Impact Due to Changes in BE Non-Fi nancial Assumptions (PVFCF)
Z_PVFCF_IMP_CHG_BE_NON_FIN_TC Impact Due to Changes in BE Non-Fi
UR
nancial Assumptions (PVFCF,TCur)
Z_PVFCF_IMP_CHG_DM_RATE
Impact Due to Changes in Discount/ Market Rate (PVFCF)
Z_PVFCF_IMP_CHG_DM_RATE_TCUR Impact Due to Changes in Discount/ Market Rate (PVFCF,TCur)
Z_PVFCF_IMP_VAR
Impact Due To Experience Variance (PVFCF)
Z_PVFCF_IMP_VAR_TCUR
Impact Due To Experience Variance (PVFCF,TCur)
Z_PVFCF_NET_CLOSE_BAL
Net Closing Balance (PVFCF)
Z_PVFCF_NET_CLOSE_BAL_TCUR
Net Closing Balance (PVFCF,TCur)
Z_PVFCF_NET_OPEN_BAL
Net Opening Balance (PVFCF)
Z_PVFCF_NET_OPEN_BAL_TCUR
Net Opening Balance (PVFCF, TCur)
Z_PVFCF_UNWIND
Unwind (PVFCF)
Z_PVFCF_UNWIND_TCUR
Unwind (PVFCF,TCur)
Z_RA_CHG_RISK_EXP
Changes in RA for Risk Expired (RA)
Z_RA_CHG_RISK_EXP_TCUR
Changes in RA for Risk Expired (RA,TCur)
Z_RA_CONTR_IN_REC
Contract Initially Recognized (RA)
Z_RA_CONTR_IN_REC_TCUR
Contract Initially Recognized (RA,TCur)
Z_RA_IMP_CHG_BE_NON_FIN
Impact Due to Changes in BE Non-Fi nancial Assumptions (RA)
Z_RA_IMP_CHG_BE_NON_FIN_TCUR
Impact Due to Changes in BE Non-Fi nancial Assumptions (RA,TCur)
Z_RA_IMP_CHG_DM_RATE
Impact Due to Changes in Discount/ Market Rate (RA)
170
PUBLIC
Content Package User Guide Line of Business
Measures Z_RA_IMP_CHG_DM_RATE_TCUR
Z_RA_IMP_VAR
Z_RA_IMP_VAR_TCUR
Z_RA_NET_CLOSE_BAL Z_RA_NET_CLOSE_BAL_TCUR Z_RA_NET_OPEN_BAL Z_RA_NET_OPEN_BAL_TCUR Z_RA_UNWIND Z_RA_UNWIND_TCUR
Impact Due to Changes in Discount/ Market Rate (RA,TCUR)
Impact Due To Experience Variance (RA)
Impact Due To Experience Variance (RA,TCur)
Net Closing Balance (RA)
Net Closing Balance (RA,TCur)
Net Opening Balance (RA)
Net Opening Balance (RA,TCur)
Unwind (RA)
Unwind (RA.TCur)
2.12.3.2 Model for CashFlows IFRS17 (SAP__FS_FPS_CASHFLOW)
Model Name: SAP__FS_FPS_CASHFLOW
Connection
Model Description: S/4HANA FPSL - Model for Cash Flows IFRS17
Planning Enabled: No Model Purpose: This model measures and dimension to
analyse changes in Insurance Liabilities
Connection type: Direct Live connection to HDB: SAPFPSLHDB
Connection Query: Z_CASHFLOW_QUERY Mandatory Variables: sLegal Entity, Period Start Date,
and Period End Date
Dimensions Name [CF_VERSION] [CHILDTEXT_UOA] [CLIENT] [DDTEXT] [DESCRIPTION] [Measures] [TXTMI] [Time] [UoA] [VALID_TO_TS]
Description Version Number Text for Child Unit of Account SAPClient Contract category Text Cost or Revenue Element Text Measures Change Driver CF Description Time Uoa VALID_TO_TS
Mapping
Content Package User Guide Line of Business
PUBLIC
171
Dimensions [Z_KeyDate_CF] [Z_LAST_UPDATE] [_BA1_C55ACCSY] [_BA1_C55CONTCT] [_BA1_C55CONTCT_1] [_BA1_C55CONTID] [_BA1_C55LGENT] [_BA1_C55PFID] [_BA1_CIDPSEID] [_BA1_CR0KEYDAT] [_BA1_CR0SRCSYS] [_BA1_CR0TCGUID] [_BA1_CRCCFCATG] [_BA1_CRCCHDCF] [_BA1_CRCDUEDAT] [_BA1_CRCINCDAT] [_BA1_CRCISDAT] [_BA1_CRCPAYCAT] [_BA1_CRCREPDAT] [_BA1_CRCSETDAT] [_BA1_KRCCFAMDC] [_BA1_KRCCFAMEC]
Measures _BA1_KRCCFAMD _BA1_KRCCFAME
Key Date (CF) Last Update Accounting System ContractCategory Contract Category1 Calculation Level LegalEntity CSM Group Coverage Key Date Source System Guid Contract Category Change Driver Due Date Incurred Date Issue Date Cost or Reveneue Element Reported Date Settled Date Coverage Amount Currency Expected Amount Currency
Coverage Amount Expected Amount
Coverage Amount
172
PUBLIC
Content Package User Guide Line of Business
2.12.3.3 Model for DataIntake IFRS17 (SAP__FS_FPS_DATAINTAKE)
Model Name: SAP__FS_FPS_CASHFLOW
Connection
Model Description: S/4HANA FPSL - Model for Cash Flows IFRS17
Planning Enabled: No Model Purpose: This model measures and dimension to
analyse changes in Insurance Liabilities
Connection type: Direct Live connection to HDB: SAPFPSLHDB
Connection Query: Z_CASHFLOW_QUERY Mandatory Variables: Legal Entity, Period Start Date,
and Period End Date
Dimensions Name [CF_VERSION] [CHILDTEXT_UOA] [CLIENT] [DDTEXT] [DESCRIPTION] [Measures] [TXTMI] [Time] [UoA] [VALID_TO_TS] [Z_KeyDate_CF] [Z_LAST_UPDATE] [_BA1_C55ACCSY] [_BA1_C55CONTCT] [_BA1_C55CONTCT_1] [_BA1_C55CONTID] [_BA1_C55LGENT] [_BA1_C55PFID] [_BA1_CIDPSEID] [_BA1_CR0KEYDAT] [_BA1_CR0SRCSYS] [_BA1_CR0TCGUID] [_BA1_CRCCFCATG] [_BA1_CRCCHDCF] [_BA1_CRCDUEDAT]
Description Version Number Text for Child Unit of Account SAPClient Contract category Text Cost or Revenue Element Text Measures Change Driver CF Description Time Uoa VALID_TO_TS Key Date (CF) Last Update Accounting System ContractCategory Contract Category1 Calculation Level LegalEntity CSM Group Coverage Key Date Source System Guid Contract Category Change Driver Due Date
Mapping
Content Package User Guide Line of Business
PUBLIC
173
Dimensions [_BA1_CRCINCDAT] [_BA1_CRCISDAT] [_BA1_CRCPAYCAT] [_BA1_CRCREPDAT] [_BA1_CRCSETDAT] [_BA1_KRCCFAMDC] [_BA1_KRCCFAMEC]
Measures _BA1_KRCCFAMD _BA1_KRCCFAME
Incurred Date Issue Date Cost or Reveneue Element Reported Date Settled Date Coverage Amount Currency Expected Amount Currency
Coverage Amount Expected Amount
2.12.3.4 Model for Profit & Loss GMM IFRS17 (SAP__FS_FPS_PROFITANDLOSSGMM)
Model Name: SAP__FS_FPS_PROFITANDLOSSGMM
Connection
Model Description: S/4 HANA FPSL - Model for Profit&Loss GMM IFRS17
Planning Enabled: No Model Purpose: This model measures and dimension to
analyse changes in Insurance Liabilities
Connection type: Direct Live connection to HDB: SAPFPSLHDB
Connection Query: Z_PROFITANDLOSS_QUERY Mandatory Variables: Legal Entity, Period Start Date,
and Period End Date
Dimensions Name [CF_VERSION] [CONCTTEXT_CF] [CONCTTEXT_EPS] [CONTCT_CF] [CONTCT_EPS] [CSMGROUP_CF] [CSMGROUP_CSM] [CSMGROUP_EPS] [HOLDCAT_ID] [HOLDCT_TEXT] [MAX_KEYDATE_AC]
Description Version Number (CF) Contract Category Text (CF) Contract Category Text (EPS) Contract Category (CF) Contract Category (EPS) CSM Group (CF) CSM Group (CSM) CSM Group (EPS) Holding Category Holding Category Text Last Update Actuarial Contract
Mapping
174
PUBLIC
Content Package User Guide Line of Business
Dimensions [MAX_KEYDATE_AP] [Measures] [ONSTIR_TEXT] [PAYCAT_CF] [PAYCAT_EPS] [PAYCAT_TEXT_CF] [PAYCAT_TEXT_EPS] [TXTMI] [UNITACCOUNT_EPS] [Z_DUEDATE_CF] [Z_INCDATE_CF] [Z_KeyDate_CF] [Z_KeyDate_CSM] [Z_KeyDate_EPS] [Z_LAST_UPDATE] [Z_REPDATE_CF] [Z_SETDATE_CF] [_BA1_C55CONTID] [_BA1_C55LGENT] [_BA1_C55ONSTIR]
[_BA1_CIDPSEID] [_BA1_CRCBECFVN] [_BA1_CRCCHDCF] [_BA1_CRCDUEDAT] [_BA1_CRCINCDAT] [_BA1_CRCREPDAT] [_BA1_CRCSETDAT] [_BA1_KRCCFAMDC]
Measures Z_AMBAL_BEF_END Z_AMBAL_BEF_START Z_AMBAL_PER_SEL Z_AMOBJ_BEF_END
Content Package User Guide Line of Business
Last Update Actuarial Portfolio Measures Onerousness Status IR Text Cost or Revenue Element Cost or Revenue Element (EPS) Cost or Revenue Element Text Cost or Revenue Element Text (EPS) Change Driver Text (CF) Calculation Level (EPS) Due Date (CF) Incurred Date (CF) Key Date (CF) Keydate CSM Group Key Date (EPS) Last Update Reported Date (CF) Settled Date (CF) Calculation Level (CF) Legal Entity Onerousness Status on Initial Recogni tion Coverage Version Number (EPS) Change Driver (CF) Due Date Incurred Date Reported Date Settled Date CF Currency
Amount To End Date (FCur) Amount Previous Period (FCur) Amount Period (FCur) Amount To End Date (TCur)
PUBLIC
175
Z_AMOBJ_BEF_START Z_AMOBJ_PER_SEL Z_AMORT_CSM Z_AQUISITION_COST_AMORT Z_EXP_ADJ_SERVICES
Z_EXP_BEN_EXP Z_INC_CLAIMS_SERV ICE_EXP_CLAIMS Z_INS_CONTR_REVENUE Z_INS_FIN_EXP Z_INS_INVEST_INC Z_INS_SERV_EXP_TOTAL Z_INS_SERV_RESULT Z_NET_FIN_RESULT Z_OTHER_COMPR_INC Z_PROFIT_LOSS Z_REL_AQUIS_COST Z_REL_OF_RISK_ADJ Z_TOTAL_COMPR_INCOME _BA1_K5SAMBAL _BA1_K5SAMOBJ
Amount Previous Period (TCur) Amount Period (Tcur) Amortization of CSM Amortization of acquisition costs Experience Adjustment for Current/ Past Services Expected Benefits and Expenses Incurred claims and other service ex penses Insurance Contract revenue Insurance Finance Expenses Insurance Investment Income Insurance Service Expenses Insurance Services Result Net Financial Result Other Comprehensive Income Profit and Loss Release of Aquisition Costs Release of Risk Adjustment Total Comprehensive Income Amount (FCur) Amount (TCur)
2.12.3.5 Model for Profit & Loss PAA IFRS17 (SAP__FS_FPS_PROFITANDLOSSPAA)
Model Name: SAP__FS_FPS_PROFITANDLOSSPAA
Model Description: S/4 HANA FPSL - Model for Profit&Loss PAA IFRS17
Planning Enabled: No Model Purpose: This model measures dimensions to
analyse changes in Insurance Liabilities
Connection
Connection type: Direct Live connection to HDB: SAPFPSLHDB
Connection Query: Z_PROFITANDLOSS_PAA_QUERY Mandatory Variables: Legal Entity, Period Start Date,
and Period End Date
Dimensions Name [ACCRST_TEXT]
Description Accrual Status Text
Mapping
176
PUBLIC
Content Package User Guide Line of Business
Dimensions [ACT_CONTRACT] [ACT_PF] [ALST_TEXT] [CALWEEK] [CHANGE_REASON_GROUP] [CHANGE_REASON_TXT] [CHILDTEXT_UOA] [CLIENT] [CONTCT_TEXT] [CalculationLevel] [DATE] [GL_ACC_TXT] [LTEXT] [MONTH] [Measures] [ONRST_TEXT] [ONSTIR_TEXT] [PAY_CAT_TXT] [PF_CONTRACT] [PROC_STEPID_TXT] [ProcessStepGroup] [QUARTERDESC] [SLALC_TEXT] [STEXT] [SubLedgerAccountText] [SubledgerAccountGroupText] [SubledgerAccountGroup] [UNIT_ACC] [YEAR_1] [Z_GLACCOUNT] [Z_PostingDate] [_BA1_BIL_CURR] [_BA1_C41FINST] [_BA1_C55ACCSY]
Actuarial Contract Actuarial Portfolio Asset/Liability Status Text Calendar Week Change Reason Group Change Reason Description Text for Child Unit of Account SAPClient Contract Category Text Calculationlevel Date GL Account Text Profit Center Text Month Measures Onerousness Status IR Text Onerous Status Text Cost or Revenue Element Text Portfolio Contract Process Step ID Text Process Step Group Quarter SubLedger LifeCycleStatus Text Organizational Unit Text SubLedgerAccountText SubledgerAccountGroupText SubledgerAccountGroup Calculation Level Year GL Account Posting Date Functional Currency Financial Instrument AccountingSystem
Content Package User Guide Line of Business
PUBLIC
177
Dimensions [_BA1_C55ALST] [_BA1_C55CHGRSN] [_BA1_C55CMETHY] [_BA1_C55CMETH] [_BA1_C55CONTCT] [_BA1_C55DBCDF] [_BA1_C55DOCITM] [_BA1_C55DOCNUM] [_BA1_C55HOLDCT] [_BA1_C55LGENT] [_BA1_C55ONRST] [_BA1_C55PFID] [_BA1_C55PROCID] [_BA1_C55PRODSG] [_BA1_C55SLACC] [_BA1_C55SLALC] [_BA1_C55YPER] [_BA1_C55_ONSTIR]
[_BA1_C58ACCRST] [_BA1_C58IMPSTA] [_BA1_C58WDST] [_BA1_C80ORGUNI] [_BA1_CIDPSEID] [_BA1_CP0PRFCTR] [_BA1_CRCBECFVN] [_BA1_CRCPAYCAT] [_BA1_OBJ_CURR]
Measures Z_AQUI_COSTS_NOT_YET Z_EQUITY Z_LIC_CLAIMS_PAID Z_LIC_CLOSE_BAL Z_LIC_IMP_CHG_BE_NON_FIN
Asset/Liability Status Change Reason Methodology Calculation Method Contract Category Debit/Credit Flag Document Item Document Number Classification Legal Entity Onerous Status CSM Group Process Step ID Product Segment SubLedgerAccount SubLedger LifeCycleStatus Financial Period Onerousness Status on Initial Recogni tion Accrual Status Impairment Status Write-down Status Organizational Unit Coverage ID Profit Center Version Number Cost or Revenue Element Transaction Currency
Aquisition Costs not yet Paid Cumulated P&L Effect to Equity Claims Paid (LIC) Closing Balance (LIC) Impact Due to Changes in BE Non-Fi nancial Assumptions (LIC)
178
PUBLIC
Content Package User Guide Line of Business
Measures Z_LIC_IMP_CHG_DM_RATE
Z_LIC_IMP_EXP_VAR
Z_LIC_OPEN_BAL Z_LIC_REL_LRC Z_LIC_UNWIND Z_LRC Z_PL_AMORT_AQUI_COSTS_neg Z_PL_CHG_RISK_ADJ_INC_CLAIMS
Z_PL_FIN_EXP_INC Z_PL_INCUR_CLAIMS Z_PL_INS_CONTR_REV Z_PL_INS_SERVICES_EXP Z_PL_INVEST_INCOME Z_PL_NET_FIN_RESULT Z_PL_OTHER_COMPR_INCOME Z_PL_SERVICES_RESULT Z_PL_TOTAL_INCOME Z_PREMIUMS_NOT_YET Z_RA_CHG_RISK_ADJ_LIC Z_RA_CLOSE_BAL_LIC Z_RA_OPEN_BAL_LIC Z_RA_UNWIND_LIC Z_ULTIMATE_CLAIMS_EXPEC Z_UPR
Impact Due to Changes in Discount/ Market Rate (LIC) Impact due to Experience Variance (LIC) Opening Balance (LIC) Release from LRC (LIC) Unwind (LIC) Liability for Remaining Coverage Amortization of Aquisition Costs Change in Risk Adjustment for incurred Claims Insurance Finance Expense or Income Incurred Claims Insurance Contract Revenue Insurance Services Expenses Investment Income Net Financial Result Other Comprehensive Income Insurance Services Result Total Comprehensive Income Premiums not yet Paid Change in Risk Adjustment (LIC) Risk Adjustment Closing Balance (LIC) Risk Adjustment Opening Balance (LIC) Risk Adjustment Unwind (LIC) Ultimate claims expectation (EoP) Unearned Premium Reserve
Content Package User Guide Line of Business
PUBLIC
179
2.12.3.6 Model for SubLedger Postings IFRS17 (SAP__FS_FPS_SUBLEGERPOSTINGS)
Model Name: SAP__FS_FPS_SUBLEDGERPOSTINGS
Connection
Model Description: S/4 HANA FPSL - Model for Sub LedgerPostings IFRS17
Planning Enabled: no Model Purpose: This model measures and dimension to
analyse changes in Insurance Liabilities
Connection type: Direct Live connection to HDB: SAPFPSLHDB
Connection Query: Z_SUBLEDGER_POSTINGS_QUERY mandatory Variables: Legal Entity, Period Start Date,
Period End Date
Dimensions Name [ACCRST_TEXT] [ACT_CONTRACT] [ACT_PF] [ALST_TEXT] [CHANGE_REASON_TXT] [CHILDTEXT_UOA] [CHNGR_GROUP] [CLIENT] [CONTCT_TEXT] [GL_ACCOUNT] [GL_ACC_TXT] [LTEXT] [Measures] [ONRST_TEXT] [ONSTIR_TEXT] [PAY_CAT_TXT] [PAY_CAT_TXT] [PF_CONTRACT] [PROC_STEPID_TXT] [ProcessStepGroup] [SLACC_GROUP] [SLALC_TEXT] [STEXT] [SubLedgerAccountText] [SubledgerAccountGroupText]
Description Accrual Status Text Actuarial Contract Actuarial Portfolio Asset/Liability Status Text Change Reason Description Text for Child Unit of Account Chngr Group SAPClient Contract Category Text GL Account GL Account Text Profit Center Text Measures Onerousness Status IR Text Onerous Status Text Cost or Revenue Element Text Payment Category Text Portfolio Contract Process Step ID Text Process Step Group Slacc Group SubLedger LifeCycleStatus Text Organizational Unit Text SubLedgerAccountText SubledgerAccountGroupText
Mapping
180
PUBLIC
Content Package User Guide Line of Business
Dimensions [Time] [UNIT_ACC] [UNIT_ACC] [UoA] [XBILK] [Z_GLACCOUNT] [Z_PostingDate] [_BA1_BIL_CURR] [_BA1_C41FINST] [_BA1_C55ACCSY] [_BA1_C55ACCSY] [_BA1_C55ALST] [_BA1_C55CMETHY] [_BA1_C55CMETH] [_BA1_C55CONTCT] [_BA1_C55DBCDF] [_BA1_C55DOCITM] [_BA1_C55DOCNUM] [_BA1_C55HOLDCT] [_BA1_C55LGENT] [_BA1_C55ONRST] [_BA1_C55PFID] [_BA1_C55POSTD] [_BA1_C55PROCID] [_BA1_C55PRODSG] [_BA1_C55SLALC] [_BA1_C55YEAR] [_BA1_C55YPER] [_BA1_C55YPER] [_BA1_C55_ONSTIR]
[_BA1_C58ACCRST] [_BA1_C58IMPSTA] [_BA1_C58WDST] [_BA1_C80ORGUNI]
Content Package User Guide Line of Business
Time Calculation Level Unit of Account Uoa XBILK GL Account Posting Date Functional Currency Financial Instrument Accounting System AccountingSystem Asset/Liability Status Methodology Calculation Method Contract Category Debit/Credit Flag Document Item Document Number Classification Legal Entity Onerous Status CSM Group DateSAP Process Step ID Product Segment SubLedger LifeCycleStatus Fiscal Year Financial Period Fiscal Year Period Onerousness Status on Initial Recogni tion Accrual Status Impairment Status Write-down Status Organizational Unit
PUBLIC
181
Dimensions [_BA1_C80ORGUNI] [_BA1_CIDPSEID] [_BA1_CP0PARTPC] [_BA1_CP0PRFCTR] [_BA1_CP0PRFCTR] [_BA1_CRCBECFVN] [_BA1_CRCPAYCAT] [_BA1_CRCPAYCAT] [_BA1_OBJ_CURR]
Measures Z_AMBAL_BEF_END Z_AMBAL_BEF_START Z_AMBAL_PER_SEL Z_AMOBJ_BEF_END Z_AMOBJ_BEF_START Z_AMOBJ_PER_SEL _BA1_K5SAMBAL _BA1_K5SAMOBJ
_BA1_C80ORGUNI Coverage ID Profit Center Profit Center _BA1_CP0PRFCTR Version Number Cost or Revenue Element Payment Category Transaction Currency
Amount To End Date (FCur) Amount Previous Period (FCur) Amount Period (FCur) Amount To End Date (TCur) Amount Previous Period (TCur) Amount Period (Tcur) Amount (FCur) Amount (TCur)
2.13 Finance for SAP S/4HANA Cloud
2.13.1 Architecture and Abstract
The purpose of the Financial KPI Dashboard, is to focus only on the financial views and KPIs. The dashboard offers basic finance reports, such as a general Corporate Overview, Profit& Loss and a Balance Sheet. In addition, the dashboard offers further financial KPIs. The data source is a Data Warehouse Cloud Model based on SAP S/4 HANA Cloud.
182
PUBLIC
Content Package User Guide Line of Business
2.13.2 Stories 2.13.2.1 Corporate Overview
The Corporate Overview page provides business users a financial overview with an analysis view of the most important financial metrics, such as Operating Profit, Total Revenue with filters on Company Code and on Profit Center including delta comparison year over year and actual to plan.
The Corporate Overview page is composed of following KPIs:
Total Revenue Operating Profit Gross Profit Operating Margin % Earnings Before Interest, Taxes, Depreciation, Amortization (EBITDA) Return on Equity in % (ROE) Debt to Equity in % Working Capital Shareholder's Equity Operating Cash Flow
The following table show the relevant basic measure calculation used in the story. Further calculations exist, which typically filter on version (ActualPlanCode) and time (YearType).
Measure Name Cost of Goods Sold (COGS)
Type
Debt To Asset % Debt to Equity %
Net Revenue Operating Income
Operating Margin %
Formula / Properties
- Measure COGS and Time Dimension Year Type - Compare COGS Current Year Actuals to COGS Last Year Actuals - Compare COGS Current Year Actuals to COGS Current Year Plan - Set No Data as Zero [Yes] - Calculate as Percentage [No]
Current Liabilities / Current Assets
Current Liabilities / Shareholders Equity
Gross Revenue - COGS
Operating Profit - Amortization of Intan gible Asset
Operating Profit Recognized Revenue
Content Package User Guide Line of Business
PUBLIC
183
Measure Name ROA in % ROE in % ROE in %
Type
Formula / Properties Net Income Assets Net Income Shareholders Equity Current Assets Current Liabilities
2.13.2.2 Profit and Loss
The Profit & Loss page provides an overview of additional key performance indicators (KPI) related to the income statement and balance sheet.
Find information on most relevant KPIs and their performance over time.
The page is divided into two areas. The upper part shows KPIs related to the financial statement with input controls of Company Code, Cost Center and Profit Center. The part below shows basic Profit & Loss KPIs over time.
The Profit & Loss page is composed of following KPIs:
COGS Operating Margin % Employee Expense Gross Margin Income Tax Interest Net Income Total Operating Expense Operating Income Net Revenue Gross Margin %
2.13.2.3 Balance Sheet
The Balance Sheet focus on Assets and Liabilities as well as Shareholders' Equity. The KPIs show the current financial state.
Balance Sheet KPIs: Return on Asset % Asset Turnover % Debt to Asset % Accounts Payables Changes Accounts Receivables Changes
184
PUBLIC
Content Package User Guide Line of Business
Current Asset Current Liability Shareholders' Equity
2.13.3 Models
The story is using the following Data Warehouse Cloud model. It's based on a live connection to the SAP Data Warehouse Cloud system. Setup the connection with the name SAPDWC. Model Name: Financial Data of the Last Three Years (FI) Technical Name: SAP_FI_GLDataOverTime Please navigate to the SAP Data Warehouse Cloud documentation for more details.
2.14 Finance: Operational Expense (OPEX) Planning and Analysis
2.14.1 Architecture and Abstract
Integration between S4HC and SAC is set up for integrated scenario where SAP Analytics cloud leverage the model and data from S4HC.
Usage in SAP Analytics Cloud To best leverage the model and data from S4HC in SAP Analytics Cloud, any modification or addition to the model master data should be change in S4HC (source system) to avoid master data override when the model is refreshed from S4HC.
Content Package User Guide Line of Business
PUBLIC
185
2.14.2 FP&A - GL Financial Planning 2.14.2.1 SAP__FI_ANA_IM_GLFP
Model Name: SAP__FI_ANA_IM_GLFP
Model Description: Financial Planning & Analysis - General Ledger Financial Planning
Planning Enabled: Yes
SAP_FI_S4HC_GLACCOUNT G/L Account
ID
Description
Formula
KPI0010
Revenue
[FPA1/022]
KPI0015
Net Revenue
[FPA1/021]
KPI0020
COGS
[FPA1/020]
KPI0022
Personnel
[FPA1/033]
KPI0024
Depreciation
[FPA1/025]
KPI0026
Other Operating Expense
[FPA1/018]
KPI0030
Operating Income
[FPA1/016]
KPI0040
Net Income
[FPA1/08]
KPI0070
Interest Expense
[FPA1/013]
KPI0090
Shares Outstanding
[SHARES]
KPI0100
Gross Margin
[FPA1/017]
KPI0110
Gross Margin %
[KPI0100]/[KPI0015]
KPI0120
Return on Sales %
[KPI0040]/[KPI0010]
KPI0140
Earnings per Share
[KPI0040]/[KPI0090]
KPI0170
Operating Margin %
[KPI0030]/[KPI0010]
KPI0180
EBIT
[FPA1/09]
KPI0181
EBITDA
[KPI0180]+[FPA1/025]
KPI0183
EBIT %
[KPI0180]/[KPI0010]
KPI0185
EBITDA %
[KPI0181]/[KPI0010]
KPI0190
Operating Expense
[KPI0020]+[KPI0022]+[KPI0024]+[KPI0026]
KPI0210
Market Share %
[COMPANY_MARKET]/[TOTAL_MARKET]
Dimensions
Dimension Name
Dimension Description
Dimension type
Public/Private Dimension
Time & Categories
Time & Categories
Time (lowest granularity = month)
Private
Version
Version
Version (Actual, Plan)
Private
G/L Account
G/L Account
Public
186
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_ANA_IM_GLFP
Company Code
Company Code
Cost Center
Cost Center
Functional Area
Functional Area
Profit Center
Profit Center
Audit Trail
Audit trail for data source
Additional Notes about the model
Public Public Public Public Private
Model is provided as part of the standard prebuilt content delivered in the S4HC Best Practice Solution Package Real Time Finance & Planning
Best practice methodologies to integrate real-time S/4HANA Cloud with SAP Analytics for Cloud. The content leverages P&L CDS-Views based on S/4HANA Cloud Finance data (Actual from ACDOCA and Plan from ACDOCP). In the planning scenario, Actuals are acquired (ACDOCA) from S/4HANA Cloud and Plan data retracted from SAP Analytics Cloud back into S/4HANA Cloud (ACDOCP).
Data Source Connection and Integration
Connection type: Import Data Connection to OData Services
Link to data source documentation in S/4HANA Cloud Best Practice Solution Package Real Time Finance & Planning: https://rapid.sap.com/bp/scopeitems/2EB
2.15 Financial Planning & Analysis for SAP S/4HANA Cloud (SAP BEST PRACTICES)
2.15.1 Financial Planning & Analysis for SAP S/4HANA Cloud (SAP BEST PRACTICES)
SAP Best Practices: Suite for Financial Planning & Analysis for SAP S/4HANA Cloud is made up of the following components. Follow the links for further information.
Financial Planning for S/4HANA Cloud P&L (Cost Center, Profit Center) planning based on S/4HANA Cloud Share a financial model with analytics users
Financial Analysis for S/4HANA Cloud Merge data from multiple financial sources into SAP Analytics Cloud Leverage SAP Analytics Cloud-based Plan data into analytics Share a financial model with planning users
Workforce Planning for SAP S/4HANA Cloud (SAP Best Practices) Combine data from SuccessFactors and SAP S/4HANA Cloud for workforce planning and analysis
Sales Planning For SAP S/4HANA Cloud (SAP Best Practice) Offers gross margin planning and analysis in SAP Analytics Cloud based on SAP S/4HANA Cloud financial structures
Content Package User Guide Line of Business
PUBLIC
187
188
PUBLIC
Content Package User Guide Line of Business
You can import all this content from the SAP Analytics Cloud: Business Content library, under: Financial Planning & Analysis for S/4HANA Cloud (SAP Best Practices) Workforce Planning for SAP S/4HANA Cloud (SAP Best Practices) SAP Sales Planning for SAP S/4HANA Cloud (SAP Best Practices) For questions or comments, please contact S/4HANA Cloud product managers below: Mark P. Burke mark.p.burke@sap.com Financial Planning & Analysis Hardeep Tulsi h.tulsi@sap.com Finance Analytics
2.16 Financial Products Subledger for SAP S/4HANA
2.16.1 Architecture and Abstract
The financial products subledger for S/4HANA Workplace for Accountants and Actuaries comprises several SAP Analytics Cloud analytical applications for subledger reporting. In detail, the following analytical applications are provided as SAP Analytics Cloud content: Journal entry item view Financial statement reports for the following:
Actual key date Comparison of two key dates Comparison of actual and scenario data for a key date Comparison of two scenarios for a key date Rollforward Report All of the above-mentioned SAP Analytics Cloud analytical applications require the availability of financial products subledger for S/4HANA FP02 (or higher) based on S/4HANA 1809. The SAP Analytics Cloud content applications require a live data connection to the S/4HANA FPSL system.
Content Package User Guide Line of Business
PUBLIC
189
Architecture
2.16.2 Analytical Applications
2.16.2.1 Journal Entry Item View (SAP__FS_FPS_JOURNALENTRYITEMVIEW_LI)
The analytical application Journal Entry Item View allows you to display journal entry items for a legal entity, accounting system and a posting date period. On the canvas page of the application, a standardized view shows journal entry items with the following dimensions and measures: Dimensions: Journal Entry Item Number
190
PUBLIC
Content Package User Guide Line of Business
Posting Date Line Item Number Debit/Credit Indicator G/L Account Subledger Account Process Step ID Calculation Method Contract Category Contract ID Financial Instrument ID
Measures: Local Currency Amount Functional Currency Amount Group Currency Amount Transaction Currency Amount
At the top of the canvas page, a filter line allows you to filter based on specific dimensions. By clicking on the Settings icon in the top right-hand corner, a popup appears, which allows you to add additional dimensions and measures. In this popup window, dimensions and measures can be selected in a checkbox group. The checkbox group contains all subledger coding block dimensions included in the S/4HANA FPSL virtual data model. These can be enhanced by custom fields using extension views. In addition, the display mode of all dimensions can be changed. The setting Default keeps the individual setting specified on the table level.
The Explorer icon allows you to switch to the explorer mode.
For a detailed view of one journal entry item, you can click on a line item. A popup window appears that gives you insights into all coding block dimensions. While the first tab in the popup window gives an overview, the header tab shows all coding block dimensions belonging to the journal entry item header. The item tab shows all the coding block dimensions of each item. The last tab (the status dimension tab) shows analytical statuses and the G/L account.
2.16.2.2 Financial Statement
The analytical application "Financial Statement" allows you to display a balance sheet and profit and loss statement for a legal entity, accounting system and a key date.
On the canvas page of the application, a standardized view shows the financial statement with the G/L account hierarchy in functional currency. At the top of the canvas page, a filter line allows you to filter based on specific dimensions. By clicking on the Settings icon in the top right-hand corner, additional dimensions can be added, the currency type can be switched from functional currency to another currency using a dropdown menu. Additionally, the financial statement can be reduced to display only accounts for the balance sheet or only the accounts for profit & loss.
By choosing additional dimensions, you can drill down in the balance sheet at the following 4 levels:
1. Account Level Default dimension: General Ledger Account (Hierarchy)
2. Account Level Dimensions: Segment, Profit Center (Hierarchy)
Content Package User Guide Line of Business
PUBLIC
191
3. Business Partner Level Dimensions: Industry (Hierarchy), Industry Segment, Industry System
4. Contract Level Dimensions: Contract, Financial Instrument
Selectable Currency Measures:
Transaction Currency Amount Amount in Functional Currency Local Currency Amount Group Currency Amount Hard Currency Amount Index Currency Amount Add. Currency 1 Amt Add. Currency 2 Amt Add. Currency 3 Amt Add. Currency 4 Amt
2.16.2.3 Financial Statement (Period Comparison)
The analytical application "Financial Statement (Period Comparison)" allows you to compare two balance sheets and profit and loss statements for a legal entity and accounting system on two different key dates. For more details about filtering, adding dimensions and changing currencies later on, please see the Financial Statement section. The canvas page of the application has the following structure and shows three different currency amounts: Basis balance Comparison balance
192
PUBLIC
Content Package User Guide Line of Business
Difference amount (= basis balance ./. comparison balance)
2.16.2.4 Financial Statement (Actual/Scenario Comparison)
The analytical application "Financial Statement (Actual/Scenario Comparison)" allows you to compare two financial statements for a legal entity and accounting system on a key date. The comparison amount corresponds to a scenario (identified by the Scenario Run ID). The prerequisite for using this application is that you are using the Forecasting, Planning, and Simulation function of financial products subledger for S/4HANA.
For details about filtering, adding dimensions, and changing currency types later on, and about the structure of the canvas page, please see the Financial Statement (Period Comparison) section.
2.16.2.5 Financial Statement (Scenario/Scenario Comparison)
The analytical application Financial Statement (Scenario/Scenario Comparison) allows you to compare two financial statements of a legal entity, accounting system, key date and two different scenario run IDs. The prerequisite for using this application is that you are using the Forecasting, Planning, and Simulation function of financial products subledger for S/4HANA.
For details about filtering, adding dimensions, and changing currency types later on, and about the structure of the canvas page, please see the Financial Statement (Period Comparison) section.
Content Package User Guide Line of Business
PUBLIC
193
2.16.2.6 Rollforward Report
The analytical application Rollforward Report allows you to display the development of balance sheet positions of a legal entity and accounting system for a freely defined posting date period.
The canvas page is split into two panels. The upper panel shows a waterfall chart for the dimension Accounting Change, which is represented as a hierarchy and has the following level-1 items: previous recognition, initial recognition, time recognition, experience recognition, update recognition and derecognition. The measure for currency amounts can be selected in the Settings popup, while amounts in functional currency are shown in the default setting.
The lower panel shows the information on which the waterfall chart is based. The columns show the chosen currency measures divided into the accounting changes. This hierarchy can be used to drill down to all detailed accounting changes. By default, the table rows show the G/L account hierarchy. At the top of the canvas page, a filter line allows you to filter table entries based on specific dimensions.
The following dimensions can be added using the Settings popup:
Segment Profit Center (Hierarchy) Industry (Hierarchy) Industry Segment Industry System Contract Financial Instrument
The following currency measures can be selected:
Amount in Functional Currency Local Currency Amount Group Currency Amount Hard Currency Amount Index Currency Amount Add. Currency 1 Amt Add. Currency 2 Amt Add. Currency 3 Amt Add. Currency 4 Amt
194
PUBLIC
Content Package User Guide Line of Business
2.16.3 Models
2.16.3.1 Journal Entry Line Items (SAP__FS_FPS_LB_JOURNALENTRYITEM)
Model Name: SAP__FS_FPS_LB_JOURNALENTRYITEM
Connection
Model Description: Journal Entry Items Planning Enabled: No Model Purpose: This model provides journal entry items comprising all sub
ledger coding block dimensions
Connection Type: Data import from SAP BW (this is the interface used to access CDS Queries) Which system: Financial products subledger for SAP S/4HANA
Connection Query: Journal Entry Items (2CCFPSASJEITEMQ)
Mandatory Variables: Legal Entity, Accounting System, Posting Date
Optional Variables: Account ing Scenario, Accounting Sce nario Run, Scenario Reference Date, Contract, Contract Source System, Financial In strument ID
Dimensions Name FPSDATABASEPARTITIONINGNMBR POSTINGDATE FPSACCOUNTINGSYSTEM FPSLEGALENTITY FPSSUBLDGRJOURNALENTRY FPSRESULTTYPE
Description Partitioning Key Posting Date Accounting System Legal Entity Journal Entry Number Result Type
FPSRESULTDATAAREA
Results Data Area
FPSACCTGSCENPROCESSCATEGORY Process Category
FPSSUBLDGRJOURNALENTRYITEM Journal Entry Line Item Number
FPSSUBLDGRACCTBALLFCYCSTAGE Lifecycle Stage (Subledger Account)
FPSFINPRODTRANSITIONAPPROACH Transition Approach
FPSSECURITYPOSITIONLOT
Lot ID
FPSFINANCIALPRODUCTSTATUS
Contract Status
FPSBUSTRANSACTRANSACTIONTYPE Transaction Type
FPSINSURCONTRCVRGSB PERDSTRTDTE
Coverage Subperiod Start Date
Mapping 2CHD4UX78XGTMLJEVX3LTRK2UU0 2CICALENDARDATE 2CIFPSACCSYST 2CIFPSLEGENT 2CNKUSL141AYOJI2FDRAEBA3NT2 2CQ7D2RN7U2O2NKPL8MBU MAHVM1 2CQTSPD9TK6EL6SKNOD8ZPDVD1W 2CTXWWNYA4I3PNR3PIEZCFGRUIC 2CU8GLTI4SIJWYLZ4ELGD1RVOU8 2CF8T8F1LNHCLGTIHFIVIAQAY82 2CFH6OA3JJVGCAPSQPUAKU131BU 2CFO9S4G0CH57YD7SFB19RI0OSQ 2CFOSEQDDHJTPQP6E5KDEZJPT5U 2CFQSYH07RX88JQ809MSGEDPHZL 2CFRSN6PO68PNCZ10ORCP58QY5A
Content Package User Guide Line of Business
PUBLIC
195
Model Name: SAP__FS_FPS_LB_JOURNALENTRYITEM
FPSSUBLDGRJRNLENTRRSET POSTGDTE
Posting Date of Reset
FPSBUSTRANSACTIONVATCOUNTRY Tax Country
FPSFINPRODASSETLIABILITYSTATUS Asset/Liability Status
FPSFINPRODMKTCONFORMITYSTA TUS
Market Conformity Status of Contract
FPSFINPRODWRITEDOWNSTATUS
Write-Down Status
FPSBESTESTCASHFLOWISCANCELED Cancellation Indicator
FPSSUBLDGRJOURNALENTRYRSE TREF
Reference to Reset Journal Entry
FPSPORTFOLIOCATEGORY
Portfolio Category
FPSREINSURCONTRACTBUSINES STYPE
Insurance Business Type
ACCOUNTINGPRINCIPLE
Accounting Principle
ACCOUNTINGDOCUMENTTYPE
Document type
CHARTOFACCOUNTS
Chart of Accounts
COMPANYCODE
Company Code
CONTROLLINGAREA
Controlling Area
FISCALYEAR
Fiscal Year
FPSGENERALLEDGERACCOUNT
G/L Account Number
PROFITCENTER
Profit Center
PARTNERSEGMENT
Partner Segment for Segmental Re porting
FINANCIALTRANSACTIONTYPE
Consolidation Transaction Type
FPSACCOUNTINGSCENARIORUN
ID of Accounting Scenario Run
SEGMENT
Segment for Segmental Reporting
FPSTGTBALANCECALCULATIONME THOD
Calculation Method
FPSTGTBALCALCMETHODOLOGY
Calculation Methodology
DEBITCREDITCODE
Debit/Credit Indicator
FPSFINANCIALPRODUCTCATEGORY Contract Category
FPSFINANCIALPRODUCT
Contract
FPSFINANCIALSTATEMENTSEGMENT Financial Statement Segment
FPSFINANCIALPRODUCTTYPE
Production Control
FPSBUSPARTDISCLINDSTRYSGMT
Industry Segment (Balance Sheet)
FPSBUSPARTDISCLINDUSTRY
Industry
FPSBUSPARTDISCLINDSTRYSYST
Industry System
Connection 2CG1U0HTM7Z45VYXVTOBOYR9B6S
2CG44SJLD83TDUZR7EN7M8DMW0U 2CGHANERC0ITHJTWA962493VMHT 2CGQ9749XC9BK306SMI20MIQR1K
2CGZ54V3X54DNVYR4VMDCOI2VAY 2CH02M6NFZ28BUHCJCHF1O6PO7X 2CH5M7MANMN6EJ5CE0NAYM5HELI
2CHFX745FK0R6IYS4HXMD7VHOQU 2CI88ZSDZAHG7SRPHZZHDSSZTQC
2CIACCPRINCIPLE 2CIFIACCDOCTYPE 2CIFICHOFACC 2CIFICOMPANYCODE 2CIFICONTAREA 2CIFIFYEARCC 2CIFIGLACCINCOA 2CIFIPROFITCENTER 2CIFISEGMENT
2CIFITRANSTYPE 2CIFPSACCSCENID 2CIFPSASJEITEMC-SEGMENT 2CIFPSCMETH
2CIFPSCMETHY 2CIFPSDEBITCREDITC 2CIFPSFINPRODCAT 2CIFPSFINPRODE 2CIFPSFINSTMNTSGMT 2CIFPSFPRODTYPE 2CIFPSINDSEG 2CIFPSINDUSTRY 2CIFPSINDUSTRYH
196
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FS_FPS_LB_JOURNALENTRYITEM
Connection
FPSFINPRODUCTSOURCESYSTEM
Contract Source System
2CIFPSOURCESYSTEM
FPSACCOUNTINGPROCESSSTEP
Process Step ID for Process Controller 2CIFPSPROCID
FPSSECURITY
Financial Instrument ID
2CIFPSSECURITY
FPSSUBLEDGERACCOUNT
Subledger Account
2CIFPSSLACC
FPSTARGETBALANCECHANGE
Accounting Change
2CIFPSTARBALCH
FPSREPORTINGPRODUCTSEGMENT Product Segment (Balance Sheet)
2CIR0BEAECXC4E4D457V23QWQOB
FPSFINPRODINITIALRECGNONRSSTS Onerousness Status on Initial Recogni 2CIV36SKOEDBLT87Q2EP349IM6B tion
FPSBUSINESSTRANSACTION
Business Transaction ID
2CJ08HX8Z249H1MES6XH7JE6TER
FPSTIMESTAMPCOLLECTION
ID of Timestamp Collection
2CJ0W58EVGBV52GKVASPNWSEE4U
FPSRESULTCREATEDBY
Created By
2CJEHL8A0YUBM77R77CTPE3D4WN
FPSFINPRODONEROUSNESSSTATUS Onerousness Status
2CK2O9AKVJI015YN0ROHVVUW7HQ
FPSBUSTRANSACTIONVATREFER ENCE
ID of Reference Business Transaction 2CKL8FDUZUAQQI2N1F7IAY8D956
FPSPARKEDSUBLDGRJOURNALEN TRY
Reference to Parked Subledger Journal 2CKOOPY0PDS15OFTHMSPRLMHCPR En
FPSLOSSEVENT
Loss Event ID
2CL2X8GPRXS7GRWA9LJMIAQJ5P9
FPSBECFCANCLDVERSIONREFER ENCE
Cancellation Reference
2CLAT6ISL6CURNZ01AMSXQWXJMM
FPSFINPRODTERMSEGMENTSTATUS Term Segment (Balance Sheet)
2CLDILY0286G6CE5H5T2ASGDE8K
FPSPRKDSUBLDGRJRNLENTRRELDBY Preliminary Subledger Journal Entry Rele
2CLNHDXUM85RKEABQPICID700FO
FPSCONTRACTLIFECYCLESTAGE
Lifecycle Segment (Balance Sheet)
2CM35I04ABLBSFNE8PNY5Y8QNXL
FISCALYEARPERIOD
FIN Master Data: Fiscal Year and Period 2CM91PAZUAR0PMPEGBQN83CDLTQ
FPSBUSTRANSACTIONVALUEDATE
Value Date
2CMGB0RS9MY6R4M6SUSTDVZ6TAE
FPSFINPRODACCRUINGSTATUS
Accrual Status
2CMN9CIQ103SVV3CABECHX492IV
FPSSECURITYNODE
Node Number (Financial Instrument) 2CMNC5V2N2OC4GJ3MC4Y80RNBE6
ACCOUNTINGDOCUMENTHEADER TEXT
Journal Entry Header Text
2CN09A9K693J49BX0QCTNXKRKQS
FPSACCOUNTINGSCENARIO
Accounting Scenario
2CN0G51XO4NQZPQIOJU4P9DP7YG
FPSBUSTRANSACTIONISREVERSING Reversal Business Transaction By Value 2CN7UW272BQXERMYW4IS4JTE921
FPSCASHFLOWCATEGORY
Cash Flow Category
2CNQA0JBXISBECC97ZP424S8L6U
FPSCOSTREVENUEELEMENT
Cost or Revenue Element
2CNQGUCD4C2QJBZUIJFYHLSJ5M1
FPSRESULTCREATIONDATETIME
Point in Time
2CO374NC4HVNDZOVCWQUMVX8IZV
FPSBUSTRANSACTIONREVERSEDREF Business Transaction ID of Reversed BT 2CO4C3A355NID4AWTHNJ4D4SVM8
FPSJOURNALENTRYINVERTEDREF
Reference to Inverted Journal Entry
2CO6B5HBOY7WI8BEJIBA1Q85A9R
FPSSCENARIOREFERENCEDATE
Scenario Reference Date
2COA4N7ZJ6OS8KBA3ZDSTZLENDK
Content Package User Guide Line of Business
PUBLIC
197
Model Name: SAP__FS_FPS_LB_JOURNALENTRYITEM
Connection
PARTNERPROFITCENTER
Partner Profit Center
2COENXOUE8BAD00INFJY0UMU0FI
FPSFINPRODCLASSIFICATIONSTATUS Classification for Financial Products
2COII3X5YDAAPOHYBOU326F2I6A
FPSFINPRODIMPAIRMENTSTATUS
Impairment Status
2COPNX8NSSJN2L7VCXSIA08XGC2
FPSINSURCONTRCOVERAGESTART DATE
Start Date of Coverage
2COR2UKYY80ZODJGHKHR7NN1VP4
ISBUSINESSPURPOSECOMPLETED ISBUSINESSPURPOSECOMPLETED 2CP7B8ZIBLJZ480A2FI1XLUZX1F
FPSTGTBALINFLOWOUTFLOWIND
Inflow/Outflow
2CP88NO6LEWP4NQO22MX3UA5Z4M
FPSBUSTRANSACVALUEADDEDTAX CODE
Tax Code
2CPJTXWG05QYE78MTPJNZYYOD2P
FPSSECURITYTYPE
Instrument Type
2CPZD9DAIS068A4VD067D1VVYL0
FPSBUSTRANSACVALUEADDEDTAX TYPE
Transaction Key
2CQ779W85E3DMZK91145SKNJX4Y
FPSPOSTINGRECORD
Posting Record
2CQB2QKYGZNLTJV6ES6SJ2XK784
FPSBUSTRANSACTIONPOSTINGDATE Document Date
2CQDVAIED38O9K2Q5QBZPILZ18D
FPSFINPRODFAIRVALUELEVELSTATUS Level in Fair Value Hierarchy
2CQKB59ALGKF6O36T72SCA7K0K8
FPSSUBLDGRJOURNALENTRYISRSET Reset Document
2CQPHQXPF6SQ9POC7N49SNPA7EU
FPSREINSURCONTRINVENTOR YGROUP
Insurance Inventory Group
2CR20IRDXLZ7JZ3QFP5CZKO826D
FPSSECURITYSOURCESYSTEM
Securities Source System
2CRBNOG1D2L26J2E1BMKMCNDQCY
FPSPRKDSUBLDGRJRNLENTRCR TEDBY
Preliminary Subledger Journal Entry 2CRKBX0K9NLMOHPDIPZT4HPIMYM
FPSSECURITIESACCOUNTCATEGORY Securities Account Category
2CRQ02JZV4S1JOLS6MZU0PVGZOD
FPSBUSINESSTRANSACTIONITEM
Item Number
2CRXHG7Y3RHJOGSVS9HH14E0B5E
FPSBUSTRANSACTIONVATREFITEM
Reference Number of Business Trans action
2CS5N6Y9USO80WSV9SBVF5I9VMD
FPSSECURITYSTATUS
Securities Status
2CS74CMAFSIGE7KOB3Q5Q9LZZNN
FPSJOURNALENTRYISINVERTING
Inverting Journal Entry (X = Inverter) 2CSEE6KKB6AXOBILDKB9ATKBEA2
FPSBUSTRANSACTIONSOURCESYS TEM
Source System of Business Transaction 2CSVXQ1ZKDQWLQ0DGP202JY8NK6
FPSINSURANCECONTRACTCOVER AGE
Coverage Identifier
2CSZ914IZFZ3UFNGR6EEJIC15IN
FPSBUSTRANSACSOURCE SYSTCRTNDTE
System Date in Source System
2CTRQUENFR2HMALU5QAANAOGIZF
FPSBESTESTIMATECASHFLOWVER SION
Version Number
2CTZW89HPPUUTXN49YIFIV1U45V
FPSBUSTRANSACVATREFERENCETAX Reference Tax Code
2CU02PUOSWJ9I6GJR6DT0WMAC60
FPSBUSTRANSACSOURCE SYSTCRTNTME
System Time in Source System
2CU6459S6KMZ0MVER1BHLARG2TP
198
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FS_FPS_LB_JOURNALENTRYITEM
FPSFINANCIALPRODUCTNODE
Node Number
Connection 2CU97J6WSOPE8LLDGV52VLEO08O
INDEXBASEDCURRENCY
Index-Based Currency
2CGTIMU9XOT0H3460BXUYNLPBXM
FPSBUSTRANSACNOMINALCUR RENCY
Key Figure Currency
2CHYE2220B56U80VY4LOC3F8VOK
FPSADDITIONALCURRENCY2
Additional Currency 2
2CI18HHZWISUB15TG2EE0Y6VIZR
FPSADDITIONALCURRENCY3
Additional Currency 3
2CIWTJ192XYXQS7OE0ZPTPWNZ3T
HARDCURRENCY
Hard Currency
2CJXO275TFM56NRVJFSA7RZIWY1
FPSFUNCTIONALCURRENCY
Functional Currency
2CLRV91R1PNQUBO8RA43HBASJLX
LOCALCURRENCY
Local Currency
2CMONVA6UGB1PXBCQEWDSGX2LM 6
FPSBUSTRANSACTIONQUANTITYUNIT Unit of Measure of a Key Figure
2CMWUFWSLFF25TAYTE0J2YWZYV9
GROUPCURRENCY
Group Currency
2CR16IPHNPEL6J7UL16S0CWQ3JQ
TRANSACTIONCURRENCY
Object Currency/Transaction Currency 2CR4335Y5XDV1O1E4JEWOMVW70V
FPSADDITIONALCURRENCY1
Additional Currency 1
2CR6ZPW25YU13VCQFNC25S5R233
FPSADDITIONALCURRENCY4
Additional Currency 4
2CSJ1JVD1OS0454J1807TM1E8BR
Name Dimension that only exists in SAC model and not in data source
Assign to #
Additional Notes about the model
Provide additional information about the model if needed
Measures
ELTUIDCMP1
Add. Currency 1 Amt
ELTUIDCMP10
Trans. Crcy Amount
ELTUIDCMP11
Quantity
ELTUIDCMP12
Nominal Amount
ELTUIDCMP13
Tax Base Amount (TC)
ELTUIDCMP14
Tax Base Amount (FC)
ELTUIDCMP2
Add. Currency 2 Amt
ELTUIDCMP3
Add. Currency 3 Amt
ELTUIDCMP4
Add. Currency 4 Amt
ELTUIDCMP5
Local Currency Amnt
ELTUIDCMP6
Amount in Func. Crcy
ELTUIDCMP7
Group Crcy Amnt
ELTUIDCMP8
Hard Crcy Amnt
ELTUIDCMP9
Index Crcy Amnt
Content Package User Guide Line of Business
PUBLIC
199
2.16.3.2 Financial Statement
Model Name: SAP__FS_FPS_LB_FINANCIALSTATEMENT
Connection
Model Description: Model for Financial Statement Planning Enabled: No Model Purpose: This model provides a financial statement, including balance
sheet and profit and loss, for a certain key date
Connection type: Data import from SAP BW (this is the interface used to access CDS Queries) Which sys tem: Financial products subledger for SAP S/4HANA
Connection Query: Financial State ment (2CCFPSFINSTATEMENT)
Connection Variables: mandatory Variables: Legal Entity, Accounting System, Key Date
Dimensions
Name
Description
FPSRESULTTYPE
Result Type
FPSACCTGSCENPROCESSCATEGORY Process Category
FPSSUBLDGRJOURNALENTRYITEM Journal Entry Line Item Number
POSTINGDATE
Posting Date
FPSACCOUNTINGSYSTEM
Accounting System
FPSLEGALENTITY
Legal Entity
FPSDATABASEPARTITIONINGNMBR Partitioning Key
FPSRESULTDATAAREA
Results Data Area
FPSSUBLDGRJOURNALENTRY
Journal Entry Number
Mapping 2CG8WU3APHYUHTPZVKH51QETGZF 2CHH05S64ON0GBGUYQLSOHGA1JE 2CI7VRQL4G8SH4VJ01DAQ4WT29Y 2CICALENDARDATE 2CIFPSACCSYST 2CIFPSLEGENT 2CL52PDPVKL0XRGEQ52UNWKZ5RX 2CMRC5OUB5FAGTFHE3X8857P820 2CS7R8WPITG0QVT1YV7YY9XX3LJ
GLACCOUNTHIERARCHY
G/L Account Hierarchy
CHARTOFACCOUNTS
Chart of Accounts
COMPANYCODE
Company Code
CONTROLLINGAREA
Controlling Area
FISCALYEAR
Fiscal Year
FPSGENERALLEDGERACCOUNT
G/L Account Number
PROFITCENTER
Profit Center
FPSFINANCIALPRODUCT
Contract
SEGMENT
Segment for Segmental Reporting
FPSFINANCIALSTATEMENTSEGMENT Financial Statement Segment
FPSBUSPARTDISCLINDSTRYSGMT
Industry Segment (Balance Sheet)
FPSBUSPARTDISCLINDUSTRY
Industry
FPSBUSPARTDISCLINDSTRYSYST
Industry System
2CHSS1J78GXKS7PNJPN1917SYSY 2CIFICHOFACC 2CIFICOMPANYCODE 2CIFICONTAREA 2CIFIFYEARCC 2CIFIGLACCINCOA 2CIFIPROFITCENTER 2CIFPSFINPRODE 2CIFPSFINSTATEMENT-SEGMENT 2CIFPSFINSTMNTSGMT 2CIFPSINDSEG 2CIFPSINDUSTRY 2CIFPSINDUSTRYH
200
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FS_FPS_LB_FINANCIALSTATEMENT
Connection
FPSFINPRODUCTSOURCESYSTEM
Contract Source System
2CIFPSOURCESYSTEM
FPSSECURITY
Financial Instrument ID
2CIFPSSECURITY
FPSREPORTINGPRODUCTSEGMENT Product Segment (Balance Sheet)
2CLOAT6LGSI8GU44FJ7PTE44RVM
FPSADDITIONALCURRENCY1
Additional Currency 1
2CG19VA65QB8NHSZ92WF49TB07M
FPSADDITIONALCURRENCY4
Additional Currency 4
2CH75DHKTV10PDUY8S73O6DNRXH
INDEXBASEDCURRENCY
Index-Based Currency
2CL7LINZPZYB23B6NDRGPO1RDHL
FPSADDITIONALCURRENCY2
Additional Currency 2
2CLHUQAJ0JCOZVGVKSROTX3BDLM
FPSBUSTRANSACTIONQUANTITYUNIT Unit of Measure of a Key Figure
2CLQF5HKUKCSA89HM7Z3EKXALGO
FPSBUSTRANSACNOMINALCUR RENCY
Key Figure Currency
2CMHXP3VTIWJRE0MU32SK9L8GCS
HARDCURRENCY
Hard Currency
2CMS14LT8VVUCKMUHI6J8F5CCJ5
GROUPCURRENCY
Group Currency
2CMXG9CZO9J3K0PY60BXTH8N5HL
TRANSACTIONCURRENCY
Object Currency/Transaction Currency 2CNY9VUSENH2M74XRTEXT213YLJ
FPSFUNCTIONALCURRENCY
Functional Currency
2CPH45IZHOP2M6QB2S2BAT9WSQ3
FPSADDITIONALCURRENCY3
Additional Currency 3
2CTM5EYEQ1BXVXGZT3UATNSPGQP
LOCALCURRENCY
Local Currency
2CTO8NHNH2LYXLB0I4M3VOX7MQJ
Name Dimension that only exists in SAC model and not in data source Additional Notes about the model Provide additional information about the model if needed Measures ELTUIDCMP1 ELTUIDCMP10 ELTUIDCMP11 ELTUIDCMP12 ELTUIDCMP13 ELTUIDCMP14 ELTUIDCMP2 ELTUIDCMP3 ELTUIDCMP4 ELTUIDCMP5 ELTUIDCMP6 ELTUIDCMP7
Connection Type Name of the Report Assign to #
Nominal Amount Add. Currency 2 Amt Add. Currency 3 Amt Add. Currency 4 Amt Tax Base Amount (TC) Tax Base Amount (FC) Quantity Trans. Crcy Amount Amount in Func. Crcy Local Currency Amnt Group Crcy Amnt Hard Crcy Amnt
Content Package User Guide Line of Business
PUBLIC
201
Model Name: SAP__FS_FPS_LB_FINANCIALSTATEMENT ELTUIDCMP8 ELTUIDCMP9
Connection Index Crcy Amnt Add. Currency 1 Amt
2.16.3.3 Financial Statement (Period Comparison)
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTPERIODCOMPARI SON
Connection
Model Description: Model for Financial Statement (Period Comparison) Planning Enabled: no Model Purpose: This model provides a financial statement, including balance
sheet and profit and loss, of a legal entity and accounting system for two dif ferent key dates
Connection type: Data import from SAP BW (this is the interface used to access CDS Queries) Which sys tem: Financial products subledger for SAP S/4HANA
Connection Query: Financial State ment Period Comparison (2CCFPSFSPERDCOMP)
Connection Variables: Key Date, Key Date Benchmark, Legal Entity, Accounting System
Dimensions
Name
Description
FPSRESULTDATAAREA
Results Data Area
FPSSUBLDGRJOURNALENTRY
Journal Entry Number
POSTINGDATE
Posting Date
FPSACCOUNTINGSYSTEM
Accounting System
FPSLEGALENTITY
Legal Entity
FPSACCTGSCENPROCESSCATEGORY Process Category
FPSDATABASEPARTITIONINGNMBR Partitioning Key
FPSRESULTTYPE
Result Type
FPSSUBLDGRJOURNALENTRYITEM Journal Entry Line Item Number
CHARTOFACCOUNTS
Chart of Accounts
COMPANYCODE
Company Code
CONTROLLINGAREA
Controlling Area
FISCALYEAR
Fiscal Year
FPSGENERALLEDGERACCOUNT
G/L Account Number
PROFITCENTER
Profit Center
FPSFINANCIALPRODUCT
Contract
Mapping 2CFGNH2XZ60O5G5T15NYQO5W34A 2CHJ1BX5H6UBBKTGBRCPWSGGG2Z 2CICALENDARDATE 2CIFPSACCSYST 2CIFPSLEGENT 2CNLXM3A7HWYOHG240N24SSVMJT 2CO8K8KYC20C1J13EYODH8WBAQB 2COGET3HVJQZ3TVPRSYNRBRO932 2CQJF4RBFMLNECB8F7KXWX49X7R 2CIFICHOFACC 2CIFICOMPANYCODE 2CIFICONTAREA 2CIFIFYEARCC 2CIFIGLACCINCOA 2CIFIPROFITCENTER 2CIFPSFINPRODE
202
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTPERIODCOMPARI SON
Connection
FPSFINANCIALSTATEMENTSEGMENT Financial Statement Segment
2CIFPSFINSTMNTSGMT
SEGMENT
Segment for Segmental Reporting
2CIFPSFSPERDCOMP-SEGMENT
FPSBUSPARTDISCLINDSTRYSGMT
Industry Segment (Balance Sheet)
2CIFPSINDSEG
FPSBUSPARTDISCLINDUSTRY
Industry
2CIFPSINDUSTRY
FPSBUSPARTDISCLINDSTRYSYST
Industry System
2CIFPSINDUSTRYH
FPSSECURITY
Financial Instrument ID
2CIFPSSECURITY
FISCALYEARPERIOD
Fiscal Year and Period
2CM13J5FK452TWVDGSBZ0IT77OF
FPSCOMPARISONPART
Analytic Comparison Part
2CNOVBP1RGXOSCDHNLAAAO DOQWK
GLACCOUNTHIERARCHY
G/L Account Hierarchy
2CONCBOE2EVO92W5KI1QJMO7QQE
FPSREPORTINGPRODUCTSEGMENT Product Segment (Balance Sheet)
2CTCZGPBGGJSVD8682PAJKH5W2N
FPSADDITIONALCURRENCY1
Additional Currency 1
2CFWP0LCQQP2FR4ZUM6D8ZZVYB2
FPSADDITIONALCURRENCY3
Additional Currency 3
2CGDV2Q3L4PIHF0MQCKHCY4QS2Q
FPSBUSTRANSACNOMINALCUR RENCY
Key Figure Currency
2CKFLBS2DF4HKR8YJGAGVXAWEA2
HARDCURRENCY
Hard Currency
2CKOG8X3LXQ521BP8HWMYP50TYE
FPSADDITIONALCURRENCY4
Additional Currency 4
2CMOBZ1FESYX8D3CFDHU6DVVF84
LOCALCURRENCY
Local Currency
2CPLCO0STFLUCHI23AAC4XNMYZP
FPSADDITIONALCURRENCY2
Additional Currency 2
2CQZILVEFUN4EH95TPXU9M6L4BS
FPSBUSTRANSACTIONQUANTITYUNIT Unit of Measure of a Key Figure
2CRVDOKZ6TXHCGID5B5TGBG3LTC
FPSFUNCTIONALCURRENCY
Functional Currency
2CSPHDD0BGOZ3E7WO6VDNBRWP6 Q
INDEXBASEDCURRENCY
Index-Based Currency
2CSR5XSG0ZJXB3RC1ELXGHC0R81
TRANSACTIONCURRENCY
Object Currency/Transaction Currency 2CT9YTTTYU1TFJPGMSFNX3C53I7
GROUPCURRENCY
Group Currency
2CTU9E0WK2DMQW0M1URCX9SGMV N
Name Dimension that only exists in SAC model and not in data source
Assign to #
Additional Notes about the model
Provide additional information about the model if needed
Measures
ELTUIDCMP1
Nominal Amount
ELTUIDCMP10
Add. Currency 2 Amt
ELTUIDCMP11
Add. Currency 3 Amt
ELTUIDCMP12
Add. Currency 4 Amt
ELTUIDCMP13
Tax Base Amount (TC)
Content Package User Guide Line of Business
PUBLIC
203
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTPERIODCOMPARI SON ELTUIDCMP14 ELTUIDCMP15 ELTUIDCMP16 ELTUIDCMP17 ELTUIDCMP18 ELTUIDCMP19 ELTUIDCMP2 ELTUIDCMP20 ELTUIDCMP21 ELTUIDCMP22 ELTUIDCMP23 ELTUIDCMP24 ELTUIDCMP25 ELTUIDCMP26 ELTUIDCMP27 ELTUIDCMP28 ELTUIDCMP29 ELTUIDCMP3 ELTUIDCMP30 ELTUIDCMP31 ELTUIDCMP32 ELTUIDCMP33 ELTUIDCMP34 ELTUIDCMP35 ELTUIDCMP36 ELTUIDCMP37 ELTUIDCMP38 ELTUIDCMP39 ELTUIDCMP4 ELTUIDCMP40 ELTUIDCMP41 ELTUIDCMP42 ELTUIDCMP5 ELTUIDCMP6
Connection Tax Base Amount (FC) Nominal Cmprn Amount Comparison Quantity TrCrcy ComprnAmt CmpAmount Func. Crcy Local Curr. CmprnAmt Quantity Group Curr. CmprnAmt Hard Curr. CmprnAmt Index Curr. CmprnAmt AdCrcy 1 Comprn Amt AdCrcy 2 Comprn Amt AdCrcy 3 Comprn Amt AdCrcy 4 Comprn Amt Tax Base CmpAmt (TC) Tax Base CmpAmt (FC) Nominal Diff. Amount Trans. Crcy Amount Difference Quantity TrCrcy Diiff.Amt DifAmount Func. Crcy Local Curr. Diff.Amt Group Curr. Diff.Amt Hard Curr. Diff.Amt Index Curr. Diff.Amt AdCrcy 1 Diff. Amt AdCrcy 2 Diff. Amt AdCrcy 3 Diff. Amt Amount in Func. Crcy AdCrcy 4 Diff. Amt Tax Base DifAmt (TC) Tax Base DifAmt (FC) Local Currency Amnt Group Crcy Amnt
204
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTPERIODCOMPARI SON
ELTUIDCMP7 ELTUIDCMP8 ELTUIDCMP9
Connection Hard Crcy Amnt Index Crcy Amnt Add. Currency 1 Amt
2.16.3.4 Financial Statement (Actual/Scenario Comparison)
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTACTSCENCOMPARISON
Connection
Model Description: Model for Financial Statement (Actual/Scenario Comparison) Planning Enabled: no Model Purpose: Model Purpose: This model provides a financial statement, including
balance sheet and profit and loss, of a legal entity and accounting system for the actual and a forecast, planning or simulation scenario
Connection type: Data import from SAP BW (this is the interface used to access CDS Queries) Which system: Financial products sub ledger for SAP S/4HANA
Connection Query: Fi nancial Statement Ac tual Scenario Compari son (2CCFPSFNSTMACSCC MP)
Connection Variables: Key Date, Accounting Scenario Run, Legal En tity, Accounting System
Dimensions
Name
Description
POSTINGDATE
Posting Date
FPSACCOUNTINGSYSTEM Accounting System
FPSLEGALENTITY
Legal Entity
FPSDATABASEPARTITIO NINGNMBR
Partitioning Key
FPSSUBLDGRJOURNALEN Journal Entry Line Item Number TRYITEM
FPSACCTGSCENPROCESS Process Category CATEGORY
FPSSUBLDGRJOURNALEN Journal Entry Number TRY
Mapping
2CICALENDARDATE
2CIFPSACCSYST
2CIFPSLEGENT
2CK60QG1T98LARI1752H7B 8Q29R
2CKN5G1KOVTTC9TATM3SZ H6KECD
2CNJWYJS1LFXR48ZKBW0I 1IOKVK
2CTN4SYYGMZ1012R3DH9V 52109V
Content Package User Guide Line of Business
PUBLIC
205
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTACTSCENCOMPARISON
FPSREPORTINGPRODUCT Product Segment (Balance Sheet) SEGMENT
CHARTOFACCOUNTS
Chart of Accounts
COMPANYCODE
Company Code
CONTROLLINGAREA
Controlling Area
FISCALYEAR
Fiscal Year
FPSGENERALLEDGERAC COUNT
G/L Account Number
PROFITCENTER
Profit Center
FPSFINANCIALPRODUCT Contract
FPSFINANCIALSTATEMENT Financial Statement Segment SEGMENT
SEGMENT
Segment for Segmental Reporting
FPSBUSPARTDISCLIND STRYSGMT
FPSBUSPARTDISCLINDUS TRY
FPSBUSPARTDISCLIND STRYSYST
FPSSECURITY
FISCALYEARPERIOD
Industry Segment (Balance Sheet) Industry Industry System Financial Instrument ID FIN Master Data: Fiscal Year and Period
FPSANALYTICCOMPARI SONPART
GLACCOUNTHIERARCHY
Analytic Comparison Part G/L Account Hierarchy
HARDCURRENCY
Hard Currency
TRANSACTIONCURRENCY Object Currency/Transaction Currency
FPSADDITIONALCUR RENCY2
FPSBUSTRANSACTION QUANTITYUNIT
FPSADDITIONALCUR RENCY3
GROUPCURRENCY
Additional Currency 2 Unit of Measure of a Key Figure Additional Currency 3 Group Currency
206
PUBLIC
Connection 2CFBK4JRWY01P5GSBLDD7 ZLI73M 2CIFICHOFACC 2CIFICOMPANYCODE 2CIFICONTAREA 2CIFIFYEARCC 2CIFIGLACCINCOA
2CIFIPROFITCENTER 2CIFPSFINPRODE 2CIFPSFINSTMNTSGMT
2CIFPSFNSTMACSCCMPSEGMENT 2CIFPSINDSEG
2CIFPSINDUSTRY
2CIFPSINDUSTRYH
2CIFPSSECURITY 2CIK7LLR2J83AU7015XD1EF M1CO 2CKXMGZBSBDZO64J7YF3 6RKM5BQ 2CRNZN56LFK4BI8WBZPH ATCBZYV 2CFDSMLFL9VEYKKRJ9ZEG F7XR9Q 2CGMA7GRGPU6NMXYBY2 7S66PGIB 2CI0OAJ9GGZL3ANEHM1L9 U0Y5DX 2CKSVOWBDU4HA2UZ1D5X 96CGVM2 2CLQCULSKBC9PMMNYPX7 G1J4HJS 2CLUXFMJWZTJ4S5NGND2 FX371T0
Content Package User Guide Line of Business
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTACTSCENCOMPARISON
FPSADDITIONALCUR RENCY4
LOCALCURRENCY
Additional Currency 4 Local Currency
INDEXBASEDCURRENCY
Index-Based Currency
FPSADDITIONALCUR RENCY1
Additional Currency 1
FPSFUNCTIONALCUR RENCY
Functional Currency
FPSBUSTRANSACNOMINAL Key Figure Currency CURRENCY
Name Dimension that only exists in SAC model and not in data source
Additional Notes about the model
Provide additional information about the model if needed
Measures
ELTUIDCMP1
Nominal Amount
ELTUIDCMP10
Add. Currency 2 Amt
ELTUIDCMP11
Add. Currency 3 Amt
ELTUIDCMP12
Add. Currency 4 Amt
ELTUIDCMP13
Tax Base Amount (TC)
ELTUIDCMP14
Tax Base Amount (FC)
ELTUIDCMP15
Nominal Cmprn Amount
ELTUIDCMP16
Comparison Quantity
ELTUIDCMP17
TrCrcy ComprnAmt
ELTUIDCMP18
CmpAmount Func. Crcy
ELTUIDCMP19
Local Curr. CmprnAmt
ELTUIDCMP2
Quantity
ELTUIDCMP20
Group Curr. CmprnAmt
ELTUIDCMP21
Hard Curr. CmprnAmt
ELTUIDCMP22
Index Curr. CmprnAmt
ELTUIDCMP23
AdCrcy 1 Comprn Amt
ELTUIDCMP24
AdCrcy 2 Comprn Amt
ELTUIDCMP25
AdCrcy 3 Comprn Amt
ELTUIDCMP26
AdCrcy 4 Comprn Amt
Connection
2CNKE92RWAC9F2C6QVNB 4DTYRCI
2CNS0C9R10SGP3Z0FANX7 XB5L5Q
2CNZ3ZGYQTQLI0WQ6YA7A QX746R
2CO1BR31VHU8UFLOCBBV6 2J459O
2CO86XGM1ZTNB94F7ETG9 OL6WJ8
2COTWH2LV9OME458J27P G7D3XOX
Assign to #
Content Package User Guide Line of Business
PUBLIC
207
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTACTSCENCOMPARISON
ELTUIDCMP27 ELTUIDCMP28 ELTUIDCMP29 ELTUIDCMP3 ELTUIDCMP30 ELTUIDCMP31 ELTUIDCMP32 ELTUIDCMP33 ELTUIDCMP34 ELTUIDCMP35 ELTUIDCMP36 ELTUIDCMP37 ELTUIDCMP38 ELTUIDCMP39 ELTUIDCMP4 ELTUIDCMP40 ELTUIDCMP41 ELTUIDCMP42 ELTUIDCMP5 ELTUIDCMP6 ELTUIDCMP7 ELTUIDCMP8 ELTUIDCMP9
Tax Base CmpAmt (TC) Tax Base CmpAmt (FC) Nominal Diff. Amount Trans. Crcy Amount Difference Quantity TrCrcy Diiff.Amt DifAmount Func. Crcy Local Curr. Diff.Amt Group Curr. Diff.Amt Hard Curr. Diff.Amt Index Curr. Diff.Amt AdCrcy 1 Diff. Amt AdCrcy 2 Diff. Amt AdCrcy 3 Diff. Amt Amount in Func. Crcy AdCrcy 4 Diff. Amt Tax Base DifAmt (TC) Tax Base DifAmt (FC) Local Currency Amnt Group Crcy Amnt Hard Crcy Amnt Index Crcy Amnt Add. Currency 1 Amt
Connection
208
PUBLIC
Content Package User Guide Line of Business
2.16.3.5 Financial Statement (Scenario/Scenario Comparison)
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTSCENARIOCOMPARISON
Connection
Model Description: Model for Financial Statement (Scenario/Scenario Comparison)
Connection type: Data
Planning Enabled: no Model Purpose: This model provides a financial statement, including balance sheet and
profit and loss, of a legal entity and accounting system for two different scenario runs
import from SAP BW (this is the interface used to access CDS Queries) Which system:
Financial products sub
ledger for SAP S/4HANA
Connection Query: Fi nancial Statement Sce nario Comparison (2CCFPSFNSTMSCNCO MP)
Connection Variables: Key Date, Accounting Scenario Run, Compari son Accounting Sce nario Run, Legal Entity, Accounting System
Dimensions
Name
Description
FPSSUBLDGRJOURNALEN Journal Entry Number TRY
POSTINGDATE
Posting Date
FPSACCOUNTINGSYSTEM Accounting System
FPSLEGALENTITY
Legal Entity
FPSACCTGSCENPROCESS Process Category CATEGORY
FPSSUBLDGRJOURNALEN Journal Entry Line Item Number TRYITEM
FPSDATABASEPARTITIO NINGNMBR
Partitioning Key
FPSANALYTICCOMPARI SONPART
Analytic Comparison Part
CHARTOFACCOUNTS
Chart of Accounts
COMPANYCODE
Company Code
CONTROLLINGAREA
Controlling Area
FISCALYEAR
Fiscal Year
Mapping
2CHV31J8WNKLUWU3OIP1 NNGR1QN
2CICALENDARDATE
2CIFPSACCSYST
2CIFPSLEGENT
2CL0SJID7HH8H2T51CMR8 04N7GF
2CLVOTP0WQ1GNB7IN4PO AT0YZHL
2CU7GRLURREL XICSNS308ACU02I
2CGTZA53XO3PDKAG9WYA 8Q4IQP8
2CIFICHOFACC
2CIFICOMPANYCODE
2CIFICONTAREA
2CIFIFYEARCC
Content Package User Guide Line of Business
PUBLIC
209
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTSCENARIOCOMPARISON
FPSGENERALLEDGERAC COUNT
G/L Account Number
PROFITCENTER
Profit Center
FPSFINANCIALPRODUCT Contract
FPSFINANCIALSTATEMENT Financial Statement Segment SEGMENT
SEGMENT
Segment for Segmental Reporting
FPSBUSPARTDISCLINDUS TRY
FPSBUSPARTDISCLIND STRYSYST
FPSSECURITY
GLACCOUNTHIERARCHY
Industry Industry System Financial Instrument ID G/L Account Hierarchy
FPSREPORTINGPRODUCT SEGMENT
FISCALYEARPERIOD
Product Segment (Balance Sheet) Fiscal Year and Period
GROUPCURRENCY
Group Currency
FPSBUSTRANSACTION QUANTITYUNIT
TRANSACTIONCURRENCY
Unit of Measure of a Key Figure Object Currency/Transaction Currency
FPSADDITIONALCUR RENCY3
HARDCURRENCY
Additional Currency 3 Hard Currency
FPSBUSTRANSACNOMINAL Key Figure Currency CURRENCY
INDEXBASEDCURRENCY
Index-Based Currency
FPSADDITIONALCUR RENCY1
FPSADDITIONALCUR RENCY4
FPSFUNCTIONALCUR RENCY
Additional Currency 1 Additional Currency 4 Functional Currency
LOCALCURRENCY
Local Currency
Connection
2CIFIGLACCINCOA
2CIFIPROFITCENTER 2CIFPSFINPRODE 2CIFPSFINSTMNTSGMT
2CIFPSFNSTMSCNCOMPSEGMENT 2CIFPSINDUSTRY
2CIFPSINDUSTRYH
2CIFPSSECURITY 2CKMD9YPEC56IBL7ANKK WUV0YP8 2CLRQ7U2L5DNTSKFGZVAR GRX94Y 2CNZW8TD5E172I30BCQ7G 5AQTFM 2CFHS8VPYP02VA0ZJS0GA H5SMXJ 2CFL2XXGEM WUE9U24LFE06CTFHA 2CI6Y2V62KUBNA7E8QK22 PBLYQM 2CIR1B0VHSL8U7H962GJR YNJ0K7 2CJN2ZJ3YRCQS0HE5U7ED 5G14TH 2CL5MU7SI7UJ3R5Q4762C GMGZB5 2CLFXIX0423I37OFSFZU3K S72CU 2CO3C0XEV576R35IN FVA4IB3H2Z 2CO6H0LXA5PWW5D9W2B P7O07ZG9 2CO JUV9WY3KB1LXXXRZ8F7ZQ H37 2CRLVM9GCB487O9JT85V HFD3YXR
210
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTSCENARIOCOMPARISON
FPSADDITIONALCUR RENCY2
Additional Currency 2
Name Dimension that only exists in SAC model and not in data source
Additional Notes about the model
Provide additional information about the model if needed
Measures
ELTUIDCMP1
Nominal Amount
ELTUIDCMP10
Add. Currency 2 Amt
ELTUIDCMP11
Add. Currency 3 Amt
ELTUIDCMP12
Add. Currency 4 Amt
ELTUIDCMP13
Tax Base Amount (TC)
ELTUIDCMP14
Tax Base Amount (FC)
ELTUIDCMP15
Nominal Cmprn Amount
ELTUIDCMP16
Comparison Quantity
ELTUIDCMP17
TrCrcy ComprnAmt
ELTUIDCMP18
CmpAmount Func. Crcy
ELTUIDCMP19
Local Curr. CmprnAmt
ELTUIDCMP2
Quantity
ELTUIDCMP20
Group Curr. CmprnAmt
ELTUIDCMP21
Hard Curr. CmprnAmt
ELTUIDCMP22
Index Curr. CmprnAmt
ELTUIDCMP23
AdCrcy 1 Comprn Amt
ELTUIDCMP24
AdCrcy 2 Comprn Amt
ELTUIDCMP25
AdCrcy 3 Comprn Amt
ELTUIDCMP26
AdCrcy 4 Comprn Amt
ELTUIDCMP27
Tax Base CmpAmt (TC)
ELTUIDCMP28
Tax Base CmpAmt (FC)
ELTUIDCMP29
Nominal Diff. Amount
ELTUIDCMP3
Trans. Crcy Amount
ELTUIDCMP30
Difference Quantity
ELTUIDCMP31
TrCrcy Diiff.Amt
ELTUIDCMP32
DifAmount Func. Crcy
ELTUIDCMP33
Local Curr. Diff.Amt
ELTUIDCMP34
Group Curr. Diff.Amt
ELTUIDCMP35
Hard Curr. Diff.Amt
Connection
2CSML6ZLN24HJNDLGIV59 8RBX5L
Assign to #
Content Package User Guide Line of Business
PUBLIC
211
Model Name: SAP__FS_FPS_LB_ FINANCIALSTATEMENTSCENARIOCOMPARISON
ELTUIDCMP36
Index Curr. Diff.Amt
ELTUIDCMP37
AdCrcy 1 Diff. Amt
ELTUIDCMP38
AdCrcy 2 Diff. Amt
ELTUIDCMP39
AdCrcy 3 Diff. Amt
ELTUIDCMP4
Amount in Func. Crcy
ELTUIDCMP40
AdCrcy 4 Diff. Amt
ELTUIDCMP41
Tax Base DifAmt (TC)
ELTUIDCMP42
Tax Base DifAmt (FC)
ELTUIDCMP5
Local Currency Amnt
ELTUIDCMP6
Group Crcy Amnt
ELTUIDCMP7
Hard Crcy Amnt
ELTUIDCMP8
Index Crcy Amnt
ELTUIDCMP9
Add. Currency 1 Amt
Connection
2.16.3.6 Model for Rollforward Report
Model Name: SAP__FS_FPS_LB_ROLLFORWARDREPORT
Connection
Model Description: Rollforward Report
Connection type: Data im
Planning Enabled: no
port from SAP BW (this is the
Model Purpose: This model provides data for balance sheet positions of a legal entity interface used to access CDS and accounting system to create a rollforward report for a certain (posting date) period Queries) Which system: Fi nancial products subledger
for SAP S/4HANA
Connection Query: Rollfor ward Report (2CCFPSBAL SHERFWQ)
Connection Variables:
Mandatory Variables: Legal Entity, Accounting System, Posting Date From, Posting Date To
Optional Variables: Con tract, Contract Source System, Financial In strument ID, Accounting Change
Dimensions
212
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FS_FPS_LB_ROLLFORWARDREPORT
Name
Description
POSTINGDATE
Posting Date
FPSACCOUNTINGSYSTEM Accounting System
FPSLEGALENTITY
Legal Entity
FPSRESULTDATAAREA
Results Data Area
FPSDATABASEPARTITIO NINGNMBR
Partitioning Key
FPSACCTGSCENPROCESS Process Category CATEGORY
FPSSUBLDGRJOURNALEN Journal Entry Line Item Number TRYITEM
FPSSUBLDGRJOURNALEN Journal Entry Number TRY
FPSRESULTTYPE
Result Type
FPSFINPRODUCTSOURCE SYSTEM
FISCALYEARPERIOD
Contract Source System Fiscal Year and Period
CHARTOFACCOUNTS COMPANYCODE CONTROLLINGAREA FISCALYEAR FPSGENERALLEDGERAC COUNT PROFITCENTER SEGMENT
Chart of Accounts Company Code Controlling Area Fiscal Year G/L Account Number
Profit Center Segment for Segmental Reporting
FPSBUSPARTDISCLIND STRYSGMT
FPSBUSPARTDISCLINDUS TRY
FPSBUSPARTDISCLIND STRYSYST
FPSSECURITY
FPSFINANCIALPRODUCT
Industry Segment (Balance Sheet) Industry Industry System Financial Instrument ID Contract
FPSREPORTINGPRODUCT Product Segment (Balance Sheet) SEGMENT
Content Package User Guide Line of Business
Connection Mapping 2CICALENDARDATE 2CIFPSACCSYST 2CIFPSLEGENT 2CJXIITV0KFJ8ZRJOXGD CIZG0I7 2CLDF1CVKE78P1BUO CYJZE6Q8C6 2CM6S6R7QXU2IB GIZWJW0V74LQF 2COVN8JF0I2KBIS GEZ2LE429SMH 2CPZ5SI1MZPOBA6PZ3AD1 LENI1N 2CTDQL4FG5J20WD6OI6B2 GXSYKS 2CGBC096CTL7Q37E4H1PU IEH71I 2CIDCQFVP JAYSMK2OJI4F2LEPD8 2CIFICHOFACC 2CIFICOMPANYCODE 2CIFICONTAREA 2CIFIFYEARCC 2CIFIGLACCINCOA
2CIFIPROFITCENTER 2CIFPSBALSHERFWC-SEG MENT 2CIFPSINDSEG
2CIFPSINDUSTRY
2CIFPSINDUSTRYH
2CIFPSSECURITY 2CLBYUKN7VCO32ZPAJ MYUIL91AP 2COAR9GDVRULVFNZNFW1 O2LOFZ8
PUBLIC
213
Model Name: SAP__FS_FPS_LB_ROLLFORWARDREPORT
FPSADDITIONALCUR RENCY1
Additional Currency 1
INDEXBASEDCURRENCY
Index-Based Currency
FPSADDITIONALCUR RENCY2
GROUPCURRENCY
Additional Currency 2 Group Currency
TRANSACTIONCURRENCY Object Currency/Transaction Currency
FPSADDITIONALCUR RENCY3
LOCALCURRENCY
Additional Currency 3 Local Currency
FPSBUSTRANSACNOMINAL Key Figure Currency CURRENCY
FPSBUSTRANSACTION QUANTITYUNIT
Unit of Measure of a Key Figure
FPSADDITIONALCUR RENCY4
Additional Currency 4
FPSFUNCTIONALCUR RENCY
Functional Currency
HARDCURRENCY
Hard Currency
Name Dimension that only exists in SAC model and not in data source
Additional Notes about the model
Provide additional information about the model if needed
Measures
ELTUIDCMP1
Nominal Amount
ELTUIDCMP10
Add. Currency 2 Amt
ELTUIDCMP11
Add. Currency 3 Amt
ELTUIDCMP12
Add. Currency 4 Amt
ELTUIDCMP13
Tax Base Amount (TC)
ELTUIDCMP14
Tax Base Amount (FC)
ELTUIDCMP2
Quantity
ELTUIDCMP3
Trans. Crcy Amount
ELTUIDCMP4
Amount in Func. Crcy
ELTUIDCMP5
Local Currency Amnt
ELTUIDCMP6
Group Crcy Amnt
Connection
2CF7B3KQF638NGP7EJNY6 04TL3W
2CGRDELWE89O59J54VH8 T0V7DI8
2CIB079GH6ZAH WRIYI8EFV2XNIP
2CLGEOZ ZOIUE9S08JJ80NH0GSAZ
2COPVSMVTWD906KR48C1 T4A1GN7
2COWIL6UYXZCH6FMJLAS WN89FCZ
2CQDUJA KAQSI8PZ4ZHOEJ0NDQ9T
2CR3FEECS9OA5E80UD9Z NP9BWEM
2CRS1MHI HEUVL675KXLVJCZEL6X
2CSBP6F9N7QGLQMJILY4D WK523F
2CTGUZ8GESU8R3SQKO5A CVJZVV5
2CU0JEIM84EU ZQUXDK0UT6BBE7Y
Assign to #
214
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FS_FPS_LB_ROLLFORWARDREPORT
ELTUIDCMP7
Hard Crcy Amnt
ELTUIDCMP8
Index Crcy Amnt
ELTUIDCMP9
Add. Currency 1 Amt
Connection
2.17 Finance - Revenue Accounting and Reporting ContractBased Revenue Recognition
2.17.1 Architecture and Abstract
The Revenue Accounting and Reporting (Contract-Based Revenue Recognition) model and story provides recognized revenue of different dimensions based on the variables, such as company code, accounting principle, display currency, and fiscal year. Architecture
2.17.2 Stories
Content Package User Guide Line of Business
PUBLIC
215
2.17.2.1 SAP Finance: Contract Based Revenue Recognition Revenue Analysis (SAP__FI_CRR_RECOG_REVN_ANLYS_LIVE)
The story contains two pages: Recognized Revenue and Recognized Revenue Reporting
A prompt is pop-up when the story page is loaded to inform user to fill in mandatory search criterial including Company Code (single value), Accounting Principle (single value), Display Currency (single value), Fiscal Year (multiple value). Other optional search criterial include Fiscal Period, Customer, Fulfilment Type and Performance Obligation name and they support multiple value.
For example,
Company Code = 'FARR' Accounting Principle = 'IFRS' Display Currency = 'EUR' Fiscal Year = 2018, 2019
The story page Recognized Revenue consists of the following two lanes:
Top lane (Header) supplies the selected value of single Company Code and single Accounting Principle and SAP Analytics Cloud logo.
Lower lane supplies the detail Recognized Revenue KPI referring to the page filter: Recognized Revenue KPI of selected search criterial in prompt. A waterfall chart shows how Recognized Revenue is affected by the Revenue from Fulfillment and Revenue Catch-up. A donut chart shows the proportion of Recognized Revenue per Profit Center. A line trend shows the Recognized Revenue per Fiscal Year and Posting Period. A Bar/Column chart shows the Recognized Revenue per Fiscal Year and Business Partner. A Bar/Column chart shows the Recognized Revenue per Fiscal Year and Performance Obligation Name. A Bar/Column chart shows the Recognized Revenue per Fiscal Year and Fulfillment Type.
The story page 'Recognized Revenue Reporting' display aggregated recognized revenue by fiscal year, posting period, business partner and performance obligation name using a table chart.
Note
Recognized revenue within the story is year-to-date revenue. If the current fiscal year is selected, the revenue from beginning the period and current period is supplied. If past fiscal year is selected, the revenue of whole past fiscal year is supplied.
Measure Name Revenue from Fulfillment
Recognized Revenue
Type Calculated Measure
Formula/Properties
Measure [Recognized Revenue] - Meas ure [Revenue Catch-up]
SAP__FI_CRR_LB_RECGDREVN:Recog nized Revenue
216
PUBLIC
Content Package User Guide Line of Business
Measure Name Revenue Catch-up
Type
Formula/Properties
SAP__FI_CRR_LB_RECGDREVN:Reve nue Catch-up
2.17.3 Models
The next chapter provides the detailed information about the Model which can be used for creating the Stories.
2.17.3.1 Recognized Revenue (SAP__FI_CRR_LB_RECGDREVN)
Model Name: Technical Name of Model
Model Description: SAP Contract Based Revenue Recognition: Recognized Revenue
Planning Enabled: No
Connection
Connection Type: Direct - SAP HANA Live
Connection with Authentication Method: SAML Single Sign On
Connection Name: SAPEMC
Note
The connection is already con figured between SAP S/ 4HANA Cloud system and SAP Analytics Cloud. For detailed steps, please refer to the Inte grating SAP Analytics Cloud (Choose the version according to SAP S/4HANA version)
Tip
Measure ID RARecognizedRevnInDspCrcy
Description Recognized Revenue
Please use `SAPEMC' as the connection name (it is im portant that it is entered ex actly as shown).
Calculation View: C_RAYrToDteR ecgdRevnQuery
Mapping/Formula RARecognizedRevnInDspCrcy
Content Package User Guide Line of Business
PUBLIC
217
Model Name: Technical Name of Model
RecgdCatchUpAmtInDspCrcy
Revenue Catch-up
Dimensions
Name
Description
Profit Center
Profit Center
Fiscal Year
Fiscal Year
Posting Period
Posting Period
Business Partner
Business Partner
Performance Obligation Name
Performance Obligation Name
Fulfillment Type
Fulfillment Type
Name Dimension that only exists in SAC model and not in data source
Additional Notes about the model
Provide additional information about the model if needed
Note
*Private dimension, other dimensions are public.
Connection RecgdCatchUpAmtInDspCrcy
Mapping ProfitCenter FiscalYear FiscalPeriod BusinessPartnerName PerformanceObligationClass PerfOblgnFulfillmentType Assign to #
2.18 Finance: Sales - Revenue Planning
2.18.1 Architecture and Abstract
The package consists of two stories. Both stories are dealing with the planning of measure net revenue for a certain planning period, typically for one calendar year. With story Revenue Target Setting roles from top management first define targets for net revenue.
The roles from the sales organization do the planning against the targets. Goal for the planner is to achieve a reasonable plan that meets the target. This process can be iterative, i.e. sales planner might realize that targets can't be meet. In this case target planner might adapt targets and sales planning starts again.
Both stories share the same model (SAP__FI_SALES_REV_PLAN). Data is imported in this model from system S/4HANA On-Premise or from S/4HANA Cloud. In case of S/4HANA On-Premise query Journal Entry Analyser (2CCFIGLLITMQ0001) is used. If data is imported from a S/4HANA Cloud system, the OData service API_JOURNALENTRYITEMBASIC_SRV should be taken. Prices are imported from a local file.
Architecture
218
PUBLIC
Content Package User Guide Line of Business
2.18.2 Stories
The next chapters provide an overview of the stories used for Finance: Sales - Revenue Planning.
2.18.2.1 Sales Revenue Target Setting (SAP__FI_SALES_REV_TARGET)
With this story, targets for the planning period are planned. The planner has the option to copy the actual net revenue of the previous year as a baseline to the target column by clicking the button Copy Actual* PY to Target. In the background data action SAP__FI_SALES_COPY_ACT_TO_TGT is processed. The planner can compare the target numbers also against the planned numbers of the current planning period, for example, in case the target planner needs to adapt the targets (iteration). A second chart in the story shows the history of targets and actual net revenue together with the difference between these measures.
Content Package User Guide Line of Business
PUBLIC
219
2.18.2.2 Sales Revenue Planning (SAP__FI_SALES_REV_PLANNING)
With this story, the sales planner does the planning against the targets. Starting point is to copy either the actual net revenue of the year before the current planning period or the net revenue targets of the current planning period to create a baseline for the planning process. This copy process is triggered by the buttons Copy Actual* 2018 or Copy Targets 2019. In the background, the data actions SAP__FI_SALES_COPY_ACT or SAP__FI_SALES_COPY_TGT are triggered.
After the creation of a baseline, the planning of current period starts.
2.18.3 Models
There are three models.
2.18.3.1 C4C Service Cloud - Tickets (SAP__CRM_SRV_IM_TICKETS)
This is the main model of this content and provides most of the relevant drill-in dimensions and performance measures.
Model Name: SAP__CRM_SRV_IM_TICKETS
Model Description: SAP CRM: C4C Service Cloud - Tickets Planning Enabled: Yes
Account ID Lead_Time_s Number_of_Interaction_Steps Age_s Total_Time_at_Processor_s Total_Time_at_Processor_s Number_of_Response_Cycles Total_Response_Duration_s Number_of_Missed_Responses
Description Lead Time (s) Number of Interaction Steps Age (s) Total Time at Processor (s) Total Time at Requestor (s) Number of Response Cycles Total Response Duration (s) Number of Missed Responses
Connection
Connection type: SAP Hybris Cloud for Customer > SAP Hybris Cloud for Customer Analytics
Connection Query: Custom Query based on Data source CRMSRQHB
Formula/Mapping Lead_Time_s Number_of_Interaction_Steps Age_s Total_Time_at_Processor_s Total_Time_at_Requestor_s Number_of_Response_Cycles Total_Response_Duration_s Number_of_Missed_Responses
220
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__CRM_SRV_IM_TICKETS
Number_of_Tickets
Number_of_Tickets_Com pleted_on_Schedule
Average_Lead_Time
Number of Tickets
Number of Tickets Completed on Schedule
Average Lead Time (days)
Average_Age
Average Age (days)
Tickets_Open
Tickets Open
Tickets_InProcess
Tickets In Process
Tickets_InEscalation
Tickets In Escalation
Avg_Time_at_Processor_s
Avg__Time_at_Requestor_s
Avg_response_duration
Dimensions ID Time
Service_Organization_ID_ID Source_ID Escalation_Status_ID Lifecycle_Status_ID Ticket_Solution_Status_ID Status_ID Account_ID Ticket_ID Agent_ID Reported_By_ID Sales_Unit_ID Service_and_Support_Team_ID Affected_Product_Category_ID Product_ID
Average Time at Processor (days)
Average Time at Requestor (days)
Average Response Duration (days)
Description Time
Service Organization Source Escalation Status Lifecycle Status Ticket Solution Status Status Account Ticket Agent Reported By Sales Unit Service and Support Team Affected Product Category ID Product
Connection
Number_of_Tickets Number_of_Tickets_Com pleted_on_Schedule ([Lead_Time_s]/[Number_of_Tick ets])/(3600*24) ([Age_s]/[Number_of_Tickets])/(3600 *24) LOOKUP([Number_of_Tickets] ,[d/ Lifecycle_Status_ID]="1" ) LOOKUP([Number_of_Tickets] ,[d/ Lifecycle_Status_ID]="2") LOOKUP([Number_of_Tickets] , [d/ Lifecycle_Status_ID]=("1","2")and [d/ Escalation_Status_ID]="2") ([Total_Time_at_Processor_s]/[Num ber_of_Tickets])/(3600*24) ([Total_Time_at_Requestor_s]/[Num ber_of_Tickets])/(24*3600) ([Total_Response_Duration_s]/[Num ber_of_Tickets])/(24*3600)
Mapping Created on filter on current and previ ous year Service_Organization_ID_ID Source_ID Escalation_Status_ID Lifecycle_Status_ID Ticket_Solution_Status_ID Status_ID Account_ID Ticket_ID Agent_ID Reported_By_ID Sales_Unit_ID Service_and_Support_Team_ID Affected_Product_Category_ID Product_ID
Content Package User Guide Line of Business
PUBLIC
221
Model Name: SAP__CRM_SRV_IM_TICKETS
Connection
Contract_ID_ID
Contract
Contract_ID_ID
Service_Category_ID_ID
Service Category
Service_Category_ID_ID
Contract_Status_ID
Contract Status
Contract_Status_ID
Priority_ID
Priority
Priority_ID
Completion_Date_ID
Completion Date
Completion_Date_ID
Additional Notes about the model
This model uses only local dimensions. Master data is uploaded during transactional data upload.
2.19 Group Reporting Planning for S/4HANA 2.19.1 Architecture and Abstract
The Group Reporting Planning model, stories and data actions support profit and loss (P&L) planning and balance sheet planning with option to plan by partner consolidation unit.
222
PUBLIC
Content Package User Guide Line of Business
Content Package User Guide Line of Business
PUBLIC
223
2.19.2 Models
Group Reporting Planning (SAP__FI_GRP_IM_GROUP_REPORTING) Model Name: SAP__FI_GRP_IM_GROUP_REPORTING
- Model Description: Group Reporting Planning - Planning Enabled: yes
Connection
- SAP S/4HANA Import Connection "FP&A"
- OData Services Import Connection
SAP - GRTRANSACTIONDATA
Note
Communications Scenario 0370 (Finance - Group Reporting Plan ning Integration) configured on SAP S/4HANA instance.
Account Dimension ID MEASURE* Dimensions Name
Date
Description Measure
Description Time
Mapping/Formula n.a.
Mapping/Formula n.a.
SAP_FI_GRP_FSITEM
Financial Statement Item
FSITEMATTRIBBYTIMEVERSION
SAP_FI_GRP_PRTNRCONSUNIT
Partner Consolidation Unit
PARNTERCNSLDTNUNIT
SAP_FI_GRP_FUNCTIONALAREA
Functional Area
FUNCTIONALAREA
SAP_FI_GRP_CONSUNIT
Consolidation Unit
CONSOLIDATIONUNIT
Key Custom Properties of SAP_FI_GRP_FSITEM
Name
Description
Calc Method
Cash balancing FS Item is manually labelled as "CHANGING_CASH".
Other FS Items that are calculated, rather than inputted, are manually labelled as "CHANGING_CALC".
Counter Account Partner Input
Used for Depreciation/Amortization FS Items whose results are transferred to ac cumulated Depreciation/Amortization FS Items
FS Items which can be planned by Partner within the planning input story are manually labelled as "PARTNER_INPUT"
224
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_GRP_IM_GROUP_REPORTING
Connection
FS Item Role
Populated by the master data import. "S-ANI-PL" represents the negation of Net Income in Actuals (ACDOCU). "S-ANA-BS" represents Net Income in the Balance Sheet (Actuals, ACDOCU). These two labels are used by the Data Actions related to Actuals only.
Transaction Data Mapping
Name
Description
GRTRANSACTIONDATA Freehand Query
Group Reporting Transaction Data
GRTransactionData(P_ConsolidationUnitHierId='$',P_ConsolidationPrftCtr HierId='$',P_ConsolidationSegmentHierId='$',P_KeyDate=dateti me'2021-01-01T00:00:00')/Results?$select=FiscalYearPeriod,ConsolidationU nit,FinancialStatementItem,FinancialTransactionType,FunctionalArea,Partner ConsolidationUnit,AmountInLocalCurrency&$filter=ConsolidationVersion eq 'Y10' and PeriodMode eq 'PER' and ConsolidationGroup eq '' and FiscalYear eq '2021' and (startswith(PostingLevel , '0') or startswith(PostingLevel , '1'))
2.19.3 Stories
Stories for Group Reporting Planning - SAP Finance: GRP - Group Reporting Planning Administration
(SAP__FI_GRP_IM_GROUP_REPORTING_ADMIN) - SAP Finance: GRP - Group Reporting Planning (SAP__FI_GRP_IM_GROUP_REPORTING_PLANNING) - SAP Finance: GRP - Group Reporting Planning Reports
(SAP__FI_GRP_IM_GROUP_REPORTING_REPORTS)
Group Reporting Planning Administration (SAP__FI_GRP_IM_GROUP_REPORTING_ADMIN)
This story allows the planner to create sample data and perform data actions for the planning scenarios. This story uses the following data actions - Calculate Balance Sheet Changing SAP__FI_GRP_IM_GROUP_REPORTING_CALC_BS_CHANGING - Calculate Balance Sheet Closing SAP__FI_GRP_IM_GROUP_REPORTING_CALC_BS_CLOSING - Clear Version (SAP__FI_GRP_IM_GROUP_REPORTING_CLEAR_VERSION) - Copy P&L and Balance Sheet from Actuals
Content Package User Guide Line of Business
PUBLIC
225
(SAP__FI_GRP_IM_GROUP_REPORTING_COPY_ACTUALS) - Create Sample Data for Actuals (SAP__FI_GRP_IM_GROUP_REPORTING_CREATE_SAMPLE_DATA) - Prepare Actuals (SAP__FI_GRP_IM_GROUP_REPORTING_PREPARE_ACTUALS)
Group Reporting Planning (SAP__FI_GRP_IM_GROUP_REPORTING_PLANNING)
This story has tabs for profit & loss planning with hierarchy, profit & loss planning with partner, balance sheet planning, balance sheet planning with partner and balance sheet reporting. It allows the planner to perform planning functions to copy last year's actuals and carry forward the balance sheet. This story uses the following data actions - Calculate Balance Sheet Changing SAP__FI_GRP_IM_GROUP_REPORTING_CALC_BS_CHANGING - Calculate Balance Sheet Closing SAP__FI_GRP_IM_GROUP_REPORTING_CALC_BS_CLOSING - Copy P&L and Balance Sheet from Actuals (SAP__FI_GRP_IM_GROUP_REPORTING_COPY_ACTUALS)
Group Reporting Planning Reports (SAP__FI_GRP_IM_GROUP_REPORTING_REPORTS)
This story has tabs for profit & loss and balance sheet. The reports allow the planner to analyze several views of profit & loss and balance sheet including filtering by consolidation unit, partner consolidation unit, and functional area.
2.19.4 Data Actions
Data Actions for Financial Statement Planning
Calculate Balance Sheet ChangingSAP__FI_GRP_IM_GROUP_REPORTING_CALC_BS_CHANGING Calculate Balance Sheet Closing SAP__FI_GRP_IM_GROUP_REPORTING_CALC_BS_CLOSING Clear Version (SAP__FI_GRP_IM_GROUP_REPORTING_CLEAR_VERSION) Copy P&L and Balance Sheet from Actuals (SAP__FI_GRP_IM_GROUP_REPORTING_COPY_ACTUALS)
226
PUBLIC
Content Package User Guide Line of Business
Create Sample Data for Actuals (SAP__FI_GRP_IM_GROUP_REPORTING_CREATE_SAMPLE_DATA) Prepare Actuals (SAP__FI_GRP_IM_GROUP_REPORTING_PREPARE_ACTUALS)
Calculate balance sheet changing (SAP__FI_GRP_IM_GROUP_REPORTING_CALC_BS_CHANGING)
Carry forward balance amounts to the next periods after manual changes to the closing balance amounts and performs calculations for Cash Balance and Accumulated Depreciation/Amortization.
Calculate balance sheet closing (SAP__FI_GRP_IM_GROUP_REPORTING_CALC_BS_CLOSING)
Carry forward balance amounts to the next periods after manual changes to the changing balance amounts and performs calculations for Cash Balance and Accumulated Depreciation/Amortization.
Clear Version (SAP__FI_GRP_IM_GROUP_REPORTING_CLEAR_VERSION)
Delete a complete version. Can be applied to actual and plan versions.
Copy actual amounts to plan (SAP__FI_GRP_IM_GROUP_REPORTING_COPY_ACTUALS)
Copy the last year actual net income and balance sheet amounts to plan version as a starting point for planning. Before that, delete all P&L and balance sheet plan amounts.
Create sample data (SAP__FI_GRP_IM_GROUP_REPORTING_CREATE_SAMPLE_DATA)
Create sample data for the actual version.
Content Package User Guide Line of Business
PUBLIC
227
Prepare actuals (SAP__FI_GRP_IM_GROUP_REPORTING_PREPARE_ACTUALS)
Fill out the balance sheet by populating closing and opening values for the balance sheet accounts based upon the opening and changing transaction values loaded. Populate the opening values for P&L with zero and set the closing values equal to changing.
2.20 HR Analytics for S/4HANA Cloud and SAP SuccessFactors (SAP BEST PRACTICES)
2.20.1 HR Analytics for S/4HANA Cloud and SAP SuccessFactors (SAP BEST PRACTICES)
SAP Best Practices: HR Analytics for S/4HANA Cloud and SAP SuccessFactors for SAP S/4HANA Cloud is made up of three components. For further information, follow the dashboards mentioned below.
Workforce Overview and Workforce Diversity This dashboard visualizes key measures based on data from SAP SuccessFactors. Prebuilt charts provide insights into Headcount and FTE trends, staff in management, turnover rates, and the diversity of workforce in terms of gender, tenure and generations, as well as contract types and span of control.
Workforce Performance This dashboard visualizes key measures based on data from SAP S/4HANA Cloud and SAP SuccessFactors. KPIs for Total Workforce Ratio, Financial Expenses per FTE, Financial Actual, and Plan data by Cost Center are brought together with HR-related measures such as Headcount and Positions by Cost Center.
Finance Overview This dashboard visualizes key measures based on data from SAP S/4HANA Cloud. Prebuilt charts show Balance Sheet, Net Income, and Cash Flow data as well as a Financial Statement table.
Find all the details and documentation about this content in the SAP Best Practices Explorer -HR Analytics S4/ HANA and SAP Success Factors
2.21 Human Resources (HR)
2.21.1 Architecture and Abstract
The Human Resources Boardroom shows the Company's Headcount and Staff related information for the current year. Due to the generic nature of HR, this content can be reused across multiple industries. The Human Resources Boardroom is built based on SAP Success Factors ODATA APIs. SAP Analytics Cloud provides a connector to SAP Success Factors.
228
PUBLIC
Content Package User Guide Line of Business
The SuccessFactors API Documentation can be found here: SAP SuccessFactors HCM Suite OData API: Reference Guide.
A simple Chinese version of the content exists for the following stories: SAP__HR_GEN_HR SAP__HR_GEN_RECRUITMENT
All objects are copied added the postfix _ZH.
SAP__HR_GEN_HR copied to SAP__HR_GEN_HR_ZH
SAP__HR_GEN_RECRUITMENT copied to SAP__HR_GEN_RECRUITMENT_ZH and translated into simple Chinese.
The underlying models have also been copied and the postfix _ZH is added.
The following text describes how to deal with the English version. The simple Chinese version can be mapped to and filled analogously.
Architecture
The building blocks are as shown.
The objects highlighted in green are added with CI10. For CI11, objects in yellow are copied to <original name>_ZH. The _ZH objects including screen elements and data is translated into Chinese The building blocks are as shown. The current usage in Industries is listed below:
Industry SAP Chemicals
Story SAP__HR_GEN_HR
Content Package User Guide Line of Business
PUBLIC
229
Industry SAP Consumer Products SAP Public Sector SAP Engineering, Construction and Operations SAP Public Services: Higher Education and Research SAP Oil & Gas SAP Utilities SAP Mill Products SAP Mining
Story SAP__HR_GEN_HR SAP__PS_HR_BOARDROOM* SAP__HR_GEN_HR SAP__PS_HER_HR* SAP__HR_GEN_HR, SAP__HR_GEN_RECRUITMENT SAP__HR_GEN_HR, SAP__HR_GEN_RECRUITMENT SAP__HR_GEN_HR, SAP__HR_GEN_RECRUITMENT SAP__HR_GEN_HR, SAP__HR_GEN_RECRUITMENT
Note
*Please note that in SAP__PS_HR_BOARDROOM and SAP__PS_HER_HR, country related content is replaced by Division.
2.21.2 Dashboard
SAP_HR_AGENDA
2.21.3 Stories
2.21.3.1 SAP__HR_GEN_HEADCOUNT
Name: SAP__HR_GEN_HEADCOUNT
Description: SAP Human Resources: EC Headcount The model that is used is SAP__HR_GEN_IM_EC_HEADCOUNT Page Overview This page provides an overview of the HR figures in the organization for the current year. Page Current Headcount The page is divided into a top and a bottom portion. Select a measure and a dimension to drive the heatmap. Linked analy sis is enabled. If one data point is selected in the heatmap, the rest of the charts will update accordingly. Also, there is a hyperlink enabled, which will hand over the filters to a detailed list of employees on the last page. Below, a measure can be selected and the average and median can be compared in both charts. The scatterplot below compared the average seniority and average potential where each bubble stands for a dimension member. The bubble size indicates the current headcount.
230
PUBLIC
Content Package User Guide Line of Business
Page Hires and Terminations
At the top of the page, a hire year, termination year, and measure have to be selected. Every employee has a hire year and every employee that has left the company has a termination year.
In order to see Hires and Terminations for the current year, 2018 has to be selected in both selections. The left pane gives an overview of the selection that was made. Linked analysis is enabled again. Selecting one country on the world map or one cell in the treemap will filter the remaining charts. In the treemap, the manager hierarchy allows for a drilldown in to different teams.
SAP__HR_GEN_HR
Name: SAP__HR_GEN_HR
Description: SAP Human Resources: General Please note that unless explicitly mentioned for a chart, the model used is SAP__HR_GEN_IM_HEADCOUNT Page Overview This page provides an overview of the HR figures in the organization for the current year. Charts Workforce Contains the following KPIs related to FTE: Current FTE, Average Age at Joining, Average Age at Leaving, Turnover Ratio, and Part-time FTE. Headcount Movement Shows the FTE count at the beginning of the year, hires and exits count YTD, and Current FTE count. Succession Management This tile shows Employee succession path through the following KPIs in FTE Count, Managers, Future Managers, New to Position, and High Impact of Loss. Gender Diversity Shows the split between Male and Female FTE. Age Diversity Shows the age distribution across the organization and the average employee age. Average Tenure vs Performance of Exits This graph shows the performance of the employees that exit and how was their tenure with the organization. This chart gives an understanding of whether the better performing employees find the organization attractive and stay beyond the years defined as Loyal to the company. Employee Engagement Index Shows the Employee engagement index across countries for the current year. This chart is based on model SAP__HR_SUR VEY_IM_RESULTS. Model linked to SAP__HR_GEN_HR through country.
Content Package User Guide Line of Business
PUBLIC
231
Page Detail
This page forms the content screen for the Human Resources Boardroom. Aim of the content screen is to provide detail information on granularity of Country and Business Area. Page level filters are provided for Country and Business Area. Charts Distribution by Country A tree map showing the distribution of FTE across Countries. Distribution by Area A tree map showing distribution of FTE across Business Areas. Diversity - Women in Management This tile shows the total number of women in management and their distribution across countries. Navigation: Page Context-Diversity Hire and Attrition Trend This chart shows the hires and terminations over the years. Navigation: Page, Context, and Movement and Performance Average Salary This chart shows average salaries in the different countries. Navigation: Page, Context-Salary Timeoffs
This tile shows the total number of days off and the breakdown of the days off by timeoff type. Model used SAP__HR_LEAVES_IM_LOA: Model linked to SAP__HR_GEN_HR through user. Training Spends
This tile shows the total amount spent in training and the breakdown by courses. Model used SAP__HR_COURSES_IM_SUMMARY: Model linked to SAP__HR_GEN_HR through user. Page - Context
This page forms the context screen for the Human Resources Boardroom by default. However, navigations are provided by various charts in the Detail page to other context screens as well. The purpose of this screen is to show the Employee Survey Results. Charts Employee Survey Results This heat map shows the survey results of the different survey indicators across different countries. Employee Engagement Index This chart shows the Employee Engagement Index for the current year across countries and the deviation from the previ ous year.
232
PUBLIC
Content Package User Guide Line of Business
Page Context-Salary This page shows further details about salary distribution. There are page level filters for Country and Job Classification. Charts Average Salary per Country This chart shows average salaries in the different countries. Headcount per Job Classification This chart shows the distribution of headcount by Job Classification. Average Salary for Job Titles This chart shows the average salary for each Job Title grouped by country and Job Classification. Page Context-Salary This page shows further details about salary distribution. There are page level filters for Country and Job Classification. Charts Average Salary per Country This chart shows average salaries in the different countries. Headcount per Job Classification This chart shows the distribution of headcount by Job Classification. Average Salary for Job Titles This chart shows the average salary for each Job Title grouped by country and Job Classification. Page - Context-Diversity This page provides further details about different diversity parameters in the company. The page filters are Country and Gender. Charts Gender Diversity This chart shows the male and female employees. Ethnic Diversity Ethnic distribution of FTE Age Diversity This chart shows the age distribution across the organization and the average employee age. Navigation: Page Context Marital Status This chart shows married and single employees. Succession Management This chart shows the current managers and future managers. Page Context - Movement & Performance This page provides additional information regarding Headcount movement and Employee performance. Page filters are Country and Job Classification.
Content Package User Guide Line of Business
PUBLIC
233
Page Context-Salary Charts Workforce This chart shows KPI tiles for Current FTE, FTE having high impact of loss and turnover ratio for the current year. Headcount Movement This chart shows the FTE count at the beginning of the year, hires, and exits count YTD and Current FTE count. Employee Exits vs Performance The Performance of Employees that left the organization this year. Reason for Leaving This chart shows the reasons for leaving for exited employees. Average Tenure vs Performance of Exits This graph shows the performance of the employees that exit and how was their tenure with the organization. This chart gives an understanding of whether the better performing employees find the organization attractive and stay beyond the years defined as Loyal to the company. Performance Distribution This chart shows the distribution of Performance of employees for the current year. Navigation: Page Context
2.21.3.2 SAP__HR_GEN_RECRUITMENT
Name: SAP__HR_GEN_RECRUITMENT Description: SAP Human Resources: Recruitment Please note that the model used is SAP__HR_GEN_IM_RECRUITMENT Page Overview This page provides an overview of Recruitments in the selected job posting period. Charts Recruitment Overview This chart contains the following KPIs related to Recruitment: Positions Posted, Job Requisitions, Number of Applications, Hires, Position fulfilment ratio, Application Conversion Ratio, Days to Fill (Average), and Days to Start (Average). Job Requisitions This chart shows the trend of Job postings on granularity of month for the selected job posting period Requisitions per Country This treemap shows the distribution of requisitions by country. Requisitions per Department This treemap shows the distribution of requisitions by department.
234
PUBLIC
Content Package User Guide Line of Business
Name: SAP__HR_GEN_RECRUITMENT
Positions per Country This chart shows the number of jobs posted, number of hires, and the Position fulfilment ratio per country. Recruitment Sources This chart shows the different recruitment sources and the applications, hires, and application conversion ratio for each source. Gender Distribution This chart shows the gender distribution of applicants and hires. Page Detail
This page forms the content screen for the Recruitment Agenda Item.
Aim of the content screen is to provide detail information on granularity of country and department based on a selected job posting period. Page level filters are provided for country, department and job posting period.
This page shows how the different modes of Recruitment are performing, Internal Candidates, External Candidates, and Referrals and Agencies in 4 swim lanes.
Charts Internal Candidates This chart shows KPIS for Internal Applications, Internal hires, and Conversion rate. The internal hire distribution is shown by department and by paygrade. External Candidates This chart shows KPIS for External Applications, External hires, and Conversion rate. The external hire distribution is shown by department and by paygrade. Employee Referrals This chart shows KPIs for number of referrals, successful referral, and conversion ratio. For each department, the number of job requisitions and number of referrals are shown. Agency Placements This chart shows KPIs for number of agencies, candidates proposed through agencies, successful hires, and conversion ratio. For each agency, the no. of proposed candidates and hires are shown. Page Context This page forms the context screen for Recruitment Agenda item. The purpose of this screen is to provide more information on the Job requisitions posted. Charts Talent Pipeline This tile shows the number of applicants in different phases of the recruitment process. The phases are customizable in SuccessFactors. Hires This chart shows the number of hires each year for the job posting period selected. Job Requisitions
Content Package User Guide Line of Business
PUBLIC
235
Name: SAP__HR_GEN_RECRUITMENT This chart shows the number of job requisitions posted each year for the job posting period selected. It is possible to navi gate to the explorer from this chart to do free style analysis. Lead Times per Department This chart shows the average Days to Fill and Days to Start per department. Positions per Pay Grade This chart shows for each Paygrade, the number of postings, applications and hires. Full Time vs Part-time Positions For each department, this chart shows the number of postings for full time and part time employees. Lead Times per Job Classification This chart shows the average Days to Fill and Days to Start per job classification. Positions per Job Classification This chart shows the postings, applications, and hires for each job classification. Regular vs Temporary Positions This chart shows the postings for regular and temporary positions for each department.
2.21.4 Models
For all the models mentioned for HR, all the public dimensions mentioned should be manually filled with master data based on SuccessFactors before models can be loaded.
2.21.4.1 (SAP__HR_GEN_IM_EC_HEADCOUNT)
Model Name: SAP__HR_GEN_IM_
EC_HEADCOUNT
Connection
Model Description: SAP Human Resources: EC Headcount
Planning Enabled: No
Connection type: Get data from an App Which system: SuccessFactors Connection Query: Job Information (SFSF EC - EmploymentInformation > EmpJob)
How to import data into the model
236
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__HR_GEN_IM_
EC_HEADCOUNT
Connection
The model and the Public Dimensions come with some predefined data import jobs.
1. Update the credentials in the connection SAPSFSF. 2. Import the master data into the Public Dimensions by running the predefined import jobs. 3. Import the transactional data into the model by running the predefined import job. 4. If both ran successfully, the import jobs into the public dimensions can be concatenated. This dependency would make
sure that the master data is consistent first before the transactional data is being imported.
Account Measure ID FTE BIRTHYEAR HIREYEAR TERMINATIONYEAR SENIORITYSTART PERFORMANCE POTENTIAL Transactional data import Dimension ID
ID Mapping
Fte
userNav/dateOfBirth
employmentNav/startDate
employmentNav/endDate
employmentNav/seniorityDate
userNav/performance
userNav/potential
Public Dimensions import
ID Mapping
Description Mapping
HIREDATE
employmentNav/startDate
Location: LOCATION
locationNav/externalcode
Country of Company: COUN countryofcompany TYOFCOMPANY
Additional Property Map ping
User: SAP_HR_GEN_USER userNav/userId
userNav/firstName userNav/lastName
Business Area: SAP_ALL_BUSINESSAREA
businessUnitNav/external code
businessUnitNav/name
Company Code:
companyNav/externalcode
SAP_ALL_COMPANY_CODE
companyNav/name
Cost Center: SAP_ALL_COSTCENTER
costCenterNav/externalCode costCenterNav/name
userNav/username: jobTitle
Parent: userNav/manager/ userId
Content Package User Guide Line of Business
PUBLIC
237
Model Name: SAP__HR_GEN_IM_
EC_HEADCOUNT
Connection
Department: SAP_HR_USER_DEPART MENT
departmentNav/external code
Division: SAP_HR_USER_DI divisionNav/externalcode VISION
Employment Status: SAP_HR_EMPLSTATUS
Ethnicity: SAP_HR_USER_ETHNICITY
emplStatusNav/external Code
userNav/ethnicity
Future Leader: SAP_HR_USER_FUTURE LEADER
userNav/futureLeader
Gender: SAP_HR_USER_GENDER
userNav/gender
Impact of Loss: SAP_HR_USER_LOSSIM PACT
userNav/impactOfLoss
Is Contingent Worker: SAP_HR_ISCONTINGENT
employmentNav/isContin gentWorker
Fulltime: SAP_HR_USER_IS isFulltimeEmployee FULLTIME
Job Classification: SAP_HR_USER_JOBCLASSI FICATION
jobCodeNav/externalCode
Location: SAP_HR_LOCA TION_COUNTRY
locationNav/externalcode
departmentNav/name divisionNav/name
jobCodeNav/name locationNav/name
New to Position: SAP_HR_USER_ISNEWTO POSITION
userNav/newToPosition
locationNav/geozo neFlxNav/name
locationNav/address NavDEFLT/country
locationNav/location GroupNav/name
238
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__HR_GEN_IM_
EC_HEADCOUNT
Connection
Pay Grade: SAP_HR_USER_PAYGRADE
payGradeNav/externalCode payGradeNav/name
Performance: SAP_HR_USER_PERFORM ANCE
userNav/performance
Potential:
userNav/potential
SAP_HR_USER_POTENTIAL
Reason For Leaving: SAP_HR_USER_REASON FORLEAVING
userNav/reasonForLeaving
Seniority Start Date:
employmentNav/seniority Day
SAP_HR_SENIORITYSTART Date
DATE
Termination Date: SAP_HR_TERMINATION DATE
employmentNav/endDate Day
Note 1: Time handling
Month Year
Month Year
Content Package User Guide Line of Business
PUBLIC
239
Model Name: SAP__HR_GEN_IM_
EC_HEADCOUNT
Connection
Seniority Start Date
First, import data into the public dimension:
Map Seniority Start Date to ID Duplicate Seniority Start Date Split on "-" repeat "2" Assign day to description, month to month and year to year
When importing transactional data:
Assign Seniority Start Date to dimension ID SAP_HR_SENIORITYSTARTDATE Duplicate Seniority Start Date Split on "-" Assign Year to measure SENIORITYSTART Delete residual
Termination Date
First, import data into the public dimension:
Map Termination Date to ID Duplicate Termination Date Split on "-" repeat "2" Assign day to description, month to month and year to year
When importing transactional data:
Assign Termination Date to dimension SAP_HR_TERMINATIONDATE Duplicate Termination Date Split on "-" Assign Year to measure TERMINATIONYEAR Delete residual
Hire Date
Assign Hire Date to Time Duplicate Hire Date Split on "-" Assign Year to measure HIREYEAR Delete residual
Note 2: Geo handling
The SuccessFactors OData API does not deliver Geo coordinates. In order to update the latitude and longitude values, an excel file with those values needs to be updated and they need to be mapped.
240
PUBLIC
Content Package User Guide Line of Business
2.21.4.2 General - Headcount (SAP__HR_GEN_IM_HEADCOUNT)
Model Name: SAP__HR_GEN_IM_HEADCOUNT
Model Description: SAP Human Resources: General - Headcount Planning Enabled: No
Headcount Account ID FTE Salary Starting Salary WeeklyHours DaysWeekly BirthYear HireYear LeaveYear Joining Age Leaving Age Tenure AverageTenure CurrentFTE
NewHires CurrentExits
LeftEmployees
Description Entire FTE
Standard Weekly Hours Working days per week Year of Birth Hire Year Leaving Year Joining Age Leaving Age Tenure Average Tenure Current FTE
New Hires Current Exits
Left Employees
Connection
Connection type: Get data from an App
System: SuccessFactors Connection Query: Template Query
Headcount, with the additional di mensions Hire Date, Gender and IsShift: IsShift can be found in the Job Information Hire date and Gender can be found on the left hand side to find user Nav and expand User, then drag Hire Date and Gender into the query.
Formula/Mapping FTE userNav>User>Salary userNav>User>Starting Salary Standard Weekly Hours Working Days per Week Please see Note1 Please see Note1 Please see Note1 [HireYear] -[BirthYear] [LeavingYear] - [BirthYear] [LeavingYear] -[HireYear] [Tenure] / [LeftEmployees] LOOKUP([FTE]) where terminationyear =2099 LOOKUP([FTE]) where hireyear = 2017 LOOKUP([FTE]) where terminationyear = 2017 LOOKUP([FTE]) where terminationyear < 2099
Content Package User Guide Line of Business
PUBLIC
241
Model Name: SAP__HR_GEN_IM_HEADCOUNT
Connection
Managers
LOOKUP([CurrentFTE]) where jobclas sification =("EXEC","IT-DIR","MKTDIR","President","VP-IT")
FTEStartCurrentYear
FTE Year Beginning
LOOKUP([FTE]) where hireyear < 2017 AND terminationyear = ("2017","2099")
Dimensions
ID
Description
Mapping
Time*
Time
userNav>User> Hire Date, also see Note 1
User
SAP_HR_GEN_USER
User ID
BirthDate
SAP_HR_USER_BIRTHDATE
userNav>User>Date of Birth
Birthyear
SAP_HR_USER_BIRTHYEAR
Please see Note1
Department
SAP_HR_USER_DEPARTMENT
Department
Division
SAP_HR_USER_DIVISION
Division
Ethnicity
SAP_HR_USER_ETHNICITY
Ethnicity
FutureLeader
SAP_HR_USER_FUTURELEADER
userNav>User>FutureLeader
Gender
SAP_HR_USER_GENDER
Scroll down and add user Nav>User>Gender
HireYear
SAP_HR_USER_HIREYEAR
Please see Note1
Fulltime
SAP_HR_USER_ISFULLTIME
Is Fulltime Employee
NewToPosition
SAP_HR_USER_ISNEWTOPOSITION userNav>User>New To Position
IsShift
SAP_HR_USER_ISSHIFT
Open Job Information and add Is Shift Employee
Job Classification
SAP_HR_USER_JOBCLASSIFICATION Job Classification
Job Title
SAP_HR_USER_JOBTITLE
Job Title
Impact Of Loss
SAP_HR_USER_LOSSIMPACT
userNav>User>Impact of Loss
Manager
SAP_HR_USER_MANAGER
ManagerUserNav>User>User ID
Married
SAP_HR_USER_MARRIED
userNav>User>Married
PayGrade
SAP_HR_USER_PAYGRADE
PayGradeID
Performance
SAP_HR_USER_PERFORMANCE
userNav>User>Performance
Potential
SAP_HR_USER_POTENTIAL
userNav>User>Potential
ReasonForLeaving
SAP_HR_USER_REASONFORLEAVING userNav>User>ReasonForLeaving
Termination Date
SAP_HR_USER_TERMINATIONDATE userNav>User>Termination Date
Termination Year
SAP_HR_USER_TERMINATIONYEAR Please see Note1
Legal Entity
SAP_ALL_COMPANY_CODE
Business Unit
Country
SAP_ALL_COUNTRY
Country
Headcount Account*
SAP_HR_HEADCOUNTACCOUNT
Company
242
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__HR_GEN_IM_HEADCOUNT Note 1
Connection
Note
Date handling needs some workarounds in SAP Analytics Cloud. userNav>User> Hire Date in SuccessFactors Let's say column [userNav/User/Hire Date]
Action
Result
Click on Hire Date and go from the Card View to the Column View
Split [userNav/User/Hire Date] on " " repeat "1"
Column [userNav/User/Hire Date] only has the Hire Date Column [userNav/User/Hire Date_2] has the Hire Time
Duplicate [userNav/User/Hire Date]
Column [userNav/User/Hire Date_3] is created with Hire Date
Split [userNav/User/Hire Date_3] on "-" repeat "1" Duplicate [userNav/User/Hire Date_3]
Column [userNav/User/Hire Date_3] has the Year Column [userNav/User/Hire Date_3_2] has the month and days
Column [userNav/User/Hire_Date_3_3] is created
Optional: delete unnecessary columns: Delete [userNav/User/Hire Date_2] Delete [userNav/User/Hire Date_3_2] Go back into the card view.
Map Time in the model to column [userNav/User/Hire Date]
Map Account HireYear in the model to column [userNav/ User/Hire Date_3]
Map Dimension HireYear in the model to column [userNav/ User/Hire Date_3_3]
In a similar way:
userNav>User>TerminationDate columns should be mapped to account LeaveDate and dimension Termination Date userNav>User>Date of Birth columns should be mapped to account BirthDate and Dimension BirthDate
Note
* Private dimension and other dimensions are public.
Content Package User Guide Line of Business
PUBLIC
243
2.21.4.3 SAP Human Resources: Courses - Summary (SAP__HR_COURSES_IM_SUMMARY)
Model Name: SAP__HR_COURSES_IM_SUMMARY
Model Description: SAP Human Resources: Courses - Summary Planning Enabled: No
SAP_HR_COURSEACCOUNT (HR Course Account)
ID
Description
Tuition
Tuition
Reimbursement
Reimbursement
Dimensions
ID
Description
Connection Connection type: Get data from an
App System: SuccessFactors Connection Query: Table Query
Classes
Formula/Mapping Tuition Reimbursement
Mapping
Time* User Course Name Grade
Time SAP_HR_GEN_USER SAP_HR_COURSE_COURSENAME SAP_HR_COURSE_GRADE
Note
* Private dimension and other dimensions are public.
Tuition Reimbursement_Employee Course Grade Tuition Reimbursement Effective Date
2.21.4.4 Leaves - Leave of Absence (SAP__HR_LEAVES_IM_LOA)
Model Name: SAP__HR_LEAVES_IM_LOA
Model Description: SAP Human Resources: Leaves - Leave of Absence Planning Enabled: No
SAP_HR_LEAVESACCOUNT (HR Leaves Account)
ID
Description
DeductionQuantity
Deduction Quantity
Connection
Connection type: Get data from an App
System: SuccessFactors Connection Query: Table Query
Employee Time
Formula/Mapping Deduction Quantity
244
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__HR_LEAVES_IM_LOA
Connection
FractionQuantity NumberDays NumberHours WorkflowRequest Dimensions ID
Fraction Quantity Number of Days Number of Hours Workflow Request
Description
Fraction Quantity Number of Days Number of Hours Workflow Request
Mapping
Time*
Time
User
SAP_HR_GEN_USER
LOA Actual Return Date
SAP_HR_LEAVES_ACTUALEND
LOA Expected Return Date
SAP_HR_LEAVES_EXPECTEDEND
Approval Status
SAP_HR_LEAVES_APPROVALSTATUS
Time Record Origin
SAP_HR_LEAVES_TIMERECORD
Time Type
SAP_HR_LEAVES_TIMETYPE
Name Dimension that only exists in SAP Analytics Cloud model and not in data source
Start Date User Leave of Absence Actual Return Date Leave of Absence Expected Return Date Approval Status Time Record Origin Time Type Assign to #
Note
* Private dimension and other dimensions are public.
2.21.4.5 Survey - Survey Results (SAP__HR_SURVEY_IM_RESULTS)
Model Name: SAP__HR_SURVEY_IM_RESULTS
Model Description: SAP Human Resources: Survey - Survey Results Planning Enabled: No
SAP_HR_SURVEYACCOUNT (HR Survey Account) ID Indicator Dimensions ID Time* Legal Entity Country
Description Indicator
Description Time SAP_ALL_COMPANY_CODE SAP_ALL_COUNTRY
Content Package User Guide Line of Business
PUBLIC
245
Model Name: SAP__HR_SURVEY_IM_RESULTS
Department
SAP_HR_USER_DEPARTMENT
Survey Indicator
SAP_HR_SURVEY_INDICATOR
Data Source Connection and Integration
This model should be filled from an external source, for example, from a suitable spread sheet, so mapping description is not provided.
Note
* Private dimension and other dimensions are public.
2.21.4.6 General - Recruitment (SAP__HR_GEN_IM_RECRUITMENT)
Model Name: SAP__HR_GEN_IM_RECRUITMENT
Connection
Model Description: SAP Human Resources: General - Recruitment Planning Enabled: No
Connection type: Get data from an App
System: SuccessFactors Connection Query: Template Em
ployeeCentralRecruitmentMove mentSource
SAP_HR_RECRUITMENTACCOUNT (Recruitment Account)
ID
Description
Formula/Mapping
openings_system
Number of openings coming from sys JobRequisition>Number of Opening tem
hirecost
Cost of hire
JobRequisition>Cost of Hire
daystohire
Days to hire
JobApplication>Time to Hire
counter
Applicant counter
Map to a column with value 1
daystostart
Days to start
JobRequistion>Time to Fill
calculation_opening
Level 1 exception aggregation for open Internal calculation (not visible in story) ings
openings
Positions Posted
Calculation based on calculation open ing
posf
Hires
RESTRICT([counter],[d/ SAP_HR_RECRUIT_APPSTATUS] ="27")
Dimensions
ID
Description
Mapping
246
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__HR_GEN_IM_RECRUITMENT
Connection
Time*
Time
JobRequisition>Date Created
Application ID
SAP_HR_RECRUIT_APPLICATIONID JobApplication>Application Id
Job Requisition ID
SAP_HR_RECRUIT_JOBREQUISITION JobApplication>Job Requisition ID
Candidate ID
SAP_HR_RECRUIT_CANDIDATEID
JobApplication>Candidate Id
Application Status
SAP_HR_RECRUIT_APPSTATUS
JobApplicationStatus>Application Sta tus Id
External Employee
SAP_HR_RECRUIT_ISEXTERNAL
Candidate>External Candidate
Recruitment Source
SAP_HR_RECRUIT_SOURCE
JobApplication>Source
Former Employee
SAP_HR_RECRUIT_ISFORMEREMP
JobApplication>Former Employee
Employee Referral
SAP_HR_RECRUIT_EMPLOYEEREF
JobApplication>Referred By
Job Start Date
SAP_HR_RECRUIT_JOBSTARTDATE JobRequisition>Job Start Date Time
Job Hire Date
SAP_HR_RECRUIT_HIREDATE
JobApplication>Hired On
Agency Name
SAP_HR_RECRUIT_AGENCYNAME
JobApplication>Agency Info
User
SAP_HR_GEN_USER
JobApplication>User id
PayGrade
SAP_HR_USER_PAYGRADE
JobRequisition>Pay Grade
Gender
SAP_HR_USER_GENDER
JobApplication>Gender
Division
SAP_HR_USER_DIVISION
JobRequisition>Job Division
Department
SAP_HR_USER_DEPARTMENT
JobRequisition>Job Department
Fulltime
SAP_HR_USER_ISFULLTIME
JobRequisition>Is Full Time Employee
Country
SAP_ALL_COUNTRY
JobRequisition>Country
Job Start Year
SAP_HR_RECRUIT_STARTYEAR
Please see Note A
Job Hire Year
SAP_HR_RECRUIT_HIREYEAR
Please see Note A
Job Requisition Status
SAP_HR_RECRUIT_REQSTATUS
JobApplication>System Status
Job Posting Close Date
SAP_HR_RECRUIT_POSTINGCLOSE JobRequisition>Date Closed
Regular/Temporary
SAP_HR_RECRUIT_REGTEMP
JobRequisition>Reg/Temp
Job Requisition Stage
SAP_HR_RECRUIT_REQSTAGE
JobRequisition>Application Status Set ID
Job Classification
SAP_HR_USER_JOBCLASSIFICATION #
Job Title
SAP_HR_USER_JOBTITLE
JobRequisition>Job Level
Recruitment Account
SAP_HR_RECRUITMENTACCOUNT
Map measures individually (see above)
Additional Notes about the model
Content Package User Guide Line of Business
PUBLIC
247
Model Name: SAP__HR_GEN_IM_RECRUITMENT
Note
Date handling needs some workarounds in SAP Analytics Cloud.
Hence, the following should be done while date mapping to the model: JobRequisition > Job Start Date Time in SuccessFactors, Let's say column A Make duplicate column of column B (column C) Use column split on column C to get only the year (column D) Map Dimension Job Start Year in the model to column D
Note
* Private dimension and other dimensions are public.
Connection
2.22 Human Experience Management (HXM) Workforce Planning
2.22.1 Overview: Use Case and Area of Application
This content package aims to enable HR planners in the area of FTE and salary cost planning, both on the aggregated (top-down) and detailed (bottom-up) level. Capabilities include planning for cost center and employment level changes, promotions, absences, terminations and the creation of new positions. Based on one central model, this content package offers a single source of truth for the planned FTE and related costs, enabling reports with insights to current workforce compositions, such as shrinkage or growth in a particular job role, gender distribution, or internal/external workforce ratio.
An extension of this package is possible with the add-on package ("SAP_HXM_Workforce_Planning_Addon") to publish the planned results into the Integrated Financial Planning for SAP S/4HANA content package.
This content package is best viewed when SAP Analytics Cloud is displayed in a screen with resolution of 1920 x 1200 px.
2.22.2 Architecture
This content package consists of five analytic applications and one reporting story, all based on one central data model of type: "New Model". WFP - Overview Page (SAP__HR_BPL_IM_WFP_OVERVIEW_PAGE) (Analytic app) Central entry point for all users to navigate to the setup, the three headcount and FTE planning applications, and the reports (story).
248
PUBLIC
Content Package User Guide Line of Business
WFP - Central Assumptions (SAP__HR_BPL_IM_WFP_CENTRAL_ASSUMPTIONS)
(Analytic app) Sets up the foundation of the workforce planning process. Maintain central assumptions for internal headcounts (e.g. midpoint salaries, contributing cost factors like social security, pensions etc.) and monthly rates for the external workforce. Define the planning granularity by choosing from a list of pre configured planning levels. Existing data, such as actuals, can be copied to seed the initial plan data.
WFP - Aggregated External Plan (SAP__HR_BPL_IM_WFP_AGGREGATED_EXTERNAL)
(Analytic app) Top-down headcount plan for external (contingent) workers. Plan headcount and see the resulting costs. Choose from a list of preconfigured planning levels to define the planning granularity to optimally reflect your organizational structure. For comparisons see chart visualization of the delta to budget or any other chosen version.
WFP - Aggregated Internal Plan (SAP__HR_BPL_IM_WFP_AGGREGATED_INTERNAL)
(Analytic app) Top-down headcount planning for internal workforce. Plan headcount and see the resulting costs. Choose from a list of preconfigured planning levels to define the planning granularity to optimally reflect your organizational structure. For comparisons see chart visualizations of the delta to budget or any other chosen version.
WFP - Detailed Internal (SAP__HR_BPL_IM_WFP_DETAILED_INTERNAL)
(Analytic app) Bottom-up FTE planning of individual employees. Carry out actions for existing employees such as cost center or employment level change, promotion, absence, or termination. Create new positions together with the corresponding attributes such as cost center, company code, location, job family etc. See resulting costs from the FTE planning of both existing and new positions. For comparisons see chart visualizations of the delta to budget or any other chosen version.
WFP - Reporting (SAP__HR_BPL_IM_WFP_REPORTING)
(Story) Reports showing current planning progress and the actuals performance. See gender analysis or workforce composition breakdown in different locations and roles. Get insights to internal/external headcount ratio. Assess current planning in comparison to budget.
Content Package User Guide Line of Business
PUBLIC
249
2.22.3 Analytic Applications and Stories
General Features
Plan level Selection For some applications it is necessary to select the intended plan level at the beginning of your workflow. For those cases you will find the settings under the button "General Settings". This ensures that the data is entered and/or seeded at the correct granularity. For some workflows it is also possible to change the level during planning. See the details to each application in the following sections for more information. Button
Options
Version Selection
250
PUBLIC
Content Package User Guide Line of Business
The content comes with 4 versions: - Actual - Aggregated Plan - Detailed Plan - TopDown Budget If additional versions are desired, simply create one via the Version Management. See SAP Help Portal for more details. For all chart visualizations, it is possible to switch between available versions in the model for desired comparison. View Switch / Sub-Workflows For some applications an alternative plan method is provided, or the workflow is divided into two areas for better overview and comprehensibility. Access to those is possible via the toggle under the headline.
Filter In all applications besides the landing page there is a filter icon above the headline. This allows for the setting of filter during the workflow to further refine your table layout. This filter, however, works purely as a visual filter and has no impact on the seeding granularity. Collapse / Expand Where applicable, collapse/expand capabilities are built in to allow for adjustments of the table height. It is possible to collapse each table, or to collapse the header altogether when it is not necessary for the workflow. To hide all other UI elements besides the current table in use, trigger the full screen mode of the desired table via the quick-action menu.
2.22.3.1 Overview Page
Use Case Central entry point for all users. Contains links to all parts of the content. Version(s) Used Aggregated_Plan
Content Package User Guide Line of Business
PUBLIC
251
2.22.3.2 Central Assumptions
Use Case
This application is for the setting up of the foundation for workforce planning solution. Parameters for salary cost calculations (central assumptions) are loaded here. These are then in turn used for the seeding of the plan data, albeit only at the chosen planning level. The rates maintained in the central assumptions are also taken for calculations made in the scope of planning new hires.
Parameters can be maintained for internal and external workforce. Depending on the cost type, the mode of entry could be in amount, percentage rate or headcount.
The workflow could be executed via a guided UI (click on button "Guide Me!") or - for the more experienced - by triggering the copy and seeding steps according to individual needs.
Workflow: Click on "General Settings" to set up the version and plan level If desired, click on "Copy Data" to seed the chosen version with data from another Adjust the data manually, if needed, and click on "Confirm" when done
Version(s) Used
Two versions should be seeded to setup the whole solution: Detailed_Plan and Aggregated_Plan.
Data Action(s)
Data Action Technical Name
Data Action Name in Application
SAP__HR_BPL_IM_COPY_CEN TRAL_ASSUMP TIONS_FROM_OTHER_VERSION
da_copy_ca
SAP__HR_BPL_IM_INITIAL IZE_PLAN_WITHOUT_AGGREGATION
da_Seed_Scenario_0
SAP__HR_BPL_IM_INITIAL IZE_PLAN_LEVEL_01
da_Seed_Scenario_1
SAP__HR_BPL_IM_INITIAL IZE_PLAN_LEVEL_02
da_Seed_Scenario_2
Usage I
II III IV
252
PUBLIC
Content Package User Guide Line of Business
Data Action Technical Name
SAP__HR_BPL_IM_INITIAL IZE_PLAN_LEVEL_03
SAP__HR_BPL_IM_INITIAL IZE_PLAN_LEVEL_05
Data Action Name in Application da_Seed_Scenario_3
Usage V
da_Seed_Scenario_5
VI
Usage
- (I) Copies the central assumptions, written on Plan Level = Central Assumptions, from one version to another
- (II) Calculates the costs based on the cost parameters set on the plan level "CompanyCode/ CostCenter(Detailed Plan)" and prepopulates the chosen plan version with headcount values and costs. A prepopulation for headcount values and costs of the chosen plan version can only take place if there is at least one reference month in the dataset available to copy the data from.
- (III) Aggregates all data on a CompanyCode/BusinessUnit/Division level (plan level), calculates the costs based on the cost parameters set on the corresponding plan level and prepopulates the chosen plan version with headcount values and costs. For external workforce, the aggregation occurs on CompanyCode/ BusinessUnit/Division/Location level. A pre-population can only take place when the conditions described in (II) are met.
- (IV) Aggregates all data on a CompanyCode/BusinessUnit level (plan level), calculates the costs based on the cost parameters set on the corresponding plan level and prepopulates the chosen plan version with headcount values and costs. For external workforce, the aggregation occurs on CompanyCode/BusinessUnit/Location level. A pre-population can only take place when the conditions described in (II) are met.
- (V) Aggregates all data on a CompanyCode/CostCenter level (plan level), calculates the costs based on the cost parameters set on the corresponding plan level and prepopulates the chosen plan version with headcount values and costs. For external workforce, the aggregation occurs on CompanyCode/CostCenter/Location level. A pre-population can only take place when the conditions described in (II) are met.
- (VI) Aggregates all data on a CompanyCode/BusinessUnit/JobFamily level (plan level), calculates the costs based on the cost parameters set on the corresponding plan level and prepopulates the chosen plan version with headcount values and costs. For external workforce, the aggregation occurs on CompanyCode/ BusinessUnit/JobFamily/Location level. A pre-population can only take place when the conditions described in (II) are met.
2.22.3.3 Aggregated External
Use Case
This application is for top-down planning of external headcounts.
Content Package User Guide Line of Business
PUBLIC
253
Workflow: 1. Enter the total HC demand in the first table. 2. Click on the Calculate Costs in the second table to see the results 3. Click Confirm when done.
Note
After being triggered, the calculated costs can be manually adjusted afterwards if desired. Toggle on "Show Adjustment" above the table. A column for manual adjustment entries will appear in the table.
Version(s) Used
Aggregated Plan
Data Action(s)
Data Action Technical Name
SAP__HR_BPL_IM_CALCU LATE_COSTS_PLAN_LEVEL_01 SAP__HR_BPL_IM_CALCU LATE_COSTS_PLAN_LEVEL_02 SAP__HR_BPL_IM_CALCU LATE_COSTS_PLAN_LEVEL_03 SAP__HR_BPL_IM_CALCU LATE_COSTS_PLAN_LEVEL_05 SAP__HR_BPL_IM_CALCU LATE_DELTA_VALUES
Data Action Name in Application da_AGGRPLAN_PL1_calculate_costs
Usage I
da_AGGRPLAN_PL2_calculate_costs II
da_AGGRPLAN_PL3_calculate_costs III
da_AGGRPLAN_PL4_calculate_costs IV
da_calculate_delta_FTE
V
Usage
Calculates the costs for all cost types on plan level = CompanyCode/BusinessUnit/Division(+Location) based on the headcount values planned and parameters maintained in the central assumptions.
Calculates the costs for all cost types on plan level = CompanyCode/BusinessUnit(+Location) based on the headcount values planned and parameters maintained in the central assumptions.
Calculates the costs for all cost types on plan level = CompanyCode/CostCenter(+Location) based on the headcount values planned and parameters maintained in the central assumptions.
Calculates the costs for all cost types on plan level = CompanyCode/BusinessUnit/JobFamily(+Location) based on the headcount values planned and parameters maintained in the central assumptions.
254
PUBLIC
Content Package User Guide Line of Business
Calculates the amount of resulting hires and terminations based on the user input for overall headcount demand.
2.22.3.4 Aggregated Internal
Use Case
This application is for top-down planning of internal headcounts. There are two ways to do the planning here: 1. Start by planning the desired total headcount demand and let the system calculate the resulting necessary new hires. 2. Start by planning the necessary new hires and let the system calculate the resulting total demand. Toggling between these two modes are possible via the button:
Workflow: Plan Total Headcount: 1) Enter total headcount demand in the first table. 2) Click Calculate Costs and check the results in the second table. 3) Click Confirm when done. Plan New Hires Demand: 1) Enter new hires headcount demand in the first table. 2) Click Calculate Costs and check the results in the second table 3) Click Confirm when done Note: After being triggered, the calculated costs can be manually adjusted afterwards if desired. Toggle on Show Adjustment above the table to display a column for manual adjustments.
Version(s) Used
Aggregated Plan
Content Package User Guide Line of Business
PUBLIC
255
Data Action(s)
Data Action Technical Name
SAP__HR_BPL_IM_CALCU LATE_COSTS_PLAN_LEVEL_01
SAP__HR_BPL_IM_CALCU LATE_COSTS_PLAN_LEVEL_02
SAP__HR_BPL_IM_CALCU LATE_COSTS_PLAN_LEVEL_03
SAP__HR_BPL_IM_CALCU LATE_COSTS_PLAN_LEVEL_05
SAP__HR_BPL_IM_CALCU LATE_DELTA_VALUES
SAP__HR_BPL_IM_CALCU LATE_END_OF_PERIOD_VALUES
Data Action Name in Application da_AGGRPLAN_PL1_calculate_costs
Usage I
da_AGGRPLAN_PL2_calculate_costs II
da_AGGRPLAN_PL3_calculate_costs III
da_AGGRPLAN_PL4_calculate_costs IV
da_calculate_delta_FTE
V
da_calculate_EOP_FTE
VI
Usage
For first five entries, refer to the data actions listed in the topic Aggregated External. (VI) Calculates the total headcount for each month based on the user input for the amount of hires and terminations.
2.22.3.5 Detailed Internal
Use Case
This application is for bottom-up planning of internal headcounts. There are 2 separate workflows, each dedicated to a different part of FTE planning: 1) Adjustments (absence & movement) for existing employees: - Cost center change - Promotion - Absence - Employment Level - Termination 2) New hires creation
256
PUBLIC
Content Package User Guide Line of Business
Toggling between these two workflows are possible via the button:
Workflow: Absence & Movement: 1) Select your desired employee on the table, then select the action to perform 2) The resulting FTE and cost will be displayed in the tables 3) When done with planning, click Confirm. New Hires 1) Click on Create New Position. 2) Enter all necessary details 3) The resulting FTE will be displayed. [The resulting costs will be displayed in the Overview FTE Costs table] 4) When done with planning, click Confirm.
Note
After being triggered, the calculated costs can be manually adjusted afterwards if desired. Toggle on Show Adjustment above the table. A column for manual adjustment entries will appear in the table.
Version(s) Used
Detailed_Plan
Data Action(s)
Data Action Technical Name
Data Action Name in Application
SAP__HR_BPL_IM_CREATE_NEW_PO da_createNewPosition SITION
SAP__HR_BPL_IM_TERMINATE_EM PLOYEE
da_terminateEmployee
SAP__HR_BPL_IM_CHANGE_COST_CE da_changeCostCenter NTER_OF_EMPLOYEE
SAP__HR_BPL_IM_PLAN_AB SENCE_FOR_EMPLOYEE
da_maintainAbsence
Usage I II III IV
Content Package User Guide Line of Business
PUBLIC
257
Data Action Technical Name
Data Action Name in Application
SAP__HR_BPL_IM_PLAN_PART_TIME_ da_adjustEmploymentLevel FOR_EMPLOYEE
SAP__HR_BPL_IM_REVERT_MAN UAL_CHANGES_FOR_EMPLOYEE
da_revertEmployee
SAP__HR_BPL_IM_PROMOTE_EM PLOYEE
da_promoteEmployee
SAP__HR_BPL_IM_DELETE_POSITION da_deletePosition
SAP__HR_BPL_IM_CALCU LATE_COSTS_PLAN_LEVEL_04
(Is not included in application, but a nested data action)
SAP__HR_BPL_IM_CALCU LATE_COSTS_FOR_NEW_POSI TION_PLAN_LEVEL_04
(Is not included in application, but a nested data action)
Usage V VI
VII
VIII IX
X
Usage
- (I) Books FTE values on a company code, cost center, position, pay grade, job family, business unit, division and department level and calculates the costs for the position based on the parameters set in the central assumption on the level "CompanyCode/CostCenter(Detailed Plan)".
- (II) Deletes all headcount values, FTE values and costs for a certain employee beginning from a certain month.
- (III) Change the cost center of an existing employee.
- (IV) Book an absence for specific period of time for an existing employee. The FTE values and costs are set on 0 for the specified period of time.
- (V) Adjust the FTE value for specific period of time for an existing employee. The FTE value is set on the user input and costs are reduced on a percentage basis compared to the initial state.
- (VI) Revert all changes planned for an existing employee to the initial state.
- (VII) Change the pay grade of a specific employee starting from a specified date.
- (VIII) Delete all data for a specific position.
- (IX) Calculates the costs for all cost types on plan level "CompanyCode/CostCenter(Detailed Plan) based on the FTE values planned and parameters set on the corresponding plan level in central assumption for a specific employee. This data action is not included in the application but embedded in other data actions (da_maintainAbsence, da_adjustEmploymentLevel, da_revertEmployee).
- (X) Calculates the costs for all cost types on plan level = CompanyCode/CostCenter(Detailed Plan) based on the FTE values planned and the parameters set on the corresponding plan level in the central assumption. This data action is not included in the application but embedded in another data action (da_createNewPosition).
258
PUBLIC
Content Package User Guide Line of Business
2.22.3.6 Reporting
Use Case
This story contains reports with insights to how the actual performance is in comparison to the planned data, with location and role breakdowns to offer an overview of the regional shrinkage/growth and also role development. Pages: 1) Progress Overview (Actuals Plan) 2) Gender Analysis (Actuals Plan) 3) External Workforce (Actuals Plan) 4) Budget Comparison (Plan Budget)
Version(s) Used
Aggregated_Plan, Detailed_Plan, TopDown Budget
Calculations
Measure Name % External HC (Actuals) % External HC (Plan) % Female HC (Actuals) % Female HC (Detailed Plan) % HC (Actuals - Plan) % HC (Plan - Budget)
Type Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure
Content Package User Guide Line of Business
Formula/Properties
[#External HC Actuals]/[#HC (Ac tuals)]
[#External HC Plan]/[#HC (Aggregated Plan)]
[#Female HC (Actuals)]/[#HC (Ac tuals)]
[#Female HC (Detailed Plan)]/[#HC (Detailed Plan)]
[#HC ACT PLAN]/[#HC (Detailed Plan)]
[#HC (Plan Budget)]/[#HC (Budget)]
PUBLIC
259
Measure Name Average Salary
Type Aggregation
External HC Actuals
Restricted Measure
External HC Plan
Restricted Measure
Female HC (Actuals)
Restricted Measure
Female HC (Detailed Plan)
Restricted Measure
260
PUBLIC
Formula/Properties - Measure: - TotalAmountGC - Operation: - AVERAGE excl. NULL - Aggregation Dimensions: - Employee - Measure: - HC - Dimensions // Value: - Is Contingent Worker // External - Version // Actual - Audit // Initial Data Load - Measure: - HC - Dimensions // Value: - Is Contingent Worker // External - Version // Aggregated_Plan - Audit // Manual Change - Measure: - HC - Dimensions // Value: - Gender // F - Version // Actual - Audit // Initial Data Load - Measure: - HC - Dimensions // Value: - Gender // F - Version // Detailed_Plan - Audit // Manual Change
Content Package User Guide Line of Business
Measure Name HC (Actuals)
Type Restricted Measure
HC (Aggregated Plan)
Restricted Measure
HC (Budget)
Restricted Measure
HC (Detailed Plan)
Restricted Measure
HC (Plan Budget) HC ACT PLAN MaxBaseSalary
Calculated Measure Calculated Measure Aggregation
Formula/Properties - Measure: - HC - Dimensions // Value: - Version // Actual - Audit // Initial Data Load
- Measure: - HC - Dimensions // Value: - Version // Aggregated_Plan - Audit // Manual Change
- Measure: - HC - Dimensions // Value: - Version // TopDown Budget - Audit // Manual Change
- Measure: - HC - Dimensions // Value: - Version // Detailed_Plan - Audit // Manual Change [#HC (Detailed Plan)]-[#HC (Budget)]
[#HC (Actuals)]-[#HC (Detailed Plan)]
- Measure: - BaseSalary - Operation: - Max - Aggregation Dimensions: - Employee
Content Package User Guide Line of Business
PUBLIC
261
Measure Name MinBaseSalary
Type Aggregation
Formula/Properties
- Measure: - BaseSalary - Operation: - MIN - Aggregation Dimensions: - Employee
2.22.4 Model
Model Name: SAP__HR_BPL_IM_WORKFORCE HXM (Human Experience Manage ment) Integrated Workforce Planning
Modeltype: New Model Measures ID
AMOUNT
Connection Connection Type: - SAP SuccessFactors Planning: Yes
Description Amount
Mapping/Formula XXX
FTE_Change
FTE Change
HC_Change
HC Change
HC_EoP
HC
HC
HC_BoP
HC Begin of Period
FTE_BoP FTE_EoP
FTE Begin of Period
FTE
FTE
Rate_Percentage
New percentage rate based on amount value
Change_Percentage
Delta percentage for an amount value
Rate_Absolute
Additional Rate as a absolut number
Manual_Adjustment
Adjustment
Calculated Measures:
262
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__HR_BPL_IM_WORKFORCE
ID
CM_BaseSalary
Connection Description
BaseSalary
CM_HC_Termination
Terminations (HC)
CM_HC_Hires
Hires (HC)
CM_Bonus
Bonus (%)
CM_FTE_Abscence
Absence (FTE)
CM_MidpointSalary
Midpoint Salary
CM_ITCosts CM_HealthInsurance_Rate
IT Costs Absolute Rate Health Insurance (%)
CM_TravelCosts
Travel Costs Absolute Rate
CM_CarCosts CM_Comission_Rate
Car Costs Absolute Rate Comission (%)
CM_LifeInsurance
Life Insurance (%)
CM_Pension CM_RetirementFund
Pension (%) Retirement Fund (%)
Content Package User Guide Line of Business
Mapping/Formula
RESTRICT([AMOUNT] ,[d/ SAP_HR_COSTTYPE]="SALARY" )
RESTRICT([HC_Change],[d/ SAP_HR_USER_EVENT]= "26" )
RESTRICT([HC_Change],[d/ SAP_HR_USER_EVENT] = "H" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE] = "BONUS" )
RESTRICT([FTE_Change] ,[d/ SAP_HR_USER_EVENT] = "10" )
RESTRICT([AMOUNT] ,[d/ SAP_HR_COSTTYPE] = "MIDPOINTSA LARY" )
RESTRICT([Rate_Absolute] ,[d/ SAP_HR_COSTTYPE] = "IT_COSTS" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE] = "HEALTH_IN SURANCE" )
RESTRICT([Rate_Absolute] ,[d/ SAP_HR_COSTTYPE] = "TRAVEL_COSTS")
RESTRICT([Rate_Absolute] ,[d/ SAP_HR_COSTTYPE]="CAR_COSTS" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE] = "COMMIS SION" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE]= "LIFE_INSUR ANCE" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE]= "PENSION" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE]= "RETIRE MENT_FUND" )
PUBLIC
263
Model Name: SAP__HR_BPL_IM_WORKFORCE
CM_SocialInsurance
Connection Social Insurance (%)
CM_FTE_Termination CM_FTE Hires CM_HC_Promotion CM_FTE_Promotion CM_FTE_CostCenterChange CM_HC_CostCenterChange CM_Month_Rate
Terminations (FTE) Hires (FTE) Promotions (HC) Promotions (FTE) Cost Center Changes (FTE) Cost Center Changes (HC) Cost Rate For External Workers
CM_MeritIncrease
CM_MeritIncrease_Rate
CM_TotalAmount CM_HC_EoP CM_TotalAmountGC CM_AmountGC CM_AdjustmentGC
Dimensions Name Date SAP_HR_COSTTYPE SAP_HR_DIVISION
Merit Increase (Abs.)
Merit Increase (%)
Total Amount HC (no input) TotalAmountGC Amount (GC) CM_AdjustmentGC
Description Date Plan Cost Type Division
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE]= "SOC_INSUR ANCE" )
RESTRICT([FTE_Change],[d/ SAP_HR_USER_EVENT]= "26" )
RESTRICT([FTE_Change],[d/ SAP_HR_USER_EVENT] = "H" )
RESTRICT([HC_Change],[d/ SAP_HR_USER_EVENT] = "8" )
RESTRICT([FTE_Change],[d/ SAP_HR_USER_EVENT] = "8" )
RESTRICT([FTE_Change],[d/ SAP_HR_USER_EVENT] = "5" )
RESTRICT([HC_Change],[d/ SAP_HR_USER_EVENT] = "5" )
RESTRICT([Rate_Absolute] ,[d/ SAP_HR_COSTTYPE]= "MONTH_RATE" )
RESTRICT( [AMOUNT] ,[d/ SAP_HR_COSTTYPE]= "MERIT" )
RESTRICT( [Change_Percentage] ,[d/ SAP_HR_COSTTYPE]= "MERIT" )
[AMOUNT] + [Manual_Adjustment]
[HC_EoP]
[CM_AdjustmentGC]+[CM_AmountGC]
AMOUNT
Manual_Adjustment
Mapping EFFECTIVE_DATE
DIVISION
264
PUBLIC
Content Package User Guide Line of Business
Dimensions SAP_HR_DEPARTMENT SAP_HR_GEOZONE SAP_HR_BUSINESSUNIT SAP_HR_JOBFUNCTION SAP_HR_USER_PAYRANGE SAP_HR_USER_EMPLOYEE SAP_HR_USER_EMPLOYMENTTYPE SAP_HR_POSITION SAP_HR_USER_CONTRACTTYPE SAP_HR_USER_JOBLEVEL SAP_HR_USER_EVENT
Department Geo Zone Business Unit Job Family Pay Range Employee Employment Type Position Contract Type Job Level Event
SAP_HR_USER_LOCATION
Location
SAP_HR_USER_JOBCLASSIFICATION Job Classification
SAP_FI_BPL_GLACCOUNT
G/L Account
SAP_HR_USER_PAYGRADE
Pay Grade
SAP_ALL_COSTCENTER
Cost Center
SAP_HR_ISCONTINGENT
Is Contingent Worker
Audit
Audit
Plan_Level
Aggregation Level for Planning
SAP_ALL_COMPANY_CODE
Company Code
DEPARTMENT BUSINESSUNIT
USERID EMPLOYMENTTYPE
EVENT LOCATION JOBCODE PAYGRADE COSTCENTER
COMPANY
Content Package User Guide Line of Business
PUBLIC
265
2.22.5 Add-on 2.22.5.1 Overview
Use Case
This add-on aims to enable HR planners to publish their results from workforce planning (content package: "SAP_HXM_Workforce_Planning") to a Cost Center Planning and Budgeting model as part of the Integrated Financial Planning for SAP S/4HANA content package. This content is best viewed with a screen resolution of 1920 x 1200 px.
2.22.5.2 Architecture
This add-on consists of one analytic application. SAP__HR_BPL_IM_WFP_PUBLISH_PL (Analytic Application) Maps cost types from the workforce planning model (type: new model) to GL accounts and transfers costs to the Cost Center Planning and Budgeting model.
266
PUBLIC
Content Package User Guide Line of Business
2.22.5.3 Analytic Application
Use Case
Maps cost types from the workforce planning model (type: new model) to GL accounts and transfers costs to the Cost Center Planning and Budgeting model. Workflow: 1) Click "General Settings" to choose the version and the plan level to copy the data from 2) Click "G/L Mapping to map the costs from the cost types to the corresponding G/L accounts 3) Click "Publish to P&L" to transfer the results to the Cost Center Planning and Budgeting model (SAP_FI_BPL_COSTCENTER).
Version(s) Used
Actual, Aggregated_Plan, Detailed_Plan, Budget (To be selected)
Data Action(s)
Data Action Technical Name
SAP__HR_BPL_IM_DERIVE_GL_AC COUNTS
SAP__HR_BPL_IM_TRANS FER_COSTS_TO_FINANCIAL_PLAN
Data Action Name in Application da_derive_gl_accounts
da_copy_to_cc_model
Usage I II
Usage
- (I) Derives the G/L Accounts for the cost types based on the attribute "G/L Account" of the dimension "Cost Type". - (II) Copies over the costs from the Workforce Planning Model to the Financial Plan based on the global Dimension "G/L Accounts"
Content Package User Guide Line of Business
PUBLIC
267
2.22.5.4 Model
Model Name: SAP__HR_BPL_IM_WORKFORCE HXM (Human Experience Manage ment) Integrated Workforce Planning
Modeltype: New Model Measures ID
AMOUNT
Connection Connection Type: - SAP SuccessFactors Planning: Yes
Description Amount
Mapping/Formula XXX
FTE_Change
FTE Change
HC_Change
HC Change
HC_EoP
HC
HC
HC_BoP
HC Begin of Period
FTE_BoP FTE_EoP
FTE Begin of Period
FTE
FTE
Rate_Percentage
New percentage rate based on amount value
Change_Percentage
Delta percentage for an amount value
Rate_Absolute
Additional Rate as a absolut number
Manual_Adjustment
Adjustment
Calculated Measures: ID
Description
Mapping/Formula
CM_BaseSalary
BaseSalary
RESTRICT([AMOUNT] ,[d/ SAP_HR_COSTTYPE]="SALARY" )
CM_HC_Termination
Terminations (HC)
RESTRICT([HC_Change],[d/ SAP_HR_USER_EVENT]= "26" )
CM_HC_Hires
Hires (HC)
RESTRICT([HC_Change],[d/ SAP_HR_USER_EVENT] = "H" )
CM_Bonus
Bonus (%)
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE] = "BONUS" )
268
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__HR_BPL_IM_WORKFORCE
CM_FTE_Abscence
Connection Absence (FTE)
CM_MidpointSalary
Midpoint Salary
CM_ITCosts CM_HealthInsurance_Rate
IT Costs Absolute Rate Health Insurance (%)
CM_TravelCosts
Travel Costs Absolute Rate
CM_CarCosts CM_Comission_Rate
Car Costs Absolute Rate Comission (%)
CM_LifeInsurance
Life Insurance (%)
CM_Pension CM_RetirementFund
Pension (%) Retirement Fund (%)
CM_SocialInsurance
Social Insurance (%)
CM_FTE_Termination CM_FTE Hires CM_HC_Promotion
Terminations (FTE) Hires (FTE) Promotions (HC)
RESTRICT([FTE_Change] ,[d/ SAP_HR_USER_EVENT] = "10" )
RESTRICT([AMOUNT] ,[d/ SAP_HR_COSTTYPE] = "MIDPOINTSA LARY" )
RESTRICT([Rate_Absolute] ,[d/ SAP_HR_COSTTYPE] = "IT_COSTS" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE] = "HEALTH_IN SURANCE" )
RESTRICT([Rate_Absolute] ,[d/ SAP_HR_COSTTYPE] = "TRAVEL_COSTS")
RESTRICT([Rate_Absolute] ,[d/ SAP_HR_COSTTYPE]="CAR_COSTS" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE] = "COMMIS SION" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE]= "LIFE_INSUR ANCE" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE]= "PENSION" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE]= "RETIRE MENT_FUND" )
RESTRICT([Rate_Percentage] ,[d/ SAP_HR_COSTTYPE]= "SOC_INSUR ANCE" )
RESTRICT([FTE_Change],[d/ SAP_HR_USER_EVENT]= "26" )
RESTRICT([FTE_Change],[d/ SAP_HR_USER_EVENT] = "H" )
RESTRICT([HC_Change],[d/ SAP_HR_USER_EVENT] = "8" )
Content Package User Guide Line of Business
PUBLIC
269
Model Name: SAP__HR_BPL_IM_WORKFORCE
CM_FTE_Promotion
Connection Promotions (FTE)
CM_FTE_CostCenterChange
Cost Center Changes (FTE)
CM_HC_CostCenterChange
Cost Center Changes (HC)
CM_Month_Rate
Cost Rate For External Workers
CM_MeritIncrease
Merit Increase (Abs.)
CM_MeritIncrease_Rate
Merit Increase (%)
CM_TotalAmount CM_HC_EoP CM_TotalAmountGC CM_AmountGC CM_AdjustmentGC
Total Amount HC (no input) TotalAmountGC Amount (GC) CM_AdjustmentGC
Dimensions Name Date SAP_HR_COSTTYPE SAP_HR_DIVISION SAP_HR_DEPARTMENT SAP_HR_GEOZONE SAP_HR_BUSINESSUNIT SAP_HR_JOBFUNCTION
SAP_HR_USER_PAYRANGE
SAP_HR_USER_EMPLOYEE
SAP_HR_USER_EMPLOYMENTTYPE
Description Date Plan Cost Type Division Department Geo Zone Business Unit Job Family
Pay Range
Employee
Employment Type
RESTRICT([FTE_Change],[d/ SAP_HR_USER_EVENT] = "8" ) RESTRICT([FTE_Change],[d/ SAP_HR_USER_EVENT] = "5" ) RESTRICT([HC_Change],[d/ SAP_HR_USER_EVENT] = "5" ) RESTRICT([Rate_Absolute] ,[d/ SAP_HR_COSTTYPE]= "MONTH_RATE" ) RESTRICT( [AMOUNT] ,[d/ SAP_HR_COSTTYPE]= "MERIT" ) RESTRICT( [Change_Percentage] ,[d/ SAP_HR_COSTTYPE]= "MERIT" ) [AMOUNT] + [Manual_Adjustment] [HC_EoP] [CM_AdjustmentGC]+[CM_AmountGC] AMOUNT Manual_Adjustment
Mapping EFFECTIVE_DATE
DIVISION DEPARTMENT
BUSINESSUNIT
USERID EMPLOYMENTTYPE
270
PUBLIC
Content Package User Guide Line of Business
Dimensions SAP_HR_POSITION SAP_HR_USER_CONTRACTTYPE SAP_HR_USER_JOBLEVEL SAP_HR_USER_EVENT
Position Contract Type Job Level Event
SAP_HR_USER_LOCATION
Location
SAP_HR_USER_JOBCLASSIFICATION Job Classification
SAP_FI_BPL_GLACCOUNT
G/L Account
SAP_HR_USER_PAYGRADE
Pay Grade
SAP_ALL_COSTCENTER
Cost Center
SAP_HR_ISCONTINGENT
Is Contingent Worker
Audit
Audit
Plan_Level
Aggregation Level for Planning
SAP_ALL_COMPANY_CODE
Company Code
EVENT LOCATION JOBCODE PAYGRADE COSTCENTER
COMPANY
2.23 Human Resources - Salary and Employee Cost Planning
2.23.1 Architecture and Abstract
Integration between SuccessFactors and SAP Analytics Cloud is set up for integrated scenario where SAP Analytics Cloud leverages the model and data from SuccessFactors. Architecture
Content Package User Guide Line of Business
PUBLIC
271
2.23.2 Stories
The following stories are included: SAP Human Resources: Salary Costs Input (SAP__HR_IM_GEN_SALARY_INPUT) SAP Human Resources: Salary Costs Report (SAP__HR_IM_GEN_SALARY_REPORT)
2.23.3 Models
The next chapter provides the detailed information about the model used to create insightful Stories.
2.23.3.1 SAP Human Resources: General -Salary (SAP__HR_GEN_IM_SALARY)
SAP__HR_GEN_IM_SALARY
SAP Procurement: Network- Invoice Planning Enabled: Yes
Salary Account (SAP_HR_SAL_ACCOUNT *)
ID
Description
10
SALARY
101
Base Salary
100
ALLOWANCE
1001
Parking
1002
Meal
1003
Fuel
1004
Company Car
200
PENSION
2001
Fund Pension Contribution (in %)
300
BENEFITS
3001
Fitness
3002
Company Mobile
3003
Home Office connection
400
RATES
4001
Bonus Rate (in %)
4002
Tax Rate (in %)
Connection Upload from File
Mapping/Formula
272
PUBLIC
Content Package User Guide Line of Business
SAP__HR_GEN_IM_SALARY MISC Assignments Salary_Adj 101_LOOKUP 100_LOOKUP 300_LOOKUP 4001_LOOKUP 4002_LOOKUP 2001_LOOKUP Salary_If Salary_Adj_Rep Salary_Allow Salary_Benef Salary_Bonus Salary_Tax Salary_Pension Salary_Overall Assignments_Check
Miscellaneous Assignments Salary Adjustment Input Base Salary Temp Allowances Temp Benefits Temp Bonus Temp Taxes Temp Pension Temp Base Salary Salary Adjustment Allowances Benefits Bonus Taxes Pension Overall Salary Already Assigned
Dimensions Name Time*
Content Package User Guide Line of Business
Description Time
Connection
Lookup([101] ,[d/ t.S:SAP_HR_GEN_USER]= "#") Lookup([100] ,[d/ t.S:SAP_HR_GEN_USER]= "#") Lookup([300] ,[d/ t.S:SAP_HR_GEN_USER]= "#") Lookup([4001] ,[d/ t.S:SAP_HR_GEN_USER]= "#") Lookup([4002] ,[d/ t.S:SAP_HR_GEN_USER]= "#") Lookup([2001] ,[d/ t.S:SAP_HR_GEN_USER]= "#") IF([Assignments]!=0, [101_LOOKUP]*[Assignments],0) [Salary_Adj] IF([Assignments]!=0, [100_LOOKUP]*[Assignments],0) IF([Assignments]!=0, [300_LOOKUP]*[Assignments],0) IF([Assignments]!=0, ([4001_LOOKUP]*[Salary_If])) IF([Assignments]!=0, ([4002_LOOKUP]*[Salary_If])) IF([Assignments]!=0, ([2001_LOOKUP]*[Salary_If]))
LOOKUP([Assignments] ,[d/ SAP_HR_SAL_COUNTRY]=("AU", "CN", "HK", "IN", "JP", "KR", "NZ", "SG", "CH", "DE", "ES", "FR", "IE", "IT", "NL", "PT", "RU", "UK", "AR", "BR", "CL", "MX", "VE", "CA", "US")and[d/ t.S:SAP_HR_USER_PAYGRADE]= ("GR-10", "GR-11", "GR-12", "GR-13", "GR-14", "GR-15") ,[d/ SAP_HR_SAL_COUNTRY] )
Mapping
PUBLIC
273
SAP__HR_GEN_IM_SALARY
Connection
SAP_HR_SAL_COUNTRY
Country
SAP_HR_USER_PAYGRADE
Paygrade
SAP_HR_GEN_USER
User
Additional Notes about the model
This model could be optionally linked to a SuccessFactors query and benefit from data imports from SuccessFactors. Im putable fields of this model are accounts 101, 1001, 1002, 1003, 1004, 2001, 3001, 3002 3003, 4001, and 4002. Those are
the benefits and allowances linked to paygrades and location (regardless of the employee #Unassigned ). For now, the best approach is to use this planning application as a standalone one.
Note
*Please refer to the Known issues selection when using this content.
2.24 Integrated Financial Planning for SAP S/4HANA
2.24.1 Architecture and Abstract
Financial planning consists of seven integrated areas: Cost center planning, product cost planning, sales and profitability planning, project planning, internal order planning, investment planning and financial statement planning.
The Cost Center Planning and Budgeting model, stories, allocations and data actions support an elaborated planning and budgeting process with expense planning, allocations, activity quantity planning, activity cost rate planning and activity cost rate calculation
The Product Cost Planning model, stories and data action support the calculation and of product costs based on raw material prices and activity cost rates. The activity cost rates are the output of the cost center planning.
The Sales and Profitability model, stories and data actions support a detailed planning process with sales and quantity planning, revenue, deductions and cost of goods sold calculation. The cost of goods sold calculation is based on the product cost rates that are the output of the product cost planning.
The Project model, stories and data actions support planners to capture project expense budgets and plans based on work breakdown structure (WBS) elements of projects. It is integrated with availability control functions and budget consistency checks in SAP S/4HANA Cloud.
The Internal Order model, stories and data actions support planners to enter costs that are expected to incur during the life cycle of an order. Using internal order planning, you can plan and compare your costs on G/L account basis
The Investment model, stories and data actions makes it easy to plan profit center expenses for acquiring, maintaining, or improving fixed assets, such as buildings, vehicles, equipment, or land. It allows to calculate the resulting depreciation plan amounts via straight-line or accelerated depreciation method. The amounts of the planned investments and their calculated depreciation are the results of the investment planning.
274
PUBLIC
Content Package User Guide Line of Business
The Financial Statement model, stories and data actions support a profit and loss (P&L) planning with allocation to trading partner and a closing balance sheet planning. The P&L gross margin could be transferred from the Sales and Profitability Planning, the P&L operating expense from the Cost Center Planning and the investments and depreciation from the Investment Planning.
The Cross Model Simulation Cockpit allows stakeholders in management or a central controlling department to perform what-if simulations for sample processes based on changes to drivers, such as sales quantities, personnel expenses or raw material prices.
Architecture
Content Package User Guide Line of Business
PUBLIC
275
2.24.2 Models
2.24.2.1 Cost Center Planning and Budgeting (SAP__FI_BPL_IM_COSTCENTER)
Model Name: SAP__FI_BPL_IM_COSTCENTER
Connection
Model Description: Cost Center Planning and Budgeting Planning Enabled: yes
SAP S/4HANA Import Connection "FP&A"
Account Dimension
ID
Description
Mapping/Formula
MEASURE*
Measure
n.a.
Dimensions
Name
Description
Mapping
Date
Time
n.a.
SAP_ALL_COMPANY_CODE
Company Code
API_COMPANYCODE_SRV
SAP_ALL_COSTCENTER
Cost Center
API_COSTCENTER_SRV
SAP_FI_BPL_PRTNRCOSTCENTER
Partner Cost Center
API_COSTCENTER_SRV
SAP_FI_BPL_CCACTIVITYTYPE
Cost Center Activity Type
API_COSTCENTERACTIVITYTYPE_SRV
SAP_FI_BPL_PRTNRCCACTIVITYTYPE Partner Cost Center Activity Type
API_COSTCENTERACTIVITYTYPE_SRV
SAP_FI_BPL_GLACCOUNT
GL Account
API_GLACCOUNTINCHARTOFAC COUNTS_SRV
SAP_FI_BPL_FIXVARIABLE
Fix/Variable Code
Assign to #
SAP_FI_BPL_CODEBITCREDITCODE Controlling Debit Credit Code
API_CONTROLLINGDEBITCREDIT CODE_SRV
SAP_ALL_PROFITCENTER
Profit Center
API_PROFITCENTER_SRV
SAP_ALL_FUNCTIOANLAREA
Functional Area
API_FUNCTIONALAREA_SRV
Transaction Data Mapping
Name
Description
API_JOURNALENTRYITEMBASIC_SRV API Journal Entry Item (ACDOCA)
API_FINPLANNINGENTRYITEM_SRV API Financial Planning Entry Item (ACDOCP)
Note
* Private dimension, other dimensions are public
276
PUBLIC
Content Package User Guide Line of Business
2.24.2.2 Product Cost Planning (SAP__FI_BPL_IM_PRODUCTCOST)
Model Name: SAP__FI_BPL_IM_PRODUCTCOST
Model Description: Product Cost Planning Planning Enabled: Yes
Account Dimension ID MEASURE* Dimensions Name Date SAP_ALL_COMPANY_CODE SAP_ALL_PRODUCT SAP_ALL_PLANT SAP_ALL_MATERIAL SAP_FI_BPL_COMPONENTPLANT SAP_ALL_COSTCENTER SAP_FI_BPL_CCACTIVITYTYPE SAP_FI_BPL_GLACCOUNT
Description Measure
Description Time Company Code Sold Product Plant
Component Plant Cost Center Cost Center Activity Type GL Account
SAP_FI_BPL_FIXVARIABLE
Fix/Variable Code
SAP_FI_BPL_QUANTITY_UNIT
Quantity Unit
SAP_FI_BPL_LOTSIZE_UNIT
Lot Size Unit
SAP_FI_BPL_SALESQUANTITY_UNIT Sales Quantity Unit
SAP_FI_BPL_COMPQUANTITY_UNIT Component Quantity Unit
Transaction Data Mapping
Name
Description
API_FINPLAN_COSTESTIMATE_ITEMS API for Cost Estimate Items
Note
* Private dimension, other dimensions are public
Connection SAP S/4HANA Import Connection "FP&A"
Mapping/Formula n.a.
Mapping n.a. API_COMPANYCODE_SRV API_PRODUCT_SRV API_PLANT_SRV API_PRODUCT_SRV API_PLANT_SRV API_COSTCENTER_SRV API_COSTCENTERACTIVITYTYPE_SRV API_GLACCOUNTINCHARTOFAC COUNTS_SRV n.a. C_FINUNITOFMEASURE_SRV C_FINUNITOFMEASURE_SRV C_FINUNITOFMEASURE_SRV C_FINUNITOFMEASURE_SRV
Content Package User Guide Line of Business
PUBLIC
277
2.24.2.3 Sales and Profitability Planning (SAP__FI_BPL_IM_PROFITABILITY)
Model Name: SAP__FI_BPL_IM_PROFITABILITY
Connection
Model Description: Sales and Profitability Planning Planning Enabled: Yes
SAP S/4HANA Import Connection "FP&A"
Account Dimension
ID
Description
Mapping/Formula
MEASURE*
Measure
n.a.
Dimensions
Name
Description
Mapping
Date
Time
n.a.
SAP_ALL_COMPANY_CODE
Company Code
API_COMPANYCODE_SRV
SAP_ALL_PRODUCT
SoldProduct
API_PRODUCT_SRV
SAP_ALL_PLANT
Plant
API_PLANT_SRV
SAP_ALL_CUSTOMER
Customer
API_BUSINESS_PARTNER
SAP_ALL_PROFITCENTER
Profit Center
API_PROFITCENTER_SRV
SAP_FI_BPL_GLACCOUNT
GL Account
API_GLACCOUNTINCHARTOFAC COUNTS_SRV
SAP_FI_BPL_QUANTITY_UNIT
Quantity Unit
C_FINUNITOFMEASURE_SRV
SAP_FI_BPL_FIXVARIABLE
Fix/Variable Code
n.a.
SAP_ALL_FUNCTIONALAREA
Functional Area
API_FUNCTIONALAREA_SRV
Transaction Data Mapping
Name
Description
API_JOURNALENTRYITEMBASIC_SRV API Journal Entry Item (ACDOCA)
API_FINPLANNINGENTRYITEM_SRV API Financial Planning Entry Item (ACDOCP)
Note
* Private dimension, other dimensions are public
2.24.2.4 Project Planning (SAP__FI_BPL_IM_PROJECT)
Model Name: SAP__FI_BPL_IM_PROJECT
Model Description: Project Planning Planning Enabled: Yes
Connection
SAP S/4HANA Import Connection "FP&A"
278
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_BPL_IM_PROJECT
Account Dimension
ID
Description
MEASURE*
Measure
Dimensions
Name
Description
Date
Time
SAP_ALL_COMPANY_CODE
Company Code
SAP_ALL_PROFITCENTER
Profit Center
SAP_FI_BPL_GLACCOUNT
GL Account
SAP_ALL_PROJECT_WBSELEMENT WBS Element
Note
* Private dimension, other dimensions are public.
Connection
Mapping/Formula n.a.
Mapping n.a. API_COMPANYCODE_SRV API_PROFITCENTER_SRV API_GLACCOUNTINCHARTOFAC COUNTS_SRV API_FINWBSELEMENT_SRV
2.24.2.5 Internal Order Planning (SAP__FI_BPL_IM_INTERNAL_ORDER)
Model Name: SAP__FI_BPL_IM_INTERNAL_ORDER
Model Description: Internal Order Planning Planning Enabled: Yes
Account Dimension
ID
Description
MEASURE*
Measure
Dimensions
Name
Description
Date
Time
SAP_ALL_PROFITCENTER
Profit Center
SAP_FI_BPL_GLACCOUNT
GL Account
SAP_FI_BPL_INTERNAL_ORDER
Internal Order
Note
Private dimension, other dimensions are public
Connection SAP S/4HANA Import Connection
"FP&A"
Mapping/Formula n.a.
Mapping n.a. API_PROFITCENTER_SRV API_GLACCOUNTINCHARTOFAC COUNTS_SRV API_INTERNALORDER_SRV
Content Package User Guide Line of Business
PUBLIC
279
2.24.2.6 Investment Planning (SAP__FI_BPL_IM_CAPEX)
Model Name: SAP__FI_BPL_IM_CAPEX
Model Description:Investment Planning Planning Enabled: Yes
Account Dimension
ID
Description
MEASURE*
Measure
Dimensions
Name
Description
Date
Time
SAP_ALL_PROFITCENTER
Profit Center
SAP_FI_BPL_GLACCOUNT
GL Account
SAP_ALL_COMPANY_CODE
Company Code
Note
Private dimension, other dimensions are public
Connection SAP S/4HANA Import Connection
"FP&A"
Mapping/Formula n.a.
Mapping n.a. API_PROFITCENTER_SRV API_GLACCOUNTINCHARTOFAC COUNTS_SRV API_COMPANYCODE_SRV
2.24.2.7 Financial Statement Planning (SAP__FI_BPL_IM_FINANCIAL_STATEMENT)
Model Name: SAP__FI_BPL_IM_FINANCIAL_STATEMENT
Model Description: Financial Statement Planning Planning Enabled: Yes
Account Dimension ID MEASURE* Dimensions Name Date SAP_ALL_COMPANY_CODE SAP_FI_BPL_GLACCOUNT
Description Measure
Description Time Company Code GL Account
SAP_ALL_PROFITCENTER
Profit Center
Connection SAP S/4HANA Import Connection "FP&A"
Mapping/Formula n.a.
Mapping n.a. API_COMPANYCODE_SRV API_GLACCOUNTINCHARTOFAC COUNTS_SRV API_PROFITCENTER_SRV
280
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__FI_BPL_IM_FINANCIAL_STATEMENT
SAP_ALL_FUNCTIOANLAREA
Functional Area
SAP_ALL_TRADINGPARTNER
Trading Partner
Transaction Data Mapping
Name
Description
UI_FINS_GLACCOUNTFLOW
GL Account Balance Flow
Note
* Private dimension, other dimensions are public
Connection API_FUNCTIONALAREA_SRV API_PARTNERCOMPANY_SRV
2.24.3 Stories
2.24.3.1 Stories for Cost Center Planning and Budgeting
SAP Finance: BPL - Cost Center Planning Administration (SAP__FI_BPL_IM_COSTCENTER_PLAN_ADMIN)
SAP Finance: BPL - Plan Cost Center Expenses (SAP__FI_BPL_IM_COSTCENTER_EXPENSES)
SAP Finance: BPL - Plan Cost Center Cost Rates and Output Quantities (SAP__FI_BPL_IM_COSTCENTER_ACTIVITYPRICE_INPUT)
SAP Finance: BPL - Calculate Cost Center Cost Rates (SAP__FI_BPL_IM_COSTCENTER_ACTIVITYPRICE_CALCULATION)
SAP Finance: BPL - Cost Center Budgeting (SAP__FI_BPL_IM_COSTCENTER_BUDGET)
SAP Finance: BPL - Cost Center Reporting (SAP__FI_BPL_IM_COSTCENTER_REPORTS)
SAP Finance: BPL - Cost Center Analytics (SAP__FI_BPL_IM_COSTCENTER_ANALYTICS)
2.24.3.1.1 BPL - Cost Center Planning Administration (SAP__FI_BPL_IM_COSTCENTER_PLAN_ADMIN)
This story allows the planning administrator to maintain planning drivers (cost center distribution factors, activity type splitting factors, fix/variable splitting factors, activity allocation factors, activity relations) and execute planning functions across cost centers.
This story uses the following data actions: Indirect activity allocation
(SAP__FI_BPL_IM_COSTCENTER_ACTIVITY_ALLOCATION)
Content Package User Guide Line of Business
PUBLIC
281
Cost center activity type splitting (SAP__FI_BPL_IM_COSTCENTER_ACTIVITYTYPESPLIT)
Assessment (SAP__FI_BPL_IM_COSTCENTER_ASSESSMENT)
Create cost enter budget proposal on control parameters (SAP__FI_BPL_IM_COSTCENTER_BUDGET_CTL_PARAMS)
Create Budget Sample Data (SAP__FI_BPL_IM_COSTCENTER_BUDGET_SAMPLE_DATA)
Calculate activity quantities inversely (SAP__FI_BPL_IM_COSTCENTER_CALCULATE_ACTIVITY_QUANTITY)
Calculate activity costs (SAP__FI_BPL_IM_COSTCENTER_CALCULATE_COSTS)
Calculate activity cost rates (SAP__FI_BPL_IM_COSTCENTER_CALCULATE_PRICE)
Clear version (SAP__FI_BPL_IM_COSTCENTER_CLEAR_VERSION)
Copy actual credit quantities (SAP__FI_BPL_IM_COSTCENTER_COPY_ACTCREDITQUAN)
Derive activity cost rates from actuals (SAP__FI_BPL_IM_COSTCENTER_DERIVE_ACTIVITY_PRICES)
Copy actual debit amounts (SAP__FI_BPL_IM_COSTCENTER_COPY_ACTDEBITS)
Copy activity quantities from product cost planning (SAP__FI_BPL_IM_COSTCENTER_COPY_ACTIVITYQUANTITY_FROM_PRODUCTCOST)
Copy overhead costs from product cost planning (SAP__FI_BPL_IM_COSTCENTER_COPY_OVEREHADS_FROM_PRODUCTCOST)
Copy cost center plan to budget (SAP__FI_BPL_IM_COSTCENTER_COPY_PLAN)
Create actual sample data (SAP__FI_BPL_IM_ COSTCENTER_CREATE_ACTUAL_SAMPLE_DATA)
Create plan sample data (SAP__FI_BPL_IM_COSTCENTER_CREATE_PLAN_SAMPLE_DATA)
Cost center distribution (SAP__FI_BPL_IM_COSTCENTER_DISTRIBUTION)
Cost center fix variable splitting (SAP__FI_BPL_IM_COSTCENTER_FIXVARSPLIT)
Derive Profit Center and Functional Area based on Cost Center or Account Attribute (SAP__FI_BPL_IM_COSTCENTER_PCTR_FA_DERIVATION)
Create cost center plan proposal based on control parameters (SAP__FI_BPL_IM_COSTCENTER_PLAN_CTL_PARAMS)
and allows the following allocations (all allocations are also available as data action)
Indirect activity allocation (SAP__FI_BPL_IM_ COSTCENTER _ACTIVITY_ALLOCATION)
Cost center activity type splitting (SAP__FI_BPL_IM_ COSTCENTER _ACTIVITYTYPESPLIT)
Cost center fix variable splitting (SAP__FI_BPL_IM_ COSTCENTER _FIXVARSPLIT)
282
PUBLIC
Content Package User Guide Line of Business
Cost center distribution (SAP__FI_BPL_IM_COSTCENTER_DISTRIBUTION)
2.24.3.1.2 BPL - Plan Cost Center Expenses (SAP__FI_BPL_IM_COSTCENTER_EXPENSES)
This story allows to copy actual expenses from last year as a planning proposal and then manually adjust the plan figures. After the manual planning process, expenses can be allocated to other cost centers based on the drivers that have been maintained in the plan admin story.
This story uses the following data actions
Assessment: (SAP__FI_BPL_IM_COSTCENTER_ASSESSMENT) Copy actual debit amounts: (SAP__FI_BPL_IM_COSTCENTER_COPY_ACTDEBITS) Cost center distribution: (SAP__FI_BPL_IM_COSTCENTER_DISTRIBUTION) Create cost center plan proposal based on control parameters:
(SAP__FI_BPL_IM_COSTCENTER_PLAN_CTL_PARAMS)
and allows the following allocations (all allocations are also available as data action)
Cost center distribution: (SAP__FI_BPL_IM_COSTCENTER_DISTRIBUTION)
2.24.3.1.3 BPL - Plan Cost Center Cost Rates and Output Quantities (SAP__FI_BPL_IM_COSTCENTER_ACTIVITYPRICE _INPUT)
The actual data from last year serve as a planning proposal for the activity output quantities and activity cost rates. Output quantities and prices can be adjusted manually - both on an aggregated level or in a detailed way on partner cost centers - and then the costs are calculated by simple multiplication of quantity and prices.
Output quantities also can be determined automatically from the receiving cost centers via the "Inverse calculation of activity quantities" and the total activity output can be distributed to receiving cost centers via an allocation rule ("indirect activity allocation").
The capacity of a cost center can be planned manually and compared with the planned activity output.
This story uses the following data actions:
Indirect activity allocation: (SAP__FI_BPL_IM_COSTCENTER_ACTIVITY_ALLOCATION) Calculate activity quantities inversely:
(SAP__FI_BPL_IM_COSTCENTER_CALCULATE_ACTIVITY_QUANTITY) Calculate activity costs: (SAP__FI_BPL_IM_COSTCENTER_CALCULATE_COSTS) Derive activity cost rates from actuals: (SAP__FI_BPL_IM_COSTCENTER_DERIVE_ACTIVITY_PRICES)
and allows the following allocations (all allocations are also available as data action)
Indirect activity allocation: (SAP__FI_BPL_IM_ COSTCENTER _ACTIVITY_ALLOCATION)
Content Package User Guide Line of Business
PUBLIC
283
2.24.3.1.4 BPL - Calculate Cost Center Cost Rates
The cost center expense planning is the basis for this process.
The activity independent expenses are allocated to activity types based on the splitting factors that have been maintained in the plan admin story. Activity dependent expenses can also be planned manually.
There are two ways how to generate a proposal for the total activity quantities:
Either copy from last year's actuals same as in the story SAP Finance: BPL - Plan Cost Center Cost Rates and Output Quantities
Or copy from resource calculation (see story SAP Finance: BPL - Resources)
After that, the activity cost rate is calculated by dividing the activity dependent costs by the planned activity quantity. Note that the activity cost rate calculation is not iterative, i.e. it is suited for final cost centers (e.g. production cost centers) or in a step-down approach.
Optionally, the activity dependent expenses can be splitted to fix and variable portions based on the driver maintained in the plan admin story. The activity cost rate calculation then splits the activity cost rates also by fix and variable portions.
This story uses the following data actions
Cost center activity type splitting: (SAP__FI_BPL_IM_COSTCENTER_ACTIVITYTYPESPLIT) Calculate activity cost rates: (SAP__FI_BPL_IM_COSTCENTER_CALCULATE_PRICE) Copy actual credit quantities: (SAP__FI_BPL_IM_COSTCENTER_COPY_ACTCREDITQUAN) Copy actual debit amounts: (SAP__FI_BPL_IM_COSTCENTER_COPY_ACTDEBITS) Copy activity quantities from product cost planning:
(SAP__FI_BPL_IM_COSTCENTER_COPY_ACTIVITYQUANTITY_FROM_PRODUCTCOST) Copy overhead costs from product cost planning:
(SAP__FI_BPL_IM_COSTCENTER_COPY_OVEREHADS_FROM_PRODUCTCOST) Cost center fix variable splitting: (SAP__FI_BPL_IM_COSTCENTER_FIXVARSPLIT)
and allows the following allocations (all allocations are also available as data action)
Cost center activity type splitting: (SAP__FI_BPL_IM_ COSTCENTER _ACTIVITYTYPESPLIT) Cost center fix variable splitting: (SAP__FI_BPL_IM_ COSTCENTER _FIXVARSPLIT)
2.24.3.1.5 BPL - Cost Center Budgeting (SAP__FI_BPL_IM_COSTCENTER_BUDGET)
This content facilities the Cost Center Budgeting process by applying control parameters to expense accounts using historical or driver factors.
This story uses the following data actions: Populate calculations for closed actual periods
(SAP__FI_BPL_IM_COSTCENTER_ANALYSE_DATA) Create cost enter budget proposal on control parameters
(SAP__FI_BPL_IM_ COSTCENTER_BUDGET_CTL_PARAMS)
284
PUBLIC
Content Package User Guide Line of Business
Copy Costcenter Plan to Budget (SAP__FI_BPL_IM_COSTCENTER_COPY_PLAN)
Populate control drivers for closed budget periods (SAP__FI_BPL_IM_COSTCENTER_CTL_DRIVERS)
2.24.3.1.6 Cost Center Reporting (SAP__FI_BPL_IM_COSTCENTER_REPORTS)
This story has tabs for viewing expenses, expenses by cost center and activity quantities. The reports allow the planner to analyze several views of expenses and activity quantities including filtering by company code, cost center, profit center and version.
2.24.3.1.7 Cost Center Analytics (SAP__FI_BPL_IM_COSTCENTER_ANALYTICS)
This story has tabs for cost center metrics and visualizations. The reports allow the planner to view high-level metrics and utilize visualizations to drill-down for detailed analysis.
2.24.3.2 Stories for Product Cost Planning
SAP Finance: BPL - Product Cost Planning Administration (SAP__FI_BPL_IM_PRODUCTCOST_PLAN_ADMIN)
SAP Finance: BPL - Product Cost Rates (SAP__FI_BPL_IM_PRODUCTCOST_RATES)
SAP Finance: BPL - Resources (SAP__FI_BPL_IM_PRODUCTCOST_RESOURCES)
BPL - Product Cost Reports (SAP__FI_BPL_IM_PRODUCTCOST_REPORTS)
BPL - Product Cost Analytics (SAP__FI_BPL_IM_PRODUCTCOST_ANALYTICS)
2.24.3.2.1 BPL - Product Planning Administration (SAP__FI_BPL_IM_PRODUCTCOST_PLAN_ADMIN)
This story allows the planning administrator to prepare a product cost plan from a cost estimate in S/4. As a prerequisite the cost estimate needs to be imported into the plan version "CostEstimate". From the cost estimate in this plan version the quantity structure (raw material and activity type quantities per lot size of the
Content Package User Guide Line of Business
PUBLIC
285
finished product), raw material prices, activity cost rates and overhead costs are derived and stored into plan version "Plan".
Further on the planning administrator can copy the sales quantities from the sales planning and calculate the resource consumption (total raw material quantity and activity quantity) from the quantity structure.
This story uses the following data actions
Calculate overhead costs: (SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_OVERHEADS) Calculate product cost rates: (SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RATES) Calculate resources: (SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RESOURCES) Clear version: (SAP__FI_BPL_IM_PRODUCTCOST_CLEAR_VERSION) Copy activity cost rates from cost center planning:
(SAP__FI_BPL_IM_PRODUCTCOST_COPY_ACTIVITY_PRICES) Copy sales quantities: (SAP__FI_BPL_IM_PRODUCTCOST_COPY_SALES_QUANTITIES) Create sample data: (SAP__FI_BPL_IM_PRODUCTCOST_CREATE_SAMPLE_DATA) Derive activity cost rates from cost estimate:
(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_ACTIVIY_PRICES) Derive overhead costs from cost estimate:
(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_OVERHEAD_COSTS) Derive quantity structure from cost estimate:
(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_QUANTITY_STRUCTURE) Derive raw material prices from cost estimate:
(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_RAW_MATERIAL_PRICES)
2.24.3.2.2 BPL - Product Cost Rates (SAP__FI_BPL_IM_PRODUCTCOST_RATES)
This story shows the proposals for the quantity structure, raw material prices, activity cost rates, overhead costs that were created by the administrator.
It even allows to create these proposals again via the respective data actions on the first five tabs. These proposals can be overwritten manually, and the new product costs are calculated on the last two tabs.
This story uses the following data actions
Calculate product cost rates: (SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RATES) Copy activity cost rates from cost center planning:
(SAP__FI_BPL_IM_PRODUCTCOST_COPY_ACTIVITY_PRICES) Derive activity cost rates from cost estimate:
(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_ACTIVIY_PRICES) Derive overhead costs from cost estimate:
(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_OVERHEAD_COSTS) Derive quantity structure from cost estimate:
(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_QUANTITY_STRUCTURE) Derive raw material prices from cost estimate:
(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_RAW_MATERIAL_PRICES)
286
PUBLIC
Content Package User Guide Line of Business
2.24.3.2.3 BPL - Resources (SAP__FI_BPL_IM_PRODUCTCOST_RESOURCES)
This story allows to calculate the resource consumption (total raw material quantity and activity quantity) based on the sales quantities and the quantity structure. The corresponding data actions can be executed either within this story or within the Administrator story. In the latter case, this story here only is used to control the results.
This story uses the following data actions:
Calculate Overhead Costs: (SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_OVERHEADS) Calculate Resources: (SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RESOURCES) Copy sales quantities: (SAP__FI_BPL_IM_PRODUCTCOST_COPY_SALES_QUANTITIES) Derive quantity structure from cost estimate:
(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_QUANTITY_STRUCTURE)
2.24.3.2.4 BPL - Product Cost Reports (SAP__FI_BPL_IM_PRODUCTCOST_REPORTS)
This story has a report for analyzing and drilling into product cost details with detailed analysis of cost and quantity for the following dimensions: Plant, Resource, G/L Account, Lot Size Unit, and Fix/Variable Code.
2.24.3.2.5 BPL - Product Cost Analytics (SAP__FI_BPL_IM_PRODUCTCOST_ANALYTICS)
This story has tabs for product cost metrics and visualizations. The reports allows the planner to view highlevel metrics and utilize visualizations to drill-down for detailed analysis.
2.24.3.3 Stories for Sales and Profitability Planning
SAP Finance: BPL - Sales & Profitability Planning Administration (SAP__FI_BPL_IM_PROFITABILITY_PLAN_ADMIN)
SAP Finance: BPL - Sales & Profitability Planning (SAP__FI_BPL_IM_PROFITABILITY_PROF_INPUT)
SAP Finance: BPL - Sales Planning (SAP__FI_BPL_IM_PROFITABILITY_REV_INPUT)
SAP Finance: BPL - Sales & Profitability Reporting (SAP__FI_BPL_IM_PROFITABILITY_REPORTS)
SAP Finance: BPL - Sales & Profitability Analytics (SAP__FI_BPL_IM_PROFITABILITY_ANALYTICS)
Content Package User Guide Line of Business
PUBLIC
287
2.24.3.3.1 BPL - Sales & Profitability Planning Administration (SAP__FI_BPL_IM_ PROFITABILITY_PLAN_ADMIN)
This story allows the planner to create sample data and execute data actions grouped by planning scenario.
This story uses the following data actions:
Calculate Profitability: (SAP__FI_BPL_IM_PROFITABILITY_CALC_PROFIT) Clear Version: (SAP__FI_BPL_IM_PROFITABILITY_CLEAR_VERSION) Copy Quantities from Actuals: (SAP__FI_BPL_IM_PROFITABILITY_COPY_ACT) Copy product cost rates: (SAP__FI_BPL_IM_PROFITABILITY_COPY_PRODUCTCOSTRATES) Derive product cost rates from actuals:
(SAP__FI_BPL_IM_PROFITABILITY_DERIVE_PRODUCTCOSTRATES) Create Sample Data: (SAP__FI_BPL_IM_PROFITABILITY_SAMPLE_DATA) Apply Control Parameters: (SAP__FI_BPL_IM_PROFITABILITY_CREATE_CTL_PARAMS) Derive Functional Area: (SAP__FI_BPL_IM_PROFITABILITY_FA_DERIVATION)
2.24.3.3.2 BPL - Sales & Profitability Planning (SAP__FI_BPL_IM_PROFITABILITY_PROF_INPUT)
This story has multiple tabs allowing the planner to maintain planning drivers (price, quantity, sales deduction %, product cost rates) and execute planning functions across customers and products.
This story uses the following data actions:
Calculate Profitability (SAP__FI_BPL_IM_PROFITABILITY_CALC_PROFIT)
Copy Quantities from Actuals (SAP_FI_BPL_IM_PROFITABILITY_COPY_ACT)
Copy product cost rates (SAP__FI_BPL_IM_PROFITABILITY_COPY_PRODUCTCOSTRATES)
Derive product cost rates from actuals (SAP__FI_BPL_IM_PROFITABILITY_DERIVE_PRODUCTCOSTRATES)
Apply Control Parameters (SAP__FI_BPL_IM_PROFITABILITY_CREATE_CTL_PARAMS)
2.24.3.3.3 BPL - Sales Planning (SAP__FI_BPL_IM_PROFITABILITY_REV_INPUT)
This story has multiple tabs allowing the planner to maintain planning drivers (price, quantity, sales deduction %) and execute planning functions across customers and products. This story uses the following data actions:
288
PUBLIC
Content Package User Guide Line of Business
Calculate Profitability: (SAP__FI_BPL_IM_PROFITABILITY_CALC_PROFIT)
Copy Actual to Plan: (SAP__FI_BPL_IM_PROFITABILITY_COPY_ACT)
Sales Quantity: (SAP__FI_BPL_IM_PROFITABILITY_CREATE_CTL_PARAMS)
2.24.3.3.4 BPL - Sales & Profitability Reporting (SAP__FI_BPL_IM_PROFITABILITY_REPORTS)
This story has tabs for gross margin and quantity reporting. The reports allow the planner to analyze several views of gross margin including filtering by company code, profit center, customer, product and plant.
2.24.3.3.5 BPL - Sales & Profitability Analytics (SAP__FI_BPL_IM_PROFITABILITY_ANALYTICS)
This story has tabs for profitability, customer, product and plant metrics and visualizations. The reports allow the planner to view high-level metrics and utilize visualizations to view detailed analysis.
2.24.3.4 Stories for Project Planning
SAP Finance: BPL - Project Administration (SAP__FI_BPL_IM_PROJECT_PLAN_ADMIN)
SAP Finance: BPL - Project Planning and Budgeting (SAP__FI_BPL_IM_PROJECT_PLANNING_AND_BUDGETING)
2.24.3.4.1 BPL - Project Administration (SAP__FI_BPL_IM_PROJECT_PLAN_ADMIN)
This story allows the planning administrator to prepare plan and budget data and execute planning functions to perform the profit center derivation based on the master data.
This story uses the following data actions: Create budget sample data: (SAP__FI_BPL_IM_PROJECT_BUDGET_SAMPLE_DATA) Clear Version: (SAP__FI_BPL_IM_PROJECT_CLEAR_VERSION) Copy cost center plan to budget: (SAP__FI_BPL_IM_PROJECT_COPY_PLAN) Create plan sample data: (SAP__FI_BPL_IM_PROJECT_CREATE_PLAN_SAMPLE_DATA)
Content Package User Guide Line of Business
PUBLIC
289
Derive Profit Center based on WBS Element Attribute: (SAP__FI_BPL_IM_PROJECT_PCTR_DERIVATION)
2.24.3.4.2 BPL - Project Planning & Budgeting (SAP__FI_BPL_IM_PROJECT_PLANNING_AND_BU DGETING)
This story allows the planner to plan data based on WBS elements and copy plan data into budget version. This story uses the following data actions: Copy project plan to budget: (SAP__FI_BPL_IM_PROJECT_COPY_PLAN)
2.24.3.5 Stories for Internal Order Planning
SAP Finance: BPL - Internal Order Administration: (SAP__FI_BPL_IM_INTERNAL_ORDER_PLAN_ADMIN)
SAP Finance: BPL - Internal Order Planning (SAP__FI_BPL_IM_INTERNAL_ORDER_PLANNING)
2.24.3.5.1 BPL - Internal Order Administration (SAP__FI_BPL_IM_INTERNAL_ORDER_PLAN_ADM IN)
This story allows the planning administrator to prepare plan data and execute planning functions to perform the profit center derivation based on the master data. This story uses the following data actions: Clear Version: (SAP__FI_BPL_IM_INTERNAL_ORDER_CLEAR_VERSION) Create plan sample data: (SAP__FI_BPL_IM_INTERNAL_ORDER_CREATE_PLAN_SAMPLE_DATA) Derive Profit Center based on Internal Order Attribute:
(SAP__FI_BPL_IM_INTERNAL_ORDER_PCTR_DERIVATION)
290
PUBLIC
Content Package User Guide Line of Business
2.24.3.5.2 BPL - Internal Order Planning (SAP__FI_BPL_IM_INTERNAL_ORDER_PLANNING )
This story allows the planner to plan data based on Internal Orders.
2.24.3.6 Stories for Investment Planning
SAP Finance: BPL - Investment Planning Administration (SAP__FI_BPL_IM_CAPEX_PLAN_ADMIN) SAP Finance: BPL - Investment Planning (SAP__FI_BPL_IM_CAPEX_PLANNING)
2.24.3.6.1 SAP Finance: BPL - Investment Planning Administration (SAP__FI_BPL_IM_CAPEX_PLAN_ADMIN)
This story allows the planning administrator to create or clear sample data, to maintain new investments and depreciation parameter settings for several profit centers, and to execute planning function to calculate the depreciation.
This story uses the following data actions.
Clear Version (SAP__FI_BPL_IM_CAPEX_CLEAR_VERSION) Create actual sample data (SAP__FI_BPL_IM_CAPEX_CREATE_ACT_SAMPLE_DATA)
Create plan sample data (SAP__FI_BPL_IM_CAPEX_CREATE_PLAN_SAMPLE_DATA) Copy actual investment amounts to plan (SAP__FI_BPL_IM_CAPEX_COPY_ACT_INVESTMENTS) Calculate Depreciation (SAP__FI_BPL_IM_CAPEX_CALCULATE_DEPRECIATION)
2.24.3.6.2 SAP Finance: BPL - Investment Planning (SAP__FI_BPL_IM_CAPEX_PLANNING)
This story allows the planner to plan investments / capital expenditure such as buildings, vehicles, equipment, or land for a profit center. It also allows to maintain the depreciation parameters and to calculate the resulting depreciation plan amounts via straight-line or accelerated depreciation method.
This story uses the following data actions. Copy actual investment amounts to plan (SAP__FI_BPL_IM_CAPEX_COPY_ACT_INVESTMENTS) Calculate Depreciation (SAP__FI_BPL_IM_CAPEX_CALCULATE_DEPRECIATION)
Content Package User Guide Line of Business
PUBLIC
291
2.24.3.7 Stories for Financial Statement Planning
SAP Finance: BPL - Financial Statement Planning Administration (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_PLAN_ADMIN)
SAP Finance: BPL - Financial Statement Planning (SAP__FI_BPL_IM_ FINANCIAL_STATEMENT_PLANNING)
SAP Finance: BPL - Financial Statement Reporting (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_REPORTS)
SAP Finance: BPL - Financial Statement Planning Analytics (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_ANALYTICS)
2.24.3.7.1 BPL - Financial Statement Planning Administration (SAP__FI_BPL_IM_ FINANCIAL_STATEMENT _PLAN_ADMIN)
This story allows the planner to create sample data, maintain trading partner allocation factors and execute data actions for the planning scenario.
This story uses the following data actions:
Financial Statement Balance Sheet Carry Forward (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_BS_CRYFWD)
Financial Statement Cash Flow (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CASHFLOW)
Clear Version (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CLEAR_VERSION)
Create sample data (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_SAMPLE_DATA)
Copy plan sample data (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CREATE_PLAN_SAMPLE_DATA)
Copy gross margin amounts from profitability plan (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_PROFITABILITY)
Copy operational expense amounts from cost center plan (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_COSTCENTER)
Create company code plan proposal based on control parameters (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_PLAN_CTL_PARAMS)
Financial Statement Balance Sheet Carry Forward (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_BS_CRYFWD)
Get trading partner allocation factors from actual data (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_TP_ALLOC_FACTOR_FROM_ACTUAl)
Allocate amounts on trading partner (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_TP_ALLOCATION)
Copy actual amounts to plan (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_ACTUALS)
Copy investments and depreciation amounts from investment plan
292
PUBLIC
Content Package User Guide Line of Business
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_CAPEX)
2.24.3.7.2 BPL - Financial Statement Planning (SAP__FI_BPL_IM_ FINANCIAL_STATEMENT _PLANNING)
This story has tabs for profit & loss planning, balance sheet planning, balance sheet reporting and cash flow planning. It allows the planner to execute planning functions to copy last year's actuals or data from other planning models, perform trading partner allocation, carry forward the balance sheet and generate the cash flow statement.
This story uses the following data actions Copy actual amounts to plan
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_ACTUALS) Copy gross margin amounts from profitability plan:
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_PROFITABILITY) Copy operational expense amounts from cost center plan:
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_COSTCENTER) Allocate amounts on trading partner: (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_TP_ALLOCATION) Copy investments and depreciation amounts from investment plan
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_CAPEX) Financial Statement Cash Flow
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CASHFLOW) Create company code plan proposal based on control parameters
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_PLAN_CTL_PARAMS) Financial Statement Balance Sheet Carry Forward:
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_BS_CRYFWD)
2.24.3.7.3 BPL - Financial Statement Reports (SAP__FI_BPL_IM_FINANCIAL_STATEMENT _REPORTS)
This story has tabs for profit & loss, balance sheet, and cash flow plan reporting. The reports allow the planner to analyze several views of profit & loss, balance sheet and cash flow including filtering by company code, profit center, functional area and trading partner.
Content Package User Guide Line of Business
PUBLIC
293
2.24.3.7.4 BPL - Financial Statement Analytics (SAP__FI_BPL_IM_FINANCIAL_STATEMENT _ANALYTICS)
This story has tabs for profit & loss and balance sheet metrics and visualizations. The reports allow the planner to view high-level metrics and utilize visualizations to drill-down for detailed analysis.
2.24.4 Analytic Applications
2.24.4.1 Analytic Application for Cross Model Simulation
Cross Model Simulation Cockpit (SAP__FI_BPL_IM_CROSS_SIMULATION_COCKPIT)
This application allows stakeholders in management or a central controlling department to perform what-if simulations for sample processes based on changes to drivers, such as sales quantity or personnel expenses.
As a controller, you may want to know the effect of changing the quantity of a sales product or the price of a raw material. After you have identified the driver you want to change and the corresponding simulation scenario, you can start the corresponding simulation. You are then guided step-by-step through the planning process. You can change the drivers, perform the corresponding data actions, and check the intermediate result in the reports. At the end of each simulation scenario, you can see the impact on the most important KPIs, for example, product profitability and your P&L statement.
This application uses the following data actions
- Split expenses and calculate prices with profit center and functional area derivation (SAP__FI_BPL_IM_COSTCENTER_BUNDLE_EXPENSES_CALC_ACT_PRICE)
- Calculate activity quantities, costs and prices with functional area derivation (SAP__FI_BPL_IM_COSTCENTER_BUNDLE_SALES_CALC_ACT_PRICE)
- Copy manufacturing overhead costs from product cost planning (SAP__FI_BPL_IM_COSTCENTER_COPY_OVERHEADS_FROM_PRODUCTCOST)
- Copy data from a source into a target version (SAP__FI_BPL_IM_COSTCENTER_COPY_SOURCE_TO_TARGET_VERSION)
- Allocate Expenses (SAP__FI_BPL_IM_COSTCENTER_EXPENSE_ALLOCATION)
- Calculate Profit and Loss (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_BUNDLE_CALCULATE_P&L)
- Calculate Balance Sheet and Cash Flow (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_BUNDLE_CALCULATE_BS_CF)
294
PUBLIC
Content Package User Guide Line of Business
- Copy data from a source into a target version (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_SOURCE_TO_TARGET_VERSION) - Copy prices and calculate product costs and overheads (SAP__FI_BPL_IM_PRODUCTCOST_BUNDLE_COPY_PRICE_CALC_PRODCOST_AND_OVERHEADS) - Copy sales quantities and calculate resources (SAP__FI_BPL_IM_PRODUCTCOST_BUNDLE_SALES_COPY_SALESQUANT_CALC_RESOURCES) - Copy data from a source into a target version (SAP__FI_BPL_IM_PRODUCTCOST_COPY_SOURCE_TO_TARGET_VERSION) - Copy product cost rates, calculate profitability and functional area derivation (SAP__FI_BPL_IM_PROFITABILITY_BUNDLE_COPY_PRODUCTCOSTRATES_CALC_PROFIT) - Copy data from a source into a target version (SAP__FI_BPL_IM_PROFITABILITY_COPY_SOURCE_TO_TARGET_VERSION)
2.24.5 Allocation Processes
2.24.5.1 Allocation Processes for Cost Center Planning and Budgeting
Cost center distribution (SAP_FI_BPL_IM_COSTCENTER_DISTRIBUTION)
Distribute cost center costs between cost centers based on a driver that is maintained on cost center level.
Cost center activity type splitting (SAP_FI_BPL_IM_COSTCENTER_ACTIVITYTYPESPLIT)
Distribute cost center costs down to activity types based on a driver that is maintained on cost center / activity type level.
Cost center fix variable splitting (SAP__FI_BPL_IM_COSTCENTER_FIXVARSPLIT)
Split cost center /activity type costs by fix and variable parts based on a driver that is maintained on GL account level.
Content Package User Guide Line of Business
PUBLIC
295
Indirect activity allocation (SAP__FI_BPL_IM_COSTCENTER_ACTIVITY_ALLOCATION)
Allocate the total activity output of a sender cost center to the receiving cost centers.
2.24.5.2 Allocation Processes for Financial Statement Planning
Allocate Trading Partner (SAP_FI_BPL_IM_FINSTA_ALLOCATE_TRADING_PARTNER)
Allocate P&L amounts on trading partners based on a driver 'Trading Partner Allocation Factor'. The driver is maintained in the admin story per company code on GL account level.
2.24.6 Data Actions
2.24.6.1 Data Actions for Cost Center Planning and Budgeting
Indirect activity allocation (SAP__FI_BPL_IM_COSTCENTER_ACTIVITY_ALLOCATION)
Cost center activity type splitting (SAP__FI_BPL_IM_COSTCENTER_ACTIVITYTYPESPLIT)
Populate calculations for closed actual periods (SAP__FI_BPL_IM_COSTCENTER_ANALYSE_DATA)
Create cost center budget proposal on control parameters (SAP__FI_BPL_IM_COSTCENTER_BUDGET_CTL_PARAMS)
Create budget sample data (SAP__FI_BPL_IM_COSTCENTER_BUDGET_SAMPLE_DATA)
Split expenses and calculate prices with profit center and functional area derivation (SAP__FI_BPL_IM_COSTCENTER_BUNDLE_EXPENSES_CALC_ACT_PRICE)
Calculate activity quantities, costs and prices with functional area derivation (SAP__FI_BPL_IM_COSTCENTER_BUNDLE_SALES_CALC_ACT_PRICE)
Calculate activity quantities inversely (SAP__FI_BPL_IM_COSTCENTER_CALCULATE_ACTIVITY_QUANTITY)
Calculate activity costs (SAP__FI_BPL_IM_COSTCENTER_CALCULATE_COSTS)
296
PUBLIC
Content Package User Guide Line of Business
Calculate activity cost rates (SAP__FI_BPL_IM_COSTCENTER_CALCULATE_PRICE)
Clear version (SAP__FI_BPL_IM_COSTCENTER_CLEAR_VERSION)
Copy actual credit quantities (SAP__FI_BPL_IM_COSTCENTER_COPY_ACTCREDITQUAN)
Derive activity cost rates from actuals (SAP__FI_BPL_IM_COSTCENTER_DERIVE_ACTIVITY_PRICES)
Copy actual debit amount (SAP__FI_BPL_IM_COSTCENTER_COPY_ACTDEBITS)
Copy activity quantities from product cost planning (SAP__FI_BPL_IM_COSTCENTER_COPY_ACTIVITYQUANTITY_FROM_PRODUCTCOST)
Copy Budget from Cost Center Plan (SAP__FI_BPL_IM_COSTCENTER_COPY_BUDGET_FROM_PLAN)
Copy manufacturing overhead costs from product cost planning (SAP__FI_BPL_IM_COSTCENTER_COPY_OVEREHADS_FROM_PRODUCTCOST)
Copy data from a source into a target version (SAP__FI_BPL_IM_COSTCENTER_COPY_SOURCE_TO_TARGET_VERSION)
Create actual sample data (SAP__FI_BPL_IM_COSTCENTER_CREATE_ACTUAL_SAMPLE_DATA)
Create plan sample data (SAP__FI_BPL_IM_COSTCENTER_CREATE_PLAN_SAMPLE_DATA)
Populate control drivers for closed budget periods (SAP__FI_BPL_IM_ COSTCENTER_CTL_DRIVERS)
Cost center distribution (SAP__FI_BPL_IM_COSTCENTER_DISTRIBUTION)
Allocate Expenses (SAP__FI_BPL_IM_COSTCENTER_EXPENSE_ALLOCATION)
Cost center fix variable splitting (SAP__FI_BPL_IM_COSTCENTER_FIXVARSPLIT)
Derive Profit Center and Functional Area based on Cost Center or Account Attribute (SAP__FI_BPL_IM_COSTCENTER_PCTR_FA_DERIVATION)
Create cost center plan proposal based on control parameters (SAP__FI_BPL_IM_COSTCENTER_PLAN_CTL_PARAMS)
Indirect activity allocation(SAP__FI_BPL_IM_COSTCENTER_ACTIVITY_ALLOCATION)
Allocate the total activity output of a sender cost center to the receiving cost centers.
Content Package User Guide Line of Business
PUBLIC
297
Cost center activity type splitting(SAP__FI_BPL_IM_COSTCENTER_ACTIVITYTYPESPLIT)
Distribute cost center costs down to activity types based on a driver that is maintained on cost center / activity type level.
Populate calculations for closed actual periods(SAP__FI_BPL_IM_COSTCENTER_ANALYSE_DATA)
Calculate historical parameters for Actual periods.
Create cost center budget proposal on control parameters(SAP__FI_BPL_IM_COSTCENTER_BUDGET_CTL_PARAMS)
Perform cost center expense budgeting based upon control parameter entered by user.
Create budget sample data(SAP__FI_BPL_IM_COSTCENTER_BUDGET_SAMPLE_DATA)
Create sample data for the Budget version. Contains expenses for a predefined account.
Split expenses and calculate prices with profit center and functional area derivation
This data action combines 4 other data actions: - SAP__FI_BPL_IM_COSTCENTER_ACTIVITYTYPESPLIT - SAP__FI_BPL_IM_COSTCENTER_FIXVARSPLIT - SAP__FI_BPL_IM_COSTCENTER_CALCULATE_PRICE - SAP__FI_BPL_IM_COSTCENTER_PCTR_FA_DERIVATION
298
PUBLIC
Content Package User Guide Line of Business
Calculate activity quantities, costs and prices with functional area derivation (SAP__FI_BPL_IM_COSTCENTER_BUNDLE_SALES_CALC_ACT_PRICE)
This data action combines 5 other data actions: - SAP__FI_BPL_IM_COSTCENTER_COPY_ACTIVITYQUANTITY_FROM_PRODUCTCOST - SAP__FI_BPL_IM_COSTCENTER_CALCULATE_ACTIVITY_QUANTITY - SAP__FI_BPL_IM_COSTCENTER_CALCULATE_COSTS - SAP__FI_BPL_IM_COSTCENTER_CALCULATE_PRICE - SAP__FI_BPL_IM_COSTCENTER_PCTR_FA_DERIVATION
Calculate activity quantities inversely(SAP__FI_BPL_IM_COSTCENTER_CALCULATE_ACTIVITY_QUANTITY )
Calculate activity quantities of a sender cost center based on the activity quantities of the receiving
Calculate activity costs(SAP__FI_BPL_IM_COSTCENTER_CALCULATE_COSTS)
Each activity quantity record is multiplied with this price to calculate the costs. Technically, this runs on credit values. The debits are calculated afterwards by switching cost center / activity type with partner cost center / partner activity type and multiplying by -1.
Calculate activity cost rates(SAP__FI_BPL_IM_COSTCENTER_CALCULATE_PRICE)
Calculate activity cost rates by dividing aggregated expenses by the activity quantity. The price is calculated as an average year price and stored with the same value into each period. After that, each activity quantity record is multiplied with this price to calculate the costs. Technically, this runs on credit values. The debits are calculated afterwards by switching cost center / activity type with partner cost center / partner activity type and multiplying by -1.
Clear version(SAP__FI_BPL_IM_COSTCENTER_CLEAR_VERSION)
Delete a complete version. Can be applied to actual and plan versions.
Content Package User Guide Line of Business
PUBLIC
299
Copy actual credit quantities(SAP__FI_BPL_IM_COSTCENTER_COPY_ACTCREDITQUAN)
Copy activity quantities from last year's actuals into a plan version. Technically, credit quantities are copied. The quantities are assigned to the GL account that is assigned to the activity type. The prerequisite for this data action is that the unit of the activity quantity in the actual data corresponds to the quantity unit in the master data of the activity type but this conditions typically is fulfilled.
Derive activity cost rates from actuals (SAP__FI_BPL_IM_COSTCENTER_DERIVE_ACTIVITY_PRICES)
Copy activity quantities from last year's actuals into a plan version. Technically, credit quantities are copied. The quantities are assigned to the GL account that is assigned to the activity type. Activity cost rates are calculated on the fly by dividing the corresponding costs by the quantities. The price is calculated as an average year price and stored with the same value into each period. The prerequisite for this data action is that the unit of the activity quantity in the actual data corresponds to the quantity unit in the master data of the activity type but this conditions typically is fulfilled.
Copy actual debit amount(SAP__FI_BPL_IM_COSTCENTER_COPY_ACTDEBITS)
Copy actuals expenses from last year into a plan version. Technically, debit amounts are copied. Existing expenses in the plan version are deleted before the copy.
Copy activity quantities from product cost planning(SAP__FI_BPL_IM_COSTCENTER_COPY_ACTIVITYQUANTITY_FROM _PRODUCTCOST)
Copy activity quantities from product cost planning.
Copy budget from cost center plan (SAP__FI_BPL_IM_COSTCENTER_COPY_BUDGET_FROM_PLAN)
Copy plan data into a budget version. Technically, amounts planned on G/L Account.
300
PUBLIC
Content Package User Guide Line of Business
Copy manufacturing overhead costs from product cost planning(SAP__FI_BPL_IM_COSTCENTER_COPY_OVEREHADS_FROM_PROD UCTCOST)
Copy total manufacturing overhead cost from product cost planning in order to credit the cost centers correctly.
Copy data from a source into a target version (SAP__FI_BPL_IM_COSTCENTER_COPY_SOURCE_TO_TARGET_VERSION)
Delete the data of the selected target version and copy the data of the selected source version into the target version
Create actual sample data(SAP__FI_BPL_IM_COSTCENTER_CREATE_ACTUAL_SAMPLE_DATA)
Create sample data for the actual version. They contain expenses and activity quantities.
Create plan sample data(SAP__FI_BPL_IM_COSTCENTER_CREATE_PLAN_SAMPLE_DATA)
Create sample data for drivers for cost center distribution, activity type splitting and fix/variable splitting.
Populate control drivers for closed budget periods (SAP__FI_BPL_IM_ COSTCENTER_CTL_DRIVERS)
Populate control drivers (Headcount Rolling Average) for use in control parameter setting entered by user.
Cost center distribution(SAP__FI_BPL_IM_COSTCENTER_DISTRIBUTION)
Distribute cost center costs between cost centers based on a driver that is maintained on cost center level.
Content Package User Guide Line of Business
PUBLIC
301
Allocate expenses (SAP__FI_BPL_IM_COSTCENTER_EXPENSE_ALLOCATION)
Perform a cost allocation from sender to receiver cost centers based on a driver that is maintained on sender cost center / receiver cost center level. The sender cost center is credited, and the receiver cost center is debited under a secondary account.
Cost center fix variable splitting(SAP__FI_BPL_IM_COSTCENTER_FIXVARSPLIT)
Split cost center/activity type costs by fix and variable parts based on a driver that is maintained on GL account level.
Derive Profit Center and Functional Area based on Cost Center or Account Attribute (SAP__FI_BPL_IM_COSTCENTER_PCTR_FA_DERIVATION)
Derive functional area from account or cost center based on master data attribute, derive profit center from cost center based on master data attribute.
Create cost center plan proposal based on control parameters(SAP__FI_BPL_IM_COSTCENTER_PLAN_CTL_PARAMS)
Perform cost center expense planning based upon control parameter entered by user.
2.24.6.2 Data Actions for Product Cost Planning
Copy prices and calculate product costs and overheads (SAP__FI_BPL_IM_PRODUCTCOST_BUNDLE_COPY_PRICE_CALC_PRODCOST_AND_OVERHEADS)
Copy sales quantities and calculate resources (SAP__FI_BPL_IM_PRODUCTCOST_BUNDLE_SALES_COPY_SALESQUANT_CALC_RESOURCES)
Calculate manufacturing overhead costs (SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_OVERHEADS)
Calculate product cost rates (SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RATES)
Calculate resources (SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RESOURCES)
Clear version (SAP__FI_BPL_IM_PRODUCTCOST_CLEAR_VERSION)
302
PUBLIC
Content Package User Guide Line of Business
Copy activity cost rates from cost center planning (SAP__FI_BPL_IM_PRODUCTCOST_COPY_ACTIVITY_PRICES)
Copy sales quantities (SAP__FI_BPL_IM_PRODUCTCOST_COPY_SALES_QUANTITIES)
Copy data from a source into a target version (SAP__FI_BPL_IM_PRODUCTCOST_COPY_SOURCE_TO_TARGET_VERSION)
Create sample data (SAP__FI_BPL_IM_PRODUCTCOST_CREATE_SAMPLE_DATA)
Derive activity cost rates from cost estimate (SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_ACTIVIY_PRICES)
Derive overhead costs from cost estimate (SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_OVERHEAD_COSTS)
Derive quantity structure from cost estimate (SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_QUANTITY_STRUCTURE)
Derive raw material prices from cost estimate (SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_RAW_MATERIAL_PRICES)
Copy prices and calculate product costs and overheads (SAP__FI_BPL_IM_PRODUCTCOST_BUNDLE_COPY_PRICE_CALC_PRODCOST _AND_OVERHEADS)
This data action combines 3 other data actions: - SAP__FI_BPL_IM_PRODUCTCOST_COPY_ACTIVITY_PRICES - SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RATES - SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_OVERHEADS
Copy sales quantities and calculate resources (SAP__FI_BPL_IM_PRODUCTCOST_BUNDLE_SALES_COPY_SALESQUANT_C ALC_RESOURCES)
This data action combines 2 other data actions: - SAP__FI_BPL_IM_PRODUCTCOST_COPY_SALES_QUANTITIES - SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RESOURCES
Calculate manufacturing overhead costs(SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_OVERHEADS)
Calculate total overhead costs by multiplying the overhead costs per unit with the sales quantities
Content Package User Guide Line of Business
PUBLIC
303
Calculate product cost rates(SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RATES)
Calculate product cost rates by valuating the quantity structure with the new raw material and activity cost rates.
Calculate resources(SAP__FI_BPL_IM_PRODUCTCOST_CALCULATE_RESOURCES)
Calculate resource consumption (total raw material quantity and activity quantity) by multiplying the quantity structure with the sales quantities
Clear Version(SAP__FI_BPL_IM_PRODUCTCOST_CLEAR_VERSION)
Delete a complete plan version.
Copy activity cost rates from cost center planning(SAP__FI_BPL_IM_PRODUCTCOST_COPY_ACTIVITY_PRICES)
Copy activity cost rates from cost center planning.
Copy sales quantities(SAP__FI_BPL_IM_PRODUCTCOST_COPY_SALES_QUANTITIES)
Copy sales quantities from sales planning
Copy data from a source into a target version (SAP__FI_BPL_IM_PRODUCTCOST_COPY_SOURCE_TO_TARGET_VERSION)
Delete the data of the selected target version and copy the data of the selected source version into the target version
304
PUBLIC
Content Package User Guide Line of Business
Create sample data(SAP__FI_BPL_IM_ PRODUCTCOST_CREATE_SAMPLE_DATA)
Create sample data for a cost estimate.
Derive activity cost rates from cost estimate(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_ACTIVIY_PRICES)
Extract the activity cost rates from other plan version that contains the cost estimate loaded from S/4HANA.
Derive overhead costs from cost estimate(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_OVERHEAD_COSTS)
Extract the overhead costs from other plan version that contains the cost estimate loaded from S/4HANA.
Derive quantity structure from cost estimate(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_QUANTITY_STRUCTURE )
Extract the quantity structure (raw material and activity type quantities per lot size of the finished product) from other plan version that contains the cost estimate loaded from S/4HANA.
Derive raw material prices from cost estimate(SAP__FI_BPL_IM_PRODUCTCOST_DERIVE_RAW_MATERIAL_PRICE S)
Extract the raw material prices from other plan version that contains the cost estimate loaded from S/4HANA.
2.24.6.3 Data Actions for Sales and Profitability Planning
Copy product cost rates, calculate profitability and functional area derivation (SAP__FI_BPL_IM_PROFITABILITY_BUNDLE_COPY_PRODUCTCOSTRATES_CALC_PROFIT)
Calculate profitability (SAP__FI_BPL_IM_PROFITABILITY_CALC_PROFIT)
Content Package User Guide Line of Business
PUBLIC
305
Clear version (SAP__FI_BPL_IM_PROFITABILITY_CLEAR_VERSION)
Copy actual to plan (SAP__FI_BPL_IM_PROFITABILITY_COPY_ACT)
Copy product cost rates (SAP__FI_BPL_IM_PROFITABILITY_COPY_PRODUCTCOSTRATES)
Derive product cost rates from actuals (SAP__FI_BPL_IM_PROFITABILITY_DERIVE_PRODUCTCOSTRATES
Derive functional area from account attribute (SAP__FI_BPL_IM_PROFITABILITY_FA_DERIVATION)
Create sample data (SAP__FI_BPL_IM_PROFITABILITY_SAMPLE_DATA)
Copy product cost rates, calculate profitability and functional area derivation (SAP__FI_BPL_IM_PROFITABILITY_BUNDLE_COPY_PRODUCTCOSTRATES_C ALC_PROFIT)
This data action combines 3 other data actions: - SAP__FI_BPL_IM_PROFITABILITY_COPY_PRODUCTCOSTRATES - SAP__FI_BPL_IM_PROFITABILITY_CALC_PROFIT - SAP__FI_BPL_IM_PROFITABILITY_FA_DERIVATION
Calculate profitability(SAP__FI_BPL_IM_PROFITABILITY_CALC_PROFIT)
Revenue in the Plan version is calculated by multiplying price by quantity. Deductions in the Plan version is calculated by applying the deduction percent against the revenue. COGS in the Plan version is calculated by multiplying product cost by quantity.
Clear version(SAP__FI_BPL_IM_PROFITABILITY_CLEAR_VERSION)
Used to clear all data from the selected version.
Copy actual to plan(SAP__FI_BPL_IM_PROFITABILITY_COPY_ACT)
Copies quantities calculates average prices and deductions percentages using Actuals and applies them as the basis for Plan. This data action is executed by the administrator at the start of the planning cycle.
306
PUBLIC
Content Package User Guide Line of Business
Copy Product Cost Rates(SAP__FI_BPL_IM_PROFITABILITY_COPY_PRODUCTCOSTRATES)
Used to transfer the product cost rates from model SAP__FI_BPL_IM_PRODUCTCOST
Copy data from a source into a target version (SAP__FI_BPL_IM_PROFITABILITY_COPY_SOURCE_TO_TARGET_VERSION)
Delete the data of the selected target version and copy the data of the selected source version into the target version.
Create quantity plan proposal based on control parameters (SAP__FI_BPL_IM_PROFITABILITY_CREATE_CTL_PARAMS)
Using several user-selectable control parameters, plan version values for quantity are calculated and populated.
Derive product cost rates from actuals (SAP__FI_BPL_IM_PROFITABILITY_DERIVE_PRODUCTCOSTRATES)
Used to calculate the product cost rates from Actuals in model SAP__FI_BPL_IM_PROFITABILITY.
Derive functional area from account attribute (SAP__FI_BPL_IM_PROFITABILITY_FA_DERIVATION)
Used to derive the functional area based on the attribute of GL Account
Create sample data (SAP__FI_BPL_IM_PROFITABILITY_SAMPLE_DATA)
Creates sample data for the Actual version. They contain revenue, quantity and deductions.
Content Package User Guide Line of Business
PUBLIC
307
2.24.6.4 Data Actions for Project Planning
Create budget sample data (SAP__FI_BPL_IM_PROJECT_BUDGET_SAMPLE_DATA)
Clear Version (SAP__FI_BPL_IM_PROJECT_CLEAR_VERSION)
Copy cost center plan to budget (SAP__FI_BPL_IM_PROJECT_COPY_PLAN)
Create plan sample data (SAP__FI_BPL_IM_PROJECT_CREATE_PLAN_SAMPLE_DATA)
Derive profit center based on WBS (SAP__FI_BPL_IM_PROJECT_PCTR_DERIVATION)
Create budget sample data(SAP__FI_BPL_IM_PROJECT_BUDGET_SAMPLE_DATA)
Create sample data for the budget version.
Clear Version(SAP__FI_BPL_IM_PROJECT_CLEAR_VERSION)
Delete a complete version. Can be applied to budget and plan versions.
Copy cost center plan to budget(SAP__FI_BPL_IM_PROJECT_COPY_PLAN)
Copy plan data into a budget version. Technically, amounts planned on GL accounts will be aggregated to the GL account which is used for budgeting.
Create plan sample data(SAP__FI_BPL_IM_PROJECT_CREATE_PLAN_SAMPLE_DATA)
Create sample data for the plan version.
Derive profit center based on WBS(SAP__FI_BPL_IM_PROJECT_PCTR_DERIVATION)
Derive profit center from WBS element based on master data attribute.
308
PUBLIC
Content Package User Guide Line of Business
2.24.6.5 Data Actions for Internal Order Planning
Data Actions for Internal Order Planning
Clear Version (SAP__FI_BPL_IM_INTERNAL_ORDER_CLEAR_VERSION)
Create plan sample data (SAP__FI_BPL_IM_INTERNAL_ORDER_CREATE_PLAN_SAMPLE_DATA)
Derive Profit Center based on Internal Order Attribute (SAP__FI_BPL_IM_INTERNAL_ORDER_PCTR_DERIVATION)
Clear Version(SAP__FI_BPL_IM_INTERNAL_ORDER_CLEAR_VERSION)
Used to clear all data from the selected version.
Create plan sample data(SAP__FI_BPL_IM_INTERNAL_ORDER_CREATE_PLAN_SAMPLE_DATA)
Create sample data for the plan version.
Derive Profit Center based on Internal Order Attribute(SAP__FI_BPL_IM_INTERNAL_ORDER_PCTR_DERIVATION)
Derive profit center from internal order based on master data attribute.
2.24.6.6 Data Actions for Investment Planning
Clear Version (SAP__FI_BPL_IM_CAPEX_CLEAR_VERSION) Create actual sample data (SAP__FI_BPL_IM_CAPEX_CREATE_ACT_SAMPLE_DATA) Create plan sample data (SAP__FI_BPL_IM_CAPEX_CREATE_PLAN_SAMPLE_DATA) Copy actual investment amounts to plan (SAP__FI_BPL_IM_CAPEX_COPY_ACT_INVESTMENTS) Calculate Depreciation (SAP__FI_BPL_IM_CAPEX_CALCULATE_DEPRECIATION)
Content Package User Guide Line of Business
PUBLIC
309
Clear Version(SAP__FI_BPL_IM_INTERNAL_ORDER_CLEAR_VERSION)
Used to clear all data from the selected version.
Create actual sample data(SAP__FI_BPL_IM_CAPEX_CREATE_ACT_SAMPLE_DATA)
Create sample data for the actual version.
Create plan sample data (SAP__FI_BPL_IM_CAPEX_CREATE_PLAN_SAMPLE_DATA)
Create sample data for the plan version.
Copy actual investment amounts to plan (SAP__FI_BPL_IM_CAPEX_COPY_ACT_INVESTMENTS)
Copy previous year actual data to the plan version.
Calculate Depreciation (SAP__FI_BPL_IM_CAPEX_CALCULATE_DEPRECIATION)
Calculate the depreciation for the planning period according to the depreciation parameter settings for depreciation method (straight-line or accelerated depreciation method) and depreciation percentage. The depreciation starts in the period after the new investment is entered.
2.24.6.7 Data Actions for Financial Statement Planning
Clear Version (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CLEAR_VERSION)
Create sample data (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_SAMPLE_DATA)
Copy actual amounts to plan (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_ACTUALS)
Copy gross margin amounts from profitability plan
310
PUBLIC
Content Package User Guide Line of Business
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_PROFITABILITY) Copy data from a source into a target version
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_SOURCE_TO_TARGET_VERSION) Create plan sample data
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CREATE_PLAN_SAMPLE_DATA) Copy operational expense amounts from cost center plan
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_COSTCENTER) Copy plan sample data
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CREATE_PLAN_SAMPLE_DATA) Copy investment and depreciation amounts from capex plan
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_CAPEX) Create company code plan proposal based on control parameters
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_PLAN_CTL_PARAMS) Derive trading partner splitting factors from actuals
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_DERIVE_TP_SPLIT_FACTORS) Allocate amounts on trading partner
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_TP_ALLOCATION) Financial Statement Cash Flow
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CASHFLOW) Financial Statement Balance Sheet Carry Forward
(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_BS_CRYFWD)
Calculate balance sheet and cash flow (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_BUNDLE_CALCULATE_BS_CF)
This data action combines 2 other data actions: - SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CALCULATE_BS - SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CASHFLOW
Calculate profit and loss (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_BUNDLE_CALCULATE_P&L)
This data action combines 3 other data actions: - SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_PROFITABILITY - SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_COSTCENTER - SAP__FI_BPL_IM_FINANCIAL_STATEMENT_TPSPLIT
Content Package User Guide Line of Business
PUBLIC
311
Calculate financial statement balance sheet (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CALCULATE_BS)
Carry forward the balance amounts to the next periods after manual changes to the closing balance amount and performs calculations for Cash Balance and Accumulated Depreciation/Amortization.
Create company code plan proposal based on control parameters (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_PLAN_CTL_PARAMS)
Perform profit and loss planning based upon control parameter entered by user.
Split profit and loss amount by trading partner (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_TPSPLIT)
Performs a split of profit and loss amount by trading partner splitting factors defined in the administration story.
Copy data from a source into a target version (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_SOURCE_TO_TARGET_VE RSION)
Delete the data of the selected target version and copy the data of the selected source version into the target version.
Create plan sample data (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CREATE_PLAN_SAMPLE_DATA)
Create control parameter sample data for the plan version.
Clear Version(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CLEAR_VERSION)
Delete a complete version. Can be applied to budget and plan versions.
312
PUBLIC
Content Package User Guide Line of Business
Create sample data(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_SAMPLE_DATA)
Create sample data for the actual version.
Copy actual amounts to plan (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_ACTUALS)
Copy the last year actual net income and balance sheet amounts to plan version as a starting point for planning. Before that, delete all P&L and balance sheet plan amounts.
Copy gross margin amounts from profitability plan(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_PROFITABILTY)
Copy gross margin from the profitability planning to the financial statement plan version. Before that, delete all gross margin plan amounts.
Copy operating expense from cost center plan(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_COST_CENTER)
Copy operating expense from the cost center planning to the financial statement plan version. Before that, delete all operating expense plan amounts.
Create plan sample data (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CREATE_PLAN_SAMPLE_DATA)
Create control parameter sample data for the plan version.
Copy investment and deprecation amounts from investment plan (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_COPY_CAPEX)
Copy investment and depreciation amounts from the investment planning to the financial statement plan version. Before that, delete investment and depreciation plan amounts.
Content Package User Guide Line of Business
PUBLIC
313
Create company code plan proposal based on control parameters (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_PLAN_CTL_PARAMS)
Perform profit and loss planning based upon control parameter entered by user.
Derive trading partner splitting factors from actuals (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_DERIVE_TP_SPLIT_FACTORS)
The administrator performs this data action on the last years actuals, which contain GL account postings on different trading partners. The data action performs the following: 1. It deletes all trading partner allocation factors. 2. For each company code and G/L account, it calculates the average trading partner share amount from last year's actuals. 3. It takes this share amount as Trading Partner Allocation Factor to each period of the plan version. Later, this Trading Partner Allocation Factor is used as driver to allocate the planned amounts to trading partners.
Allocate amounts on trading partner(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_TP_ALLOCATION)
Performs the trading partner allocation based on driver 'Trading Partner Allocation Factor' defined in the administration story.
Financial Statement Balance Sheet Carry Forward(SAP__FI_BPL_IM_FINANCIAL_STATEMENT_BS_CRYFWD)
Carry forward the balance amounts to the next periods after manual changes to the closing balance amount and performs calculations for Cash Balance and Accumulated Depreciation/Amortization..
Financial Statement Cash Flow (SAP__FI_BPL_IM_FINANCIAL_STATEMENT_CASHFLOW)
Calculate the cash flow statement using the changing amounts from the profit & loss and balance sheet.
314
PUBLIC
Content Package User Guide Line of Business
2.24.7 Add-on for Integrated Financial Planning for SAP S/ 4HANA
2.24.7.1 Architecture and Abstract
This package contains stories and data actions to support transfer of data between SAP Analytics Cloud Planning models and models contained in Integrated Financial Planning package.
Currently, this package contains a story and data action to support transfer of Employee Expense between Workforce Planning model and the Cost Center Planning model.
- The Cost Center Planning and Budgeting model, stories, allocations and data actions support an elaborated planning and budgeting process with expense planning, allocations, activity quantity planning, activity cost rate planning and activity cost rate calculation
- The Workforce Planning model is the source of the Employee Expense Plan data that is transferred to the Cost Center Planning model. The Workforce model is separate content from Integrated Financial Planning and is a prerequisite for this scenario.
Content Package User Guide Line of Business
PUBLIC
315
2.24.7.2 Stories
SAP Finance: BPL - Copy Expenses from WFP (SAP__FI_BPL_IM_ADDON_COPY_EXPENSES_FROM_WFP)
The story facilities the cross-model copy of Employee Expenses Plan data to the Cost Center Planning model. This story uses the data action Copy Employee Expenses (SAP__FI_BPL_IM_ADDON_COPY_EXPENSES_FROM_WFP).
316
PUBLIC
Content Package User Guide Line of Business
2.24.7.3 Data Actions
Copy Employee Expenses (SAP__FI_BPL_IM_ADDON_COPY_EXPENSES_FROM_WFP)
Plan data from SAP__FI_ANA_IM_WFP_JOB source model is transferred to the target model SAP__FI_BPL_IM_COSTCENTER.
2.25 Liquidity Planning for SAP S/4HANA Cloud (SAP BEST PRACTICES)
2.25.1 Liquidity Planning for SAP S/4HANA Cloud (SAP BEST PRACTICES)
SAP Liquidity Planning for SAP S/4HANA Cloud enables planners to complete a Liquidity plan, including calculated closing balances, in SAP Analytics Cloud based on information sources from SAP S/4HANA Cloud. Find all details and documentation about this scope item in SAP Liquidity Planning for SAP S/4HANA Cloud (3Y0).
2.25.2 Liquidity Planning for SAP S/4HANA Cloud (SAP BEST PRACTICES)
SAP Liquidity Planning for SAP S/4HANA Cloud enables planners to complete a Liquidity plan, including calculated closing balances, in SAP Analytics Cloud based on information sources from SAP S/4HANA Cloud. Find all details and documentation about this scope item in SAP Liquidity Planning for SAP S/4HANA Cloud (3Y0).
Content Package User Guide Line of Business
PUBLIC
317
2.26 Master Data Governance Data Quality Analysis 2.26.1 Architecture and Abstract
2.26.2 Stories
SAP MDG Data Quality Analysis for Products (SAP__MDG_DQ_PRODUCT)
318
PUBLIC
Content Package User Guide Line of Business
SAP MDG Data Quality Analysis for Business Partners (SAP__MDG_DQ_BP)
2.26.2.1 SAP MDG Data Quality Analysis for Products (SAP__MDG_DQ_PRODUCT) / SAP MDG Data Quality Analysis for Business Partners (SAP__MDG_DQ_BP)
Measure Name Dimension Score
Type Aggregation
Dimension Target Score
Aggregation
Category Score
Aggregation
Category Target Score
Aggregation
Rule Score
Aggregation
Formula/Properties
- Operation [AVG ] - Measure [MDQltyDimensionScore] by Aggregation Dimension [MDQltyDimen sion] Conditional Aggregation [No]
- Operation [AVG ] - Measure [MDQltyDimnTargetScore Value] by Aggregation Dimension [MDQltyDimension] Conditional Aggregation [No]
- Operation [AVG ] - Measure [MDQltyDimnCategory Score] by Aggregation Dimension [MDQltyDimensionCategory] - Conditional Aggregation [No]
- Operation [AVG ] - Measure [MDQltyDimnCatTargetScor eValue] by Aggregation Dimension [MDQltyDimensionCategory] - Conditional Aggregation [No]
- Operation [AVG ] - Measure [MDQltyDimensionScore] by Aggregation Dimension [MDQltyDimen sion] - Conditional Aggregation [No]
Content Package User Guide Line of Business
PUBLIC
319
2.26.3 Models
Model Name: SAP__MDG_DQ_LS_SCORE Model Description: SAP MDG Data Quality Score Analysis Planning Enabled: no Connection: Live Connection
Dimensions Name
Description
MasterDataChangeProcess MDQltyDimensionCategory DQltyDimension MDQualityBusinessRule MDQltyBusinessObjectTypeCode MDQualityBusinessRuleName MDQltyBusinessRuleBaseTable MDQltyBusinessRuleOwner MDQltyBusRuleCheckedField MDQltyBusinessRuleExpert MDChgProcessFinishDate
Evaluation Process Dimension Category Data Quality Dimension Business Rule Business Object Type Business Rule Name Base Table Rule Owner Checked Fields Rule Expert Evaluation Finishing Date
Mapping Connection Type Name of the Report
2.27 Outcome-based Business Insights
2.27.1 Architecture and Abstract
SAP Outcome-Based Business Insights enables you to track, plan and analyze your outcome-based contracts and solution portfolios. The analytic applications provided in the content serve as a template to be customized and tailored to your specific needs.
320
PUBLIC
Content Package User Guide Line of Business
2.27.2 Analytic Applications
- Outcome-Based Business Insights: My Solution Portfolios (SAP_OBBI_SolutionPortfolio)
- Outcome-Based Business Insights: Analyze Solution Portfolio Performance (SAP_OBBI_SolutionPortfolioFinance)
My Solution Portfolios (SAP_OBBI_SolutionPortfolio)
Measure Name
Type
Original Planned Costs
Aggregation
Properties Costs from Excel Sheet
Analyze Solution Portfolio Performance (SAP_OBBI_SolutionPortfolioFinance)
Measure Name
Type
quantity
Aggregation
amountInGlobalCurrency
Aggregation
cumulatedAmountInGC
Aggregation
Properties
Accumulated usages per month from S/4 data source
Accumulated costs or revenues per month from S/4 data source
Accumulated total costs and revenues until the specified month
2.27.3 Models
Solution Portfolios (OBBI): SAP_OBBI_SolutionPortfolios Solution Portfolios (OBBI): SAP_OBBI_SolutionPortfolios
Solution Portfolios (OBBI): This view in the reporting layer provides a list of the available Solution Portfolios with planned costs.
- Planning Enabled: no
Dimensions Technical Name
Description
Connection - Live Data Connection to DWC
Live Data Connection to DWC
Content Package User Guide Line of Business
PUBLIC
321
Solution Portfolios (OBBI): SAP_OBBI_SolutionPortfolios
solutionPortfolioExternalID
Solution Portfolio
description
Description
startDate
Start Date
endDate
End Date
dashboard
Dashboard
customers
Customers
globalCurrency
Global Currency
linkToPlanningData
linkToPlanningData
solutionPortfolioID
solutionPortfolioID
Connection Live Data Connection to DWC Live Data Connection to DWC Live Data Connection to DWC Live Data Connection to DWC Live Data Connection to DWC Live Data Connection to DWC Live Data Connection to DWC Live Data Connection to DWC Live Data Connection to DWC
Solution Portfolio Records (OBBI): SAP_OBBI_SolutionPortfolioRec Solution Portfolio Records (OBBI): SAP_OBBI_SolutionPortfolioRec
Connection
Solution Portfolio Records (OBBI): This view in the reporting layer accumulates data from "SAP_OBBI_SolutionPortfolioRecS", using the corresponding Solution Portfolios' amounts and quantities.
- Live Data Connection to DWC
- Planning Enabled: no
Dimensions Technical Name subMetricType
Description sub Metric Type
Mapping Live Data Connection to DWC
solutionPortfolioDescription
Solution Portfolio Description
Live Data Connection to DWC
solutionPortfolioExternalID
Solution Portfolio
Live Data Connection to DWC
solutionPortfolioCustomers
customers
Live Data Connection to DWC
recordType
Record Type
Live Data Connection to DWC
metricID
Metric ID
Live Data Connection to DWC
metricDescription
metricDescription
Live Data Connection to DWC
metricType
Metric Type
Live Data Connection to DWC
postingDate
Posting Date
Live Data Connection to DWC
quantityUnit
quantityUnit
Live Data Connection to DWC
globalCurrency
Global Currency
Live Data Connection to DWC
322
PUBLIC
Content Package User Guide Line of Business
Solution Portfolio Records Accumulated Amount (OBBI): SAP_OBBI_SolutionPortfolioRecA
Solution Portfolio Records Accumulated Amount (OBBI): SAP_OBBI_Solution
PortfolioRecA
Connection
Solution Portfolio Records Accumulated Amount (OBBI): This view in the RL pro vides data for the chart "Accumulated Costs and Revenues" in the analytic appli cation "Outcome-Based Business Insights: Analyze Solution Portfolio Perform ance".
- Live Data Connection to DWC
- Planning Enabled: no
Dimensions Technical Name solutionPortfolioExternalID
Description Solution Portfolio
Mapping Live Data Connection to DWC
recordType
Record Type
Live Data Connection to DWC
metricType
Metric Type
Live Data Connection to DWC
postingDate
Posting Date
Live Data Connection to DWC
2.28 Portfolio and Project Management (PPM)
2.28.1 Architecture and Abstract
The Portfolio and Project Management (as part of the Enterprise Portfolio and Project Management offering in S/4HANA Enterprise Management) supports companies in planning, analyzing and executing the numerous projects. Companies can classify and aggregate their portfolio of projects to buckets to assess them per type, region, and risk or any other characteristic.
In this scenario, we focus on projects that are related to investments or maintenance (turnovers), both types represent significant budgets. The projects are scattered around the globe with different risk profile, expected commercial success, and criticality.
Architecture
Content Package User Guide Line of Business
PUBLIC
323
Usage in Industry-Specific Boardrooms
To use the Financial Boardroom, industries should make a copy of the story SAP__PPM_PROJECTPORTFOLIO to their own namespace. The current usage in Industries is listed below:
Industry Oil & Gas Utilities
Story SAP__OAG_PPM_PROJECTPORTFOLIO SAP__UTL_ PPM_PROJECTPORTFOLIO
2.28.2 Dashboard
The PPM story is used in SAP_OAG_AGENDA and SAP_UTL_AGENDA.
2.28.3 Stories
2.28.3.1 SAP__PPM_PROJECTPORTFOLIO (SAP Portfolio and Project Management: Project Portfolio - Summary)
It enables customers to assess, monitor, and analyse the project portfolio on a global scale according to costs and budget, risk, commercial value and strategic fit. Project types encompass internal, STO and capital projects which are all typically subject to mid- and long-term planning. KPI´s such as Net Present Value and expected Commercial Value are displayed to provide crisp information on the outcomes.
Page: Details
Charts
Title
Models Used
Navigate to
Project Budget by Type
SAP__PPM_IM_BUDGETANDCOSTS Open in Explorer
This chart shows total project budget per project type
NPV and Risk by Project
SAP__PPM_IM_BUDGETANDCOSTS Open in Explorer
This chart shows the NPV and risk in a bar chart
Budget and Costs by Top 5
SAP__PPM_IM_PORTFOLIO
Open in Explorer
This chart shows the top 5 projects displaying total budget, actual costs, planned costs, and the deviation in total and %
Expected Commercial Value by Project- SAP__PPM_IM_PORTFOLIO Top 5
Open in Explorer
This chart shows the top 5 projects by expected commercial value
Page: Context1
Charts
324
PUBLIC
Content Package User Guide Line of Business
Page: Details
Title
Models Used
Navigate to
Costs Deviation by Cost Element
SAP__PPM_IM_BUDGETANDCOSTS Open in Explorer
This chart shows waterfall of costs and total costs
Annual Deviation of Budget and Costs SAP__PPM_IM_BUDGETANDCOSTS Open in Explorer
This chart Shows time-series of budget, planned- and annual costs
Total Costs and Expenses
SAP__PPM_IM_BUDGETANDCOSTS Open in Explorer
This chart shows list of cost types and total costs
Page: Context2
Charts
Title
Models Used
Navigate to
Expected Commercial Value by Projects SAP__PPM_IM_PORTFOLIOGEO
This chart shows geo map with a bubble layer presenting aggregated Expected Commercial Value by Project Location
Project
SAP__PPM_IM_ PORTFOLIOGEO
This chart shows Risk, Probability of Commercial Success, NVP of the Projects within selected geo location in a tabular view
2.28.4 Models
2.28.4.1 SAP Portfolio and Project Management (SAP__PPM_IM_PORTFOLIO)
Model Name: SAP__PPM_IM_PORTFOLIO
Connection
- Model Description: SAP Portfolio and Project Management: Project Portfolio - Summary
- Planning Enabled: No
- Connection type: Import Data Connection to SAP BW
- Connection Analytical Query: BW-Data Query name: 0RPM_DS06_Q0008
Account
ID
Description
Formula/Mapping
Assessed Risk
Assessed Risk
0RPM_ARISK
Expected Commercial Value Expected Commercial Value 0RPM_ECV
Probability Commercial Suc Probability Commercial Suc 0RPM_PCSI
cess
cess
Probability Technical Success Probability Technical Success 0RPM_PTSI
Net Present Value
Net Present Value
0RPM_NPV
Dimensions
Mapping
Content Package User Guide Line of Business
PUBLIC
325
Model Name: SAP__PPM_IM_PORTFOLIO
ID
Description
Time*
Time
SAP_PPM_PROJECTNAME Project Name
SAP_PPM_TYPE
Type
SAP_PPM_PROJECTLOCA TION
Project Location
SAP_PPM_GEOAREA
Geo Area
Additional Notes about the model
Connection ID 0CRM_PLTO 0RPM_IDID 0RPM_ITMT 0RPM_LOC
0RPM_GEO
Description Time Project Name¹ Type Project Location
Geo Area
Unit of Measure: Expected Commercial Value and Net Present Value should be exposed to SAP Analytics ClouOnd in one Unit of Measurement only, where we used the Subject USD. Assessed Risk and Probabilities should be in the range from 0 to 1.
The text for the project name that can be filled up in the master data can be taken from the field Item Detail: 0RPM_IDGU.
Note
* Private dimension and other dimensions are public.
2.28.4.2 SAP Project Costs (SAP__PPM_IM_BUDGETANDCOSTS)
Model Name: SAP__PPM_IM_BUDGETANDCOSTS
Connection
Model Description: SAP Portfolio and Project Manage ment: Project Portfolio - Budget and Costs
Planning Enabled: No
Account ID Actual Costs Budget Actual/Budget Variance Actual/Planned Variance Planned Costs Dimensions ID Time (monthly)*
Description Actual Costs Budget Actual/Budget Variance Actual/Planned Variance Planned Costs
Description Time
Connection Type: Import Data Connection to SAP BW Connection Analytical Query: BW-Data Query name:
0RPM_C03_Q0202
Formula/Mapping
0RPM_C03_RK_ACT_COST
0RPM_C03_RK_BUDGET
[Actual Costs] [Budget]
[Actual Costs] [Planned Costs]
0RPM_C03_RK_PLAN_COST
Mapping
ID
Description
0FISCPER
Fiscal year/period
326
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__PPM_IM_BUDGETANDCOSTS
Connection
SAP_PPM_PROJECTNAME Project Name
0RPM_IGDU__0RPM_IDID Item Detail ID
SAP_PPM_COSTELEMENT Cost Element
0COSTELMNT
Cost Element
SAP_PPM_TYPE
Type
0RPM_IDGU__0RPM_ITMT Item Type (Attribute of Port folio Item)
SAP_PPM_GEOAREA
Geo Area
0RPM_PRO GUI__0RPM_GEO
Geo Area as an Attribute of Project Name
Additional Notes about the model
Unit of Measure: All Subjects from PPM should be exposed to SAP Analytics Cloud in one Unit of Measurement only, here we used the Subject USD.
Note
* Private dimension and other dimensions are public.
2.28.4.3 SAP Portfolio Geo (SAP__PPM_IM_PORTFOLIOGEO)
Model Name: SAP__PPM_IM_PORTFOLIOGEO
Connection
Model Description: SAP Portfolio and Project Management: Project Portfolio Connection Type: local file - Geo
Planning Enabled: No
Account ID Assessed Risk Expected Commercial Value Probability Commercial Success Probability Technical Success Net Present Value Latitude Longitude Dimensions ID Time* SAP_PPM_PROJECTNAME SAP_PPM_TYPE SAP_PPM_PROJECTLOCATION
Description Assessed Risk Expected Commercial Value Probability Commercial Success Probability Technical Success Net Present Value Latitude Longitude
Description Time Project Name Type Location
Formula/Mapping Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file
Mapping Suitable column in local file Suitable column in local file Suitable column in local file Suitable column in local file
Content Package User Guide Line of Business
PUBLIC
327
Model Name: SAP__PPM_IM_PORTFOLIOGEO
SAP_PPM_GEOAREA
Geo Area
Project_Location
Project_Location
Additional Notes about the model
Connection Suitable column in local file Suitable column in local file
Unit of Measure: Expected Commercial Value and Net Present Value should be exposed to SAP Analytics Cloud in one Unit of Measurement only, here we used the Subject USD. Assessed Risk and Probabilities should be in the range from 0 to 1.
Project_Location dimension is generated during the data model creation time. It is based on the Location dimension and geo coordinates in the corresponding Latitude and Longitude columns.
Note
* Private dimension and other dimensions are public.
2.29 Predictive Asset Insights
2.29.1 Architecture and Abstract
SAP Predictive Asset Insights (PAI) SAP Analytics Cloud (SAC) content provides:
Six models, one for each of the OData APIs which you can use in PAI to extract data to SAC. These are: Equipment Indicator Values (the last one) Models Notifications Work Orders Locations
Two sample stories. A sample connection. Sample data for each model.
One of the stories (...Fleet) is intended to be shown in the PAI Analytics Dashboards application. The other story (...Equipment) is intended to be shown on the PAI equipment object page. There are no sample stories for the other three PAI applications where SAC can be displayed, Models, Locations, Spare Parts.
Due to the limited nature of the data being exposed in the OData APIs these SAC stories are supposed to just illustrate what the data could look like in SAC stories in PAI. They are supposed to highlight some SAC functions like story tabs, page filters, and dimension selectors. They are not supposed to be stories delivering fullyfledged business insights based on common work practices.
328
PUBLIC
Content Package User Guide Line of Business
2.29.2 PAI configuration for SAC (and SAC Connection)
2.29.2.1 SAC Connection
The configuration for the SAC connection is documented in the PAI help pages here (select the latest release). The included sample connection has the Data Service URL provided, but each customer must add their specific other credentials.
2.29.2.2 PAI Configuration
The configuration of SAC in PAI is described in the PAI help pages here (select the latest release).
2.29.3 Stories
These stories are included:
Content Package User Guide Line of Business
PUBLIC
329
Fleet View (SAP__PAI_GEN_FLEET) Equipment Object Page (SAP__PAI_GEN_EQUIPMENT)
2.29.3.1 Fleet View (SAP__PAI_GEN_FLEET)
This story is intended to show in the PAI Analytics Dashboards application. It has two pages: Count and Breakdowns Indicators Counts and Breakdowns shows five key indicators on the left, which are all counts of the corresponding business object types, from the five models. To the right of key figures are bar charts, one for each business object type. They show the count of business objects by a dimension. The dimension can be selected in the control above each chart.
Indicators show the last indicator values for equipment.
2.29.3.2 Equipment Object Page (SAP__PAI_GEN_EQUIPMENT)
This story is intended to show in the PAI Equipment application on its object page. It has one pages: Notification / Work Order Breakdown Notification / Work Order Breakdown shows a count of notifications and work orders, shown as a key figure, in a chart by type and status, and in another bar chart where the user can select the dimension by which to break down the count. All charts are just for illustrative purposes, to show what data could look like in the equipment object page.
2.29.4 Models
Context
There are six models provided, one for each of the available OData APIs in PAI.
Model Name Equipment Indicator Values Models Locations
Technical Name of Model SAP__PAI_GEN_IM_EQUIPMENT SAP__PAI_GEN_IM_INDICATOR SAP__PAI_GEN_IM_MODELS SAP__PAI_GEN_IM_LOCATIONS
330
PUBLIC
Content Package User Guide Line of Business
Model Name Spare Parts Notifications Work Orders
Technical Name of Model SAP__PAI_GEN_IM_SPAREPARTS SAP__PAI_GEN_IM_NOTIFICATIONS SAP__PAI_GEN_IM_WORORDERS
For each of the models some of the attributes available in the OData API were included. Apart from the indicator values the attributes are all dimensions, there are no measures. Note that SAC adds a measure on its own for models without measures. The available attributes are pretty self-explanatory when you call the PAI OData API in SAC. They are not separately listed here. How to see the available attributes:
Procedure
1. Launch function to import data via OData.
Content Package User Guide Line of Business
PUBLIC
331
2. Select the appropriate connection to your source system. 3. Select the OData service for the desired business object type.
332
PUBLIC
Content Package User Guide Line of Business
4. You can see a list of all attributes.
Note
In the provided models also better human-readable versions of the technical attribute names were provided.
2.30 Procurement (PROC) 2.30.1 Architecture and Abstract
The Procurement content described here is based on SAP Ariba. The models are based on the applications Procurement, Sourcing, Contracts, and Buyer Network.
Content Package User Guide Line of Business
PUBLIC
333
Architecture
2.30.2 Dashboard
The Dashboard SAP Procurement: Dashboard (SAP_PROC_Dashboard) brings together the stories from Spend Management and Buyer Network to provide seamless analytics through the components Spend, Sourcing, Contracts, and Network.
2.30.3 Stories
SAP Procurement: General- Overview (SAP_PROC_GEN_OVERVIEW) This story is used to provide an overview on the overall Procurement content. SAP Procurement: General- Spend Management (SAP_PROC_GEN_SPENDMANAGEMENT) This story provides content based on Ariba Spend Management for Spend (Spend Visibility, Purchase Orders, and Invoices), Sourcing and Contracts. SAP Procurement: Network- Buyer Network (SAP_PROC_NW_BUYER)
334
PUBLIC
Content Package User Guide Line of Business
This story provides, based on Ariba Network, the statistics of Buyer Network, and comparison to Spend Management.
2.30.3.1 General- Overview (SAP_PROC_GEN_OVERVIEW)
Measure Name Active Suppliers
Active Suppliers
Type Aggregation
Aggregation
PO Spend Current Year
Restricted Measure
PO Spend YoY Previous Year
Restricted Measure
PO Spend YoY
Calculated Measure
Formula/Properties
Model: SAP__PROC_NW_IM_IN VOICE
COUNT Amount Dimension: Supplier Condition: Time = 2018
Model: SAP__PROC_GEN_IM_PURCHA SEORDER
COUNT PO Spend Dimension: Supplier Condition: Time = 2018
Model: SAP__PROC_GEN_IM_PURCHA SEORDER
Measure: PO Spend Dimension: Time :2018
Model: SAP__PROC_GEN_IM_PURCHA SEORDER
Measure: PO Spend Dimension: Time: Q1, Q2, Q3 2017
Model: SAP__PROC_GEN_IM_PURCHA SEORDER
Calculation: PO Spend Current Year - PO Spend YoY Previous Year
Note
This story consists of a single page. The page brings together information from Invoices, Purchase Orders, and sourcing and Buyer Network.
Content Package User Guide Line of Business
PUBLIC
335
2.30.3.2 General- Spend Management (SAP_PROC_GEN_SPENDMANAGEMENT)
Measure Name Active Suppliers
Type Aggregation
Active Suppliers
Aggregation
PO Spend Current Year
Restricted Measure
PO Spend YoY Previous Year
Restricted Measure
PO Spend YoY
Calculated Measure
Invited Suppliers Avg
Calculated Measure
Participated Suppliers Avg
Calculated Measure
Declined Suppliers Avg
Calculated Measure
Formula/Properties
Model: SAP__PROC_NW_IM_INVOICE
COUNT Amount
Dimension: Supplier
Condition: Time = 2018
Model: SAP_PROC_GEN_IM_PUR CHASEORDER
COUNT PO Spend Dimension: Supplier Condition: Time = 2018
Model: SAP_PROC_GEN_IM_PUR CHASEORDER
Measure: PO Spend Dimension: Time: 2018
Model: SAP_PROC_GEN_IM_PUR CHASEORDER
Measure: PO Spend Dimension: Time: Q1, Q2, Q3 2017
Calculation: Invited Suppliers/ Event Count
Model: SAP_PROC_GEN_IM_PUR CHASEORDER
Calculation: PO Spend Current Year - PO Spend YoY Previous Year
Model: SAP_PROC_GEN_SOURC ING
Calculation: Invited Suppliers/ Event Count
Model: SAP_PROC_GEN_SOURC ING
Calculation: Participated Suppli ers/ Event Count
Model: SAP_PROC_GEN_SOURC ING
Calculation: Declined Suppliers/ Event Count
336
PUBLIC
Content Package User Guide Line of Business
This story consists of 4 pages:
Spend Visibility - this page provides overall information on the different kind of invoice spends namely Contract based, Offcontract, and Non-managed spends
Purchase Order - Detail analysis of Purchase Orders is provided to the level of line items Invoice - Invoice analysis is provided based on status Sourcing - overview of different types of sourcing events and related suppliers is provided Contracts - Contract header information with available spends and comparison to non-contact spends is
shown PO Ad-hoc Analysis - This page shows the relation between POs and related entities- invoices, contracts,
commodities, and parts.
2.30.3.3 Network- Buyer Network (SAP_PROC_NW_BUYER)
Measure Name Active Suppliers
Type Aggregation
Active Suppliers
Aggregation
PO Spend Current Year
Restricted Measure
PO Spend YoY Previous Year
Restricted Measure
PO Spend YoY
Calculated Measure
Formula/Properties
Model: SAP__PROC_NW_IM_IN VOICE
COUNT: Amount Dimension: Supplier Condition: Time = 2018
Model: SAP_PROC_GEN_IM_PUR CHASEORDER
COUNT PO Spend Dimension: Supplier Condition: Time = 2018
Model: SAP_PROC_GEN_IM_PUR CHASEORDER
Measure: PO Spend Dimension: Time :2018
Model: SAP__PROC_GEN_IM_PURCHA SEORDER
Measure: PO Spend Dimension: Time: Q1, Q2, Q3 2017
Model: SAP__PROC_GEN_IM_PURCHA SEORDER
Calculation: PO Spend Current Year - PO Spend YoY Previous Year
Content Package User Guide Line of Business
PUBLIC
337
This story consists of 2 pages:
Buyer Network - It provides you with network related statistics for invoices in the network. Ariba Network vs Spend Management - Provides comparison of spend for selected supplier through Ariba
Network and Spend Management.
2.30.4 Models
Currently, there is direct connector in SAP Analytics Cloud for SAP Ariba, but this is in realization phase. The workaround used for connectivity is by extracting SAP Ariba reports into Excel and importing this data into prebuilt models. For each model described below, we provide the definition of the SAP Ariba report.
2.30.4.1 General- Purchase Order (SAP__PROC_GEN_IM_PURCHASEORDER)
The purpose of this model is to provide all information regarding purchase orders.
SAP__PROC_GEN_IM_PURCHASEORDER
SAP Procurement: General- Purchase Order Planning Enabled: Yes
Purchase Order Account (SAP_PROC_POACCOUNT *)
ID
Description
po_spend
PO Spend
amount_invoiced
Amount Invoiced
po_count
PO Count
item_count
Item Count
Dimensions Name Time* SAP_HR_GEN_USER SAP_ALL_SUPPLIER SAP_PROC_SPEND_PURCHASEOR DER
Description Time User (Requester) Supplier
Purchase Order
Connection
Upload from File (Current option for Ariba connection)
Purchase Order Report
Mapping/Formula PO Spend Amount Invoiced Exception Aggregation COUNT(SAP_PROC_SPEND_PURCHA SEORDER) [po_spend] Exception Aggregation COUNT(SAP_PROC_GEN_PART) [po_spend]
Mapping Ordered Date Requester ERP Supplier PO Id
338
PUBLIC
Content Package User Guide Line of Business
SAP__PROC_GEN_IM_PURCHASEORDER
SAP_PROC_CONTRACT_ID
Contract
SAP_ALL_COSTCENTER
Cost Center
SAP_PROC_SPEND_PURCHA SEGROUP
Purchasing Group
SAP_PROC_GEN_PART
Part
SAP_PROC_GEN_COMMODITY
Commodity
SAP_PROC_SPEND_LINETYPE
Line Type
Connection Contract Cost Center Purchase Organization Id
Part Name Commodity Line Type
Note
* Private dimension and other dimensions are public.
This report should be extracted from Ariba Spend Management. Create the report with the following definition.
Report Name: Purchase Order Report
Main Fact: Purchase Order (Procurement & Invoicing)
Data PO Spend Amount Invoiced
Rows
Ordered Date Line Type Commodity Part Name Requester ERP Supplier PO ID Contract Cost Center Purchase Organization Id
Filters
Ordered Date (Relative) Time Period 2 years Most recent 2
2.30.4.2 General- Invoice (SAP__PROC_GEN_IM_INVOICE)
SAP__PROC_GEN_IM_INVOICE
SAP Procurement: General- Invoice Planning Enabled: Yes
Connection
Upload from File (Current option for Ariba connection)
Invoice Report
Content Package User Guide Line of Business
PUBLIC
339
SAP__PROC_GEN_IM_INVOICE
Invoice Account (SAP_PROC_INVOICEACCOUNT*)
ID
Description
total_invoiced
Total Invoiced
total_cost
Total Cost
non_managed_spend
Non Managed Spends
off_contract_pospend
Off Contract PO Spends
contract_spend
Contract Spends
non_managedspendratio contract_spendratio po_spends invoice_count
Non Managed Spend % Contract Spend % Total PO Spends Invoice Count
rejected_amount
Rejected Amount
cancelled_amount
Cancelled Amount
reconciled_amount
Reconciled Amount
Dimensions Name Time* SAP_PROC_INVOICE_NUMBER
SAP_PROC_INVOICE_TYPE SAP_PROC_INVOICE_STATUS SAP_HR_GEN_USER SAP_ALL_SUPPLIER SAP_PROC_SPEND_PURCHASEOR DER
Description Time
Invoice Number Invoice Type Invoice Status User (Requester) Supplier
Purchase Order
340
PUBLIC
Connection
Mapping/Formula Invoice Spend Not mapped (this field is provided for future use) LOOKUP([total_invoiced] ,[d/ SAP_PROC_INVOICE_TYPE]="others" ) LOOKUP([total_invoiced] ,[d/ SAP_PROC_INVOICE_TYPE]="pur chase_order" ) LOOKUP([total_invoiced] ,[d/ SAP_PROC_INVOICE_TYPE]="con tract" ) [non_managed_spend]/[total_in voiced] [contract_spend]/[total_invoiced] [total_invoiced] -[non_man aged_spend] Exception Aggregation COUNTNULL ( SAP_PROC_INVOICE_NUMBER) [to tal_invoiced] LOOKUP([total_invoiced] ,[d/ SAP_PROC_INVOICE_STATUS] ="re jected" ) LOOKUP([total_invoiced] ,[d/ SAP_PROC_INVOICE_STATUS]="can celled" ) LOOKUP([total_invoiced] ,[d/ SAP_PROC_INVOICE_STATUS]="rec onciled" )
Mapping Invoice Date Invoice ID
Invoice Type Invoice Status Requester ERP Supplier PO Id
Content Package User Guide Line of Business
SAP__PROC_GEN_IM_INVOICE
SAP_PROC_CONTRACT_ID SAP_ALL_COSTCENTER SAP_PROC_SPEND_PURCHA SEGROUP SAP_PROC_GEN_SYSTEM
Contract Cost Center Purchasing Group
Source System
Connection Contract Cost Center Purchase Organization Id
Assign to 1
Note
*Private dimension and other dimensions are public.
This report should be extracted from Ariba Spend Management. Create the report with the following definition.
Report Name: Invoice Report
Main Fact: Invoice (Procurement & Invoicing)
Data Invoice Spend
Rows Invoice Date Invoice ID Invoice Type Invoice Status Requester ERP Supplier PO ID Contract Cost Center Purchase Organization ID
Filters Invoice Date (Relative) Time Period 2 years Most recent 2
2.30.4.3 General- Sourcing (SAP_PROC_GEN_SOURCING)
SAP__PROC_GEN_IM_SOURCING
SAP Procurement: General- Sourcing Planning Enabled: Yes
Sourcing Account (SAP_PROC_SOURCINGACCOUNT *)
ID
Description
Connection Upload from File (Current option
for Ariba connection) Sourcing Report
Mapping/Formula
Content Package User Guide Line of Business
PUBLIC
341
SAP__PROC_GEN_IM_SOURCING baseline_spend participated_suppliers declined_suppliers invited_suppliers bids_submitted bids_removed target_savings
Baseline Spend Participated Suppliers Declined Suppliers Invited Suppliers Bids Submitted Bids Removed Target Savings %
event_count
Event Count
Dimensions Name Time* SAP_PROC_EVENT_ID SAP_PROC_EVENT_PROJECT SAP_PROC_EVENT_STATUS SAP_HR_GEN_USER SAP_PROC_GEN_COMMODITY SAP_PROC_EVENT_TYPE SAP_PROC_EVENT_FORMAT SAP_PROC_SPEND_PURCHA SEGROUP SAP_PROC_EVENT_TEMPLATE
Description Time Event Project Name Event Status User (Owner) Commodity Event Type Event Format Purchasing Group
Template Name
Note
* Private dimension and other dimensions are public.
Report Name: Sourcing Report Main Fact: Event Level Summary
Connection Baseline Spend Participated Suppliers Declined Suppliers Invited Suppliers Bids Submitted Bids Removed
Target Savings % Add Exception Aggregation AVER AGE( SAP_PROC_EVENT_ID) Exception Aggregation COUNT(SAP_PROC_EVENT_ID) [base line_spend]
Mapping Event Publish Date Event Title Project Name Event Status Owner Commodity Event Type Event Format Purchasing Group
Template Name
342
PUBLIC
Content Package User Guide Line of Business
Report Name: Sourcing Report
Data
baseline_spend participated_suppliers declined_suppliers invited_suppliers bids_submitted bids_removed target_savings
Rows
Event Publish Date Event Title Project Name Event Status Owner Commodity Event Type Event Format Purchasing Group Template Name
Filters
Event Publish Date (Relative) Time Period 2 years Most recent 2
2.30.4.4 Sourcing- Supplier (SAP_PROC_SRC_SUPPLIER)
SAP_PROC_SRC_SUPPLIER
SAP Procurement: Sourcing- Supplier Planning Enabled: Yes
Sourcing Supplier Account (SAP_PROC_SRCSUPPLIERACCOUNT*)
ID
Description
baseline_spend
Baseline Spend
awarded_spend
Awarded Spend
Supplier_count
Active Supplier
Dimensions Name Time*
Description Time
Connection Upload from File (Current option
for Ariba connection) Sourcing Supplier Report
Mapping/Formula baseline spend awarded spend Exception Aggregation COUNT(t.S:SAP_ALL_SUPPLIER) [awarded_spend]
Mapping Event Publish Date
Content Package User Guide Line of Business
PUBLIC
343
SAP_PROC_SRC_SUPPLIER SAP_PROC_EVENT_ID SAP_ALL_SUPPLIER
Event Supplier
Note
* Private dimension and other dimensions are public.
Report Name: Sourcing Supplier Report
Main Fact: Supplier Participation Data baseline_spend awarded spend
Rows Event Title ERP Supplier
Filters Event Publish Date (Relative) Time Period 2 years Most recent 2
Connection Event Title ERP Supplier
2.30.4.5 General- Contract (SAP_PROC_GEN_CONTRACT)
SAP_PROC_GEN_CONTRACT
SAP Procurement: General- Contract Planning Enabled: Yes
Contract Account (SAP_PROC_CONTRACTACCOUNT*)
ID
Description
maximum_commitment
Maximum Commitment
minimum_commitment
Minimum commitment
amount_invoiced
Amount Invoiced
remaining_ratio
Remaining %
available_amount contract_count
Available Amount Contract Count
Connection
Upload from File (Current option for Ariba connection)
Contract Report
Mapping/Formula Maximum Commitment Minimum Commitment Amount Invoiced ([maximum_commitment][amount_invoiced]) / [maximum_com mitment] [maximum_commitment] [amount_invoiced] Exception Aggregation COUNT(SAP_PROC_CONTRACT_ID) [maximum_commitment]
344
PUBLIC
Content Package User Guide Line of Business
SAP_PROC_GEN_CONTRACT Dimensions Name Time* SAP_PROC_CONTRACT_ID SAP_PROC_CONTRACT_STATUS
Description Time Contract
Contract Status
SAP_PROC_CONTRACT_FROMDATE SAP_ALL_SUPPLIER SAP_ALL_COMPANY_CODE SAP_PROC_SPEND_PURCHA SEGROUP SAP_PROC_CONTRACT_TYPE
SAP_HR_GEN_USER SAP_PROC_CONTRACT_SCOPE
Effective Date - Year Supplier Company Code Purchasing Group
Contract Type User Scope
Connection
Mapping Expiration Date Contract Status Effective Date Common Supplier # Purchase Unit
Type Contact Scope
Note
* Private dimension and other dimensions are public.
This report should be extracted from Ariba Spend Management. Create the report with the following definition.
Report Name: Contract Report
Main Fact: Contract(Release)
Data
Maximum Commitment Minimum Commitment Amount Invoiced
Rows
Expiration Date Contract Status Effective Date (only year) Common Supplier Purchase Unit Type Contact Scope
Filters
Expiration Date (Relative) Time Period 2 years Most recent 2 Future 1
Content Package User Guide Line of Business
PUBLIC
345
2.30.4.6 Network- Invoice (SAP__PROC_NW_IM_INVOICE)
SAP__PROC_NW_IM_INVOICE
SAP Procurement: Network- Invoice Planning Enabled: Yes
Invoice Account (SAP_PROC_INVOICEACCOUNT*)
ID
Description
Amount
Amount
disputed_amount
Disputed Amount
invoice_count
Invoice Count
Dimensions Name Time* SAP_ALL_SUPPLIER
Description Time Supplier
SAP_PROC_INVOICE_NUMBER
Invoice Number
SAP_PROC_NETWORK_REFERENCE Reference
SAP_PROC_NETWORK_ROUTINGSTA Routing Status TUS
SAP_PROC_NETWORK_INVOICESTA Invoice Status TUS
SAP_PROC_NETWORK_RECEIVING
Receiving Method
SAP_PROC_NETWORK_ORGIN
Origin
SAP_PROC_NETWORK_SOURCEDOC Source Document
SAP_PROC_NETWORK_SUBMISSION Submission Method
Note
* Private dimension and other dimensions are public.
Connection Upload from File (Current option
for Ariba connection) Network Invoice Report
Mapping/Formula Invoice Spend Not mapped (this field is provided for future use) Exception Aggregation COUNT(SAP_PROC_INVOICE_NUM BER) [amount]
Mapping Created Date Supplier Invoice Number Reference Routing Status
Invoice Status
Receiving Method Origin Source Document Submission Method
Report Name: Network Invoice Report Report Type: Invoice
346
PUBLIC
Content Package User Guide Line of Business
Report Name: Network Invoice Report
Fields used for model Supplier Invoice Number Reference Routing Status Invoice Status Receiving Method Origin Source Document Submission Method Created Date
Use time filter over 2 years. For all other filter criteria use defaults
2.31 Procurement for SAP S/4HANA Cloud (SAP BEST PRACTICES)
2.31.1 Procurement for SAP S/4HANA Cloud (SAP BEST PRACTICES)
SAP Procurement for S/4HANA Cloud content (29D) is using live connections. Before importing the content, please read the documentation carefully and set up the required connections. Find all details and documentation about this scope item in SAP Best Practices Explorer: SAP S/4HANA Cloud Procurement content.
2.32 Product Cost Planning (CO_PC) 2.32.1 Architecture and Abstract
Architecture
Content Package User Guide Line of Business
PUBLIC
347
2.32.2 Stories
Title: SAP_CO_PC_PRODCOST_INPUT Description: SAP Controlling: Product Cost Planning - Input Story used as input sheet for planners to enter plan data Page: Parameter Setup Charts Title Correlation by Segment/Cost Component/Cost Driver Page: Sales Volume Charts Title Sales Quantity and Sales Price by Material and Plant Page: Itemization Charts Title Quantity of Raw Material and Plant for Finished Good and Plant Page: Cost Driver Charts Title Cost Driver Changes Page: Raw Material Cost Charts Title Purchase Price split by Raw Material and Plant Page: Product Cost Charts Title Product Cost
Models Used SAP__CO_PC_IM_PRODCOST
Models Used SAP__CO_PC_IM_PRODCOST
Models Used SAP__CO_PC_IM_PRODCOST
Models Used SAP__CO_PC_IM_PRODCOST
Models Used SAP__CO_PC_IM_PRODCOST
Models Used SAP__CO_PC_IM_PRODCOST
Title: SAP_CO_PC_GEN_PRODCOST_REPORT Description: SAP Controlling: Product Cost Planning - Report Story for plant managers, category managers or product managers to monitor product relevant KPI's Page: Product Cost Plan - Summary Charts
348
PUBLIC
Content Package User Guide Line of Business
Title: SAP_CO_PC_GEN_PRODCOST_REPORT Title Product Cost Sales Revenue Contribution Margin Production Costs as % of Revenue by Plant Product Cost by Cost Component (plan) Planned Revenue/Cost of Goods Sold by Product Category Spend per Segment (plan) Product Cost by Cost Component (actual/plan)
Models Used SAP__CO_PC_IM_PRODCOST SAP__CO_PC_IM_PRODCOST SAP__CO_PC_IM_PRODCOST SAP__CO_PC_IM_PRODCOST SAP__CO_PC_IM_PRODCOST SAP__CO_PC_IM_PRODCOST SAP__CO_PC_IM_PRODCOST SAP__CO_PC_IM_PRODCOST
2.32.3 Models 2.32.3.1 Structure of the Model
Model Name: SAP__CO_PC_IM_PRODCOST
Model Description: SAP Controlling: Product Cost Planning
Planning Enabled: Yes
SAP_CO_PC_ACCOUNT
ID
Description
Formula
QUANTITY
Quantity
SALES_QUANTITY
Sales Quantity
LOTSIZE
Lotsize
PURCHASE_PRICE
Purchase Price
SALES_PRICE
Sales Price
CORRELATION
Correlation
PRICE_DIFFERENCE Driver Price Change %
Dimensions
Dimension Name
Dimension Description Dimension type
Time SAP_CO_PC_ACCOUNT Version SAP_CO_PC_SEGMENT
Time Account Version Material Driver Seg ment
Time (Quarter) Account Version Generic
Public/Private Dimen sion Private Private Private Private
Content Package User Guide Line of Business
PUBLIC
349
SAP_CO_PC_COSTCOMP SAP_CO_PC_MATERIAL SAP_CO_PC_PLANT SAP_CO_PC_PMATNR SAP_CO_PC_PWERKS SAP_CO_PC_DRIVER Additional Notes about the model
Cost Component Material (Finished) Plant (Finished) Material (Source) Plant (Source) Cost Driver
Generic Generic Generic Generic Organization Generic
Private Private Private Private Private Private
2.32.3.2 Data Source Connection and Integration
Model Name: SAP__CO_PC_IM_PRODCOST
Model Description: SAP Controlling: Product Cost Planning
Planning Enabled: Yes
SAP_CO_PC_ACCOUNT
ID
Description
QUANTITY
Quantity
SALES_QUANTITY
Sales Quantity
LOTSIZE
Lotsize
PURCHASE_PRICE
Purchase Price
SALES_PRICE
Sales Price
CORRELATION
Correlation
PRICE_DIFFERENCE Driver Price Change %
Dimensions
Dimension Name
Dimension Descrip tion
Time
Time
SAP_CO_PC_ACCOUNT
Account
Version
Version
SAP_CO_PC_SEGMENT
Material Driver Seg ment
SAP_CO_PC_COSTCOMP
Cost Component
SAP_CO_PC_MATERIAL
Material (Finished)
SAP_CO_PC_PLANT
Plant (Finished)
SAP_CO_PC_PMATNR
Material (Source)
SAP_CO_PC_PWERKS
Plant (Source)
Formula
Dimension type Time (Quarter) Account Version Generic Generic Generic Generic Generic Organization
Public/Private Di mension Private Private Private Private
Private Private Private Private Private
350
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__CO_PC_IM_PRODCOST SAP_CO_PC_DRIVER Additional Notes about the model
Cost Driver
Generic
Private
2.33 Project Budgeting & Planning for S/4HANA Cloud (SAP BEST PRACTICES)
2.33.1 Project Budgeting & Planning for S/4HANA Cloud (SAP BEST PRACTICES)
Project Budgeting & Planning for S/4HANA Cloud content (2YG) is using live connections. Before importing the content, please read the documentation carefully and set up the required connections. Find all details and documentation about this scope item in SAP Best Practices Explorer: Project Budgeting & Planning for S/4HANA Cloud content.
2.33.2 Project Budgeting & Planning for S/4HANA Cloud (SAP BEST PRACTICES)
Project Budgeting & Planning for S/4HANA Cloud content (2YG) is using live connections. Before importing the content, please read the documentation carefully and set up the required connections. Find all details and documentation about this scope item in SAP Best Practices Explorer: Project Budgeting & Planning for S/4HANA Cloud content.
2.34 Project Staff Planning
2.34.1 Architecture and Abstract
The project staff planning content package allows project managers to plan, manage, and collaborate on critical projects.
Manage resource allocation for critical tasks and monitor planned expenses. Improve communication between project team members and other stakeholders. Increase the quality of your forecasts for the quantities, costs, and revenues involved throughout the project lifecycle to deliver projects on budget. Plan for project related staff, expenses and third-party resources. Improve your planning and forecasting accuracy by leveraging SAP Analytics Cloud predictive capabilities. Develop detailed cost and revenue plans for your projects and monitor those by the SAP Analytics Cloud's unique reporting capabilities.
Content Package User Guide Line of Business
PUBLIC
351
Architecture
Usage in Industry - specific Stories
Industry Cross Industry Cross Industry
Story SAP Projects: Project Staff Planning SAP Projects: General - Manager Cockpit
2.34.2 Stories
SAP Projects: General - Staff Planning (SAP__PRJ_GEN_STAFFPLANNING) SAP Projects: General - Manager Cockpit (SAP__PRJ_GEN_MANAGERCOCKPIT)
2.34.3 Models
The next chapter provides the detailed information of the Model used for Project Staff Planning to create Stories.
2.34.3.1 SAP__PRJ_GEN_STAFFPLANNING
Model Name: SAP__PRJ_GEN_IM_STAFFPLANNING
Model Description: SAP Projects: General- Staff Planning Planning Enabled: Yes
SAP_PROJECT_SP_ACCNT ID WORK_DAYS HOUR_RATE LABOUR
Description Working Days Hourly Rate Labour Cost
Connection Connection Type: Import Data from File
Formula/Mapping
352
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__PRJ_GEN_IM_STAFFPLANNING
TOTAL_COST
Total Cost
INTERNAL_COST
Internal Cost
EXTERNAL_COST
External Cost
HOUR_RATE_LU
Hourly Rate (Lookup)
EXTERNAL_CHARGE
External Charges
TOTAL_CHARGE
Total Charges
INTERNAL_CHARGE
Internal Charges
HOUR_RATE_AVG
Average Hourly Rate
TOTAL_RESULT
Booking Total
PROJECT_KPI
Project KPI's
NON_PROJECT_OVERHEAD
Non-project related overhead
Dimensions
ID
Description
Time*
Time
SAP_PROJECT_SP_ACCNT*
Account
Version*
Version
SAP_ALL_PROJECT_WBSELEMENT WBS Element
SAP_HR_GEN_USER
User
SAP_ALL_CUSTOMER
Customer
SAP_ALL_COSTCENTER
Cost Center
Additional Notes about the model
Connection
Mapping Time Map measures above WBS Element User Customer Cost Center
2.35 Receivable Management for SAP S/4 HANA Cloud (SAP BEST PRACTICES)
2.35.1 Receivable Management for SAP S/4 HANA Cloud (SAP BEST PRACTICES)
Receivable Management for SAP S/4 HANA Cloud (4A6) is an analytical application that displays the receivable management related results from SAP S/4 HANA Cloud in real-time. Before importing the content, please read the documentation carefully. Find all details and documentation about this scope item in SAP Best Practices Explorer: Receivable Management Content Configuration with SAP Analytics Cloud.
Content Package User Guide Line of Business
PUBLIC
353
2.36 Sales Analytics for SAP S/4HANA Cloud (SAP BEST PRACTICES)
2.36.1 Architecture and Abstract
Architecture
2.36.2 Stories
The next chapter provides the purpose and KPI's of the Story used in Sales Analytics for SAP S/4HANA Cloud
2.36.2.1 SAP Sales & Distribution: General - Backorders (SAP__SD_GEN_BACKORDERS and SAP__SD_GEN_BACKORDERS_LIVE)
Main purpose of story SAP__CP_SD_BACKORDERS and SAP__SD_GEN_BACKORDERS_LIVE is to provide insights into current status of sales by analysing the product availability.
Backorders are orders that cannot be confirmed due to a lack of product availability. For example, if order items are not confirmed, or partially confirmed, for the requested delivery date.
KPIs:
Confirmed: Sales order items that are confirmed as requested for the full quantity on the requested date, without any restrictions or delays.
Delayed: Sales order items that are fully confirmed as requested, but at least one part is later than the requested date.
354
PUBLIC
Content Package User Guide Line of Business
Partially Confirmed: Sales order items that are partially confirmed as requested, regardless of whether they are delayed or not.
Not Confirmed: Sales order items for which no availability is confirmed as requested at all.
2.36.3 Models
The next chapters provide the detailed information about the Models used to create insightful Stories.
2.36.3.1 SAP Sales & Distribution: Backorders (SAP__SD_GEN_IM_BACKORDERS)
Model Name: SAP__SD_GEN_IM_BACKORDERS Model Description: SAP Sales & Distribution: Backorders Planning Enabled: No
Connection
Connection Type: SAP BW Live Data Connection
Source of Import: CDS View Ana lytics - Confirmation of Sales Or ders(2CCSDSLSORDCONFAQ)
Connection Variables:
Exchange Rate Type: Please choose a valid exchange rate type (for example, "M"). Currency: The displayed currency has to map the currency in the target model. Model SAP Sales & Distribution, Sales
Volume uses currency the USD (US Dollar).
Backorders Account ID CONF DELAY PART_CONF
NOT_CONF TOTAL
CONF_RATIO DELAY_RATIO PART_CONF_RATIO NOT_CONF_RATIO Backlog
Description Confirmed Delayed Partially Confirmed
Not Confirmed Total
Confirmed Ratio Delayed Ratio Partially Confirmed Ratio Not Confirmed Ratio Backlog
Formula/Mapping Confirmed (No. Of) ELTUIDCMP13 Delayed (No. Of) ELTUIDCMP14 Partially Confirmed (No. Of) EL TUIDCMP15 Unconfirmed (No. Of) ELTUIDCMP16 [CONF]+[DELAY]+[PART_CONF] + [NOT_CONF] [CONF]/[TOTAL] [DELAY]/[TOTAL] [PART_CONF]/[TOTAL] [NOT_CONF]/[TOTAL] ([DELAY] + [NOT_CONF]) *[neta mount]
Content Package User Guide Line of Business
PUBLIC
355
Model Name: SAP__SD_GEN_IM_BACKORDERS
Workdone
Work done
Backlogratio Netamount Dimensions ID Time* SAP_ALL_COUNTRY
Sales Backlog Ratio Net Amount
Description Time Country
SAP_ALL_CUSTOMER SAP_ALL_CUSTOMERGROUP SAP_ALL_MATERIAL SAP_ALL_MATERIALGROUP SAP_ALL_PLANT SAP_ALL_BUSINESSAREA SAP_ALL_CUSTOMER_CLASSIFICAT SAP_ALL_SALESORGANISATION
Customer Customer Group Material Material Group Plant Business Area Customer Classification Sales Organisation
Note
*Private dimension and other dimensions are public.
Connection ([PART_CONF] +[CONF]) *[neta mount] ([DELAY] +[NOT_CONF]) / [TOTAL]
Mapping Yr/Mo. Of Creation Navigation attribute Country of dimen sion Sold-to-Party Sold-to-Party Customer Group Material Material Group Plant Business Area Customer Classification Sales Organisation
2.36.3.2 SAP Sales & Distribution: Backorders (SAP__SD_GEN_LS_BACKORDERS)
Model Name: SAP__SD_GEN_LS_BACKORDERS - Model Description: SAP Sales & Distribution: Backorders
Connection
Connection Type: SAP BW Live Data Connection Source of Import: CDS View Analytics - Confirmation of
Sales Orders(2CCSDSLSORDCONFAQ)
Connection Variables:
- Exchange Rate Type: Please choose a valid exchange rate type (for example, "M"). - Currency: The displayed currency has to map the currency in the target model. Model SAP Sales & Distribution, Sales
Volume uses currency the USD (US Dollar).
356
PUBLIC
Content Package User Guide Line of Business
2.37 Sales Performance (CRM)
2.37.1 Architecture and Abstract
SAP Sales Performance content is developed based on SAP Hybris Cloud for Customer. However, this content is built in a generic way and can be connected to another CRM source for sales performance. The components addressed are Sales Performance and Sales Target Planning. Architecture The building blocks are as shown:
2.37.2 Digital Boardrooms
There is a single Digital Boardroom for SAP CRM Sales Performance: SAP_CRM_Sales_Performance_Dashboard
Content Package User Guide Line of Business
PUBLIC
357
2.37.3 Stories
2.37.3.1 General- Sales Performance (SAP__CRM_GEN_SALESPERFORMANCE)
Name: SAP__CRM_GEN_SALESPERFORMANCE Description: SAP CRM: General - Sales Performance Page - Sales Performance Overview This page provides an overview of the overall Sales Performance of an organization. Please note that unless mentioned, all the charts in this story use the model. SAP__CRM_GEN_IM_OPPORTUNITIES Header In this lane the current date, current quarter, and days left for quarter to end are indicated. Growth This lane shows the growth related KPIs. Revenue Won The revenue won and its variance with target and weighted revenue are shown for the current quarter. Revenue Trend This chart shows the trend of revenue won, weighted revenue pipeline, and target and variance of revenue won w.r.t. previ ous year. Pipeline This lane shows information on leads and opportunities. Leads Generated
Model: SAP__CRM_GEN_IM_LEADS A numeric point chart shows the YTD Leads and YoY comparison. A trendline of the leads generated YTD on a monthly granularity is displayed. Opportunities by Close Date A numeric point chart shows the Current year's Opportunity Count and YoY comparison. A trendline of the opportunities on a monthly granularity is displayed. Average Sales Cycle A numeric point chart shows the YTD Average Cycle Time and YoY comparison. A trendline of average cycle time on a monthly granularity is displayed. Pipeline Funnel The funnel shows the weighted revenue pipeline in different stages for the current and next year. Sales Team This lane shows information on the performance of the Sales team. Revenue Won YTD The revenue won YTD and target is displayed per employee. It is possible to filter on top n employees.
358
PUBLIC
Content Package User Guide Line of Business
Name: SAP__CRM_GEN_SALESPERFORMANCE
Revenue Pipeline YTG The weighted revenue pipeline, unweighted revenue, and target are shown by employee for time from current date to end of current year. Page - Growth: Sales Revenue This page provides details on Revenue Won YTD. Overview Pane Filters are provided for Territory and Sales Unit. The revenue won and its variance with target and weighted revenue are shown for the current quarter, YTD, and Year to previous quarter. Detail Pane This area shows detailed analysis of the current year's revenue won. Revenue Won This chart provides a monthly view of the revenue won and its deviation with previous year. In the variance line, the devia tion from target is shown. Breakdown of Revenue Won
Based on selected dimension as breakdown dimension, the treemap shows by size the revenue won for the current year and the color denotes the growth in revenue won since previous year. The trendline shows the revenue won over quarters.
Page - Product Portfolio Filters are provided for Territory and Sales Unit. This page provides details on Product based Revenue, this might not neces sarily add up to Opportunity Revenue Won as this is calculated based on item value. Overview Pane
The Product Revenue won and distribution across new and existing products is shown in the numeric point chart.
With treemaps, one sees the distribution of revenue across all products and new products.
Detail Pane This area shows detailed analysis of the Product Portfolio. Revenue Growth Per Product Group This chart shows the revenue won per product group for the current year and its variance with previous year. The revenue pipeline for the current year is also shown. Revenue Distribution of New vs Existing Products by Product Group The distribution of revenue YTD is shown between existing and new products for each Product Group. The calculation of finding new products is based on the logic of looking at products which generated revenue for the current year but not in the previous years. The difference from calculation is used here with the option of replacing null values by zero for calculat ing between years. Product Performance by Product Group This chart shows the performance of each product's revenue along x axis and deviation from previous year's revenue in the y axis. The products are colored by product groups and using the legends, one can filter on specific product groups. Revenue by Product Group and Selection Dimension This heat map shows a matrix of revenue for each product group with a breakdown per country, territory, sales unit, indus try, and competitor or country
Content Package User Guide Line of Business
PUBLIC
359
Name: SAP__CRM_GEN_SALESPERFORMANCE Page Customers This page shows Customer analysis of Revenue Won and in pipeline. Overview Pane The page can be filtered on Territory and Sales unit. The customer statistics shows customers for current and previous year. Detail Pane This area shows details on Customer analysis. Top Customers by Revenue Won Customers providing highest revenue won for the current year are shown along with growth w.r.t previous year. For these customers, the revenue pipeline is also shown. Revenue Pipeline by Customer and Additional Dimension Based on selected dimension as breakdown dimension, the treemap shows distribution of revenue pipeline by customer. Top Open Deals by Customer This chart shows value of open opportunities for customers at different sales phases. Tooltips give further information like the employee responsible and close date for the opportunity. Competitors for Lost Deals
This treemap shows the revenue lost associated with each competitor and the color shows the number of deals lost.
Page Pipeline: Leads & Opportunities This page provides information about leads and opportunities. Filters are available for territories and sales units. Overview Pane Filters are available for territories and sales units. Numeric point charts are available for Leads generated and lead conver sion ratio for current year with YoY comparison (Model: SAP__CRM_GEN_IM_LEADS), Opportunities and Opportunity win rate by Close date for current year with YoY comparison. Leads Pane This lane provides all lead related details. Lead Generation Trend
Model: SAP__CRM_GEN_IM_LEADS The trend of leads generated for the current year with YoY deviation is shown.
Lead Breakdown by Selected Dimension
Model: SAP__CRM_GEN_IM_LEADS Based on the selected dimension qualification, territory or source, the breakdown of leads generated for current year with deviation YoY is shown.
Lead Contribution to Opportunities Based on the dimension selected, breakdown is provided for the current year to show the percentage of opportunities cre ated with a lead source. Opportunities Pane
360
PUBLIC
Content Package User Guide Line of Business
Name: SAP__CRM_GEN_SALESPERFORMANCE
This lane provides all opportunity related information. Opportunity Weighted Revenue Trend by Close Date The trend of opportunity weighted revenue for current year with deviation YoY. Weighted Value of Open Opportunities The list of open opportunities for the current quarter sorted for the current quarter. Campaign Influence on Revenue Won This chart shows the breakup of revenue earned by opportunities with campaigns associated verses those without. YoY var iance is shown, and breakdown is done by selected dimension. Page Pipeline This page provides sales pipeline related information. Overview Pane Filters are available for territories, sales units, customer & employee responsible. Numeric point charts are available for op portunity win rate, deals won, deals lost, average deal size, and average sales cycle with YoY comparisons. Detail Pane This lane provides all pipeline details. Pipeline Funnel For each sales phase, shows the number of opportunities and weighted revenue for current and next year for opportunities that are not closed. Pipeline Health Scorecard The score card shows for each month of the current year the revenue won, revenue in pipeline, deals won, and deals in pipe line. It is possible for each month to see information in the detail level of dates. Average Cycle Time for Closed Opportunities This chart shows the trend of average cycle time per month with YoY comparison. This chart answers questions like have I been more efficient with closing sales this March vs last March. Pipeline Opportunity Count Distribution by Sales Phase For the next 6 months, the percentage of opportunities by close date per sales phase is shown. This chart answers ques tions like for the next month, are too many of my opportunities in the early sales phases. Page Sales Team This page provides information on performance of the sales team. Overview Pane Filters are available for territories, sales units. Numeric point charts are available for revenue won for the current quarter and its deviation from target and Weighted revenue. Detail Pane This lane provides details on performance of the sales team. Employee Performance For each employee, all performance KPIs are shown for the current quarter in a tabular form. Average Deal Size by Employee Responsible
Content Package User Guide Line of Business
PUBLIC
361
Name: SAP__CRM_GEN_SALESPERFORMANCE
In this treemap, the size of each box shows the average deal size for an employee and the color indicates the weighted reve nue pipeline in total for the deals the employee is responsible for. This chart gives an indication of with which employees the big deals lie and the workload on this employee as the tooltip also informs us of how many deals is this employee involved in.
Weighted Revenue vs Target Per Employee
This chart shows how far is each employee from targets for the current quarter.
Weighted Revenue Distribution by Employee and Selected Dimension
Dimension selection is possible for industry, competitor, sales phase and customer. Based on one of these selected dimen sions, the breakdown of weighted revenue is shown per employee. This chart answers questions such as which of my customers will give me the most revenue or which competitors pose the greatest threat.
Page Win Loss Analysis
This page provides analysis of wins and losses for opportunities.
Overview Pane
Filters are available for territories, sales units & employee responsible. Numeric point charts are available for opportunity win rate, deals won, and deals lost.
Win Pane
This lane provides all win related details.
Opportunity Win Trend
Shows the trend of Opportunities won and revenue won per month for the current year.
Wins
The performance of wins per employee for the current quarter filtered on top 5 revenue won is shown. The filter of top 5 can be changed in presentation mode.
Deals Won by Select Dimension
Based on the dimension selected, breakdown is provided for the current quarter to show the number of opportunities won colored by revenue won. This chart answers questions such as what were the reasons for my wins, or which customers did I have most wins with.
Loss Pane
This lane provides all loss related details.
Opportunity Loss Trend
Shows the trend of Opportunities lost and revenue lost per month for the current year.
Losses
The performance of losses per employee for the current quarter filtered on top 5 revenue lost is shown. The filter of top 5 can be changed in presentation mode.
Deals Lost by Select Dimension
Based on the dimension selected, breakdown is provided for the current quarter to show the number of opportunities lost colored by revenue lost. This chart answers questions such as what were the reasons for my losses, or which competitors I lost to.
Page Revenue Pipeline Simulation
362
PUBLIC
Content Package User Guide Line of Business
Name: SAP__CRM_GEN_SALESPERFORMANCE
Revenue Pipeline is shown based on Weighted Revenue. Weighted revenue is provided as a calculation of unweighted reve nue * chance of success. Chance of success is dependent on sales phase.
In revenue pipeline simulation, additional influencers are added to the chance of success. A business scenario that can be addressed here is: There is a sudden slowdown in the construction industry across Brazil and this has a negative effect by 10% on the revenue pipeline for this tuple (Construction in Brazil), how would this influence the overall revenue pipeline for my company?
Simulation Selections Pane
The time range for the simulation is displayed.
Using the slider, the influence on chance of success can be set between -50 to +50 %. The selection can be done on indus try, country, and customer. Any selection influences all other filters. The calculation is weighted revenue * influence/100.
Simulation Results Pane The results of simulated weighted pipeline based on influencers selected in the selections pane are shown. Weighted & Simulated Weighted Revenue Pipeline based on the following selections: Here we see the summary of influencers been selected. KPIs Total Actual Weighted Pipeline This chart shows the total weighted pipeline without simulation effects. Total Simulated Weighted Pipeline This chart shows the total weighted pipeline with simulation effects. Adjacent to this the variance of actuals vs Simulation is shown. Actual Weighted Pipeline for selection This chart shows the weighted pipeline without simulation effects for the opportunities that belong to simulation criteria. Simulated Weighted Pipeline for selection This chart shows the weighted pipeline with simulation effects for the opportunities that belong to simulation criteria. Adja cent to this, the variance of actuals vs Simulation is shown. Pipeline Breakup for Selected Industry, Country and Customer For the simulation selection, a breakup per month of actual and simulated revenue pipeline are shown.
2.37.3.2 Planning- Sales Target Planning (SAP__CRM_PLAN_TARGETPLANNING) (deprecated)
Name: SAP__CRM_PLAN_TARGETPLANNING Description: SAP CRM: Planning- Sales Target Planning Page Overview
Content Package User Guide Line of Business
PUBLIC
363
Name: SAP__CRM_PLAN_TARGETPLANNING
Please note that all charts in this story use the model SAP__CRM_GEN_IM_OPPORTUNITIES.
Sales Target Planning is first done on territory level and then finetuned on the level of sales persons. The Overview Tab gives an overview of the current year's sales targets and performance of my Employees.
Revenue by Territory
In the overview page, a sales manager sees data based on his authorizations in SAP Analytics Cloud. Depending on the territories he/she is authorized to view, he/she can see the current year, the revenue won, revenue pipeline, and target reve nue by territory.
Revenue Trend for my Sales Unit
This chart shows the trend of revenue won, weighted pipeline revenue, and target revenue for the sales units that belong to me, authorization can be maintained for sales units based on which only sales units belonging to me are shown. Else, a filter can also be used in the chart to filter to sales units the Sales Manager is interested in.
Revenue Won vs Target for My Employees
The revenue won YTD and its variance with target for each employee belonging to the selected sales units is shown.
Weighted Revenue Pipeline vs Target for My Employees
The weighted revenue Year To Go and its variance with target for each employee belonging to the selected sales units is shown.
Page Target Setting - Territories
In this page, the monthly target setting is possible on the level of individual territory or territory hierarchy. Target planning for territories can be done only if one has authorization to the specific territories. This can be filtered on Sales units.
Revenue Overview
This chart provided an aggregated overview of revenue won, in pipeline, and target for the year based on territories author ized.
Revenue Trend
This chart shows the trend of revenue won, weighted pipeline revenue, and target revenue for the territories I am authorized to.
Target Settings for a specific year
In this grid, target values can be entered as absolute value or as percentage increase or decrease in any cell which is a data point for target revenue for a territory for a month. If the target is on a higher level than a leaf, then the values are distrib uted to the leaves.
Page Target Setting Employees
In this page, the monthly target setting is possible on the level of individual employee. Target planning for territories can be done only if one has authorization to the specific sales units or a filter can be used for this. Employee selection is also avail able.
If you would like to do planning for new employees, then use unbooked data for the employee.
Revenue Overview
This chart provides an aggregated overview of revenue won, in pipeline, and target for the year based on employees se lected.
Revenue Trend
364
PUBLIC
Content Package User Guide Line of Business
Name: SAP__CRM_PLAN_TARGETPLANNING
This chart shows the trend of revenue won, weighted pipeline revenue, and target revenue for the employees I am responsi ble for. Target Settings for a specific year In this grid, target values can be entered as absolute value or as percentage increase or decrease in any cell which is a data point for target revenue for an employee for a month.
This story is deprecated. We recommend you to use SAP__CRM_PLAN_TERRITORYTARGET and SAP__CRM_PLAN_EMPLOYEEQUOTA .
These stories cover the sales planning scenario in greater depth.
2.37.3.3 Planning- Sales Territory Target Planning (SAP__CRM_PLAN_TERRITORYTARGET)
This story enables you to do Territory Target planning.
In the Overview page, there are charts showing the revenue by territory and revenue trend and on the righthand side the different steps of Territory Target Planning process are shown. From here, you can navigate to the pages where each of these process steps are available.
It is also possible to navigate from Territory Target Planning to Employee Quota Planning from this Overview page.
The steps are:
Setup Target Revenue Baseline - You can define the base for your target planning either based on previous year's actuals or entering manually per territory.
Setup Seasonality - You can distribute the target values based on seasonality using SAP Analytics Cloud's spreading functionality for the time dimension.
Allocate Revenue to Product Group - You can distribute target across product groups using allocation step. Plan Revenue for Territories - You can do a detailed planning on a monthly granularity for territories. Filter
on selected territory and do further planning on the level of Product Group. This page is also available for access directly from the story so it can be used for task creation. Help page provides help for all quota planning steps.
2.37.3.4 Planning- Employee Quota Planning (SAP__CRM_PLAN_EMPLOYEEQUOTA)
This story enables you to do Employee Quota planning which is derived based on Top- level Territory Target planning.
In the Overview page, there are charts showing the performance of the team YTD and YTG. The revenue trend for the team and distribution of quota across Sales Units assigned to you are also shown. On the right-hand side, the different steps of Employee Quota Planning process are shown. From here, you can navigate to the pages where each of these process steps are available.
Content Package User Guide Line of Business
PUBLIC
365
It is also possible to navigate from Employee Quota Planning to Territory Target Planning from this Overview page.
The steps are: Set Quota Baseline - You can define the quota version based on copy from target version. Assign Employee to Sales Unit - Current employees are assigned quota based on previous year's
assignment. For new employees, assignment of quota, and sales unit can be done in this step. Transfer Quota - Quota for selected employees can be transferred across sales units for selected quarters
using allocation. Plan Quota for Employees - You can do a detailed planning for your employees on monthly level for sales
units and territory. For selected employees, it is possible to do planning on Product Group level. This page is also available for access directly from the story so it can be used for task creation.
The Quota Coverage simulation page shows the actuals for assigned quota and provides the possibility to simulate quota coverage by changing quota and number of employees.
Help page provides help for all quota planning steps.
2.37.3.5 Sales Performance Teaser (SAP__CRM_C4C_SPTEASER)
This story is meant to be a teaser for demonstrating how content can run out of the box by switching connectivity to another system. A subset of the content provided in the story SAP CRM: General - Sales Performance is shown in this story in a single page.
366
PUBLIC
Content Package User Guide Line of Business
2.37.4 Models
There are 2 models used in this content.
2.37.4.1 General - Opportunities (SAP__CRM_GEN_IM_OPPORTUNITIES)
Model Name: SAP__ CRM_GEN_IM_OPPORTUNITIES
Model Description: SAP Sales Performance: General - Opportunities Planning Enabled: Yes
Opportunity Account* ID Expected_Value Chance_of_Success Weighted_Value Item_Value Item_Total_Value Number_of_Opportunities Saleslength
Average_salescycle Revenue_won
Description Unweighted Revenue Chance of Success Weighted Revenue Item Value Item Total Value Number of Opportunities Saleslength
Average Sales Cycle Revenue Won
Connection
Connection type: SAP Hybris Cloud for Customer > SAP Hybris Cloud for Customer Analytics
- Connection Query: Opportunity Analysis (RPCO DOPPU_Q0018QueryResults). Please note that you might need to add some additional fields which are not selected by default (for ex ample, Campaign)
Connection Query: Average Sales Cycle (RPCODOPPU_Q0009Quer yResults). Please note that you might need to add some additional fields which are not selected by de fault (for example, Campaign)** (this query is only used for map ping saleslength)
Formula/Mapping
Expected_Value
Chance_of_Success
Weighted_Value
Item_Value
Item_Total_Value
Number_of_Opportunities
**Should be mapped to Avg. Sales Cy cle Length from RPCO DOPPU_Q0009QueryResults
[Saleslength]/[Deals_won]
RESTRICT([Expected_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="4" )
Content Package User Guide Line of Business
PUBLIC
367
Model Name: SAP__ CRM_GEN_IM_OPPORTUNITIES
Average_deal_size
Average Deal Size
Sales_employees Revenue_item_won
Sales Employees Product Revenue Won
Revenue_item_lost
Product Revenue Won
Revenue_Pipeline
Product Revenue Lost
Deals_won
Weighted Revenue Pipeline
Deals_lost
Deals Won
Opportunity_win_ratio
Deals Lost
Deals_in_pipleline Revenue_lost
Opp Win Rate Revenue Lost
Target_revenue Deals_closed
Target Revenue Deals Closed
Revenue_item_pipeline
Product Revenue Pipeline
Quota_revenue
Product_weightage Revenue_item_pipeline
Product_factoring Seasonality_trend Dimensions ID
Quota Share - CY Product Revenue Pipeline Product Factoring Seasonality Trend
Description
368
PUBLIC
Connection
[Expected_Value]/[Number_of_Oppor tunities]
[Number_of_Opportunities]
RESTRICT([Item_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="4" )
RESTRICT([Item_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="4" )
RESTRICT([Item_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="5" )
RESTRICT([Weighted_Value],[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]=("1","2") )
RESTRICT([Number_of_Opportuni ties] ,[d/SAP_CRM_OPP_LIFECYCLES TATUS]="4" )
RESTRICT([Number_of_Opportuni ties] ,[d/SAP_CRM_OPP_LIFECYCLES TATUS]="5" )
[Deals_won]/ [Number_of_Opportuni ties]
RESTRICT([Expected_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="5" )
LOOKUP([Expected_Value] ,[d/ Version]="public.Target" )
RESTRICT([Number_of_Opportuni ties] ,[d/SAP_CRM_OPP_LIFECYCLES TATUS]=("4","5") )
RESTRICT([Item_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]=("1","2") )
LOOKUP([Expected_Value] ,[d/ Version]="public.Quota" )
LOOKUP([Revenue_item_won] ,[d/ Version]="public.Actual" )
[Item_Value] * [Product_weightage]
%GRANDTOTAL([Expected_Value] )
Mapping
Content Package User Guide Line of Business
Model Name: SAP__ CRM_GEN_IM_OPPORTUNITIES
Connection
Time*
Time
Month/ Calendar Year ID: filter on previ ous, current and next year
SAP_ALL_COUNTRY
Country
Country ID
SAP_CRM_GEN_LEAD
Lead
Sales Lead ID
SAP_ALL_MATERIAL
Material
Product ID
SAP_ALL_MATERIALGROUP
Material Group
Product Group ID
SAP_CRM_OPP_WINLOSSREASON
Win Loss Reason
Reason for Status ID
SAP_CRM_OPP_SALESCYCLE
Sales Cycle
Sales Cycle ID
SAP_ALL_SALESORGANISATION
Sales Organisation
Sales Organization ID
SAP_CRM_OPP_SALESPHASE
Sales Phase
Sales Phase ID
SAP_ALL_SALESUNIT
Sales Unit
Sales Unit ID
SAP_ALL_CITY
City
City ID
SAP_CRM_GEN_OPPORTUNITY
Opportunity
Opportunity ID
SAP_ALL_CUSTOMER
Customer
Account ID
SAP_ALL_TERRITORY
Territory
Territory ID
SAP_CRM_OPP_ABCCLASSIFY
ABC Classification
ABC Classification ID
SAP_CRM_OPP_STARTDATE
Start Date
Start Date ID
SAP_CRM_OPP_CAMPAIGN
Campaign
Campaign ID
SAP_CRM_OPP_COMPETITOR
Competitor
Competitor ID
SAP_ALL_DISTRIBUTIONCHANNEL Distribution Channel
Distribution Channel ID
SAP_HR_GEN_USER
User
Employee Responsible ID
SAP_ALL_INDUSTRY
Industry
Industry ID
SAP_CRM_OPP_LIFECYCLESTATUS Lifecycle Status
Lifecycle Status ID
SAP_CRM_GEN_MAINCONTACT
Main Contact
Main Contact ID
Additional Notes about the Model
To load master data into this model please the generic oData connector where the connector URL syntax is https://<sys tem>/sap/c4c/odata/v1/c4codata and use the appropriate query to load the master data.
Note
* Private dimension and other dimensions are public.
Content Package User Guide Line of Business
PUBLIC
369
2.37.4.2 General Leads (SAP__CRM_GEN_IM_LEADS)
Model Name: SAP__CRM_GEN_IM_LEADS
Connection
Model Description: SAP Sales Performance: General - Leads Planning Enabled: Yes
Connection Type: SAP Hybris Cloud for Customer > SAP Hybris Cloud for Customer Analytics
Connection Query: Sales Leads By Status (RPCODLEAH_Q0002Quer yResults).
Lead Account*
ID
Description
Formula/Mapping
lead_count
lead count
Number of leads
hot
hot leads
RESTRICT([lead_count] ,[d/
SAP_CRM_LEAD_QUALIFICA
TION]="3" )
warm
warm leads
RESTRICT([lead_count] ,[d/ SAP_CRM_LEAD_QUALIFICA TION]="2" )
cold
cold leads
RESTRICT([lead_count] ,[d/
SAP_CRM_LEAD_QUALIFICA
TION]="1" )
lead_conversion
Lead Conversion Ratio
[converted_leads]/ [lead_count]
converted_leads
Converted Leads
RESTRICT([lead_count] ,[d/ SAP_CRM_LEAD_LIFECYCLESTA TUS]="6" )
Dimensions
ID
Description
Mapping
SAP_ALL_CUSTOMER
Customer
Account ID
SAP_ALL_TERRITORY
Territory
Territory ID
SAP_CRM_GEN_MAINCONTACT
Main Contact
Main Contact ID
SAP_CRM_LEAD_LIFECYCLESTATUS Life Cycle Status
Lifecycle Status ID
SAP_CRM_LEAD_QUALSTATUS
Qualification Status
Qualification Status ID
SAP_CRM_LEAD_QUALIFICATION
Qualification Level
Qualification Level ID
SAP_CRM_LEAD_SOURCE
Source
Source ID
SAP_CRM_GEN_LEAD
Lead
Lead ID
Time*
Time
Month / Calendar Year ID
Additional Notes about the model
To load master data into this model please the generic oData connector where the connector URL syntax is https://<sys tem>/sap/c4c/odata/v1/c4codata and use the appropriate query to load the master data.
370
PUBLIC
Content Package User Guide Line of Business
2.37.4.3 Sales Performance Teaser (SAP__CRM_C4C_IM_SPTEASER)
Model Name: SAP__CRM_C4C_IM_SPTEASER
Model Description: SAP C4C: Sales Performance Teaser Planning Enabled: Yes
Opportunity Account* ID Expected_Value Chance_of_Success Weighted_Value Item_Value Item_Total_Value Number_of_Opportunities Revenue_won
Average_deal_size Sales_employees Revenue_item_won
Revenue_item_lost
Revenue_Pipeline
Deals_won
Deals_lost
Description Unweighted Revenue Chance of Success Weighted Revenue Item Value Item Total Value Number of Opportunities Revenue Won
Average Deal Size Sales Employees Product Revenue Won
Product Revenue Won
Product Revenue Lost
Weighted Revenue Pipeline
Deals Won
Connection
Connection type: SAP Hybris Cloud for Customer > SAP Hybris Cloud for Customer Analytics
Connection Query: Opportunity Analysis (RPCO DOPPU_Q0018QueryResults).
Connector: SAP Sales Cloud (SAP_C4C)
Formula/Mapping
Expected_Value
Chance_of_Success
Weighted_Value
Item_Value
Item_Total_Value
Number_of_Opportunities
RESTRICT([Expected_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="4" )
[Expected_Value]/[Number_of_Oppor tunities]
[Number_of_Opportunities]
RESTRICT([Item_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="4" )
RESTRICT([Item_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="4" )
RESTRICT([Item_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="5" )
RESTRICT([Weighted_Value],[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]=("1","2") )
RESTRICT([Number_of_Opportuni ties] ,[d/SAP_CRM_OPP_LIFECYCLES TATUS]="4" )
Content Package User Guide Line of Business
PUBLIC
371
Model Name: SAP__CRM_C4C_IM_SPTEASER
Opportunity_win_ratio
Deals Lost
Deals_in_pipleline Revenue_lost
Opp Win Rate Revenue Lost
Deals_closed
Deals Closed
Dimensions ID Time
Description Time
Country ID Product ID Product Category ID Reason for Status ID Sales Phase ID Sales Unit ID Opportunity ID Account ID Territory ID Competitor ID Employee Responsible ID Industry ID Lifecycle Status ID Additional Notes about the model
Country Product Product Category Reason for Status Sales Phase Sales Unit Opportunity Customer Territory Competitor Employee Responsible Industry Lifecycle Status
Connection
RESTRICT([Number_of_Opportuni ties] ,[d/SAP_CRM_OPP_LIFECYCLES TATUS]="5" ) [Deals_won]/ [Number_of_Opportuni ties] RESTRICT([Expected_Value] ,[d/ SAP_CRM_OPP_LIFECYCLESTA TUS]="5" ) RESTRICT([Number_of_Opportuni ties] ,[d/SAP_CRM_OPP_LIFECYCLES TATUS]=("4","5") )
Mapping Month/ Calendar Year ID: filter on previ ous, current and next year using Clos ing Date ID Country ID Product ID Product Category ID Reason for Status ID Sales Phase ID Sales Unit ID Opportunity ID Account ID Territory ID Competitor ID Employee Responsible ID Industry ID Lifecycle Status ID
This model uses only local dimensions. Master data is uploaded during transactional data upload. This model can be used to easily show customer data after switching connection.
Please note that for productive use, it is better to separately load the master and Tx data as is the case in the first 2 models. This model assumes that the date format for time dimension is MM/YYYY. If it is not, then you need to create your own query based on the selections mentioned above and perform the right data transformation to map your MonthYear to time dimension.
372
PUBLIC
Content Package User Guide Line of Business
2.38 Service Performance (SRV)
2.38.1 Architecture and Abstract
SAP CRM Service Performance content is developed based on SAP Hybris Cloud for Customer. The area addressed is in performance of Service Ticketing Architecture The building blocks are as shown:
2.38.2 Stories
SAP CRM: C4C Service Cloud - Service Performance (SAP__CRM_SRV_PERFORMANCE) This is the single story which consists of 3 pages. The story provides analysis of Service Tickets Performance. The Overview page helps analyse service ticket creation trend, priority and status, various performance times such as lead time, and social media involvement. The Agent Performance helps understand agent performance for agent groups and that of individual agents. In the Adhoc Analysis page, one can perform freestyle analysis of various KPIs, and dimensions driven by smart grouping.
Content Package User Guide Line of Business
PUBLIC
373
2.38.3 Models
There are 3 Models:
2.38.3.1 SAP CRM: C4C Service Cloud - Tickets (SAP__CRM_SRV_IM_TICKETS)
Model Name: SAP__CRM_SRV_IM_TICKETS
Model Description: SAP CRM: C4C Service Cloud - Tickets Planning Enabled: Yes
Account ID Lead_Time_s Number_of_Interaction_Steps Age_s Total_Time_at_Processor_s Total_Time_at_Requestor_s Number_of_Response_Cycles Total_Response_Duration_s Number_of_Missed_Responses Number_of_Tickets Number_of_Tickets_Com pleted_on_Schedule Average_Lead_Time
Average_Age
Tickets_Open
Tickets_InProcess
Tickets_InEscalation
Description Lead Time (s) Number of Interaction Steps Age (s) Total Time at Processor (s) Total Time at Requestor (s) Number of Response Cycles Total Response Duration (s) Number of Missed Responses Number of Tickets Number of Tickets Completed on Schedule Average Lead Time (days)
Average Age (days)
Tickets Open
Tickets In Process
Tickets In Escalation
Connection
Connection type: SAP Hybris Cloud for Customer > SAP Hybris Cloud for Customer Analytics
Connection Query: Custom Query based on Data source CRMSRQHB
Formula/Mapping Lead_Time_s Number_of_Interaction_Steps Age_s Total_Time_at_Processor_s Total_Time_at_Requestor_s Number_of_Response_Cycles Total_Response_Duration_s Number_of_Missed_Responses Number_of_Tickets Number_of_Tickets_Com pleted_on_Schedule ([Lead_Time_s]/[Number_of_Tick ets])/(3600*24) ([Age_s]/[Number_of_Tickets])/(3600 *24) LOOKUP([Number_of_Tickets] ,[d/ Lifecycle_Status_ID]="1" ) LOOKUP([Number_of_Tickets] ,[d/ Lifecycle_Status_ID]="2") LOOKUP([Number_of_Tickets] , [d/ Lifecycle_Status_ID]=("1","2")and [d/ Escalation_Status_ID]="2")
374
PUBLIC
Content Package User Guide Line of Business
Model Name:
SAP__CRM_SRV_IM_TICKETS
Connection
Avg_Time_at_Processor_s
Average Time at Processor (days)
([Total_Time_at_Processor_s]/[Num ber_of_Tickets])/(3600*24)
Avg__Time_at_Requestor_s
Average Time at Requestor (days)
([Total_Time_at_Requestor_s]/[Num ber_of_Tickets])/(24*3600)
Avg_response_duration
Average Response Duration (days)
([Total_Response_Duration_s]/[Num ber_of_Tickets])/(24*3600)
Dimensions
ID
Description
Mapping
Time
Time
Created on filter on current and previ ous year
Service_Organization_ID_ID
Service Organization
Service_Organization_ID_ID
Source_ID
Source
Source_ID
Escalation_Status_ID
Escalation Status
Escalation_Status_ID
Lifecycle_Status_ID
Lifecycle Status
Lifecycle_Status_ID
Ticket_Solution_Status_ID
Ticket Solution Status
Ticket_Solution_Status_ID
Status_ID
Status
Status_ID
Account_ID
Account
Account_ID
Ticket_ID
Ticket
Ticket_ID
Agent_ID
Agent
Agent_ID
Reported_By_ID
Reported By
Reported_By_ID
Sales_Unit_ID
Sales Unit
Sales_Unit_ID
Service_and_Support_Team_ID
Service and Support Team
Service_and_Support_Team_ID
Affected_Product_Category_ID
Affected Product Category ID
Affected_Product_Category_ID
Product_ID
Product
Product_ID
Contract_ID_ID
Contract
Contract_ID_ID
Service_Category_ID_ID
Service Category
Service_Category_ID_ID
Contract_Status_ID
Contract Status
Contract_Status_ID
Priority_ID
Priority
Priority_ID
Completion_Date_ID
Completion Date
Completion_Date_ID
Additional Notes about the model
This model uses only local dimensions. Master data is uploaded during transactional data upload.
Content Package User Guide Line of Business
PUBLIC
375
2.38.3.2 SAP CRM: C4C Service Cloud - Ticket Times (SAP__CRM_SRV_IM_TICKETTIMES)
This model provides additional ticket times which is not available in the main model.
Model Name: SAP__CRM_SRV_IM_TICKETTIMES
Connection
Model Description: SAP CRM: C4C Service Cloud- Ticket Times Planning Enabled: No
Connection type: SAP Hybris Cloud for Customer > SAP Hybris Cloud for Customer Analytics
Connection Query: RPSEODSRQDTS01_Q0001Quer yResults (All Tickets)
Account
ID
Description
Formula/Mapping
Ticket_Handling_Time_Secs
Ticket Handling Time (Secs)
Ticket_Handling_Time_Secs
Initial_Review_Time_Secs
Initial Review Time (Secs)
Initial_Review_Time_Secs
Avg_Ticket_Handling_Time_Secs
Avg. Ticket Handling Time (days)
[Ticket_Handling_Time_Secs]/ (3600*24)
Avg_Initial_Review_Time_Secs
Avg. Initial Review Time (days)
[Initial_Review_Time_Secs]/(3600*24)
Dimensions
ID
Description
Mapping
Ticket_ID
Ticket
Ticket_ID
Additional Notes about the model
This model uses only local dimensions. Master data is uploaded during transactional data upload.
2.38.3.3 SAP CRM: Services - Ticket Interaction (SAP__CRM_SRV_IM_TICKETINTERACT)
This model tracks the entire set of interactions taking place on a ticket with additional focus on social media.
376
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__CRM_SRV_IM_TICKETINTERACT
Model Description: SAP CRM: Services - Ticket Interaction Planning Enabled: No
Interaction Account
ID
Description
Number_of_Interaction_Steps
Number of Interaction Steps
Number_of_Response_Cycles
Number of Response Cycles
Number_of_Missed_Responses
Number of Missed Responses
Number_of_EMail_Interactions
Number of E-Mail Interactions
Number_of_Chat_Conversations
Number of Chat Conversations
Number_of_Interactions
Number of Interactions
Number_of_Manually_Created_Tickets Number of Manually Created Tickets
Number_of_Portal_Replies_from_Cus Number of Portal Replies from Cus
tomer
tomer
Number_of_Portal_Interactions
Number_of_Portal_Interactions
Number_of_Portal_Replies_to_Cus tomer
Number_of_Portal_Replies_to_Cus tomer
Number_of_SMS_interaction
Number_of_SMS_interaction
Number_of_Phone_Calls
Number_of_Phone_Calls
Number_of_Social_Interactions
Number_of_Social_Interactions
Number_of_Internal_Notes
Number_of_Internal_Notes
Dimensions
ID
Description
Time
Time
Direction_ID Social_Media_Channel_Type_ID Channel_ID_ID Interaction_Direction_ID Social_Media_Message_Category Ticket_ID Interaction_Sentiment_ID Additional Notes about the model
Direction Channel Type Channel Interaction Direction Message Category Ticket Interaction Sentiment
Connection
Connection type: SAP Hybris Cloud for Customer > SAP Hybris Cloud for Customer Analytics
Connection Query: RPSEODSRQDTS01_Q0005Re sults (All Tickets with All Interac tions)
Formula/Mapping Number_of_Interaction_Steps Number_of_Response_Cycles Number_of_Missed_Responses Number_of_EMail_Interactions Number_of_Chat_Conversations Number_of_Interactions Number_of_Manually_Created_Tickets Number_of_Portal_Replies_from_Cus tomer Number_of_Portal_Interactions Number_of_Portal_Replies_to_Cus tomer Number_of_SMS_interaction Number_of_Phone_Calls Number_of_Social_Interactions Number_of_Internal_Notes
Mapping Interaction data filter on current and previous year Direction_ID Social_Media_Channel_Type_ID Channel_ID_ID Interaction_Direction_ID Social_Media_Message_Category Ticket_ID Interaction_Sentiment_ID
Content Package User Guide Line of Business
PUBLIC
377
Model Name: SAP__CRM_SRV_IM_TICKETINTERACT
Connection
This model uses only local dimensions. Master data is uploaded during transactional data upload.
2.39 Solution Manager (SOLMAN)
2.39.1 Architecture and Abstract
SAP Solution Manager delivers content for two important areas:
- SAP Solution Manager IT Service Management Incidents Analytics
- SAP Solution Manager Test Suite Analytics
The two areas are independent of each other and are consequently treated separately in this documentation:
SAP Solution Manager IT Service Management Incident Analytics delivers a predefined analytic solution for SAP customers who make use of IT Service Management in SAP Solution Manager for their incident handling process.
It helps roles such as IT service desk, manager/IT, and the support lead/project manager monitor and analyse their focused incidents, such as how many incidents are created/closed/still open, what're these incidents about, and its current status, how they're distributed among support teams. It also provides more detailed insights such as historical trends and SLA (Service Level Agreement) adherence.
It provides an overview of KPIs such as: Number of open/closed/created incidents Trend of created/closed incidents MPT/IRT compliance Incident duration and processing time
Thus, IT service manager can ensure that all the incidents are solved in time and take actions to improve their incident handling process.
SAP Solution Manager IT Service Management Incident Analytics is built based on BW query Master Query of Incident Reporting (technical name: 0SPR_BOC_SMQ_0SPRINCU) in SAP Solution Manager 720 SP06 (or newer). You should activate BW content during setting up IT Service Management scenario in SAP Solution Manager configuration to make BW query available.
378
PUBLIC
Content Package User Guide Line of Business
The building blocks are as shown:
SAP Solution Manager Test Suite Analytics delivers a predefined analytic solution for SAP customers who make use of Test Suite in SAP Solution Manager for managing their testing process. It helps roles such as test manager/test coordinator report their testing status, automatically compile important statistics and reports for current test cycle/scope, instead of manual calculations. It delivers an overview of current testing status such as how many test plans and test cases are there, what are the test execution status, how about the test coverage rate and OK rate. It also provides more detailed insights such as historical progress of test execution status as well as coverage/OK rate. SAP Solution Manager Test Suite Analytics is built based on the SAP BW query Progress Analytics (technical name: 0SMTMP01/0SMT_TP_STATUS_PROG) in Solution Manager 7.2 SP03 (or newer). You should activate BW content during setting up Test Suite scenario in SAP Solution Manager configuration, to make BW query available.
Content Package User Guide Line of Business
PUBLIC
379
The building blocks are as shown:
2.39.2 Stories
SAP Solution Manager ITSM Analytics - Incidents (SAP__SOLMAN_ITSM_INCIDENT) IT Service Management Incident Created Model (SAP__SOLMAN_ITSM_INCIDENT_CR) SAP Solution Manager Test Suite Analytics (SAP_SOLMAN_TEST_SUITE_ANALYTICS)
2.39.3 SOLMAN IT Service Management: Models
2.39.3.1 IT Service Management Incident Created Model (SAP__SOLMAN_ITSM_INCIDENT_CR)
Model Name: SAP__SOLMAN_ITSM_INCIDENT_CR
Connection
Model Description: IT Service Management Incident Created Model
Planning Enabled: No
Connection Type: Import Data Connection to an SAP BW System
Connection Query: 0SPR_BOC_SMQ_0SPRINCU
Incident Measures* ID DOC_NO PROCESS AVERAGE_PROC_TIME DURATION DUR_TIME IRT_MEET
Description No. of Incidents Mean Time to Repair (Hours) Average Processing Time in Hours Processing time (Hours) Average Duration in Hours No. of IRT Meet
Formula/Mapping 0SPR_CKF_CNT 0SPR_CKF_MTTRH [PROCESS]/[DOC_NO] 0SPR_CKF_PROCTH [DURATION]/[DOC_NO] No. of IRT Meet
380
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__SOLMAN_ITSM_INCIDENT_CR
IRT_EXCEEDED
No. of IRT Exceeded
IRT_SPENT
IRT Spent(Minutes)
IRT_TIME
Average Time of IRT
Connection
IRT_COM MPT_MEET MPT_EXCEEDED MPT_SPENT MPT_TIME
Average IRT Compliance No. of MPT Meet No. of MPT Exceeded MPT Spent(Minutes) Average Time of MPT
MPT_COM
Average MPT Compliance
Dimensions
ID
Description
Time*
Time
SAP_SOL MAN_ITSM_LB_INAC
Incident Measures
SAP_SOL MAN_ITSM_LB_SID
System ID
SAP_SOL MAN_ITSM_LB_STATUS
Aggregated Status
SAP_SOL MAN_ITSM_LB_TYPE
Transaction Type
SAP_SOL MAN_ITSM_LB_GUID
Message Number
SAP_SOLMAN_ITSM_LB_PRI Priority
SAP_SOL MAN_ITSM_LB_STEAM
Support Team
SAP_SOL MAN_ITSM_LB_CAT
Category
SAP_SOL MAN_ITSM_LB_COMPF
Completed Flag
SAP_SOL MAN_ITSM_LB_CRET
Creation Date
SAP_SOL MAN_ITSM_LB_IRTM
IRT Meet
SAP_SOL MAN_ITSM_LB_MPTM
MPT Meet
SAP_SOL MAN_ITSM_LB_PROJ
Project
Content Package User Guide Line of Business
[DOC_NO]-[IRT_MEET] 0SPRIRTACT ([IRT_SPENT]/ [DOC_NO])/60 [IRT_MEET]/[DOC_NO] No. of MPT Meet [DOC_NO]-[MPT_MEET] 0SPRMPTACT ([MPT_SPENT]/ [DOC_NO])/60 [MPT_MEET]/[DOC_NO]
Mapping 0SPRCREATED
0SPR_SID
0SPRSMTST
0SPRTTYPE
0SPRMGNO
0SPRMGPRITD 0SPRBPSUT
0SPRCATLV1
0SPRCOMPL
0SPRCREATED
0SPRIRTMT
0SPRMPTMT
0SPRPPMPRO
PUBLIC
381
Model Name: SAP__SOLMAN_ITSM_INCIDENT_CR
SAP_SOL MAN_ITSM_LB_PROJPH
Project Phase
Connection
Note
* Private dimension and other dimensions are public.
0SPRPPMPHS
2.39.3.2 IT Service Management Incident Closed Model (SAP__SOLMAN_ITSM_INCIDENT_CL)
Model Name: SAP__SOLMAN_ITSM_INCIDENT_CL
Model Description: IT Service Management Incident Closed Model Planning Enabled: No
Incident Measures ID DOC_NO PROCESS AVERAGE_PROC_TIME DURATION DUR_TIME IRT_MEET IRT_EXCEEDED IRT_SPENT IRT_TIME IRT_COM MPT_MEET MPT_EXCEEDED MPT_SPENT MPT_TIME MPT_COM Dimensions ID Time*
Description No. of Incidents Mean Time to Repair (Hours) Average Processing Time in Hours Processing time (Hours) Average Duration in Hours No. of IRT Meet No. of IRT Exceeded IRT Spent(Minutes) Average Time of IRT Average IRT Compliance No. of MPT Meet No. of MPT Exceeded MPT Spent(Minutes) Average Time of MPT Average MPT Compliance
Description Time
Connection Connection Type: Import Data
Connection to an SAP BW System Connection Query:
0SPR_BOC_SMQ_0SPRINCU
Formula/Mapping 0SPR_CKF_CNT 0SPR_CKF_MTTRH [PROCESS]/[DOC_NO] 0SPR_CKF_PROCTH [DURATION]/[DOC_NO] No. of IRT Meet [DOC_NO]-[IRT_MEET] 0SPRIRTACT ([IRT_SPENT]/[DOC_NO])/60 [IRT_MEET]/[DOC_NO] No. of MPT Meet [DOC_NO]-[MPT_MEET] 0SPRMPTACT ([MPT_SPENT]/[DOC_NO])/60 [MPT_MEET]/[DOC_NO]
Mapping 0SPRCDAY
382
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__SOLMAN_ITSM_INCIDENT_CL
SAP_SOLMAN_ITSM_LB_INAC
Incident Measures
SAP_SOLMAN_ITSM_LB_SID
System ID
SAP_SOLMAN_ITSM_LB_STATUS
Aggregated Status
SAP_SOLMAN_ITSM_LB_TYPE
Transaction Type
SAP_SOLMAN_ITSM_LB_GUID
Message Number
SAP_SOLMAN_ITSM_LB_PRI
Priority
SAP_SOLMAN_ITSM_LB_STEAM
Support Team
SAP_SOLMAN_ITSM_LB_CAT
Category
SAP_SOLMAN_ITSM_LB_COMPF
Completed Flag
SAP_SOLMAN_ITSM_LB_CRET
Creation Date
SAP_SOLMAN_ITSM_LB_IRTM
IRT Meet
SAP_SOLMAN_ITSM_LB_MPTM
MPT Meet
SAP_SOLMAN_ITSM_LB_PROJ
Project
SAP_SOLMAN_ITSM_LB_PROJPH
Project Phase
Note
* Private dimension and other dimensions are public.
Connection
0SPR_SID 0SPRSMTST 0SPRTTYPE 0SPRMGNO 0SPRMGPRITD 0SPRBPSUT 0SPRCATLV1 0SPRCOMPL 0SPRCREATED 0SPRIRTMT 0SPRMPTMT 0SPRPPMPRO 0SPRPPMPHS
2.39.3.3 Test Suite Analysis Model for Current (SAP__SOLMAN_TS_CURRENT)
Model Name: SAP__SOLMAN_TS_CURRENT
Model Description: SAP Solution Manager Test Suite - Analysis Model for Current
Planning Enabled: No
Accounts ID OK_Count
Description Number of Test Cases (OK)
Connection
Connection Type: BW Query Connection Query: BEx query in
BW (BEx query in SOLMAN 7.2 SP03 system: 0SMTMP01/0SMT_TP_STA TUS_PROG) Connection Variables: Remove all the default variables
Formula/Mapping OK
Content Package User Guide Line of Business
PUBLIC
383
Model Name: SAP__SOLMAN_TS_CURRENT
Connection
No_Result_Count
Number of Test Cases
No Result
(No Result)
In_Progress_Count
Number of Test Cases
In Progress
(In Progress)
Errors_Count No_of_Test_Cases
Coverage_Rate
OK_Rate Dimensions ID
Number of Test Cases (Errors) Number of Test Cases
Coverage (%) OK Rate (%)
Description
Errors [No_Result_Count] + [In_Prog ress_Count] + [OK_Count] + [Er rors_Count] ([OK_Count] + [In_Progress_Count] + [Errors_Count])/[No_of_Test_Cases] [OK_Count]/[No_of_Test_Cases]
Mapping
Time SAP_SOLMAN_TS_LB_Solution SAP_SOLMAN_TS_LB_Branch SAP_SOLMAN_TS_LB_TestPlanID SAP_SOLMAN_TS_LB_TestCase SAP_SOLMAN_TS_LB_TCStatusTP
Time Solution Branch Test Plan ID Test Case Test Case Status (TestPlan)
Solution (text) Branch (text) Test Plan ID (text) Test Case (long text)
Test Case Status (Test Plan)
(text)
SAP_SOLMAN_TS_LB_CALDAY
Calendar Day
Snapshot Day (key)
Additional Notes about the model
During the selection fields from the BEx query in data importing, make sure field presentation as below: Solution (text), Branch(text), Test Plan ID (key and text), Test Case (key and long text), Test case Status (test plan) (text), and snapshot Day (key).
Note
* Private dimension and other dimensions are public.
384
PUBLIC
Content Package User Guide Line of Business
2.39.3.4 Test Suite Analysis Model for Historical (SAP__SOLMAN_TS_HISTORICAL)
Model Name: SAP__SOLMAN_TS_HISTORICAL
Connection
Model Description: SAP Solution Manager Test Suite - Analysis Model for Historical
Planning Enabled: No
Connection Types: Connection type: BW Query
Connection Query: 0SMTMP01/0SMT_TP_STA TUS_PROG from SAP Solution Manager 7.2 SP03
Connection Variables: Remove all the default variables
Account* ID OK_Count No_Result_Count In_Progress_Count Errors_Count No_of_Test_Cases
Coverage_Rate
OK_Rate Dimensions ID Time* SAP_SOLMAN_TS_LB_Solution SAP_SOLMAN_TS_LB_Branch SAP_SOLMAN_TS_LB_TestPlanID SAP_SOLMAN_TS_LB_TestCase SAP_SOLMAN_TS_LB_TCStatusTP
Description Number of Test Cases (OK) Number of Test Cases (No Result) Number of Test Cases (In Progress) Number of Test Cases (Errors) Number of Test Cases
Coverage (%)
OK Rate (%)
Description Time Solution Branch Test Plan ID Test Case Test Case Status (TestPlan)
Formula/Mapping Snapshot Day (key) No Result In Progress Errors [No_Result_Count] + [In_Prog ress_Count] + [OK_Count] + [Er rors_Count] ([OK_Count] + [In_Progress_Count] + [Errors_Count])/[No_of_Test_Cases] [OK_Count]/[No_of_Test_Cases]
Mapping Snapshot Day (key) Solution (text) Branch (text) Test Plan ID (text) Test Case (long text)
Test Case Status (Test Plan)
(text)
Additional Notes about the model
During the selection fields from the BEx query in data importing, make sure field presentation as below: Solution (text), Branch(text), Test Plan ID (key and text), Test case (key and Long text), Test case Status (test Plan) (text), and Snapshot Day (key).
Content Package User Guide Line of Business
PUBLIC
385
Note
* Private dimension and other dimensions are public.
2.40 Supply Base Optimization: Part Negotiation History 2.40.1 Architecture and Abstract
Architecture
The colored objects are documented in this chapter.
The documentation for the greyed-out stories and models can be found in the respective Lines of Business (LoB) chapters.
Usage in Industry specific Boardrooms
386
PUBLIC
Content Package User Guide Line of Business
The current usage in Industries is listed below:
Industry High Tech
Story SAP__PROC_SBO_PARTHISTORY_LI
2.40.2 Dashboard
Root Topic Name Part Negotiation History
Topic Level 1 Overall Part History Supplier Quote/Wtd.Avg.Price Demand
2.40.3 Models
Model Name: Technical Name of Model Model Description: Part History Detail Cube Planning Enabled: No
Model Description: Weighted Price Detail Cube Planning Enabled: No Additional Notes about the model Provide additional information about the model if needed.
Connection Live Connection
Live Connection
Note
*Private dimension, other dimensions are public.
2.40.4 Stories
Part Negotiation History (SAP__PROC_SBO_PARTHISTORY_LI)
Measure Name Supplier Quote Award Split % Demand
Type SUM SUM SUM
Content Package User Guide Line of Business
Formula
PUBLIC
387
Measure Name Lead Time MOQ Target Price Baseline Price Wtd.Avg.Price MPQ
Type SUM SUM SUM SUM SUM SUM
Formula
2.41 Supply Base Optimization: Supplier Performance 2.41.1 Architecture and Abstract
Supplier Performance: Architecture and Abstract
The colored objects are documented in this chapter.
The documentation for the greyed out stories and models can be found in the respective Lines of Business (LoB) chapters:
Usage in Industry specific Boardrooms
388
PUBLIC
Content Package User Guide Line of Business
The current usage in Industries is listed below:
Industry High Tech
Story SAP__PROC_SBO_SUPPLIERPERFORMANCE_LI
2.41.2 Dashboard
Root Topic Name Supplier Performance
Topic Level 1 Performance(Single Supplier) Charts(Single Supplier) Performance(Comparison) Charts(Comparison)
2.41.3 Models
Model Name: Technical Name of Model
Model Description: Supplier Performance Cube Planning Enabled: No Additional Notes about the model Provide additional information about the model if needed
Connection Live Connection
Note
*Private dimension, other dimensions are public.
2.41.4 Stories
Supplier Performance (SAP__PROC_SBO_SUPPLIERPERFORMANCE_LI)
Measure Name Baseline Price Baseline Spend Current Spend Current Split
Type SUM SUM SUM SUM
Formula
Content Package User Guide Line of Business
PUBLIC
389
Measure Name Demand Quoted Price Target Price Target Spend
Type SUM SUM SUM SUM
Formula
Title: SAP__PROC_SBO_SUPPLIERPERFORMANCE_LI Description: Supplier Performance The table provides a detailed description of the suppliers. Page: Performance(Single Supplier) Type: Responsive Charts Title Performance(Single Supplier)
Model Used SAP__PROC_SBO_LH_SUPPLIERPERFORMANCE
Provides the following KPIs for different projects: Demand Split % Baseline Price Quoted Price Spend Realized Savings
Supplier and Time Period are dynamic filters.
Title: SAP__PROC_SBO_SUPPLIERPERFORMANCE_LI
What is the demand for a specific commodity group for a supplier over the years?
Performance(Single Supplier)
Compare Demand, Split%, Baseline Price, Quoted Price, Spend, Realized Savings of a single supplier.
Performance(Single Supplier)
Page Filters/Input Control
Supplier Time Period Page: Charts(Single Supplier) Type: Responsive Charts Title Charts(Single Supplier)
Models Used SAP__PROC_SBO_LH_SUPPLIERPERFORMANCE
390
PUBLIC
Content Package User Guide Line of Business
Title: SAP__PROC_SBO_SUPPLIERPERFORMANCE_LI
Provides the following KPIs for a single supplier: Requests with Responses Requests without Responses Awarded Requests Disqualified Requests Withdrawn Requests
Supplier and Time Period are dynamic filters. How many requests were awarded, withdrawn and disqualified which belongs to a particular supplier? Single Supplier Request Chart What is the Total Spend, Realized Savings and Realized Savings% for a single supplier? Single Supplier Request Chart Page Filters/Input Control
Supplier Time Period
Page: Performance(Comparison) Type: Responsive Charts Title Performance(Comparison)
Model Used SAP__PROC_SBO_LH_SUPPLIERPERFORMANCE
Provides the following KPIs for different Supply Base Managers:
Demand Split % Baseline Price Quoted Price Spend Realized Savings
Supplier and Time Period are dynamic filters.
Compare Demand, Split%, Baseline Price, Quoted Price, Spend, Realized Savings of multiple supplier.
Performance(Comparison)
Page Filters/Input Control Supplier Time Period
Content Package User Guide Line of Business
PUBLIC
391
Page: Charts(Comparison) Type: Responsive Charts Title Charts(Comparison)
Model Used SAP__PROC_SBO_LH_SUPPLIERPERFORMANCE
Provides the following KPIs for different Supply Base Managers: Number of Parts Awarded per Supplier Realized Savings per Supplier(in USD) Awarded Spend per Supplier(in USD)
Supplier and Time Period are dynamic filters. Compare Parts Awarded per Supplier, Realized Savings per Supplier and Awarded Spend per Supplier for multiple supplier. Charts(Comparison) Page Filters/Input Control
Supplier Time Period
2.42 SAP Ariba: Enterprise Analytics for Procurement 2.42.1 Architecture and Abstract
The Procurement Analytics Story for SAP Analytics Cloud is one integrated solution that provides analytics based on Ariba Data. It measures Compliance, Process Efficiency, Sourcing Savings and Working Capital to reduce spend by following established procurement processes, payment terms and the most efficient processing methods within an organization.
1. Compliance Measures contract and purchase order compliance by showing the resulting compliance benefits of using Ariba or cost of not using Ariba effectively. Users can investigate by dimensions such as suppliers, purchasing groups and cost centers to determine if best practices are being used as expected.
2. Process Efficiency Measures an organization's invoice processing efficiency, either through automation or the use of procurement FTEs to determine invoice exceptions encountered when reconciling invoices. Exceptions monitoring for invoices ensure proper compliance on agreements with suppliers for items such as order quantity, quantity received and pricing terms.
3. Sourcing Savings Measures the savings captured from Ariba savings forms for materials procured via established contracts. This allows for deeper analysis on when savings do not match negotiated savings by dimensions such as commodity, cost center and supplier.
4. Working Capital Measures KPIs to maximize working capital by showing when established supplier terms are followed and maximized. Also shows when early payment discounts negotiated with suppliers are achieved through efficient invoice processing.
392
PUBLIC
Content Package User Guide Line of Business
2.42.2 Stories
This package contains a story: SAP Ariba: Procurement Analytics (SAP__PROC_PROCUREMENT_ANALYTICS)
Note
The currency used in the story is the same as the chosen reporting currency in the source Ariba system.
2.42.2.1 Compliance Page Calculated Measures
These calculations are based on measures and dimensions from the Invoice Line View model.
Measure Name Compliance Benefit Non Compliance Cost % Compliance Change Compliant Spend % Non Compliant Spend %
Type Calculated Measure
Calculated Measure
Calculated Measure
Calculated Measure Calculated Measure
Formula/Properties
[% Compliance Change] * ([Avg Sav ings Rate] / 100 ) * [Total Invoiced]
[Total Invoiced] * ([Avg Savings Rate] / 100) * (1 [Compliant Spend %])
[Compliant Spend %] ([Prior Year Com pliant % / 100)
[Compliant Spend] / [Total Invoiced]
[Non-Compliant Spend] / [Total In voiced]
Content Package User Guide Line of Business
PUBLIC
393
Measure Name PO Used Invoice Count % On Contract Spend Invoice Line Count Commodity Count Cost Center Count Supplier Count
Type Aggregation Aggregation Aggregation Calculated Measure Aggregation Aggregation Aggregation
Formula/Properties COUNT DIMENSIONS [Order Number Inv)] COUNT DIMENSIONS [Realm_Invoice] [Compliant Spend] / [Total Invoiced]
COUNT DIMENSIONS [Invoice Number-Line] COUNT DIMENSIONS [CommodityId] COUNT DIMENSIONS [Cost Center ID] COUNT DIMENSIONS [Supplier Full Name]
2.42.2.2 Process Efficiency Page Calculated Measures
These calculations are based on measures and dimensions from the Requisitions, Orders and Invoices model.
Measure Name Invoices Order Count Invoices with Exceptions Exceptions % FTE Count Invoice Count per FTE
Type Aggregation
Aggregation
Aggregation
Calculated Measure Aggregation
Calculated Measure
Formula/Properties COUNT DIMENSIONS - [Realm_Invoice] COUNT DIMENSIONS - [Order Number] COUNT DIMENSIONS - [Exception Short Invoice ID] [Invoices with Exceptions] / [Invoices] COUNT DIMENSIONS - [Preparer Name] [Invoices] / [FTE Count]
394
PUBLIC
Content Package User Guide Line of Business
Measure Name Exception Invoices per FTE
Type Calculated Measure
Formula/Properties
[Invoices with Exceptions] / [FTE Count]
2.42.2.3 Sourcing Savings Calculated Measures
These calculations are based on measures and dimensions from the Strategic Savings model.
Measure Name Actual Savings % Negotiated Savings %
Min Savings Duration
Type Calculated Measure Calculated Measure
Date Difference
Max Savings Duration
Date Difference
Avg Savings Duration
Date Difference
Project count
Aggregation
Formula/Properties [Actual Savings] / [ActualSpend]
[NegotiatedSavings] / [Negotiated SpendB] - Result Granularity: Day - Time A [Savings End Date] - Time B [Savings Start Date] - Result Aggregation Operation: MIN
- Result Granularity: Day - Time A [Savings End Date] - Time B [Savings Start Date] - Result Aggregation Operation: MAX
- Result Granularity: Day - Time A [Savings End Date] - Time B [Savings Start Date] - Result Aggregation Operation: AVERAGE
COUNT DIMENSIONS - [Project Information]
Content Package User Guide Line of Business
PUBLIC
395
2.42.2.4 Working Capital Calculated Measures
These calculations are based on measures and dimensions from the Requisitions, Orders and Invoices model.
Measure Name Avg NET Terms Discount Savings % Avg PO Amount
Avg Savings
Type Calculated Measure Calculated Measure Aggregation
Aggregation
Formula/Properties
[Terms Calc] / [Total Invoiced]
[Potential Discount Amout] / [PO Spend]
- AVERAGE - [PO Spend] by [Order Number (Inv)] - Conditional Aggregation [No]
- AVERAGE exl. 0, NULL - [Potential Discount Amount] by [Or der Number (Inv)] - Conditional Aggregation [No]
2.42.3 Models
The Story is using the following Data Warehouse Cloud models. They are all based on a live connection to the SAP Data Warehouse Cloud system. Setup the connection with the name SAPDWC.
Business Name Invoice Line View Strategic Savings Requisitions Orders and Invoices
Technical Name SAP_PROC_RL_INVOICES
Connection SAPDWC
SAP_PROC_RL_STRATEGIC_SAVINGS SAPDWC
SAP_PROC_RL_REQ_ORD_INV
SAPDWC
Please navigate to the SAP Data Warehouse Cloud content documentation for details.
2.43 SAP Ariba Spend Analysis 2.43.1 Architecture and Abstract
The SAP Ariba Spend Analysis package for SAP Data Warehouse Cloud and SAP Analytics Cloud provides a visualization extension of SAP Ariba Spend Analysis data. This package is aimed towards sourcing managers,
396
PUBLIC
Content Package User Guide Line of Business
category managers, and procurement business analysts to inform decision making within procurement spending.
2.43.2 Stories 2.43.2.1 Spend Analysis General Overview
(SAP__PROC_SA_GeneralOverview
Provides a general overview of the company's current spend. It displays how the spend is distributed among different factors and trends for a period of 8 quarters. The assessment also highlights compliance areas that need to be managed differently.
Content Package User Guide Line of Business
PUBLIC
397
SAP__PROC_SA_GeneralOverview Story Filters
Filters Applied Limitations/ Considerations
- Choose Date: Select the last quarter of data that should be included in the analysis.
- Site Region: Select specific company site region user wants included or excluded in the story.
- Source System: Select specific company site region user wants included or excluded in the story.
- Accounting Date: Displays the 8 quarters of data included in the story. The range automatically updates based on the "Choose Date" and cannot be modified.
- ACT L3: Select specific Ariba Custom Taxonomy level 3 cat egories user wants included or excluded in the story.
- Supplier Global Parent: Select specific Supplier Global pa rent user wants included or excluded in the story.
- Choose Date: Users can select the time range to analyze by selecting the last quarter of data that must be included in the story. All values displayed are calculated on the last 4 calendar quarters, based on the Choose Date. All variances displayed are comparing the most recent 4 quarters com pared to the previous 4 quarters.
- The user must select the "Choose Date" based on the last data loaded in SAC, and not based on the current calendar date.
2.43.2.2 Spend Analysis Spend Assessment (SAP__PROC_SA_SpendAssessment)
Highlights important spend categories having the highest number of suppliers or having unique source supplier. This story should also help identify compliance issues and where there are opportunities to consolidate low spend suppliers.
398
PUBLIC
Content Package User Guide Line of Business
SAP__PROC_SA_SpendAssessment Story Filters
Filters Applied
Content Package User Guide Line of Business
Choose Date: Select the last quarter of data that should be included in the analysis.
- Site Region: Select specific company site region user wants included or excluded in the story.
- Source System: Select specific company site region user wants included or excluded in the story.
- Accounting Date: Displays the 8 quarters of data included in the story. The range automatically updates based on the "Choose Date" and cannot be modified.
- ACT L3: Select specific Ariba Custom Taxonomy level 3 cat egories user wants included or excluded in the story.
- Choose Date: Users can select the time range to analyze by selecting the last quarter of data that must be included in the story. All measures displayed are calculated on the last 4 quarters. All variances displayed are comparing the most re cent 4 quarters compared to the previous 4 quarters. Values update base on the filtered data.
- ACT L3: The following categories are excluded as most or ganizations consider them "non-sourceable": Charity Organ izations, Funds transfer and clearance and exchange serv ices (including Inter/Intra company transfers), Utilities (Electric, Water and Sewer, Oil and Gas, Steam) Utilities" and Taxation (including Sales and Income Tax).
PUBLIC
399
SAP__PROC_SA_SpendAssessment Limitations/ Considerations
- The user must select the "Choose Date" based on the last data loaded in SAC, and not based on the current calendar date.
2.43.2.3 Spend Analysis Price Optimizations (SAP__PROC_SA_PriceOptimizations)
Highlights saving opportunities where the organization is purchasing the same parts from different suppliers, from the same supplier at different prices or different company site purchased at different prices.
SAP__PROC_SA_PriceOptimizations Story Filters
- Site Region: Select specific company site region user wants included or excluded in the story.
- Source System: Select specific company site region user wants included or excluded in the story.
- ACT L3: Select specific Ariba Custom Taxonomy level 3 cat egories user wants included or excluded in the story.
400
PUBLIC
Content Package User Guide Line of Business
SAP__PROC_SA_PriceOptimizations Filters Applied
Limitations/ Considerations
- Accounting Date: The story is prefiltered on the four most recent calendar quarters (regardless if the data is available or not in the system). All part analyses are done at the model level (for improved performance and accuracy) and cannot be modified at the story level.
- ACT L3: The following categories are excluded to focus on net spend linked to parts: Charity Organizations, Funds transfer and clearance and exchange services and Taxation (including Sales Tax).
- Only the last four complete quarter of data are included in the analyses. It is not possible to display variance values be tween the two most recent 2 years of data.
- Only invoice transactions with a part description and in voice quantity value are included in the model and in the story.
- The unit price averages and lowest values are calculated at the Part description level and only the invoices with a posi tive amount and positive quantity.
2.43.2.4 Measures included in Spend Analysis stories
Measure # Company Sites # ERP Suppliers # Invoices # Parts Invoice Unit Price
Measures ending with "(4Q)"
Type Aggregation Aggregation Aggregation Aggregation Calculated Measure
Restricted Measure
Formula/Properties
Sum of unique company site names, ex cluding blank/null values
Sum of unique ERP Supplier names, ex cluding blank/null values
Sum of unique Invoice Ids, excluding blank/null values
Sum of unique Part Descriptions, ex cluding blank/null values
Invoice Spend divided by Invoice Quan tity, including negative spend and nega tive quantity values
Calculating specific measure for the last 4 calendar quarters, based on the "Choose Date" story filter.
Content Package User Guide Line of Business
PUBLIC
401
Measure Measures ending with "(P4Q)"
Type Restricted Measure
Formula/Properties
Calculating specific measure for the 4 quarters prior to the current 4 calendar quarters, based on the "Choose Date" story filter.
2.43.2.5 Measures available in the General Overview and Spend Assessment stories
Measure # Payment Terms # POs % Maverick Spend % Non-Managed Spend % Managed Spend % Compliant Spend Non-Managed Spend Managed Spend Compliant Spend Maverick Spend Spend with Contract & No PO Spend with Contract & PO Spend with PO & No Contract Actual Paid Days
Type Aggregation Aggregation Aggregation Aggregation Aggregation Aggregation Aggregation Aggregation Aggregation Aggregation Aggregation Aggregation Aggregation Calculated Measure
Invoice Created Before PO Count
Aggregation
Formula/Properties
Sum of unique value in the Invoice "AP PaymentTerms" field
Sum of unique PO Id
Sum of Maverick Spend divided by the sum of Invoice Spend
Sum of Non-Managed Spend divided by the sum of Invoice Spend
Sum of Managed Spend divided by the sum of Invoice Spend
Sum of Compliant Spend divided by the sum of Invoice Spend
Sum of Invoice Spend without a PO Id
Sum of Invoice Spend WITH a PO Id
Sum of Invoice Spend with a Contract Name and/or a PO Id
Sum of Invoice Spend without a PO Id AND with contract type "Non-Contract"
Sum of Invoice Spend with a contract type "Contract" and no PO Id
Sum of Invoice Spend with contract type "Contract" AND a PO Id
Sum of Invoice Spend with a PO Id and contract type "Non-Contract"
Number of days difference between the Invoice Date and Paid Date, if both dates are provided
Count number of Invoices with Invoice Date earlier than PO Ordered Date
402
PUBLIC
Content Package User Guide Line of Business
2.43.2.6 Measure in Spend Analysis Price Optimizations (SAP_PROC_SA_PriceOptimizations)
Measure Purchase Price Variance (4Q)
Type Aggregation
PPV: Unit Price Lowest PPV: Average Unit Price Purchase Price Alignment (4Q)
Aggregation Aggregation Aggregation
PPA: Average Unit Price Spend Optimization Cost (4Q)
Aggregation Aggregation
SOC: Average Unit Price
Aggregation
Formula/Properties
Represents the potential saving oppor tunities over the last 4 quarters. It is calculated as the sum of the spend (for a specific Part Description and ERP Supplier Name), minus the lowest unit price paid (for the same part and sup plier) multiplied by the quantity pur chased.
Lowest unit price paid for a part (for a specific ERP Supplier), over the last 4 calendar quarters.
Average unit price paid for a part (for a specific ERP Supplier), over the last 4 calendar quarters.
Represents the potential saving oppor tunities over the last 4 quarters and the best average unit price. It is calculated as the sum of the spend (for a specific Part Description, ERP Supplier Name, and Company Site Name), minus the best average unit price paid (for the same Part and ERP Supplier) multiplied by quantity purchased.
Average unit price paid (over the last 4 quarters) by a Company Site for a spe cific part and a specific ERP Supplier.
Represents the potential saving oppor tunities over the last 4 quarters and the best average unit price. It is calculated as the sum of the spend (for a specific Part Description and ERP Supplier Name), minus the best average unit price paid multiplied by quantity pur chased.
Average unit price paid (over the last 4 quarters) by a supplier for a specific part.
The following limitations and considerations apply to all Spend Analysis stories: · Diversity and Green information are not available at this time. · The flex dimension tables are not currently reportable. · Multi-fact reporting with PO currently only show limited number of PO fields.
Content Package User Guide Line of Business
PUBLIC
403
· If a user would prefer to analyze the spend data with a custom taxonomy or the UNSPSC, the page filter and reports need to be updated.
· Only the last complete quarter of data can be shown, and partial months/quarters cannot be displayed.
· All measures and reports within a tab are linked together. If a user selects a specific value/range, all measures and reports on the tab will update.
· Only a calendar dates can be selected at this time. It is not possible to display/select a different fiscal calendar.
· All reporting is done in the customer's base currency in the SAP Ariba Analysis system. There is no possibility to report in different currencies or in the original currency.
· The Account, Supplier Parentage, Company Site and Taxonomy hierarchies are not available.
2.43.3 Models
The three stories are using the following Data Warehouse Cloud models. They are all based on a live connection to the SAP Data Warehouse Cloud system. Setup the connection with the name "SAPDWC" if not already available.
Please navigate to the SAP Data Warehouse Cloud content documentation for details.
Business Name
Technical Model Name
Connection
SAP Ariba: Spend Analysis
SAP_PROC_SA_RL_SPEND_ANALYSIS SAPDWC
SAP Ariba: Spend Analysis Part Optimi SAP_PROC_SA_RL_PART_OPTIMIZATI SAPDWC zations
2.43.4 Known Issues
Issue
Solution
Number Formatting lost for Chart Type Re-assign the correct Number Format 2016.24.x -
Numeric Point for imported stories
ting in Styling
Broken Page Filters in Story "SAP Chemicals: Pipeline Health": Segment, Customer Region and Material Group in combination with table
Use a different chart
2016.24.x fix planned for 2016.25.x
404
PUBLIC
Content Package User Guide Line of Business
2.44 SAP Central Order 2.44.1 Architecture and Abstract
2.44.2 Order Insights (SAP__SD_CO_ORDERINSIGHTS_DAQ)
Measure Name Number of Orders
Type Aggregation
Formula/Properties
- Operation [COUNT] - Measure [Measure 1] by Aggregation Dimension [Dimension 1] - Conditional Aggregation [Yes/No]
Content Package User Guide Line of Business
PUBLIC
405
2.44.3 Models 2.44.3.1 Addresses (SAP__SD_CO_IM_ADDRESS)
SAP__SD_CO_IM_ADDRESS
Connection
- Model Description: The model con tains address related information from the Order, with separate rows per ad dress type, and excluding attributes, that would lead to revealing a connec tion to a person
- Connection Type: Import Data Connection to OData Services - Name of the Report : SAPSDCO
- Planning Enabled: no
Dimensions Name
Description
Mapping
ID
Generated Identifier
Import Data Connection to Data Serv
ices
SAPSDCO
addressType
Type of Address (SHIP_TO, BILL_TO)
Import Data Connection to Data Serv ices
SAPSDCO
postalCode
Postal Code
Import Data Connection to Data Serv ices
SAPSDCO
city
City
Import Data Connection to Data Serv
ices
SAPSDCO
country
Country
Import Data Connection to Data Serv ices
SAPSDCO
state
State
Import Data Connection to Data Serv ices
SAPSDCO
orderID
ID of the related Order
Import Data Connection to Data Serv ices
SAPSDCO
406
PUBLIC
Content Package User Guide Line of Business
2.44.3.2 Order Items (SAP__SD_CO_IM_ITEM)
Order Items: SAP__SD_CO_IM_ITEM Connection
- Model Description: The model repre sents the line items of an order.
- Planning Enabled: no
- Connection Type: Import Data Connection to OData Services - Name of the Report : SAPSDCO
Dimensions Name
Description
Mapping
ID
Generated Identifier
Import Data Connection to Data Serv
ices
SAPSDCO
productId
Identifier of the purchased product
Import Data Connection to Data Serv ices
SAPSDCO
priceType
Price Type
Import Data Connection to Data Serv ices
SAPSDCO
quantityUnit
Unit for the quantity, e.g. EA
Import Data Connection to Data Serv ices
SAPSDCO
lineNumber
Line number within the order
Import Data Connection to Data Serv ices
SAPSDCO
orderID
ID of the related Order
Import Data Connection to Data Serv ices
SAPSDCO
Content Package User Guide Line of Business
PUBLIC
407
2.44.3.3 Sales Order (SAP__SD_CO_IM_ORDER)
Order Items: SAP__SD_CO_IM_OR DER
Connection
- Model Description: The model repre sents the sales order information on header level.
- Connection Type: Import Data Connection to OData Services - Name of the Report : SAPSDCO
- Planning Enabled: no
Dimensions Name
Description
Mapping
ID marketId orderStatus orderNumber orderID createdAt modifiedAt pricingDate
Generated Identifier
Import Data Connection to Data Serv ices
SAPSDCO
Identifier of the market where the order Import Data Connection to Data Serv
was created
ices
SAPSDCO
Fulfillment status of the order
Import Data Connection to Data Serv ices
SAPSDCO
Consecutive number of the order
Import Data Connection to Data Serv ices
SAPSDCO
ID of the related Order
Import Data Connection to Data Serv ices
SAPSDCO
Creation date of the order
Import Data Connection to Data Serv ices
SAPSDCO
Last modification date of the order
Import Data Connection to Data Serv ices
SAPSDCO
Date when the prices were calculated
Import Data Connection to Data Serv ices
SAPSDCO
408
PUBLIC
Content Package User Guide Line of Business
2.44.3.4 Payment Data (SAP__SD_CO_IM_PAYMENTDATA)
Order Items: SAP__SD_CO_IM_PAY MENTDATA
Connection
- Model Description: The model repre sents the sales order information on header level.
- Connection Type: Import Data Connection to OData Services - Name of the Report : SAPSDCO
- Planning Enabled: no
Dimensions Name
Description
Mapping
ID paymentMethod orderID
Generated Identifier
Payment Method that was chosen by the ordering party
ID of the related Order
Import Data Connection to Data Serv ices SAPSDCO
Import Data Connection to Data Serv ices SAPSDCO
Import Data Connection to Data Serv ices SAPSDCO
2.44.3.5 Price Totals (SAP__SD_CO_IM_PRICETOTALS)
Order Items: SAP__SD_CO_IM_PRI CETOTALS
Connection
- Model Description: The model con tains information about the prices - Planning Enabled: no
Dimensions Name
- Connection Type: Import Data Connection to OData Services - Name of the Report : SAPSDCO
Description
Mapping
ID
Generated Identifier
Import Data Connection to Data Serv
ices
SAPSDCO
Content Package User Guide Line of Business
PUBLIC
409
Order Items: SAP__SD_CO_IM_PRI CETOTALS category
orderID
Period
Connection
The category of the price totals
Import Data Connection to Data Serv ices
SAPSDCO
ID of the related Order
Import Data Connection to Data Serv ices
SAPSDCO
The duration for which the charge is ap Import Data Connection to Data Serv
plied when the category is recurring, such as monthly.
ices
SAPSDCO
2.44.3.6 Tax Lines (SAP__SD_CO_IM_TAXLINES)
Order Items: SAP__SD_CO_IM_TAX LINES
Connection
- Model Description: The model con tains information about the taxes. - Planning Enabled: no
Dimensions Name
- Connection Type: Import Data Connection to OData Services - Name of the Report : SAPSDCO
Description
Mapping
ID code name priceTotalId
Generated Identifier The tax code The name of the tax ID of the related Price Total entry
Import Data Connection to Data Serv ices SAPSDCO
Import Data Connection to Data Serv ices SAPSDCO
Import Data Connection to Data Serv ices SAPSDCO
Import Data Connection to Data Serv ices SAPSDCO
410
PUBLIC
Content Package User Guide Line of Business
2.45 SAP Entitlement Management
2.45.1 Overview
SAP Entitlement Management (EMS) provides a central entitlement repository with which you can manage and track the entire lifecycle of the entitlements including entitlement generation, operation, and consumption. EMS application is running on SAP Cloud Platform (SCP). The content package is built upon SAP Analytics Cloud (SAC), which is a powerful data acquisition application. EMS Customers can integrate EMS and SAC based on the content and build their own stories or reports because SAC provide powerful function for visible analytics reports. This document helps you start the analytics journey in SAC that is specific to EMS line of business (LoB). We assume that the reader is familiar with SAP Analytics Cloud and this document does not substitute SAP Analytics Cloud documentation, which can be found here: Help Portal: SAP Analytics Cloud. What is the purpose of EMS content package? EMS provides 9 different templates in SAC content package story: View entitlements per customer View entitlements per customer per entitlement model View entitlements expiring in a given period View entitlements View entitlements with different statuses View entitlements per offering View entitlements by business category View entitlements by reference document View audit trail for entitlements records They are the reference to customers. You can use them as your analytics report or you can develop your own reports based on these templates. EMS provide extensionality for SAC to read data from EMS application, you can create your tenant connection by specific tenant url without contact us.
2.45.2 Architecture and Abstract
EMS SAC content helps customers to build their own reports based on the templates of content story. EMS SAC content has only one story with 9 different view templates and one data model, which is based on HANA live data connection to EMS tenant.
Content Package User Guide Line of Business
PUBLIC
411
2.45.3 Stories
2.45.3.1 View Entitlements by the different dimensions (SAP_AUTO_EMS_VIEW_ENTITLEMENTS_LIVE)
Measure Name Number of Entitlements Number of Valid Entitlements
Quantity
Type Aggregation Aggregation
Aggregation
Formula/Properties
Operation COUNT Conditional Aggregation No
Operation COUNT Conditional Aggregation Yes
(within validation period)
Operation SUM Measure Quantity by Aggregation Conditional Aggregation No
412
PUBLIC
Content Package User Guide Line of Business
Measure Name Valid Entitlement Quantity
Type Aggregation
Consumed Quantity
Aggregation
Remaining Quantity
Aggregation
Formula/Properties
Operation SUM Measure Quantity by Aggregation Conditional Aggregation Yes
(within validation period)
Operation SUM Measure Quantity by Aggregation Conditional Aggregation Yes (con
sumption records)
Operation SUM Measure Quantity by Aggregation Conditional Aggregation Yes [Valid Period Quantity] - [Con
sumed Quantity]
2.45.4 Models
2.45.4.1 Entitlements full data (SAP_AUTO_EMS_LH_ENTITLEMENTS)
Model Name: SAP_AUTO_EMS_LH_ENTITLEMENTS Model Description: SAP Entitlement Management: Entitlements full data
Planning Enabled: yes
Connection:
Live Data - SAP HANA SAPEMS
Dimensions Name ParentEntitlementNo
Description Parent Entitlement No
Mapping
EntitlementNo
Entitlement No
EntitlementModelCode
Entitlement Model Code
EntitlementModelName
Entitlement Model Name
EntitlementTypeCode
Entitlement Type Code
Content Package User Guide Line of Business
PUBLIC
413
Name EntitlementTypeName UoM ValidFrom ValidTo StatusCode StatusName CustomerID CustomerGroupCode CustomerName DistributorID
DistributorName ThirdPartyID ThirdPartyName SourceSystem CustomerSystem OfferingSystem LatestRefDocType LatestRefDocNo LatestRefItemNo OriginationDocType OriginationDocNo OriginationItemNo FolderCode FolderName TheRight BusinessCategory
414
PUBLIC
Description Entitlement Type Name UoM Valid From Valid To Status Code Status Name Customer ID Customer Group Customer Name Distributor ID Distributor Name Third Party ID Third Party Name Source System Customer System Offering System Latest Ref Doc Type Latest Ref Doc No Latest Ref Item No Origination Doc Type Origination Doc No Origination Item No Folder Code Folder Name The Right Business Category
Mapping
Content Package User Guide Line of Business
Name DistributionChannel
Description Distribution Channel
Mapping
GeoLocation
Geo Location
OfferingID
Offering ID
OfferingName
Offering Name
OfferingCategory
Offering Category
GenerationMethod
Generation Method
CreatedBy
Created By
CreatedByID
Created ByID
CreatedAt
Created At
LastChangedBy
Last Changed By
LastChangedByID
Last Changed ByID
LastChangedAt
Last Changed At
RefDocType
Ref Doc Type
Entitlement History Ref Doc Type
RefDocNo
Ref Doc No
Entitlement History Ref Doc No
RefItemNo
Ref Item No
Entitlement History Ref Item No
S_EX_1
S_EX_1
Entitlement Extension Attribute: String
S_EX_200
S_EX_200
T_EX_1
T_EX_1
Entitlement Extension Attribute: Date
T_EX_30
T_EX_30
B_EX_1
B_EX_1
Entitlement Extension Attribute: Boo lean
B_EX_30
B_EX_30
N_EX_1 N_EX_100
N_EX_1 N_EX_100
Entitlement Extension Attribute: Deci mal/Boolean
The Extension attributes with the technical names are hidden by default, if you want to use them to show in stories, you can enable specific ones by modifying description with the actual attribute name. The attribute name and technical name mapping can be queried by EMS attribute query API .
Content Package User Guide Line of Business
PUBLIC
415
2.45.5 Live Data Connectivity 2.45.5.1 SAP HANA
To connect your EMS tenant to this SAC story, use the existing connection with the name SAPEMS and configure it as described here. You can connect to EMS HANA Service in SAP Analytics Cloud application, based on the following connectivity types.
Configure Data Source
First, you need to go to Connection page and add new connection by + at the upper right corner.
Connecting to EMS HANA Service
Use the connection name SAPEMS. Select Connection Type Direct. Provide your EMS tenant URL with this format (with /sac suffix). For example, https://
{tenant_id}.ems.cfapps.{region}.hana.ondemand.com/sac/.
416
PUBLIC
Content Package User Guide Line of Business
Note
The HTTPS port is 443. Select Authentication Method SAML Single Sign On and then it will use the IDP on SCP configurated to
authenticate. For more information, see Live Data Connection to SAP HANA Using a Direct Connection and SSO.
2.46 SAP Field Service Management (FSM)
2.46.1 Architecture and Abstract
The Field Service Performance Dashboard SAC content gives an overview of your most important Fields Service KPI's. It gives information on Service Calls and Activities as well as all the Time and Material Journals. The Field Service Capacity Overview SAC content gives an overview of available capacity compare to already planned Jobs.
Content Package User Guide Line of Business
PUBLIC
417
Architecture
418
PUBLIC
Content Package User Guide Line of Business
The colored objects are documented in this chapter.
The documentation for the greyed-out stories and models can be found in the respective Lines of Business (LoB) chapters.
2.46.2 Stories
2.46.2.1 General Performance (SAP__FSM_GEN_PERFORMANCE_DAQ)
Measure Name Average Activity duration
Type Aggregation
Average Distance traveled
Aggregation
Average Number of Activities per Tech Calculated Measure nician
Average Number of Service Calls per Technician
Calculated Measure
Average Service Call Duration
Aggregation
Average TimeEffortDuration
Aggregation
Average Travel Duration
Aggregation
Business Partners
Aggregation
Customer Satisfaction
Calculated Measure
Formula/Properties
Operation [AVERAGE] Measure [Activity Duration] by Aggre gation Dimension [Activity Id] Conditional Aggregation [No]
Operation [AVERAGE] Measure [Distance traveled] by Aggre gation Dimension [Mileage Id] [Number of Activities] / [Number of Ac tivity-Technicians] [Number of Service Calls] / [Number of Technicians]
Operation [AVERAGE excl. 0, NULL] Measure [Service Call duration] by Ag gregation Dimension [Service Call Code]
Operation [AVERAGE] Measure [Time Effort Duration] by Ag gregation Dimension [Time Effort Id]
Operation [AVERAGE] Measure [Travele Duration] by Aggrega tion Dimension [Mileage Id]
Operation [COUNT DIMENSION] Aggregation Dimension [Business Part ner Code] [Thumbs Up] / [Number of Ratings]
Content Package User Guide Line of Business
PUBLIC
419
Measure Name Equipments
Type Aggregations
FirstTimeFixRate Number of Business Partners
Calculated Measure Aggregation
Number of Equipments
Aggregation
Number of Technicians
Aggregation
Formula/Properties
- Operation [COUNT DIMENSION] - Aggregation Dimension [Equipment Code] 1- ([Followup] / [Closed])
Operation [COUNT DIMENSION] Aggregation Dimension [SAP FieldSer vice: General - BusinessPartners]
Operation [COUNT DIMENSION] Aggregation Dimension [SAP FieldSer vice: General - Equipments]
Operation [COUNT DIMENSION] Aggregation Dimension [User Name]
2.46.2.2 General Capacity Overview (SAP__FSM_GEN_CAPACITY_DAQ)
Measure Name Backlog Assignments
Type Restricted Measure
Internal Assignments
Restricted Measure
External Assignments
Restricted Measure
Total Assignments Number of assigned Technicians
Calculated Measure Aggregation
Formula/Properties
Measure [Activity Duration] Dimensions [External Resource] Values [no Value]
Measure [Activity Duration] Dimensions [External Resource] Values [false]
Measure [Activity Duration] Dimensions [External Resource] Values [true] ["SAP__FSM_GEN_IM_ACTIVITIES":Du ration] Operation [COUNT DIMENSIONS] Aggregation Dimension [Persons ID]
420
PUBLIC
Content Package User Guide Line of Business
Measure Name Number of Available Technicians
Type Aggregation
Number of Backlog Service Calls
Calculated Measure
External Capacity
Calculated Measure
Internal Capacity Total Capacity
Calculated Measure
External Workload Internal Workload Total Workload Number of External Activities
Calculated Measure Calculated Measure Calculated Measure Restricted Measure
Number of Internal Activities
Restricted Measure
Number of Backlog Activities
Restricted Measure
Technician with Absences
Aggregation
Content Package User Guide Line of Business
Formula/Properties
Operation [COUNT DIMENSIONS]
Aggregation Dimension [User Name]
[Number of Service Call]
Filter on External Resource [no Value]
["SAP__FSM_GEN_IN_WORKTIMEPAT TERNS":ExternalCapacity] ["SAP__FSM_GEN_IM_WORK TIMES":ExternalWorktime] ["SAP__FSM_GEN_IM_RESERVA TIONS":externalReservation]
Operation [COUNT DIMENSION]
Aggregation Dimension [Business Part ner Code]
["SAP__FSM_GEN_IN_WORKTIMEPAT TERNS":Capacity] ["SAP__FSM_GEN_IM_WORK TIMES":Duration] ["SAP__FSM_GEN_IM_RESERVA TIONS":Reservations] [#External Assignments] / [#External Capacity] [#Internal Assignments] / [#Internal Capacity] [#Total Assignments] / [#Total Ca pacity]
Measure [Number of Activities]
Dimensions [External Resource]
Values [true]
Measure [Number of Activities]
Dimensions [External Resource]
Values [false]
Measure [Number of Activities]
Dimensions [External Resource]
Values [no Value]
Operation [COUNT DIMENSIONS]
Aggregation Dimension [User Name]
PUBLIC
421
Measure Name Total Absences
Type Calculate Measure
Technician with Reservations
Average Exclusive Reserervations per Technician
Calculated Measure
Average Absences per Technician
Calculate Measure
Formula/Properties
["SAP__FSM_GEN_IM_WORK TIMES":Duration] + ["SAP__FSM_GEN_IM_RESERVA TIONS":Reservations]
Operation [COUNT DIMENSIONS]
Aggregation Dimension [User Name]
["SAP__FSM_GEN_IM_RESERVA TIONS":Reservations] / [#Technician with Reservations]
[SAP__FSM_GEN_IM_WORKTIMES:Ab sence] / [#Technicians with Absences]
2.46.3 Models
2.46.3.1 General Activities (SAP__FSM_GEN_IM_ACTIVITIES)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General - Activities Planning Enabled: No
Account ID Activities Activity_InDispatching
Description Number of Activities Activities in Dispatching
Activity_InExecution
Activities in Execution
Activity_InPlanning
Activities in Planning
Closed
Closed Activities
CreateDateTime_TS Duration
Activity CreateDateTime TimeStamp Activity Duration
Duration_SC
Service Call Duration
EndDateTime_TS
Activity EndDateTime TimeStamp
Connection
Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) F: 1 F: IF ([executionStage] = " DISPATCH ING", 1, 0) F: IF (([executionStage]= " EXECU TION", 1, 0) F: IF (([executionStage]= " PLANNING", 1, 0) IF([status] = "CLOSED" and [previou sActivity]="#",1,0) M: [createDateTime/ts] F: ([endDateTime/ts] - [startDateTime/ ts]) / 3600 F: IF([object]="SERVICECALL", [Dura tion], 0 ) M: [endDateTime/ts]
422
PUBLIC
Content Package User Guide Line of Business
Model Name: Technical Name of Model
Connection
Followup
Followup Activities
F: IF([previousActivity]="#" ,0 ,1 )
StartDateTime_TS
Activity StartDateTime TimeStamp
M: [startDateTime/ts]
Dimensions
Name
Description
Mapping
Time*
Time
CreateDateTime/date
Account*
Account
Id
Activity Id
id
Status
Activity Status
status
Object
Object
object
PreviousActivity
Previous Activity
previousActivity
SAP_FSM_GEN_ADDRESS
SAP FieldService: General Addresses address
SAP_FSM_GEN_BUSINESSPARTNER
SAP FieldService: General Business businessPartners Partners
SAP_FSM_GEN_EQUIPMENT
SAP FieldService: General Equip ments
equipments
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons responsibles
Additional Notes about the model
Provide additional information about the model if needed
* Private dimension, other dimensions are public
2.46.3.2 General Checkouts (SAP__FSM_GEN_IM_CHECKOUTS)
Model Name: Technical Name of Model
Connection
Model Description: SAP FieldService: General Checkouts Planning Enabled: No
Import Data Connection to OData Serv ices: SAPFSM
Account ID Checkouts CreateDateTime_TS Dimensions Name Time* Account*
Description
Mapping(M)/Formula(F)
Number of Checkouts
F: 1
Checkout CreateDateTime TimeStamp M: createDateTime/ts
Description Time Account
Mapping CreateDateTime/date
Content Package User Guide Line of Business
PUBLIC
423
Model Name: Technical Name of Model
Connection
Activity
Activity
activities
Id
Id
id
Additional Notes about the model Provide additional information about the model if needed
Note
* Private dimension, other dimensions are public
2.46.3.3 General Expenses (SAP__FSM_GEN_IM_EXPENSES)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General - Expenses Planning Enabled: No
Account ID ChargeableExpenses
Description Chargeable Expenses
Expenses ExternalAmount InternalAmount NoChargeOption
Number of Expenses Undefined Charge Option
NonChargeableExpenses
Non Chargeable Expenses
Dimensions Name Time* Account* Activity ChargeOption ExternalCurrency Id InternalCurrency ServiceCall
Description Time Account Linked Activity Expense Charge Option Expense External Currency Id Expense Internal Currency Service Call linked via Acitivity
Connection
Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) F: IF ([chargeOption]="CHARGEABLE", 1, 0) F: 1 M: [externalAmount/amount] M: [internalAmount/amount] F: [Expenses] - [ChargeableExpenses] [NonChargeableExpenses] F: IF ([chargeOption]="NONCHARGEA BLE", 1, 0)
Mapping CreateDateTime/date
Activity/id chargeOption externalAmount/currency id internalAmount/currency Activity/object/objectId
424
PUBLIC
Content Package User Guide Line of Business
Model Name: Technical Name of Model
Connection
SAP_FSM_GEN_BUSINESSPARTNER
SAP FieldService: General Business Activity/businessPartners Partners
SAP_FSM_GEN_EQUIPMENT
SAP FieldService: General Equip ments
Activity/equipment
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons createPerson
SAP_FSM_GEN_EXPENSETYPE
SAP FieldService: General Expense types
type
Additional Notes about the model
Provide additional information about the model if needed
Note
* Private dimension, other dimensions are public.
2.46.3.4 General Materials (SAP__FSM_GEN_IM_MATERIALS)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General - Materials Planning Enabled: No
Account ID ChargeableMaterial
Description Chargeable Material
Material NoChargeOption
Number of Material Undefined Charge Option
NonChargeableMaterial
Non Chargeable Material
Price Quantity TotalPrice Dimensions Name Time* Account*
Material Price Material Quantity Total Material Price
Description Time Account
Connection
Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) F: IF ([chargeOption]="CHARGEABLE", 1, 0) F: 1 F: [Expenses] - [ChargeableMaterial] [NonChargeableMaterial] F: IF ([chargeOption]="NONCHARGEA BLE", 1, 0) M: [unitPrice/amount] M: [quantity] F: [Price] * [quantity]
Mapping CreateDateTime/date
Content Package User Guide Line of Business
PUBLIC
425
Model Name: Technical Name of Model
Connection
Activity
Linked Activity
Activity/id
ChargeOption
Expense Charge Option
chargeOption
ExternalCurrency
Expense External Currency
externalAmount/currency
Id
Id
id
InternalCurrency
Expense Internal Currency
internalAmount/currency
ServiceCall
Service Call linked via Acitivity
Activity/object/objectId
SAP_FSM_GEN_BUSINESSPARTNER
SAP FieldService: General Business Activity/businessPartners Partners
SAP_FSM_GEN_EQUIPMENT
SAP FieldService: General Equip ments
Activity/equipment
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons createPerson
Additional Notes about the model
Provide additional information about the model if needed
Note
* Private dimension, other dimensions are public.
2.46.3.5 General Mileages (SAP__FSM_GEN_IM_MILEAGES)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General Mileages Planning Enabled: No
Account ID ChargeableMileages
Description Chargeable Mileages
Distance Duration
Distance traveled Travel Duration
Mileages NoChargeOption
Number of Mileages Undefined Charge Option
NonChargeableMileages
Non Chargeable Mileages
Connection
Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) F: IF ([chargeOption]="CHARGEABLE", 1, 0) M: distance F: ([travelEndDateTime/ts] - [travel StartDateTime/ts]) / 3600 F: 1 F: [Expenses] - [ChargeableMileage] [NonChargeableMileage] F: IF ([chargeOption]="NONCHARGEA BLE", 1, 0)
426
PUBLIC
Content Package User Guide Line of Business
Model Name: Technical Name of Model
Connection
PrivateCarDistance
Distance traveled with a Private Car
F: IF ([privateCar] = TRUE,[Distance], 0)
PrivateCarMileages
Mileages with Private Car
F: IF ([privateCar] = TRUE, 1, 0)
Dimensions
Name
Description
Mapping
Time*
Time
CreateDateTime/date
Account*
Account
Activity
Linked Activity
Activity/id
ChargeOption
Expense Charge Option
chargeOption
Id
Id
id
PrivateCar
Was a private car used
privateCar
ServiceCall
Service Call linked via Acitivity
Activity/object/objectId
SAP_FSM_GEN_BUSINESSPARTNER
SAP FieldService: General Business Activity/businessPartners Partners
SAP_FSM_GEN_EQUIPMENT
SAP FieldService: General Equip ments
Activity/equipment
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons createPerson
Additional Notes about the Model
Provide additional information about the model if needed
Note
* Private dimension, other dimensions are public.
2.46.3.6 General Reservations (SAP__FSM_GEN_IM_RESERVATIONS)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General Reservation Planning Enabled: No
Account ID Duration
Description Duration
ExternalReservation
External Reservation
Connection
Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) ([endDateTime/ts] - [startDateTime/ ts]) / 3600 F: IF([Person/externalResource] = "true", [Reservations], 0)
Content Package User Guide Line of Business
PUBLIC
427
Model Name: Technical Name of Model
Connection
InernalReservation
Inernal Reservation
F: IF([Person/externalResource] = "false", [Reservations] ,0)
Reservations
Reservation
IF([Duration] > 8, 8, [Duration])
Dimensions
Name
Description
Mapping
Time*
Time
StartDateTime/date
Account*
Work Time Pattern
name
Id
Id
Id
Eclusive
Exclusive
exclusive
External
External
external
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons createPerson
SAP_FSM_GEN_BUSINESSPARTNER
SAP FieldService: General Business businessPartner Partner
Additional Notes about the model
Provide additional information about the model if needed.
Note
* Private dimension, other dimensions are public.
2.46.3.7 SAP FieldService: General Requirement (SAP__FSM_GEN_IM_REQUIREMENT)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General Requirement Planning Enabled: No
Account ID Count Dimensions Name Time* Account* Activity*
Description Number of Skills
Description Time Account Linked Activity
428
PUBLIC
Connection Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) F:1
Mapping Default Date 202001
Activity/id
Content Package User Guide Line of Business
Model Name: Technical Name of Model
Id
Id
SAP_FSM_GEN_SKILL
SAP FieldService: General Skills
Additional Notes about the model
Provide additional information about the model if needed
Note
* Private dimension, other dimensions are public.
Connection id tag
2.46.3.8 General ObjectRating (SAP__FSM_GEN_IM_OBJECTRATING)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General - ObjectRating Planning Enabled: No
Account
ID
Description
Bad
Thumbs Down
Good
Thumbs Up
Rating
Rating value
Ratings
Number of Ratings
Dimensions
Name
Description
Time*
Time
Account*
Account
Checklout
Link to Checkout
Id
Id
Additional Notes about the model
Provide additional information about the model if needed
Connection Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) F: IF ([Rating]>=2, 1, 0) F: IF ([Rating]<=1, 1, 0) M: [rating] F: 1
Mapping CreateDateTime/date
Object/objectId id
Content Package User Guide Line of Business
PUBLIC
429
2.46.3.9 General ServiceAssignment (SAP__FSM_GEN_IM_SERVICEASSIGNMENT)
Model Name: Technical Name of Model
Connection
Model Description: SAP FieldService: General ServiceAssignment Planning Enabled: No
Import Data Connection to OData Serv ices: SAPFSM
Account ID CreateDateTime_TS
ReleasedDateTime_TS
Dimensions Name Time* Account* Activity* Id ReleasedDateTime*
Description
Assignment Create DateTime Time Stamp
AssignmentReleased DateTime Time Stamp
Mapping(M)/Formula(F) M: [createDateTime/ts]
M: [releaseDateTime/ts]
Description Time Account Linked Activity Id Assignment Released DateTime
Mapping CreateDateTime/date
Activity/id id releasedDateTime/date
ServiceCall*
Service Call linked via Activity
Additional Notes about the model
Provide additional information about the model if needed
Activity/object/objectId
Note
* Private dimension, other dimensions are public public.
2.46.3.10 General ServiceCalls (SAP__FSM_GEN_IM_SERVICECALLS)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General ServiceCalls Planning Enabled: No
Account ID
Description
Connection Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F)
430
PUBLIC
Content Package User Guide Line of Business
Model Name: Technical Name of Model
Connection
CreateDateTime_TS
Service Call CreateDateTime Time Stamp
M: [createDateTime/ts]
Duration
Service Call Duration
F: IF((([endDateTime/ts]-[startDate Time/ts]) / 3600) < 0, 0, ([endDate Time/ts] - [startDateTime/ts]) / 3600)
EndDateTime_TS
Service Call EndDateTime TimeStamp M: [endDateTime/ts]
ServiceCalls
Number of Service Calls
F: 1
StartDateTime_TS
Service Call StartDateTime TimeStamp M: [startDateTime/ts]
Dimensions
Name
Description
Mapping
Time*
Time
CreateDateTime/date
Account*
Account
Code
Service Call code
Code
Id
Id
id
Priority
Service Call Priority
priority
ProblemType
Service Call Problem Type
problemTypeCode
SCType
Service Call Type
type
Status
Service Call status
statusCode
SAP_FSM_GEN_BUSINESSPARTNER
SAP FieldService: General Business businessPartners Partners
SAP_FSM_GEN_EQUIPMENT
SAP FieldService: General Equip ments
equipments
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons responsibles
Additional Notes about the model
Provide additional information about the model if needed
Note
* Private dimension, other dimensions are public.
Content Package User Guide Line of Business
PUBLIC
431
2.46.3.11 SAP FieldService: General Skills (SAP__FSM_GEN_IM_Skills)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General Skills Planning Enabled: No
Account
ID
Description
Count
Number of Skills
Dimensions
Name
Description
Time*
Time
Account*
Account
Code
Service Call code
Id
Id
SAP_FSM_GEN_SKILL
SAP FieldService: General Skills
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons
Additional Notes about the model
Provide additional information about the model if needed
Connection Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) F:1
Mapping Default Date 202001
Code id tag person
Note
* Private dimension, other dimensions are public.
2.46.3.12 General TimeEfforts (SAP__FSM_GEN_IM_TIMEEFFORTS)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General TimeEfforts Planning Enabled: No
Account ID ChargeableEfforts
Description Chargeable Efforts
Connection Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) F: IF ([chargeOption]="CHARGEABLE", 1, 0)
432
PUBLIC
Content Package User Guide Line of Business
Model Name: Technical Name of Model
Connection
Duration
Travel Duration
F: ([travelEndDateTime/ts] - [travel StartDateTime/ts]) / 3600
NoChargeOption
Undefined Charge Option
F: [Expenses] - [ChargeableExpenses] [NonChargeableExpenses]
NonChargeableEfforts
Non Chargeable Time Efforts
F: IF ([chargeOption]="NONCHARGEA BLE", 1, 0)
TimeEfforts
Number of Time Efforts
F: 1
Dimensions
Name
Description
Mapping
Time*
Time
CreateDateTime/date
Account*
Account
Activity
Linked Activity
Activity/id
ChargeOption
Expense Charge Option
chargeOption
Id
Id
id
ServiceCall
Service Call linked via Acitivity
Activity/object/objectId
SAP_FSM_GEN_BUSINESSPARTNER
SAP FieldService: General Business Activity/businessPartners Partners
SAP_FSM_GEN_EQUIPMENT
SAP FieldService: General Equip ments
Activity/equipment
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons createPerson
SAP_FSM_GEN_TIMETASK
SAP FieldService: General TimeTasks task
Additional Notes about the Model
Provide additional information about the model if needed
Note
* Private dimension, other dimensions are public.
2.46.3.13 General WorkTimePatterns (SAP__FSM_GEN_IM_WORKTIMEPATTERNS)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General WorkTimePatterns
Planning Enabled: No
Account ID
Description
Connection Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F)
Content Package User Guide Line of Business
PUBLIC
433
Model Name: Technical Name of Model
Capacity
Overall Capacity
ExternalCapacity
ExternalCapacity
InernalCapacity
InernalCapacity
Dimensions
Name
Description
Time*
Time
Account*
Work Time Pattern
WorkTimePattern
Linked Activity
From
Work Time Pattern Start Time
To
Work Time Pattern End Time
external
external
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons
Additional Notes about the model
Provide additional information about the model if needed.
Connection ([endDateTime/ts] - [startDateTime/ ts]) / 3600 F: IF([Person/externalResource]= "true" , [Capacity] ,0 ) F: IF([Person/externalResource]= "false" , [Capacity] ,0 )
Mapping StartDateTime/date name Activity/id startDateTime/date endDateTime/date Person/externalResource createPerson
Note
* Private dimension, other dimensions are public.
2.46.3.14 General WorkTime (SAP__FSM_GEN_IM_WORKTIME)
Model Name: Technical Name of Model
Model Description: SAP FieldService: General - Worktimes Planning Enabled: no
Account ID Duration
Description Duration
Reservation Duration ExternalWorktime
Duration External Worktime
Connection
Import Data Connection to OData Serv ices: SAPFSM
Mapping(M)/Formula(F) ([endDateTime/ts] - [startDateTime/ ts]) / 3600 F: IF([Duration] > 8, 8, [Duration]) F: IF([Person/externalResource] = "true", [ReservationDuration], 0)
434
PUBLIC
Content Package User Guide Line of Business
Model Name: Technical Name of Model
InernalWorktime
Inernal Worktime
Dimensions
Name
Description
Time*
Time
Account*
Work Time Pattern
Id
Id
Task
Task
SAP_FSM_GEN_PERSON
SAP FieldService: General Persons
Additional Notes about the model
Provide additional information about the model if needed
Connection F: IF([Person/externalResource] = "false",ReservationDuration] ,0)
Mapping StartDateTime/date name Id Task createPerson
Note
* Private dimension, other dimensions are public.
Content Package User Guide Line of Business
PUBLIC
435
2.46.4 OData Service
To connect your FSM solution to this SAC story the SAPFSM connection must be set up correctly:
436
PUBLIC
Content Package User Guide Line of Business
Data Service URL: https://[cluster].coresystems.net/analytics-odata/[account]/[company]/api/v2 OAuth Client ID: your Client ID Secret: your secret Token URL: https://[cluster].coresuite.com/api/oauth2/v1/token
[cluster]: eu, de, us or cn (depending on your setup) [account]: your account [company]: your company
2.47 SAP Healthcare Enterprise Capacity Planning
2.47.1 Architecture and Abstract
Healthcare providers are faced with a growing need tobetter understand and managecritical care capacity for their entire enterprise. Understanding patient volumes from a historical perspective is valuable,but knowing what's happening today, and ultimately planning for tomorrow,is mission critical when managing an uncertain healthcare demand, especially during a pandemic.This pre-built content enables decision-makers at hospitals and health systems of all sizes topredict andmanage surges, in the emergency department and throughout their facilities. These decision-makers need the ability to accurately estimatecritical carestaffing requirements and predict equipmentand supplyneeds based on operational data currently buried in multiple disparate systems.
Content Package User Guide Line of Business
PUBLIC
437
2.47.2 Stories
SAP Healthcare - Capacity Planning and Staffing (SAP_HC_CP_CAPACITY_AND_STAFFING) In this story, we provide a view into important hospital metrics, broken down by department and service line. The Overview tab gives insights into census, admissions, transfers, and discharges, both for the current day, and over a monthly time series. The ED Arrivals tab is a deep dive on the Emergency Department, highlighting key metrics such as average wait time, turnaround discharge time, and average length of stay. The ED tab breaks down metrics for the Emergency Department by service line and by diagnosis, enabling detailed breakdowns by hour of the day and by shift. Hospital Inpatient compares ICU and Non-ICU metrics and a view of occupancy over time. The Staffing tab is focused on nurses, and compares the actual nurses staffed to the anticipated needs based on historical data.
2.47.2.1 SAP Healthcare - Capacity Planning and Staffing (SAP_HC_CP_CAPACITY_AND_STAFFING)
Measure Name ICU Non-ICU
Type Restricted Measure
Restricted Measure
Formula/Properties
Measure [Occupancy] restricted by [Department] on [Cardiology]
Measure [Occupancy] restricted by [Department] on [Anesthesiology, En docrinology, Family medicine, Internal Medicine, Neonatology, Neurology, Ob stetrics and Gynecology, Surgery] Measure [Occupancy] restricted by [Department] on [Anesthesiology, En docrinology, Family medicine, Internal Medicine, Neonatology, Neurology, Ob stetrics and Gynecology, Surgery]
438
PUBLIC
Content Package User Guide Line of Business
2.47.3 Models
2.47.3.1 SAP Healthcare Enterprise Capacity Planning Census and Staffing (SAP_HC_CP_CENSUS_STAFFING)
Model Name: SAP_HC_CP_CENSUS_STAFFING
Connection
- Model Description: SAP Healthcare Enterprise Capacity Planning - Census and Staffing
- Import Data Connection to an SQL Da tabase
- Planning Enabled: no
Account Census ID
Description
Mapping/Formula
ADM1 BED1 BED1_INT DIS1 MAX1 MAX_INT
NUR1
OCC_PCT OCC1
TRAN1
Dimensions Name CensusDate AccountCensus Department Service CensusDayOfWeek
CensusHour Additional Notes about the model
Admissions Beds Available Beds Available (Interim) Discharges Max Occupancy Max Occupancy (Interim) Nurses Staffed Occupancy % Occupancy Transfers
Description Census Date AccountCensus Department Service Census (Day of Week) Census (Hour)
From data load [BED1_INT] [MAX1]-[OCC1] From data load [MAX_INT] [d/Department].[p/DeptMaxOcc] From data load IF([MAX1]=0 ,0 ,[OCC1]/[MAX1] )
From data load From data load
Mapping
Content Package User Guide Line of Business
PUBLIC
439
Name
Description
Mapping
This model provides day and hour level granularity for the hospital census and staffed nurses, with planned and actual val ues
Model uses Max Occupancy property of Department dimension in calculations. This value must be populated when loading master data from source. A hidden, interim account is utilized to apply exception aggregation to the Beds Available meas ure, in order to accurately represent values by day and by hour.
Sample data is provided to illustrate required granularity and structure of dimension master data. Models are to be popu lated from customerspecific data sources.
2.47.3.2 SAP Healthcare Enterprise Capacity Planning Service Times (SAP_HC_CP_SERVICE_TIMES)
Model Name: SAP_HC_CP_SERVICE_TIMES
Connection
Model Description: SAP Healthcare Enterprise Capacity Planning - Service Times - Planning Enabled: no
- Import Data Connection to an SQL Da tabase
Account Census ID AST1
Description Arrival to Service Time
Mapping/Formula From data load
DIAG1
Diagnoses
From data load
LOS1
Length of Stay
From data load
PAT1
Patients
From data load
TDT1
Turnaround Time
From data load
WT1
Wait Time
From data load
Dimensions Name AdmissionDate AccountServiceTimes Department Service
DRG
PrimaryDiagnosis
Description Census Date AccountCensus Department Service DRG
Primary Diagnosis
Mapping
440
PUBLIC
Content Package User Guide Line of Business
Name
Description
Mapping
BoarderFlag Additional Notes about the model
Boarder Flag
This model provides day level granularity for hospital service times such as wait time, length of stay, and turnaround dis charge time. It also provides aggregated patient and diagnoses counts.
Model uses Average exception aggregation for all times across Department, Service, AdmissionDate, DRG, and Primary Diagnosis.
Sample data is provided to illustrate required granularity and structure of dimension master data. Models are to be popu lated from customerspecific data sources.
2.48 SAP Intelligent Asset Management
2.48.1 Architecture and Abstract
SAP Intelligent Asset Management (IAM) SAP Analytics Cloud (SAC) content provides:
Seven models, one for each of the OData APIs which you can use in IAM to extract data to SAC. These are: Equipment Indicator Values (the last one) Models Notifications Work Orders Locations Spare parts
Two sample stories, mostly based on the first five of the seven models above. A sample connection. Sample data for each model.
One of the stories (...Fleet) is intended to be shown in the IAM Analytics Dashboards application. The other story (...Equipment) is intended to be shown on the IAM equipment object page. There are no sample stories for the other three IAM applications where SAC can be displayed, Models, Locations, Spare Parts.
Due to the limited nature of the data being exposed in the OData APIs these SAC stories are supposed to just illustrate what the data could look like in SAC stories in IAM. They are supposed to highlight some SAC functions like story tabs, page filters, and dimension selectors. They are not supposed to be stories delivering fullyfledged business insights based on common work practices.
Content Package User Guide Line of Business
PUBLIC
441
2.48.2 IAM Configuration for SAC (and SAC Connection)
2.48.2.1 SAC Connection
The configuration for the SAC connection is documented in the IAM help pages, e.g. for PdMS here (select the latest release). The included sample connection has the Data Service URL provided, but each customer must add their specific other credentials.
2.48.2.2 IAM Configuration
The configuration of SAC in IAM is described in the IAM help pages, e.g. for PdMS here (select the latest release).
442
PUBLIC
Content Package User Guide Line of Business
2.48.3 Stories
These stories are included: Fleet View (SAP__IAM_GEN_FLEET) Equipment Object Page (SAP__IAM_GEN_EQUIPMENT)
2.48.3.1 Fleet View (SAP_IAM_GEN_FLEET)
This story is intended to show in the IAM Analytics Dashboards application. It has six pages: Count and Breakdowns Map Indicators Health Scores Tables Notification History
Counts and Breakdowns shows six key indicators on the left, which are all counts of the corresponding six business object types, from the six models. Above the key indicators is a page filter for equipment IDs. To the right of key figures are bar charts, one for each business object type. They show the count of business objects by a dimension. The dimension can be selected in the control above each chart.
Map shows the geospatial location of the equipment on a map.
Indicators and Health Scores show the last indicator values for equipment. The first tab shows all indicators, and they can be filtered by equipment and indicator IDs. The second tab show just an indicator called Health Score, and adds a threshold to show good and bad values.
The other two pages are merely for illustrative purposes, to show that SAC offers the ability to show tables and charts for timelines.
2.48.3.2 Equipment Object Page (SAP_IAM_GEN_EQUIPMENT)
This story is intended to show in the PAI Equipment application on its object page. It has one pages:
Notification / Work Order Breakdown
Notification / Work Order Breakdown shows a count of notifications and work orders, shown as a key figure, in a chart by type and status, and in another bar chart where the user can select the dimension by which to break down the count.
All charts are just for illustrative purposes, to show what data could look like in the equipment object page.
Content Package User Guide Line of Business
PUBLIC
443
2.48.4 Models
Context
There are seven models provided, one for each of the available OData APIs in IAM.
Model Name Equipment Indicator Values Models Locations Spare Parts Notifications Work Orders
Technical Name of Model SAP__IAM_GEN_IM_EQUIPMENT SAP__IAM_GEN_IM_INDICATOR SAP__IAM_GEN_IM_MODELS SAP__IAM_GEN_IM_LOCATIONS SAP__IAM_GEN_IM_SPAREPARTS SAP__IAM_GEN_IM_NOTIFICATIONS SAP__IAM_GEN_IM_WORORDERS
For each of the models all attributes available in the OData API were included. Apart from the indicator values the attributes are all dimensions, there are no measures. Note that SAC adds a measure on its own for models without measures. The available attributes are pretty self-explanatory when you call the IAM OData API in SAC. They are not separately listed here. How to see the available attributes:
444
PUBLIC
Content Package User Guide Line of Business
Procedure
1. Launch function to import data via OData. 2. Select the appropriate connection to your source system.
Content Package User Guide Line of Business
PUBLIC
445
3. Select the OData service for the desired business object type. 4. You can see a list of all attributes.
446
PUBLIC
Content Package User Guide Line of Business
Note
In the provided models also better human-readable versions of the technical attribute names were provided.
In the equipment model the source attribute for "Coordinates" has been split into a latitude and a longitude attribute, and the model has been geo-enabled.
In the indicator value model, the source attribute for "Value" has been split into a value attribute for numeric values (which is then made the measure), and another for non-numeric values (boolean, text, date).
2.49 SAP Integrated Business Planning (IBP)
2.49.1 Architecture and Abstract
Integrated Business Planning SAC content provides information relevant to the management business review process which is part of the Sales and Operations Planning process. During management business review, the executive management of the business units involved determine if the proposal presented aligns with the company's financial targets and key performance indicators. This results in an approved final consensus demand and supply plan ultimately designed to drive the revenue growth and increase market share, optimize product, customer profitability, minimize inventory costs, and overcome capacity constraints. SAP Integrated Business Planning SAP Analytics Cloud content comprises of one dashboard, one story, and one data model. The data model receives its data from an OData service from an SAP IBP system. Alternatively, you can upload the master data from flat files.
Content Package User Guide Line of Business
PUBLIC
447
Architecture
2.49.2 Dashboard
The SAP Integrated Business Planning: Sales and Operation Planning - Management Business Review (SAP_IBP_ MANAGEMENTBUSINESSREVIEW_DASHBOARD) dashboard contains the Executive Summary, the Overview of Revenues, and the Overview of Quantities from the SAP Integrated Business Planning: Sales and Operation Planning - Management Business Review (SAP__IBP_SOP_MANAGEMENTBUSINESSREVIEW) story.
2.49.3 Stories
SAP Integrated Business Planning: Sales and Operation Planning - Management Business Review (SAP__IBP_SOP_MANAGEMENTBUSINESSREVIEW). The story consists of three pages: Executive Summary Overview of Revenues Overview of Quantities
448
PUBLIC
Content Package User Guide Line of Business
Executive Summary
This story page consists of two charts and two numeric points. It focuses on providing a high-level overview of the financial targets. This data can be filtered by product families.
Actual Revenues: A numeric point used to compare the revenues of the current year with the revenues of the previous year.
Gross Profit: A numeric point used to compare the gross profit of the current year with the gross profit of the previous year.
Actual Revenues per Year: This time-series chart shows how actual revenues have trended over time. It covers a period of four years (current year, + 2 years in the past, and 1 year in the future). The forecast is automatically calculated based on linear regression.
Identify the association between Actuals Rev. and Consensus Demand Rev. by Quarter This time-series chart shows the trend of actual revenues and consensus demand revenues by quarters for a period of two years.
Overview of Revenues
This story page consists of three charts, five numeric points, and a table. It provides a detailed overview of the revenues. This data can be filtered by product families.
Compare Actual Revenues (Current year) and Actual Revenues (Previous year) per Customer Groups: For each customer group, this bar chart compares the revenues of the current year with the revenues of the previous year. Additionally, five numeric points are used to show this comparison (in percent).
Compare the Actuals Rev. by Product Family and Location: This tree map analyses the actual revenues by product families and locations. A smart insight shows the top contributor and the related percentage above or below the average.
Actual Revenues - Current Year: A detailed table shows the revenues of the current year by quarter/month and product ID.
Analyse Actual Revenues / Gross Profit (Current year) per Product ID (Top 5): This bar chart shows the contribution of the top 5 product IDs to the revenues and gross profit of the current year. A smart insight shows the top contributor and the related percentage above or below the average.
Content Package User Guide Line of Business
PUBLIC
449
Overview of Quantities
This story page consists of three charts and a table. It provides a detailed overview of the quantities. This data can be filtered by product families.
Analyse how Actuals Qty is trending over time: This time-series chart shows how actual quantities have trended over time. It covers a period of five years (current year, + 3 years in the past, and 1 year in the future). The forecast is automatically calculated based on linear regression.
Analyse the Monthly Average Actuals Qty. per Product Family: This pie chart shows the monthly average actual quantity per product family. It covers a period of four years (current period and + 3 years in the past).
Actual Qty - Current Year: A detailed table shows the quantities of the current year by quarter/month and product ID.
Analyse Constrained Demand and Consensus Demand per Product Family: This chart compares the constrained demand and the consensus demand. Values are analysed by product families for a period of two years (current year and + 1 year in the future). A smart insight shows the top contributor and the related percentage above or below the average.
450
PUBLIC
Content Package User Guide Line of Business
2.49.4 Models
2.49.4.1 Sales and Operation Planning - Management Business Review (SAP__IBP_SOP_IM_MANAGEMENTBUSINESSREVI EW)
Model Name: SAP__IBP_SOP_IM_MANAGEMENTBUSINESSREVIEW
Connection
Model Description: SAP Integrated Business Planning: Sales and Operation Planning - Management Business Review
Planning Enabled: Yes
Connection Type: Import Data Connection to SAP Integrated Business Planning
You can find the OData service URL from the IBP system as follows:
Communication Arrangement App à Inbound services
The service is specified as:https:// %3CsystemID%3Eapi.wdf.sap.corp/sap/opu/ odata/IBP/EXTRACT_ODATA_SRV
Account Dimension: SAP_IBP_GEN_ACCOUNT
ID
Description
Properties
Actuals Qty
Actuals Qty
Account type: NFIN
Actuals Rev.
Actuals Rev.
Account type: INC
AOP Qty
AOP Qty
Account type: NFIN
AOP Rev.
AOP Rev.
Account type: INC
Capacity Supply
Capacity Supply
Account type: NFIN
Capacity Usage of Production Resource Capacity Usage of Production Resource Account type: NFIN
Consensus Demand Plan Qty
Consensus Demand Plan Qty
Account type: NFIN
Consensus Demand Plan Rev
Consensus Demand Plan Rev
Account type: INC
Constrained Demand Rev.
Constrained Demand Rev.
Account type: INC
Gross Profit
Gross Profit
Account type: INC
Marketing Fcst Qty
Marketing Fcst Qty
Account type: NFIN
Marketing Fcst Rev.
Marketing Fcst Rev.
Account type: INC
Open Orders Rev.
Open Orders Rev.
Account type: INC
Planned Price
Planned Price
Account type: INC
Aggregation type: None
Production Receipt
Production Receipt
Account type: NFIN
Content Package User Guide Line of Business
PUBLIC
451
Model Name: SAP__IBP_SOP_IM_MANAGEMENTBUSINESSREVIEW
Projected Stock
Projected Stock
Projected Stock Value
Projected Stock Value
Recommended Safety Stock
Recommended Safety Stock
Recommended Safety Stock Value
Recommended Safety Stock Value
Sales Fcst Qty
Sales Fcst Qty
Sales Fcst Rev.
Sales Fcst Rev.
Total Customer Receipt
Total Customer Receipt
Total Open Order Qty
Total Open Order Qty
Total Production Value
Total Production Value
Generic Dimensions
Name
Description
Date
Month
SAP_IBP_GEN_PRODUCT
Product
SAP_IBP_GEN_PRODFAM
Product Family
SAP_IBP_GEN_LOCATION
Location
SAP_IBP_GEN_CUSTOMER
Customer
SAP_IBP_GEN_UOM
Unit of Measure
SAP_IBP_GEN_CURRENCY
Currency
SAP_IBP_GEN_CUSTGROUP
Customer Group
Additional Notes on the Model
Connection Account type: NFIN Account type: INC Account type: NFIN Account type: INC Account type: NFIN Account type: INC Account type: NFIN Account type: NFIN Account type: INC
Properties
Enable Currency: YES
Transactional data and master data are loaded using the IBP OData service:
https://<systemID>-api.wdf.sap.corp/sap/opu/odata/IBP/EXTRACT_ODATA_SRV
Master data (SAP_IBP_GEN_xxx generic dimensions) can also be loaded from a flat file. You can use the master data files for the SAPIBP1 sample planning area that are part of the SAP Best Practices for SAP Integrated Business Planning content as a template:
https://rapid.sap.com/bp/#/rds_ibp planning view templates)
Accelerators Technical assets for SAPIBP1 (sample data, master data, and
2.49.4.2 Setting up the connection between SAP Analytics Cloud and SAP Integrated Business Planning
When you import the SAP Integrated Business Planning package into your system, the technical objects described in the previous chapters are imported. You also have predefined sample data that you can use for demo purposes.
If you want to update the predefined sample data with your own data, you must follow the steps described in this chapter.
452
PUBLIC
Content Package User Guide Line of Business
Prerequisite Before you start, ensure that the SAP Best Practices for SAP Integrated Business Planning content is available in the SAP IBP system. You must copy the SAPIBP1 sample planning area and upload the sample master data and key figure data available for the SAP IBP Best Practices . The pre-built content refers to the IBP sales and operations planning process and is based on a planning area in which SOP is up and running.
2.49.4.2.1 SAP Integrated Business Planning Configuration
To enable the integration with SAP Analytics Cloud, you must define the following in your SAP Integrated Business Planning system: A communication user with a productive password, A communication system where your communication user is defined as an Inbound user, A communication arrangement based on communication scenario SAP_COM_0143. In the Inbound Services section, you will find the URL to access the OData services, for example: https://<systemID>-api.wdf.sap.corp/sap/opu/odata/IBP/EXTRACT_ODATA_SRV The planning area to be used in the SAC Queries is configured in the Global Configuration app Parameter Group FLEXIQUERY Parameter Name PLANNINGAREA.
2.49.4.2.2 SAP Analytics Cloud Configuration
Context
You must create an SAP Integrated Business Planning import connection in SAP Analytics Cloud:
Procedure
1. From the main menu, choose Connection Add Connection (+). 2. In the Select a Datasource dialog box, choose SAP Integrated Business Planning. 3. In the New SAP Integrated Business Planning Connection dialog box, enter the connection information.
Make sure to use the data service URL specified in your communication arrangement. Enter your IBP communication user as the Username along with the corresponding productive password.
Note
If you want to use the imported SAPIBP connection instead of creating a new one, make sure to update the SAPIBP connection with your own URL, IBP communication user and productive password.
Content Package User Guide Line of Business
PUBLIC
453
2.49.4.2.3 Loading Transactional Data from IBP OData Service
Context
Transactional data (SAP_IBP_GEN_ACCOUNT account dimension) is loaded using the IBP OData service. To use the model with your own data, you must create a new query related to your planning area.
Note
The sample query we deliver refers to a planning area called UNIPA. If you have a non-productive SAP IBP system (test tenant), you will find the planning area UNIPA preconfigured in your system. For more information on the preconfigured planning area, refer to the WIKI page .
Procedure
1. Open the SAP__IBP_SOP_IM_MANAGEMENTBUSINESSREVIEW model. 2. On the Model detail screen, select the Data Management tab and choose Import data Datasource.
3. Select the SAP Integrated Business Planning datasource.
4. In the Import Data from SAP Integrated Business Planning dialog box, choose your connection to the IBP System.
5. Select Create a new query and choose Next.
6. Select your planning area and choose Next.
7. In the Build SAP Integrated Business Planning Query dialog box, select the items listed below, and move them to the Selected Data section:
The 24 key figures listed in the table above, Time dimension as Month, Version/Scenario, Generic dimensions Product ID, Product Family, Location ID, Customer ID, and Customer Group/
Segment, Base UoM and Target Currency.
454
PUBLIC
Content Package User Guide Line of Business
Do not forget to include Target UoM and Target Currency in filters. Otherwise, you will get an error when the model is built. Define the filters as Target Currency = USD and Target UoM = EA; PC.
8. Once you have moved the 33 items in the Selected Data section and entered the two filters, choose Create.
9. After the content is uploaded, map the dimension set that is extracted from the OData service to the SAC dimensions.
10. You might be required to make some manual adjustments, for example: Month: Define the date format as YY MM.
Content Package User Guide Line of Business
PUBLIC
455
Since there is no template for YY-MM in SAC, a workaround is required: select the Month column, choose Create a transform, and replace "-" with " " in the formula. Version/Scenario: Map Base Version to the Planning category.
11. Once the issues are solved, select Convert value symbol by account type in the Mapping Options.
12. Choose Finish Mapping.
Results
The new query is created and the predefined content is updated with your own data.
2.49.4.2.4 Loading Master Data from IBP OData Service
Context
Master data (SAP_IBP_GEN_xxx generic dimensions) is loaded using the IBP OData service.
456
PUBLIC
Content Package User Guide Line of Business
Procedure
1. On the Dimension detail screen, select the Data Management tab and choose Import data Datasource.
2. Select the SAP Integrated Business Planning datasource. 3. In the Import Data from SAP Integrated Business Planning dialog box, choose your connection to the IBP
system. 4. Select your planning area. 5. In the Build SAP Integrated Business Planning Query dialog box, select the relevant dimensions and move
them to the Selected Data section (for example: Product ID and Product Desc).
6. After the content is uploaded, map the dimension set that is extracted from the OData service to the SAC dimensions (for example: Dimension ID = Product ID and Description = Product Desc.). Then choose Finish
Content Package User Guide Line of Business
PUBLIC
457
Mapping.
7. Repeat the steps for all SAP_IBP_GEN_xxx generic dimensions.
Note
A currency in SAC is always expected to have three structural fields: Dimension ID, Description, and Currency ID. Therefore, duplicate the column Currency ID with the drop-down function and assign the newly duplicated column to the Currency ID.
2.49.4.2.5 Loading Master Data from a flat file
Context
You can also load master data (SAP_IBP_GEN_xxx generic dimensions) from flat files.
458
PUBLIC
Content Package User Guide Line of Business
You can use the master data files for the SAPIBP1 sample planning area that are part of the SAP Best Practices for SAP Integrated Business Planning content as a template:
https://rapid.sap.com/bp/#/rds_ibp Accelerators Technical assets for SAPIBP1 (sample data, master data, and planning view templates).
Generic Dimension
Description
SAP_IBP_GEN_LOCATION Location
SAP_IBP_GEN_CUSTOMER Customer
SAP_IBP_GEN_UOM SAP_IBP_GEN_CURRENCY
Unit of Measure Currency
SAP_IBP_GEN_PRODUCT Product SAP_IBP_GEN_PRODFAM Product Family SAP_IBP_GEN_CUSTGROUP Customer Group
Flat File
Mapping to SAC dimension IDs
020_Location_<release>.csv LOCID
010_Customer_<re lease>.csv
CUSTID
090_UOMTo_<release>.csv UOMTOID
080_Currency_<re lease>.csv
CURRID
030_Product_<release>.csv PRDID
030_Product_<release>.csv PRDFAMILY
010_Customer_<re lease>.csv
CUSTGROUP
Procedure
1. On the Dimension detail screen, select the Data Management tab and choose Import data File. 2. Select your local file (for example: 030_Product_<release>.csv) and choose Import. 3. After the content is uploaded, map it to the SAC dimensions (for example, Dimension ID = PRDID and
Description = PRDDESCR). Then choose Finish Mapping.
4. Repeat the steps for all SAP_IBP_GEN_xxx generic dimensions.
For further information on how to set up the connection between SAP Analytics Cloud and SAP Integrated Business Planning, you can refer to SAP Note 2814555
Content Package User Guide Line of Business
PUBLIC
459
2.49.4.2.6 Updating the Story
You can now update the predelivered story with your own data. 1. Open the SAP__IBP_SOP_MANAGEMENTBUSINESSREVIEW story. 2. On the Story screen, choose Refresh. 3. Story widgets are updated with your own data.
2.49.4.2.7 SAP Note
For further information on how to set up the connection between SAP Analytics Cloud and SAP Integrated Business Planning, you can refer to SAP Note 2814555
2.50 SAP Integration Suite
2.50.1 Overview
SAP Integration Suite is an enterprise integration platform as a service(iPaaS) that allows you to seamlessly integrate on-premise and cloud-based applications and processes with tools and prebuilt content managed by SAP. The computing infrastructure and embedded intelligence in Integration Suite offer a great opportunity for organizations to become intelligent enterprises. An intelligent enterprise enables you to achieve results faster and gain business agility with a versatile, dynamic, and enterprise-grade cloud integration platform. SAP Integration Suite comes with following key capabilities: 1. Cloud Integration Cloud Integration supports end-to-end process integration across cloud-based and on-premise applications based on the exchange of messages 2. API Management Get access to simple, scalable, and secure digital assets through application programming interfaces (APIs) and consume these. 3. Open Connectors Open Connectors simplifies and allows you to build seamless integrations with over 160 non-SAP applications using pre-built connectors. 4. Integration Advisor Integration Advisor is an intelligent integration content management system that helps you accelerate the development of business-oriented interfaces and mappings. Currently, in SAP Analytics Cloud you can explore the dashboards for Cloud Integration and API Management capabilities.
460
PUBLIC
Content Package User Guide Line of Business
Cloud Integration Reporting Dashboard The Cloud Integration reporting dashboard offers the tenant administrators with an unbiased view on the performance of messages and integration content artifacts deployed on a tenant. For more information, see Architecture & Abstract - SAP Help Portal. API Management Reporting Dashboard API Management, as SAP Integration Suite capability creates a digital experience to design, develop, and manage APIs in a secure and scalable environment. The API Management Reporting Dashboard is built upon SAP Analytics Cloud (SAC), describing various patterns of API consumption and performance. What is the purpose of the Dashboard? The API Management Reporting Dashboard displays runtime data of APIs gathered and analyzed as charts and key performance indicators. The data can be viewed across various report pages namely Overview, Health, and Usage, with each page providing information about key API metrics. - Overview: The Overview page provides a summarized report on API usage and performance. On the Overview page, you can analyze reports and view API trends for the last seven days about the most popular APIs, the total number of API calls, response time, and latency. - Health: The Health page provides reports about key metrics related to the performance of your APIs. The Health page allows to quickly monitor API metrics that affect the performance of APIs and view API error trends for the selected interval. - Usage: The Usage page provides reports about key metrics related to user engagement. On the Usage page, you can analyze API metrics that indicate the overall traction or acceptance of the API program and view API trends for the selected interval.
2.50.2 Architecture & Abstract
SAP Integration Suite connects and contextualizes processes and data while enabling new content-rich applications to be assembled faster with less dependence on IT.
Content Package User Guide Line of Business
PUBLIC
461
2.50.3 Stories
Cloud Integration - Stories API Management -API Management Reporting Dashboard (SAP__ALL_GEN_APIMGMTREPORTING_DAQ)
[page 462] Stories
2.50.3.1 API Management Reporting Dashboard (SAP__ALL_GEN_APIMGMTREPORTING_DAQ)
Measure Name Success
CM_AVG_RESPONSETIME
Type Calculated Measure
Calculated Measure
Formula/Properties
Measure [CallCount] - Measure [Su mErrors]
Measure [SumResponseTime] / Meas ure [CallCount]
462
PUBLIC
Content Package User Guide Line of Business
Measure Name CM_KPI_SUMAPICALLS_PREVWEEK
Type Restricted Measure
CM_KPI_SUMAPICALLS_CURRWEEK Restricted Measure
CM_KPI_DIFF_TO TAL_API_CALLS_PREV_WEEK
Calculated Measure
CM_KPI_SUMRESPONSETIME_CURR Restricted Measure WEEK
CM_KPI_SUMRESPONSETIME_PRE VWEEK
Restricted Measure
CM_KPI_AVGRESPONSETIME_CURR WEEK
Calculated Measure
CM_KPI_AVGRESPONSETIME_PRE VWEEK
Calculated Measure
CM_KPI_AVGDIFF_RESONSE TIME_PREV_WEEK
Calculated Measure
CM_KPI_SUMREQUESTPROCESSIN GLATENCY_CURRWEEK
Restricted Measure
CM_KPI_SUMREQUESTPROCESSIN GLATENCY_PREVWEEK
Restricted Measure
CM_KPI_DIFF_REQUESTPROCESSIN GLATENCY_PREV_WEEK
Calculated Measure
CM_KPI_SUMAPIERRORS_CURRWEEK Restricted Measure CM_KPI_SUMAPIERRORS_PREVWEEK Restricted Measure
Content Package User Guide Line of Business
Formula/Properties
Measure [Total Calls ] restricted by [CreatedTime] on [ Previous Week ]
Measure [Total Calls ] restricted by [CreatedTime] on [ Current Week ]
Measure [CM_KPI_SUMAPI CALLS_CURRWEEK]- Measure [CM_KPI_SUMAPICALLS_PREVWEEK]
Measure [SumResponseTime ] re stricted by [CreatedTime] on [ Current Week ]
Measure [SumResponseTime ] re stricted by [CreatedTime] on [ Previous Week ]
Measure [CM_KPI_SUMRESPONSE TIME_CURRWEEK] / Measure [CM_KPI_SUMAPICALLS_CURRWEEK]
Measure [CM_KPI_SUMRESPONSE TIME_PREVWEEK] / Measure [CM_KPI_SUMAPICALLS_PREVWEEK]
Measure [CM_KPI_AVGRESPONSE TIME_CURRWEEK]- Measure [CM_KPI_AVGRESPONSETIME_PRE VWEEK]
Measure [SumRequestProcessingLa tency ] restricted by [CreatedTime] on [ Current Week ]
Measure [SumRequestProcessingLa tency ] restricted by [CreatedTime] on [ Previous Week ]
Measure [CM_KPI_SUMREQUESTPRO CESSINGLATENCY_CURRWEEK] Measure [CM_KPI_SUMREQUESTPRO CESSINGLATENCY_PREVWEEK]
Measure [Failure ] restricted by [Crea tedTime] on [ Current Week ]
Measure [Failure ] restricted by [Crea tedTime] on [ Previous Week ]
PUBLIC
463
Measure Name
CM_KPI_DIFF_APIER RORS_PREV_WEEK
Type Calculated Measure
CM_KPI_SUMTARGETERRORS_CURR Restricted Measure WEEK
CM_KPI_SUMTARGETERRORS_PRE VWEEK
Restricted Measure
CM_KPI_DIFF_TARGETER RORS_PREV_WEEK
Calculated Measure
CM_KPI_SUMTARGETRESPONSE TIME_CURRWEEK
Restricted Measure
CM_KPI_SUMTARGETRESPONSE TIME_PREVWEEK
Restricted Measure
CM_KPI_AVGTARGETRESPONSE TIME_CURRWEEK
Calculated Measure
CM_KPI_AVGTARGETRESPONSE TIME_PREVWEEK
Calculated Measure
CM_KPI_AVGDIFF_TARGETRESPON SETIME_PREV_WEEK
Calculated Measure
Average Target Response Time
Calculated Measure
CM_AVG_POLICYRESPONSETIME
Calculated Measure
Formula/Properties
Measure [CM_KPI_SUMAPIER RORS_CURRWEEK]-Measure [CM_KPI_SUMAPIERRORS_PRE VWEEK]
Measure [SumTargetError ] restricted by [CreatedTime] on [ Current Week ]
Measure [SumTargetError ] restricted by [CreatedTime] on [ Previous Week ]
Measure [CM_KPI_SUMTARGETER RORS_CURRWEEK] - Measure [CM_KPI_SUMTARGETERRORS_PRE VWEEK]
Measure [SumTargetResponseTime ] restricted by [CreatedTime] on [ Cur rent Week ]
Measure [SumTargetResponseTime ] restricted by [CreatedTime] on [ Previ ous Week ]
Measure [CM_KPI_SUMTARGETRES PONSETIME_CURRWEEK] / Measure [CM_KPI_SUMAPICALLS_CURRWEEK]
Measure [CM_KPI_SUMTARGETRES PONSETIME_PREVWEEK] / Measure [CM_KPI_SUMAPICALLS_PREVWEEK]
Measure [CM_KPI_AVGTARGETRES PONSETIME_CURRWEEK] - Measure [CM_KPI_AVGTARGETRESPONSE TIME_PREVWEEK]
Measure [SumTargetResponseTime] / Measure [ CallCount]
Measure [PolicyResponseTime] / Measure [CallCount]
464
PUBLIC
Content Package User Guide Line of Business
2.50.4 Models
Cloud Integration Models: SAP Generic: General - CPI Message Processing Logs
(SAP__ALL_GEN_IM_CPIMESSAGEPROCESSINGLOGS) [page 40] SAP Generic: General - CPI Integration Runtime Artifacts (SAP__ALL_GEN_IM_CPIRUNTIMEARTIFACTS)
[page 41] SAP Generic: General - CPI Service Endpoints (SAP__ALL_GEN_IM_CPISERVICEENDPOINTS) [page 42]
API Management Models
Model Name: SAP__ALL_GEN_IM_APIMGMT
Connection
- Model Description: SAP Generic: Gen eral - SAP Analytics
- Planning Enabled: no
- Import Data Connection to OData Services - SAPAPIM
Account ID
Description
Mapping/Formula
AvgErrors
AvgErrors
AvgPolicyError
AvgPolicyError
AvgRequestP_r486o04v70
AvgRequestProcessingLatency
AvgRequestSize
AvgRequestSize
AvgResponse_16m7204x5k
AvgResponseProcessingLatency
AvgResponseTime
AvgResponseTime
AvgTargetError
AvgTargetError
AvgTargetResponseTime
AvgTargetResponseTime
CallCount
CallCount
MaxRequestP_6f72f3k3h3
MaxRequestProcessingLatency
MaxRequestSize
MaxRequestSize
MaxResponse_713s560632
MaxResponseProcessingLatency
MaxResponseTime
MaxResponseTime
MaxTargetResponseTime
MaxTargetResponseTime
Content Package User Guide Line of Business
PUBLIC
465
Model Name: SAP__ALL_GEN_IM_APIMGMT MinRequestP_3g232804kg MinRequestSize MinResponse_2f1a2b01y3 MinResponseTime MinTargetResponseTime PolicyResponseTime SumErrors SumPolicyError SumRequestP_6q4p6801l5 SumRequestSize SumResponse_5e6s6a3k1e SumResponseTime SumTargetError SumTargetResponseTime
Dimensions Name Account* ID_k3850253g4 ApiProxy ProxyBasepath RequestUrl RequestMethod ResponseCode DeveloperName ApplicationName ProductName
Connection MinRequestProcessingLatency MinRequestSize MinResponseProcessingLatency MinResponseTime MinTargetResponseTime PolicyResponseTime SumErrors SumPolicyError SumRequestProcessingLatency SumRequestSize SumResponseProcessingLatency SumResponseTime SumTargetError SumTargetResponseTime
Description Account ID_k3850253g4 ApiProxy ProxyBasepath RequestUrl RequestMethod ResponseCode DeveloperName ApplicationName ProductName
Mapping
466
PUBLIC
Content Package User Guide Line of Business
Dimensions
CacheHit
CacheHit
TargetHost
TargetHost
TargetUrl
TargetUrl
PlatformName
PlatformName
AgentsName
AgentsName
DeviceType
DeviceType
OsFamilyName Additional Notes about the model
OsFamilyName
Import Method Used: Clean and replace selected version data - Deletes the existing data and adds new entries to the target model. Configure Data Scheduling: By default, the scheduling frequency is set to None. We recommend you to schedule a data import every one hour, see Updating and Scheduling Models.
2.50.5 Data Connectivity
Cloud Integration: OData Connectivity [page 43] API Management To connect your API Management tenant to this SAC story, use the existing connection with the name SAPAPIMGMT and configure it as described here. You can connect to an OData Service in SAP Analytics Cloud application, based on the connectivity types. By default, the data acquired and displayed initially in the dashboard is from a sample data.
Configure OAuth
First, you must obtain the OAuth 2.0 credentials (OAuth Client ID, Secret), and the Token Endpoint URL in order to access the API Management ODATA APIs. Refer to the help documentation to retrieve the OAuth 2.0 credentials and make a note of it. 1. Provide your API Management tenant URL that has the format https://<apimanagement-tenant-url>/api/v1 2. Select OAuth 2.0 Client Credentials. 3. Provide the OAuth Client ID registered in the cockpit.
Content Package User Guide Line of Business
PUBLIC
467
4. Provide the Secret password defined in cockpit. 5. Use the Token Endpoint URL obtained from the cockpit.
2.51 SAP Logistics Business Network - Supply Chain Network Analytics
2.51.1 Architecture and Abstract
SAP Logistics Business Network is an open and secure network that connects multiple business partners for inter-company logistics collaboration and insights. These are predefined analytics samples that can be consumed by the intelligent insights option for SAP Logistics Business Network.
468
PUBLIC
Content Package User Guide Line of Business
2.51.2 Stories 2.51.2.1 Logistics Execution Insights Dashboard
Logistics Execution Insights Dashboard (SAP__SCM_LBN_LOGISTICSEXECUTIONINSIGHTSDASHBOARD_LIVE)
Measure Name
Type
Formula/Properties
Total Cargo Volume
Calculated Measure
Float of cargo volume
Total Cargo Weight
Calculated Measure
Float of cargo weight
Total Pick-up Running Late
Calculated Measure
Total number of loading shipments whose ETA time difference > 10 min
Total Deliveries Running Late
Calculated Measure
Total number of unloading shipments whose ETA time difference > 10 min
2.51.2.2 Logistics Performance Insights Dashboard
Logistics Performance Insights Dashboard (SAP__SCM_LBN_LOGISTICSPERFORMANCEINSIGHTS_LIVE)
Measure Name
Type
Formula/Properties
Activity Time
Calculated Measure
Activity duration time
Transition Time Between Locations
Calculated Measure
Transit Time between two transporta tion locations
2.51.3 Models 2.51.3.1 Dock Appointments
Model Name: SAP__SCM_LBN_LH_DOCKAPPOINT MENTS
- Model Description: Dock Appointments - Planning Enabled: No
Connection - HANA live connection -Direct - P_CV_DockAppointments
Additional Notes about the model
This model is used for chart: Open Appointments in Coming 7 Days in Logistics Execution Insights Dashboard.
Content Package User Guide Line of Business
PUBLIC
469
2.51.3.2 Reported Events for In Execution Orders
Model Name: SAP__SCM_LBN_LH_REPORTEDEVENTS FORINEXECUTIONORDERS
Connection
- Model Description: Reported Events for In Execution Orders - HANA live connection -Direct
- Planning Enabled: No
- P_CV_ReportedEventsForInExecutionOrders
Additional Notes about the model
This model is used for chart: Delay/Late Reasons for In Execution Shipments in Logistics Execution Insights Dashboard.
2.51.3.3 In Execution Freight Documents Tracking
Model Name: SAP__SCM_LBN_LH_INEXECUTION FREIGHTDOCUMENTSTRACKING
- Model Description: In Execution Freight Documents - Planning Enabled: No
Connection - HANA live connection -Direct - P_CV_InExecutionFreightDocumentsTracking
Additional Notes about the model
This model is the main data source for in execution shipments that is used for all the other charts in Logistics Execution Insights Dashboard.
2.51.3.4 Executed Activities (SAP__SCM_LBN_LH_ALLEXECUTEDACTIVITIES)
Model Name: SAP__SCM_LBN_LH_ALLEXECUTEDACTIVI
TIES
Connection
Model Description: Executed Activities
HANA live connection - Direct
Planning Enabled: No
P_CV_PerformanceInsightAllExecutedActivities
Additional Notes about the model This model is used in Logistics Performance Insights dashboard.
470
PUBLIC
Content Package User Guide Line of Business
2.51.3.5 Event Logs (SAP__SCM_LBN_LH_ALLEVENTLOGS)
Model Name: SAP__SCM_LBN_LH_ALLEVENTLOGS Model Description: Event Logs Planning Enabled: No
Connection HANA live connection - Direct P_CV_PerformanceInsightAllEventLog
Additional Notes about the model This model is used in Logistics Performance Insights dashboard.
2.51.3.6 Transportation Stages (SAP__SCM_LBN_LH_STAGES)
Model Name: SAP__SCM_LBN_LH_STAGES Model Description: Transportation Stages Planning Enabled: No
Connection HANA live connection - Direct P_CV_PerformanceInsightStages
Additional Notes about the model This model is used in Logistics Performance Insights dashboard.
2.52 SAP Marketing
2.52.1 SAP Marketing
Two sets of content are delivered for SAP Marketing: SAP Marketing Cloud and On Premise based on live connection Data acquisition: Sentiment Media Mix based on SAP Marketing on-premise (one story only including
sample data)
Content Package User Guide Line of Business
PUBLIC
471
2.52.1.1 SAP Marketing (Live Connections)
SAP Marketing content uses a live connection. Before activating the SAP Marketing content. Please read the documentation carefully and set up the required connections.
2.52.1.2 SAP Marketing Cloud
This content package covers the following topics:
Campaign Analytics
Success of Email and SMS Campaigns Overview of Email and SMS campaign success for the last three months. Information includes numbers for Sent Messages, Delivered Messages, Unique Clicks, Hard Bounces, Soft Bounces, Missing Opt-in, Missing Communication Data, Relevant Overall Rates, and a comparison of Open Rate versus Opened Messages and more.
Campaign Statistics Key campaign statistics and KPIs applicable for all campaigns during the last three months.
Paid Social Campaigns Success Overview of the performance over time of paid social campaigns with a breakdown by key dimensions, such as marketing area or agency, and key measures, such as the number of impressions, for the top campaigns. It includes ad serving spend and related cost measures such as CPM (cost per 1000 impressions).
Paid Search Campaigns Success Overview of the performance over time of paid search campaigns with a breakdown by key dimensions, such as marketing area or agency, and key measures, such as the number of impressions, for the top campaigns. It includes ad serving spend and related cost measures such as CPM (cost per 1000 impressions).
Display Ad Campaigns Success Overview of the performance over time of display ad campaigns with a breakdown by key dimensions, such as marketing area or agency, and key measures, such as the number of impressions, for the top campaigns. It includes ad serving spend and related cost measures such as CPM (cost per 1000 impressions).
Campaign Success for Mobile Push Notifications Operational report based on campaign success for mobile push notifications for the last three months.
Bounce Statistics Overview of the hard and soft bounces in your campaign, including the recipient id, name of the contact and bounce reason and description.
Hard Bounce Displays a list of contacts behind hard bounces.
Soft Bounce Displays a list of contacts behind soft bounces.
472
PUBLIC
Content Package User Guide Line of Business
Contacts and Profiles
Profile Analytics Overview of the channels used by the contacts to interact (in) during the last 3 months.
Channel Interest Mix Overview of the distribution of interests across channels or communication media. It also visualizes the number of interactions raised for a given interest during the last 3 months.
New and Converted Contacts Overview of how many new contacts have been created and how many contacts have been converted from a lower to a higher validation status during the last 3 months.
Leads and Accounts
Lead Dashboard Detailed Analysis on progress and success of marketing driven lead management providing KPIs for leads, opportunities, lead stages, associated interests, and products.
Spotlighting Accounts Overview of the KPIs for accounts and for accounts that are ABM-relevant. It allows you an insight into data related to accounts with respect to master data completeness and interaction effectiveness.
Lead Nurture Performance Helps you understand the performance of a lead nurture stream.
Marketing Planning and Performance
Spend for Marketing Plans Overview of the top planned spend per media type and spend type, planned spend compared to actual spend, and the programs and campaigns with the highest deviation from the planned spend.
Marketing Conversions Overview of the counts and amounts of the key conversions defined as important in your business in the Conversions application. By default, the story analyses leads, opportunities and sales orders.
Offer Management
Offer Preview Overview of offers that are planned during the next 3 months.
Offer Success Detailed analysis and comparison of the success of offers that were valid during the last 3 months.
Content Package User Guide Line of Business
PUBLIC
473
Marketing Data Analysis
Performance of Mobile Push Notifications Last Six Months Operational report for the performance of the mobile push notification campaign for the last six months.
NPS Feedback Analysis, by Accounts
Make the experience dimension measurable. Gauge the success of ABM programs based on experience data from Qualtrics using NPS.
Note
Last Update: Release 2020.08 You need to setup a live connection to see data. Please find more information on the SAP Help Portal
for SAP Marketing Cloud Getting Started Implement Onboarding Guide Setup of SAP Analytics Cloud Please find more information on the stories on the SAP Help Portal for SAP Marketing Cloud Use Application Help English/German Business Features Analytics Analytics and Report Gallery
Related Information
https://help.sap.com/viewer/product/SAP_MARKETING_CLOUD/2005.500/en-US?task=discover_task https://help.sap.com/viewer/product/SAP_MARKETING_CLOUD/2005.500/en-US?task=discover_task
2.52.1.3 SAP Marketing On Premise (1909)
This content package covers the following topics:
Campaign Analytics
Success of Email and SMS Campaigns Overview of Email and SMS campaign success for the last three months. Information includes numbers for Sent Messages, Delivered Messages, Unique Clicks, Hard Bounces, Soft Bounces, Missing Opt-in, Missing Communication Data, Relevant Overall Rates, and a comparison of Open Rate versus Opened Messages and more.
Campaign Statistics Key campaign statistics and KPIs applicable for all campaigns during the last three months.
474
PUBLIC
Content Package User Guide Line of Business
Paid Social Campaigns Success Overview of the performance over time of paid social campaigns with a breakdown by key dimensions, such as marketing area or agency, and key measures, such as the number of impressions, for the top campaigns. It includes ad serving spend and related cost measures such as CPM (cost per 1000 impressions).
Paid Search Campaigns Success Overview of the performance over time of paid search campaigns with a breakdown by key dimensions, such as marketing area or agency, and key measures, such as the number of impressions, for the top campaigns. It includes ad serving spend and related cost measures such as CPM (cost per 1000 impressions).
Display Ad Campaigns Success Overview of the performance over time of display ad campaigns with a breakdown by key dimensions, such as marketing area or agency, and key measures, such as the number of impressions, for the top campaigns. It includes ad serving spend and related cost measures such as CPM (cost per 1000 impressions).
Campaign Success for Mobile Push Notifications Operational report based on campaign success for mobile push notifications for the last three months.
Bounce Statistics Overview of the hard and soft bounces in your campaign, including the recipient id, name of the contact and bounce reason and description.
Hard Bounce Displays a list of contacts behind hard bounces.
Soft Bounce Displays a list of contacts behind soft bounces.
Contacts and Profiles
Profile Analytics Overview of the channels used by the contacts to interact (in) during the last 3 months.
Channel Interest Mix Overview of the distribution of interests across channels or communication media. It also visualizes the number of interactions raised for a given interest during the last 3 months.
New and Converted Contacts Overview of how many new contacts have been created and how many contacts have been converted from a lower to a higher validation status during the last 3 months.
Leads and Accounts Detailed Analysis on progress and success of marketing driven lead management providing KPIs for leads, opportunities, lead stages, associated interests, and products.
Spotlighting Accounts Overview of the KPIs for accounts and for accounts that are ABM-relevant. It allows you an insight into data related to accounts with respect to master data completeness and interaction effectiveness.
Lead Nurture Performance Helps you understand the performance of a lead nurture stream.
Content Package User Guide Line of Business
PUBLIC
475
Marketing Planning and Performance
Spend for Marketing Plans Overview of the top planned spend per media type and spend type, planned spend compared to actual spend, and the programs and campaigns with the highest deviation from the planned spend.
Offer Management
Offer Preview Overview of offers that are planned during the next 3 months.
Offer Success Detailed analysis and comparison of the success of offers that were valid during the last 3 months.
Marketing Data Analysis
Performance of Mobile Push Notifications Last Six Months Operational report for the performance of the mobile push notification campaign for the last six months. The content above is relevant for SAP Marketing On Premise (Release 1909). Last Update: Release 2020.08
Note
You need to setup a live connection to see data. Please find more information on the SAP Help Portal for SAP Marketing On Premise > Integration > Integration Guide > Integration Scenarios > ApplicationEnabling Integrations > Integration with SAP Analytics Cloud (1SO).
Please find more information on the stories on the SAP Help Portal for SAP Marketing On Premise > Analytics and Reporting > Analytics Stories
2.52.1.4 SAP Marketing On Premise (2009)
Campaign Analytics
Success of Email and SMS Campaigns Overview of Email and SMS campaign success for the last three months. Information includes numbers for Sent Messages, Delivered Messages, Unique Clicks, Hard Bounces, Soft Bounces, Missing Opt-in, Missing Communication Data, Relevant Overall Rates, and a comparison of Open Rate versus Opened Messages and more.
Campaign Statistics
476
PUBLIC
Content Package User Guide Line of Business
Key campaign statistics and KPIs applicable for all campaigns during the last three months. Paid Social Campaigns Success
Overview of the performance over time of paid social campaigns with a breakdown by key dimensions, such as marketing area or agency, and key measures, such as the number of impressions, for the top campaigns. It includes ad serving spend and related cost measures such as CPM (cost per 1000 impressions). Paid Search Campaigns Success Overview of the performance over time of paid search campaigns with a breakdown by key dimensions, such as marketing area or agency, and key measures, such as the number of impressions, for the top campaigns. It includes ad serving spend and related cost measures such as CPM (cost per 1000 impressions). Display Ad Campaigns Success Overview of the performance over time of display ad campaigns with a breakdown by key dimensions, such as marketing area or agency, and key measures, such as the number of impressions, for the top campaigns. It includes ad serving spend and related cost measures such as CPM (cost per 1000 impressions). Campaign Success for Mobile Push Notifications Operational report based on campaign success for mobile push notifications for the last three months. Bounce Statistics Overview of the hard and soft bounces in your campaign, including the recipient id, name of the contact and bounce reason and description. Hard Bounce Displays a list of contacts behind hard bounces. Soft Bounce Displays a list of contacts behind soft bounces.
Contacts and Profiles
Profile Analytics Overview of the channels used by the contacts to interact (in) during the last 3 months.
Channel Interest Mix Overview of the distribution of interests across channels or communication media. It also visualizes the number of interactions raised for a given interest during the last 3 months.
New and Converted Contacts Overview of how many new contacts have been created and how many contacts have been converted from a lower to a higher validation status during the last 3 months.
Leads and Accounts Detailed Analysis on progress and success of marketing driven lead management providing KPIs for leads, opportunities, lead stages, associated interests, and products.
Spotlighting Accounts Overview of the KPIs for accounts and for accounts that are ABM-relevant. It allows you an insight into data related to accounts with respect to master data completeness and interaction effectiveness.
Lead Nurture Performance Helps you understand the performance of a lead nurture stream.
Content Package User Guide Line of Business
PUBLIC
477
Marketing Planning and Performance
Spend for Marketing Plans Overview of the top planned spend per media type and spend type, planned spend compared to actual spend, and the programs and campaigns with the highest deviation from the planned spend.
Offer Management
Offer Preview Overview of offers that are planned during the next 3 months.
Offer Success Detailed analysis and comparison of the success of offers that were valid during the last 3 months.
Marketing Data Analysis
Performance of Mobile Push Notifications Last Six Months Operational report for the performance of the mobile push notification campaign for the last six months. The content above is relevant for SAP Marketing On Premise (Release 1909). Last Update: Release 2020.08
Note
You need to setup a live connection to see data. Please find more information on the SAP Help Portal for SAP Marketing On Premise > Integration > Integration Guide > Integration Scenarios > ApplicationEnabling Integrations > Integration with SAP Analytics Cloud (1SO).
Please find more information on the stories on the SAP Help Portal for SAP Marketing On Premise > Analytics and Reporting > Analytics Stories
2.52.1.5 SAP Marketing Data Acquisition (CEC_MKT_SE)
The next chapters provide the detailed information about Architecture, Stories, Models of SAP Marketing-Data Acquisition.
2.52.1.5.1 Architecture and Abstract
As described in the diagram below, we acquire data from SAP Marketing (On Premise), connecting via OData to the corresponding HANA On Premise instance. Architecture
478
PUBLIC
Content Package User Guide Line of Business
Usage in Industry-specific Boardrooms
To use the SAP Marketing Sentiment Media Mix boardroom as is, industries can make a copy of the story SAP__CEC_MKT_SE_SentimentMediaMixIM to their own namespace.
Alternatively, industries can create their own stories, pointing to the CEC_MKT_SE SAP Analytics Cloud models described above. You will find a list of industry stories pointing to one or more of these models below:
Industry SAP Utilities
Story SAP__UTL_CE_ANALYSIS
2.52.1.5.2 Stories
SAP Marketing (On Premise): Sentiment Media Mix, Last Week Imported (SAP__CEC_MKT_SE_SentimentMediaMixIM) There is a single story for SAP Marketing Sentiment Media Mix as described below
Content Package User Guide Line of Business
PUBLIC
479
Name: SAP__CEC_MKT_SE_SentimentMediaMixIM
Description: SAP Marketing (On Premise): Sentiment Media Mix, Last Week Imported
Page: Sentiment Media Mix
Charts
Title
Models Used
Social Media Posts Last 7 Days
SAP__CEC_MKT_SE_IM_SNTCOMM
Number of positive, neutral, and negative posts on social media by day over the last 7 days.
Social Media Posts Last 7 Days by Communication Medium SAP__CEC_MKT_SE_IM_SNTCOMM
Number of positive, neutral, and negative posts on social media by communication medium over the last 7 days.
Top 5 Interests with Pos. Sentiments Last 7 Days
SAP__CEC_MKT_SE_IM_SNTCOMMINT
Top 5 items of interest with regards to number of positive posts over the last 7 days.
Top 5 Interests with Neg. Sentiments Last 7 Days
SAP__CEC_MKT_SE_IM_SNTCOMMINT
Top 5 items of interest with regards to number of negative posts over the last 7 days.
# of Posts for Top 5 Interests with Pos. Sent. Last 7 Days
SAP__CEC_MKT_SE_IM_SNTCOMMINT
# of positive, neutral, & negative posts for each of the Top 5 items of interest with regards to # of pos. posts over the last 7 days.
2.52.1.5.3 Models
The next chapters provide the detailed information about the Model: (SAP_CEC_MKT_SE_IM_SNTCOMM)
2.52.1.5.3.1 Sentiment Media Mix Last 7 Days (SAP__CEC_MKT_SE_IM_SNTCOMM)
Model Name: SAP__CEC_MKT_SE_IM_SNTCOMM
Model Description: SAP Marketing (On Premise): Sentiment Media Mix Last 7 Days
Planning Enabled: No
Account* ID Positive_Sentiment Neutral_Sentiment Negative_Sentiment
Description Positive Neutral Negative
Connection Connection Type: Import Data Connec tion to OData Services (see description below)
Formula/Mapping POSTS_POSITIV POSTS_NEUTRAL POSTS_NEGATIV
480
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__CEC_MKT_SE_IM_SNTCOMM
Number_of_Posts
Number of Posts
Dimensions ID Time* SAP_CEC_MKT_COMM Additional Notes about the model
Description Time Communication Medium
Connection [Positive_Sentiment] +[Neutral_Sentiment] +[Negative_Sentiment]
Mapping DATE_SQL COMM_MEDIUM
Content Package User Guide Line of Business
PUBLIC
481
Model Name: SAP__CEC_MKT_SE_IM_SNTCOMM
Connection
Connection HANA Calculation View: sap.hanaapp.cuan.mkteff.XSAPP.v::CA_SE_INTERACTION_ANALYSIS Open HANA Studio Create an XS Project "SentimentOData" Create file "MediaMix.xsodata" and edit it with the following code:
Source Code
service { "sap.hana-
app.cuan.mkteff.XSAPP.v::CA_SE_INTERACTION_ANALYSIS" as "MediaMix" keys generate local "ID" aggregates always; }
Leave file .xsapp blank Make sure you set authentication to Basic in the .xsaccess file:
Source Code
{ "authentication" :
"exposed" : true,
{ "method": "Basic" }, "cache_control" : "must-revalidate", "cors" : { "enabled" : false }, "enable_etags" : false, "force_ssl" : false, "prevent_xsrf" : true }
Activate your XS project via its Team/Activate context menu For more details on the steps above, refer to the following blogs: https://blogs.sap.com/2012/12/21/hana-development-xs-odata-services/ https://blogs.sap.com/2013/01/22/rest-your-models-on-sap-hana-xs/
482
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__CEC_MKT_SE_IM_SNTCOMM
Connection
On your SAP Analytics Cloud System, create an OData connection as displayed in the screenshot below.
Content Package User Guide Line of Business
PUBLIC
483
Model Name: SAP__CEC_MKT_SE_IM_SNTCOMM
Connection
484
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__CEC_MKT_SE_IM_SNTCOMM
Connection
You can now use this SentimentMediaMix oData connection to map the "Data Acquisition" model SAP__CEC_MKT_SE_IM_SNTCOMM to its HANA data source.
Note
*Private dimension and other dimensions are public.
2.52.1.5.3.2 Sentiment Media Mix Last 7 Days w/ Item of Interest Data (SAP__CEC_MKT_SE_IM_SNTCOMMINT)
Model Name: SAP__CEC_MKT_SE_IM_SNTCOMMINT
Connection
Model Description: SAP Marketing (On Premise): Sentiment Media Mix Last 7 Days w/ Item of Interest Data
Planning Enabled: No
Connection type: Import Data Connec tion to OData Services (see details be low)
Account* ID Positive Neutral Negative Dimensions ID Time* SAP_CEC_MKT_COMM Item of Interest Additional Notes about the model
Description Positive Neutral Negative
Description Time Communication Medium Interest
Formula/Mapping POSTS_POSITIV POSTS_NEUTRAL POSTS_NEGATIV
Mapping DATE_SQL COMM_MEDIUM INTEREST_ITEM
Connection HANA Calculation View: sap.hanaapp.cuan.mkteff.XSAPP.v::CA_SE_INTERACTION_ANALYSIS
Use the SentimentMediaMix oData connection created earlier to map the "Data Acquisition" model SAP__CEC_MKT_SE_IM_SNTCOMMINT to its HANA data source.
Content Package User Guide Line of Business
PUBLIC
485
2.53 SAP Procurement: Contract Management
2.53.1 Architecture and Abstract
The SAP Procurement: Contract Management content package is an integrated set of analytics based on SAP Ariba Contracts data. The package covers three areas to provide insight into procurement contracts: 1. Overview Provides an overview status and insight into an organization's active procurement contracts. 2. Contract Compliance Measures an organization's compliance on making purchases against active contracts. 3. Contract Workspace and Clauses Provides insights into contract execution efficiency and insights into contract clause usage.
2.53.2 Stories
This package contains the following story: - SAP Procurement Contract Management (SAP__PROC_Contract_Management) Remark: The currency used in the story is the same as the chosen reporting currency in the source Ariba system.
486
PUBLIC
Content Package User Guide Line of Business
Overview Page Measures
Measure Name Total Contract Amount
Type Restricted Measure
Number of Open Contracts
Restricted Measure
Number of Commodities Number of Suppliers Number of Contracts Number of Open Contracts
Restricted Measure Restricted Measure Aggregation Aggregation
Contract Compliance Page Measures
Measure Name Amount Invoiced
Type Restricted Measure
Amount Used
Restricted Measure
Amount Left
Restricted Measure
Number of Open Contracts
Aggregation
Content Package User Guide Line of Business
Formula/Properties
Measure [ Total Contract Amount ] re stricted by Category [ Actual ] and Expi ration Date [ Include before 2021 ]
COUNT DIMENSION [ Contract ID ] restricted by Category [ Actual ] and Status [ Open ]
COUNT DIMENSION [ Commodity ] restricted by Category [ Actual ]
COUNT DIMENSION [ Supplier ID ] restricted by Category [ Actual ]
COUNT DIMENSION - Contract ID
COUNT DIMENSION - Contract ID
Formula/Properties
Measure [ Amount Invoiced ] restricted by Category [ Actual ] and Expiration Date [ Exclude before 2021 ]
Measure [ Amount Used ] restricted by Category [ Actual ] and Expiration Date [ Exclude before 2021 ]
Measure [ Amount Left ] restricted by Category [ Actual ] and Expiration Date [ Exclude before 2021 ]
COUNT DIMENSION - Contract ID
PUBLIC
487
Measure Name Account Max Commitment
Type Restricted Measure
Account Amount Left Percentage
Contract Spend Non-Contract Spend Measure Name Number of Executed Contracts
Calculated Measure
Restricted Measure Restricted Measure Type Calculated Measure
Number of Completed Contracts
Calculated Measure
Average Duration Clause Count Account Max Commitment
Calculated Measure Restricted Measure Restricted Measure
Number of Projects
Aggregation
Duration
Restricted Measure
Formula/Properties
Measure [ Account Max Commitment ] restricted by Category [ Actual ] and Ex piration Date [ Exclude before 2021 ] and Status [ Open ]
["SAP__PROC_CON_IM_CON TRACTS":AmountPercentLeft]/100
Version [ Actual ]
Version [ Actual ]
Formula/Properties
Measure [ Number of Projects ] re stricted by Category [ Actual ] and Expi ration Date [ Exclude before 2021 ] and State [ Active ]
Measure [ Number of Projects ] re stricted by Category [ Actual ] and Expi ration Date [ Exclude before 2021 ] and State [ Completed ]
AVERAGE [ Duration ] aggregated by [ ProjectId ] restricted by Category [ Ac tual ] and State [ Completed ]
Measure [ Clause Count ] restricted by Category [ Actual ]
Measure [ Account Max Commitment ] restricted by Category [ Actual ] and Ex piration Date [ Exclude before 2021 ] and Status [ Open ]
COUNT DIMENSIONS [ ProjectId ] re stricted by Account [ Duration, Total Contract Amount, Number of Projects ] and Begin Date [ 2020, 2021 ] and Cat egory [ Actual ]
Restricted by Account [ Duration, Total Contract Amount, Number of Projects ] and Begin Date [ 2020, 2021 ] and Cat egory [ Actual ]
488
PUBLIC
Content Package User Guide Line of Business
Measure Name Total Contract Amount
Type Restricted Measure
Formula/Properties
Restricted by Account [ Duration, Total Contract Amount, Number of Projects ] and Begin Date [ 2020, 2021 ] and Cat egory [ Actual ]
2.53.3 Models
Data Connectivity for the models is based on SAP Ariba Contracts and SAP Ariba Contract Compliance. SAP Ariba provides a reporting API that allows scheduled data extraction into SAP Analytics Cloud via a consumer specific OData Service that requires additional services. Please contact your designated SAP Ariba support representative for implementation details.
Model Name
Technical Model Name
Connection
- SAP Procurement: Contract Manage - SAP__PROC_CON_IM_CONTRACTS ment: Contracts
- SAP Ariba created OData connection
- SAP Procurement: Contract Manage ment: Contract vs. Non Contract Spend By Commodity
- SAP__PROC_CON_IM_CON TRACTS_COMMODITY
- SAP Ariba created OData connection
- SAP Procurement: Contract Manage ment: Contract vs. Non Contract Spend By Supplier
- SAP__PROC_CON_IM_CON TRACTS_SUPPLIER
- SAP Ariba created OData connection
- SAP Procurement: Contract Manage - SAP__PROC_CON_IM_CON
ment: Contract Clauses
TRACT_CLAUSES
- SAP Ariba created OData connection
- SAP Procurement: Contract Manage - SAP__PROC_CON_IM_CON
ment: Contract Line Items
TRACT_LINEITEMS
- SAP Ariba created OData connection
- SAP Procurement: Contract Manage - SAP__PROC_CON_IM_CON
ment: Contract Workspaces
TRACT_WORKSPACES
- SAP Ariba created OData connection
2.53.4 Data Source
Data Connectivity for the models is based on SAP Ariba Contracts and SAP Ariba Contract Compliance. SAP Ariba provides a reporting API that allows scheduled data extraction into SAP Analytics Cloud via a consumer specific OData Service that requires additional services. Please contact your designated SAP Ariba support representative for implementation details.
Content Package User Guide Line of Business
PUBLIC
489
The OData connection name that the SAC models connect to will be defined by the customer once the data extractor is deployed in the customer environment. The OData service will have a dedicated URL per customer and must be connected to an OData connection in SAC.
2.54 SAP Product Carbon Footprint Analytics
2.54.1 Overview
Fighting climate change is rapidly moving up on the business agenda. The motivation of industry leaders goes beyond a heartfelt obligation to leave a livable planet to their children and grandchildren.
To safeguard their "license to operate" and to be a viable investment on the capital market, leading enterprises make their business model, product portfolio, operations, and supply chains compatible with customer and investor preferences and resilient to more climate-related regulation.
Fighting climate change begins with understanding the CO2 footprint of a business. Greenhouse gas emissions don't just happen, they rather are the result of many distributed business decisions on all levels of the enterprise.
To enable businesses to minimize their CO2 footprint, they need the tools to analyze the impact of production, transportation, logistics, and the embedded contribution of procured materials, components, and energy to the overall greenhouse gas balance of services and finished goods. Dynamic and transparent insight is the foundation to minimize greenhouse gas emissions in day-to-day operations, to analyze business performance, to negotiate with suppliers, and to communicate with customers and ultimately consumers.
To optimize the carbon footprint of any operations, the best place to start is the end-product, which accumulates all the greenhouse gas emissions generated by all suppliers and all emissions by the enterprise itself, much in the same way that an end product accumulates all costs to calculate profitability.
If you find in a portfolio analysis that a product, a plant, a raw material, a piece of equipment, or a business unit consistently underperforms, then you can focus on these specific aspects to improve the overall performance. There is no fundamental difference between cost, revenue, and greenhouse gas performance.
With SAP Product Carbon Footprint Analytics, we believe that we can give you the tools to analyze your business portfolio and identify the things that need attention. The focus of this solution is on carbon footprint and the different factors playing into the carbon footprint for each product or plant.
2.54.2 Getting Started
For installation, see the general part of the documentation for an overview to select packages from the Business Content and install the packages.
The first time when an SAP Analytics Cloud package is imported, it is recommended to import all data (leave all data checkboxes checked) to import example data. However, once productive data is available in the system, it is recommended to uncheck the data checkbox for Models\SAP__C21_ANA_IM_CO2EPRODUCT to leave the existing data intact.
490
PUBLIC
Content Package User Guide Line of Business
2.54.3 Configuration
In a first step, the data connection to S/4HANA, "FP&A - SAP Best Practices" must be configured (see menu "Connection") if not done yet. Please supply the relevant credentials of a technical user for the S/4HANA system which can be used to access the APIs. Note that only this connection needs to be maintained. Maintenance of further connections that are shipped with this package is optional. These would only be needed to supply dimensions with master data from further connected systems.
Within the data model, SAP__C21_ANA_IM_CO2EPRODUCT, first the master data must be configured. In many SAC tenants, most of the dimensions would already have data replicated. If not, for each dimension, the data must be replicated from the S/4HANA system after the relevant parameters have been configured to match business customization. It is important that all dimensions are imported first.
Note
The demo data that is shipped with the package comes with its own data entries also in the relevant dimensions.
The dimension SAP__C21_ANA_IM_CO2ECATAGORY has no service for import attached, it is automatically filled during the import step.
Afterwards, the transaction data has to be configured and imported via the "Data Management" button. The SAP Product Carbon Footprint Analytics package uses three queries:
Quantity Structure: Used with an inner join to sales quantities to load only those structures that have sales available and hence are relevant for CO2e footprint. The quantity structures determine which raw materials and processing activities flow into each product.
Unit of Measures: Used also with an inner join to sales quantities, to download for all quantity structures the different conversions for unit of measures that are available for each product. These are sets of conversions are between a base and an alternative unit which are then used to make suggestions for conversions between Lot Size Units and Sales Quantity Units.
Sales Quantities: This API is used to retrieve the quantities of each product sold. (Note that the current version does not support the use of production quantities for the purpose of CO2e footprint calculation.)
It may be required to edit each query (via "Edit Query") to match the configuration and customization in the S/ 4HANA system. For example, Costing Variant could be different within the business process, which would require an update of data imports in the model to the correct variant. In other cases, configurations may require applying specific filters to the Costing Status to restrict replication to relevant products. One can also consider creating a separate quantity structure, as a new variant, specifically for CO2e calculations. Furthermore, G/L Accounts should be reviewed, to make sure all G/L Accounts used for sales revenues are listed.
Note that queries are preconfigured to run in update mode. In order to support a delta load of S/4HANA data while keeping previously maintained CO2e values, it is recommended to keep queries in update configuration.
It is possible to plan a regular automatic import for these three APIs or to manually trigger an import. After each import, in the Data Maintenance story (SAP__C21_ANA_CO2EDATAMAINTENANCE) the Initialize Data Model data action must be triggered.
Content Package User Guide Line of Business
PUBLIC
491
2.54.4 Architecture and Abstract
The SAP Product Carbon Footprint Analytics content on SAP Analytics Cloud consists of the following two stories:
Data Maintenance for CO2e Emissions: In the first step, relevant CO2 equivalent (CO2e) emission values need to be maintained for production steps, e.g. the CO2e values for raw materials purchased, energy (specifically electricity consumed) and CO2e produced in processing steps.
Product Carbon Footprint Monitoring: When emissions data has been maintained, the monitoring story can be used to look at the overall emissions for a company or to analyse the emissions by products and/or plants.
Architecture
2.54.5 Models 2.54.5.1 Base Model for CO2e Emissions per Product
Model Name: SAP_C21_ANA_IM_CO2EPRODUCT
Model Description: Base Model for CO2e Emissions per Product Planning Enabled: yes
Account
ID
Description
MEASURE*
Measure
Dimensions
Connection SAP S/4HANA Import Connection "FP&A - SAP Best Practices"
Mapping/Formula n.a.
492
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP_C21_ANA_IM_CO2EPRODUCT
Name
Description
Date
Date
SAP_ALL_PLANT
Plant
SAP_ALL_PRODUCT
Sold Product
SAP_FI_BPL_COMPONENTPLANT
Component Plant
SAP_ALL_MATERIAL
Material
SAP_ALL_COSTCENTER
Cost Center
SAP_FI_BPL_CCACTIVITYTYPE
Cost Center Activity Type
SAP_FI_BPL_COMPQUANTITY_UNIT Component Quantity Unit
SAP_FI_BPL_SALESQUANTITY_UNIT Sales Quantity Unit
SAP_C21_ANA_CO2ECATEGORY
CO2e Category
SAP_ALL_PROFITCENTER
Profit Center
SAP_FI_BPL_LOTSIZE_UNIT
Lot Size Unit
SAP_ALL_COMPANY_CODE
Company Code
Transaction Data Mapping
API Name
API_JOURNALENTRYITEMBASIC_SRV
API_FINPLAN_COSTESTIMATE_ITEMS_SRV
API_PRODUCT_SRV
Connection API Mapping n.a. API_PLANT_SRV API_PRODUCT_SRV API_PLANT_SRV API_PRODUCT_SRV API_COSTCENTER_SRV API_COSTCENTERACTIVITYTYPE_SRV C_FINUNITOFMEASURE_SRV C_FINUNITOFMEASURE_SRV n.a. API_PROFITCENTER_SRV C_FINUNITOFMEASURE_SRV API_COMPANYCODE_SRV
Description API Journal Entry Item (ACDOCA) API for Cost Estimate Items API for Product Units of Measure
*Private dimension, other dimensions are public.
All APIs from the table above refer to APIs that are exposed by S/4HANA systems (both On Premise and Cloud) via the reused S/4HANA - SAC import connection "FP&A - SAP Best practices". Custom queries on top of this import connection are used to import the transactional data. (bottom three lines in the table above)
2.54.5.2 Geo Model for CO2e Emissions
Model Name: SAP__C21_ANA_IM_CO2EGEO Model Description: Geo Model for CO2e Emissions
Account Dimension ID MEASURE* Dimensions
Description Measure
Content Package User Guide Line of Business
Connection Copy Data from Model SAP_C21_ANA_IM_CO2EPRODUCT
Mapping/Formula n.a.
PUBLIC
493
Model Name: SAP__C21_ANA_IM_CO2EGEO
Name
Description
Date
Date
Area
Area
SAP_ALL_COMPANY_CODE
Company Code
Connection
Basis Model Member ID
n.a.
SAP_C21_ANA_IM_CO2EPRO DUCT.SAP_ALL_COM PANY_CODE.Country
SAP_C21_ANA_IM_CO2EPRO DUCT.SAP_ALL_COMPANY_CODE
The data model SAP__C21_ANA_IM_CO2EGEO uses the data model SAP_C21_ANA_IM_CO2EPRODUCT as reference data set. The data replication is handled by the Data Action SAP__C21_ANA_UPDATE_GEO_CO2E.
2.54.6 Stories
2.54.6.1 CO2e Emissions Data Maintenance (SAP__C21_ANA_CO2EDATAMAINTENANCE)
This story is used for entering all relevant CO2 equivalent (CO2e) emissions for a company along the different steps of the value chain. It focuses on four main sources of emissions: purchased goods and energy, direct emissions from the production steps and output transport emissions. With this story all relevant CO2e information is captured; the analytical presentation is done in the monitoring story (see below).
This story requires a few steps to prepare the data for computing the final emissions by product, plant and profit center for reporting purposes. We assume that the relevant structural data has already been imported from S/4HANA (Quantity Structures and Sales Quantities).
Data is replicated from S/4HANA, using standard SAP Analytics Cloud (SAC) features. Of importance is to first parameterize the APIs to fetch the correct data according to your customization, for example controlling area, fiscal year, etc.
After new products have been imported from S/4HANA, on the Overview tab, the "Initialize Data Model" button has to be clicked once to prepare the data model for CO2e data maintenance. Note that this does not overwrite or reset previously maintained CO2e data. This step should be completed each time after new data has been imported from a S/4HANA system.
By default, only one quantity structure is specified in the model and this single quantity structure is applied to all relevant periods. This quantity structure is imported directly into the "Actual" version of the data model and is then replicated into all periods. However, if different quantity structures are relevant for different periods, then the import of the quantity structure from S/4HANA must be changed to import the "Imported Quantity Structure" version. As a next step, use then the data action "Copy Time Dependent Data", on the Overview page, to copy the imported quantity structure into the relevant periods in the "Actual" version. This process can be repeated any number of times, each time after the quantity structure is updated. The updated quantity structure is synced again into the "Imported Quantity Structure" version and from there copied into new relevant periods again with the "Copy Time Dependent Data" data action.
For all data values to be entered, time series support has been activated. It is possible to either enter an average value to be used as value over all periods, or it is possible to enter individual values for specific periods. In this case, you the default SAC drag-and-extend feature to replicate the value to adjacent periods.
494
PUBLIC
Content Package User Guide Line of Business
In addition, an optional benchmark value can be added for each CO2e value specified. These benchmark numbers, if available, are then used in the monitoring, to show total CO2e values against the benchmark numbers. Note that total benchmark values are also computed similar to actual CO2e total values (based of sales quantities), so that after all computations, the actual total CO2e values can be compared to the planned benchmark numbers.
Purchased Goods tab is used to enter CO2e emissions for all purchased materials, which are directly used by the company to produce own products. This tab reflects all materials that are part of the Bill of Materials (BOM) of products that have been sold in the time period of the data available from S/4HANA interface. What is required are the individual CO2e values for each material in the displayed base quantity. Recommended is to use Life Cycle Assessment (LCA) databases that are freely/commercially available for looking up CO2e values for materials, to obtain these values from suppliers or to use other sources of assessment.
The Inbound Transport tab is used to capture CO2e emissions associated with the transportation of raw materials to the plant. Note that here CO2e emissions are specified relative to the respective raw materials for each product. In cases where complex transportation routes are used for inbound transportation to the plant, one could consider using average shipment values per raw material for the calculations.
Purchased Energy tab is used to enter CO2e emissions associated with energy consumption of the individual processing steps directly required for producing the company's own products. All activities according to Routing or Recipe information of products that have been sold in the replicated time period are reflected in this tab.
Direct Emissions tab is used to enter emissions that are caused directly in the production process itself, for example emissions measured at exhaust outlets of a production plant. This value has to be broken down over the specific products produced in the plant. The default option for allocation a total measured directed emission value for the complete plant to all products produced at the plant is to manually estimate the actual allocation per product. To support in this process, several heuristics are supported via data actions. Each of these heuristics will take the total CO2e direct emissions for a specific target plant and then allocate the emissions based on the programmed heuristics. For example: it is possible to allocate based on the sales quantities for each produced product.
Outbound Transport Emissions tab is used to enter (averaged) emissions caused from transporting sold goods to their destination (e.g., the customer). For example: if your product is transported a specific number of kilometers per ship and a second leg with road transport, one takes the individual kilometer distances and for each type of transport multiplies that with the relevant CO2e emission values per kilometer. In the last step, one computes the number of products transported in such a shipment and then it is possible to compute the CO2e emissions per product for outbound transportation. In cases where complex transportation routes are used for shipment to different destinations, one could consider using average shipment values per product for the calculations.
Overhead Emissions tab can optionally be used to capture any additional CO2e emissions that are associated with a specific product produced in a specific plant, that is not entered under any one of the other defined categories. This is effectively a place for miscellaneous CO2e entries.
The Carbon Costs tab is used to maintain shadow costs associated with CO2e emissions. Such shadow costs could reflect company-internal fees, taxation, changes in buying propensities of customers, or virtual costs from non-material origins for example. A user is required to enter individual carbon costs for each sold product in the displayed currency per kg CO2e.
The carbon footprint is computed based on sales quantities, which may be measured in other units of measurement than the production units. Generally, unit of measurement conversion factors are replicated from SAP S/4HANA, as far as they are available. In certain cases, however, the user may need to manual review and maintain these conversion factors in the Unit Conversion tab. All sales quantity units of products that have been sold in the replicated time period are reflected in this tab. A user is required to enter suitable Sales Quantity Unit and Lot Size Unit Factors for each non-identical unit conversion.
Content Package User Guide Line of Business
PUBLIC
495
For review purposes, the Quantity Structures and Sales Quantities tabs allow the user to review the product quantity structures and sales quantities as replicated from SAP S/4HANA. The tabs Product-Level Emissions and Total Emissions allow the user to review the calculated CO2e footprint on a product unit level and on a total level, respectively. The Detailed Information tab provides an overview of all values currently captured in the model and is targeted at advanced users. All these tabs are not relevant for data input or analytical purposes.
After completing CO2e data maintenance, on the Overview tab, use both the Recalculate Carbon Footprint and Update Geospatial Data buttons to trigger a calculation of aggregated CO2e emissions on a product, plant and profit center level for reporting purposes. This option can be triggered any number of times, at a minimum once after all data has been entered. Afterwards, this version of the data needs to be published using the Publish Data button in the toolbar, so that the monitoring story can work against the updated data model.
2.54.6.2 Product Carbon Footprint Monitoring (SAP__C21_ANA_CO2EMONITORING)
The data maintenance story focused on the gathering off all CO2 equivalent (CO2e) emissions for a company over products and plants. The monitoring story focusses on distilling the information and presenting it in actionable form.
Several different views onto the data are available below.
The Total View shows an overview of the total CO2e values over all products as produced in all plants. The total values are also broken down into the six main categories: purchased goods, purchased energy, inbound transport, overhead emissions, direct emissions, and outbound transport.
The views Plant, Country, Profit Center and Product shows first at a high-level the total company CO2e emissions as well as the emissions per period. In a second step, the different emissions are broken down relative to the main view selected.
The Product Unit view displays in high detail the CO2e values based on the raw materials used per product, as well as the production steps to produce the product.
Carbon Costs view attaches a monetary shadow cost to the CO2e produced, based on the configured costs associated per CO2e unit for each plant location.
Ranked View gives a Top 5 overview of each product causing the most CO2e values per category.
2.54.7 Data Actions
2.54.7.1 Data Actions for Base Model for CO2e Emissions per Product
Initialization of SAP Product Carbon Footprint Analytics data model for newly replicated product quantity structures (SAP__C21_ANA_INIT_PRODUCT_CO2E). The focus of this data action is to create all the relevant data lines required to enter the different CO2e category values per product, as well as the relevant CO2e values for raw materials. In addition, it triggers a prefilling of unit of measurement conversion factors: Products can be produced and sold in different units of measure. Therefore, a unit of measure conversion factor is required during calculation. Via S4/HANA, relevant conversion factors are
496
PUBLIC
Content Package User Guide Line of Business
downloaded. If conversion rules can be identified that match the conversion factors required, these are automatically prefilled into the data. However, the user is still required to verify correctness of these conversion factors, see Unit Conversion tab of the Maintenance Story (refer to CO2e Emissions Data Maintenance (SAP__C21_ANA_CO2EDATAMAINTENANCE) [page 494]). Note that also values that have been filled in automatically can be overwritten by a user; if values are maintained for a data row, these will in particular not get updated anymore, even if a user re-executes the initialization of the data model (SAP__C21_ANA_INIT_PRODUCT_CO2E).
Usually a single quantity structure is supported for the complete model. This quantity structure is replicated into all relevant periods. However, if different quantity structures are required, then these must be synced into the "Imported Quantity Structure" version and then replicated to the Actual version for the relevant periods using the copy data action (SAP__C21_ANA_VERSION_COPY).
After data has been entered, the calculate product carbon footprint (SAP__C21_ANA_CALCULATE_PRODUCT_CO2E) data action will compute and update all relevant total CO2e emissions as used for the monitoring story in the next steps. Because geospatial data is computed via a second model, also a second data action is required to update the total product carbon footprint for each country (SAP__C21_ANA_UPDATE_GEO_CO2E). These two data actions must be triggered at least once after all data has been entered. They can be triggered any number of times as intermediate steps.
A number of data actions implement special heuristics to allocate total CO2e emission values to different products (SAP__C21_ANA_ALLOCATE_PLANT_CO2E, SAP__C21_ANA_ASSIGN_COMPANY_CO2E and SAP__C21_ANA_ASSIGN_PLANT_CO2E). These data actions all use an allocation process (SAP__C21_ANA_ALLOCATE_PLANT_CO2E) to do the actual allocation after all relevant heuristics has been computed.
2.54.8 Data Exporting and Importing
SAP Product Carbon Footprint Analytics is designed such that required data can be imported from S4/HANA systems (see Known Issues and Restrictions) and maintained within the Maintenance Story (refer to CO2e Emissions Data Maintenance (SAP__C21_ANA_CO2EDATAMAINTENANCE) [page 494]). However, in some cases it might be helpful to perform maintenance of CO2e base data and other related attributes in an offline spreadsheet application instead. For such cases, SAP Product Carbon Footprint Analytics supports download and upload of data using a dedicated template.
2.54.8.1 Data Maintenance Template
The XLSX template has an exact format that reflects the data model used one to one. This is to ensure a consistent import of data without data wrangling being required. It enables the user, in cases where complex CO2e computations are required, to do these offline and upload the final numbers into SAP Analytics Cloud.
As the XLSX follows the data model in SAP Analytics Cloud, there are a fixed number of columns that must be available. These columns are both the dimensions used, as well as additional measures. Depending on the type of data entered in any row, a specific subset of the columns needs to be filled.
Note
The row types are qualified exactly by columns filled or not filled. It is critical that for each row type, exactly the required columns are completed correctly. It is recommended to start off with an exported data set,
Content Package User Guide Line of Business
PUBLIC
497
just to get the correct columns filled per row, and from there to transform the XLSX into the format required for input. Do not include any extra rows into the XLS, as this data will also be imported, and will cause severe errors in the model.
The first block of rows (in the example XLSX shipped), describes completely the product structures. Three different row types are defined to describe a product.
Note
For the three row types, the Date is hard-coded to be 001.2020.
Any number of rows for Raw Materials: These rows describe the raw materials used in the specific product. Dimensions: Date (=001.2020), SAP_ALL_COMPANY_CODE, SAP_ALL_PLANT, SAP_ALL_PRODUCT, SAP_FI_BPL_COMPONENTPLANT, SAP_ALL_MATERIAL, SAP_FI_BPL_COMPQUANTITY_UNIT Measures: QuantityPerProductLotSize
Any number of rows for Activities: These rows describe the activities in the production steps used to produce the product. Typical would be specify for example, time used on a specific production machine. Dimensions: Date (=001.2020), SAP_ALL_COMPANY_CODE, SAP_ALL_PLANT, SAP_ALL_PRODUCT, SAP_ALL_COSTCENTER, SAP_FI_BPL_CCACTIVITYTYPE, SAP_FI_BPL_COMPQUANTITY_UNIT Measures: QuantityPerProductLotSize
One row for Production Lot Size Description: this row describes the lot size of the product that is produced in one batch, for which the raw materials and activities above are the input. In addition, the "shadow" carbons costs for CO2e are defined per product per plant. This is the cost factor used to compute monetary value for total CO2e. Dimensions: Date (=001.2020), SAP_ALL_COMPANY_CODE, SAP_ALL_PLANT, SAP_ALL_PRODUCT, SAP_FI_BPL_LOTSIZE_UNIT Measures: ProductLotSize, CarbonCostPerBaseQuantity
The second block of rows are the sales quantities per product per time unit. Here the Date field reflects the exact time unit for the sales quantities.
Dimensions: Date, SAP_ALL_COMPANY_CODE, SAP_ALL_PLANT, SAP_ALL_PRODUCT, SAP_ALL_PROFITCENTER, SAP_FI_BPL_SALESQUANTITY_UNIT
Measures: SalesQuantity
The next block of rows describes the different inputs required in each CO2e category. Depending on the CO2e category, the "key" of each row may be a finished product, a raw material, or an activity. In total, there are four groups of values gathered. In all cases the Date column is hard coded to 001.2020.
One row per Purchased Goods for the CO2e base value: These rows describe the CO2e values for each raw material used over all products. Dimensions: Date (=001.2020), SAP_FI_BPL_COMPONENTPLANT, SAP_ALL_MATERIAL, SAP_FI_BPL_COMPQUANTITY_UNIT, SAP_C21_ANA_CO2ECATEGORY (=PURCHASED_GOODS) Measures: CO2eBaseQuantity (=1), CO2ePerBaseQuantity
One row per Inbound Transportation for the CO2e base value: These rows describe the CO2e values for each raw material used over all products. Dimensions: Date (=001.2020), SAP_FI_BPL_COMPONENTPLANT, SAP_ALL_MATERIAL, SAP_FI_BPL_COMPQUANTITY_UNIT, SAP_C21_ANA_CO2ECATEGORY (=INBOUND_TRANSPORTATION) Measures: CO2eBaseQuantity (=1), CO2ePerBaseQuantity
498
PUBLIC
Content Package User Guide Line of Business
One row per Activity for the CO2e base values of Purchased Energy: These rows describe the CO2e values for each activity step used over all products. Dimensions: Date (=001.2020), SAP_ALL_COSTCENTER, SAP_FI_BPL_CCACTIVITYTYPE, SAP_FI_BPL_COMPQUANTITY_UNIT, SAP_C21_ANA_CO2ECATEGORY (=PURCHASED_ENERGY) Measures: CO2eBaseQuantity (=1), CO2ePerBaseQuantity
One row per product per plant for Direct Emissions: These rows describe the additional direct emission CO2e values from the production per product per plant. Dimensions: Date (=001.2020), SAP_ALL_COMPANY_CODE, SAP_ALL_PLANT, SAP_ALL_PRODUCT, SAP_FI_BPL_LOTSIZE_UNIT, SAP_C21_ANA_CO2ECATEGORY (=DIRECT_EMISSIONS) Measures: CO2eBaseQuantity (=1), CO2ePerBaseQuantity
One row per product per plant for Outbound Transportation: These rows describe the CO2e values from the production per product per plant caused by outbound transportation. Dimensions: Date (=001.2020), SAP_ALL_COMPANY_CODE, SAP_ALL_PLANT, SAP_ALL_PRODUCT, SAP_FI_BPL_LOTSIZE_UNIT, SAP_C21_ANA_CO2ECATEGORY (=OUTBOUND_TRANSPORTATION) Measures: CO2eBaseQuantity (=1), CO2ePerBaseQuantity
One row per product per plant for Overhead: These rows describe the CO2e values that cannot be allocated to one of the other CO2e categories. Dimensions: Date (=001.2020), SAP_ALL_COMPANY_CODE, SAP_ALL_PLANT, SAP_ALL_PRODUCT, SAP_FI_BPL_LOTSIZE_UNIT, SAP_C21_ANA_CO2ECATEGORY (=OVERHEAD) Measures: CO2eBaseQuantity (=1), CO2ePerBaseQuantity
The final block of rows describes possible unit of measure conversions for each product.
Dimensions: Date (=001.2020), SAP_ALL_COMPANY_CODE, SAP_ALL_PLANT, SAP_ALL_PRODUCT, SAP_FI_BPL_LOTSIZE_UNIT, SAP_FI_BPL_SALESQUANTITY_UNIT
Measures: CO2eBaseQuantity (=1), SalesQuantityUnitFactor, LotSizeUnitFactor
Note
The Date is hard-coded to be 001.2020 and the value "1" for CO2eBaseQuantity must not be changed.
2.54.8.2 Data Exporting
To download data, go to the Maintenance Story (refer to Known Issues and Restrictions) and select the Detailed Information tab. This tab shows the complete data model with all relevant data gathered into one display table.
Select any cell in the table, to activate the More Actions menu for the table. Select Export. For the export itself, it is recommended to set filetype to XLSX. Depending on use case, decide to include formatting or not.
Note
If the data will be (partially) imported back into SAP Product Carbon Footprint Analytics, it is recommended to not set the checkbox to include formatting and indent hierarchy.
Content Package User Guide Line of Business
PUBLIC
499
2.54.8.3 Data Importing
For data importing, the XLSX format must be so defined that it matches the model used for SAP Product Carbon Footprint Analytics exactly. For this, a reference XLSX is available within the product folder on SAP Analytics Cloud. The path is My Files/Public/SAP_Content/ SAP_C21_Product_Carbon_Footprint_Analytics. The data in the XLSX must be prepared for importing in exactly the format as described above (refer to Data Maintenance Template [page 497]).
Note
The data exported from SAP Analytics Cloud will not match this format by default. The exported data contains some additional columns, e.g. for descriptions to make the data easier to interpret and process. These columns must not be in the XLSX to be uploaded and needs to be deleted. In addition, the headers read differently and may therefore not be automatically matched during the upload process. For uploading data, it is therefore strongly recommended to copy any downloaded data row-wise or block-wise into the reference XLSX provided, while ensuring that the structure of the reference is kept.
Please also note that rows will need to be filled completely in order to avoid problems during upload or even risk data corruption. This means, all fields of a specific row type that are filled in the template will also need to be filled in any uploaded row of data of the same row type.
The Data importing itself is done via the model (SAP__C21_ANA_IM_CO2EPRODUCT). Within the model, select Data Management and then the option "Import Data".
500
PUBLIC
Content Package User Guide Line of Business
After the XLSX has been uploaded, select it and look at the data wrangling. If the imported XLSX format matches template, columns are typically automatically matched, and no data wrangling is required. Still, in certain cases the matching heuristics may fail, so it is recommended to verify correctness of the matching before importing and update the mapping manually if needed (refer also to the appropriate sections regarding data uploading of the general SAP Analytics Cloud documentation).
In most cases, the import will be completed in Update mode, where the existing model and version is updated. It is important to note, however, that this may overwrite previously maintained data row, and in case data in the XLSX file to be uploaded is not specified correctly, this may even lead to corrupt data in extreme cases. It is therefore recommended to do a test import into a separate data version first, by using "Clean and replace selected data" option and selecting a different or even a new version. Only after a successful to review the import should be repeated in "Update" mode into the "Actuals" version. For productive use, the upload should be imported into the "Actual" version. This is also the data version to which all stories of SAP Product Carbon Footprint Analytics point by default.
Content Package User Guide Line of Business
PUBLIC
501
After ensuring that all settings are correct, press the button "Finish Mapping" as a final step to trigger the data import.
502
PUBLIC
Content Package User Guide Line of Business
2.54.9 Overview of CO2e Computational Steps
This section will describe how, conceptually, CO2e footprint calculation is performed in SAP Product Carbon Footprint Analytics. The starting point for computing the CO2e emissions is the actual raw materials used in the product (based on the S/4HANA Bill of Materials) and the production steps (based on the S/4HANA Routings/Recipes). These values are retrieved from S/4HANA for all products. Of importance here is that production is specified scaled to a product lot size. The amount and unit of a product lot size is replicated from S/4HANA together with the rest of the quantity structure of that product, which contains the exact list of raw materials that are used as well as the different activities in the production process. After a successful replication from S/4HANA, the retrieved quantity structures can be inspected in the Quantity Structures tab of the Maintenance Story (refer to CO2e Emissions Data Maintenance (SAP__C21_ANA_CO2EDATAMAINTENANCE) [page 494]).
In this example, to produce a lot size of 12 cartons of cinnamon cookies, the required raw materials and processing steps are listed. Note that the product production is tied to a specific plant. For all raw materials used in all products, for a specific production plant, the CO2e base values must be specified. This enables at a later stage the computation of CO2e values per product for the relevant raw materials used in the product.
Similarly, for the energy used in the different activities of the production process, the CO2e values needs to be specified per activity.
Content Package User Guide Line of Business
PUBLIC
503
For the production process, it is also possible that CO2e is produced in the production process itself. This CO2e can be measured, for example, at the chimney of the factory, and then would apply to all products been produced at the specific plant. If a measurement for direct emissions is available, this measurement needs to be broken down over a specific time period into the quantities of each product produced within that period at the plant, and from this, a CO2e value for direct emissions for the production of a product in the displayed unit of measure can be computed and entered. Alternatively, direct emissions may be derived/calculated from process knowledge in other cases.
Similarly, the CO2e caused by outbound transportation must be computed, or estimated, separately for each product. In this calculation, the transportation methods should be considered, distances travelled, number of product units per transport, distances travelled and then the CO2e used for overall transportation. From this, an average CO2e value can be computed per product.
504
PUBLIC
Content Package User Guide Line of Business
Based on the quantity structure and the CO2e specification for raw materials and activity steps, plus the CO2e values for direct emissions and outbound transport, the overall product level CO2e emissions are calculated by simple multiplication and summation. This is effectively the CO2e values for the production per one lot size and, appropriately scaled, one product unit.
Once this CO2e values are computed per product produced, the next step is to look at the actual sales quantities for a specific product. These are sales quantities per month. However, important is that the sales quantity units of measure are not always equivalent to the product lot size unit of measure. In this case, the values entered for Unit Conversions are used to match the numbers in the same base unit (the product lot size unit).
Based on the values for CO2e per product multiplied with the sales quantities in a month, the total CO2e produced for a product is computed.
These computed numbers are then visualized in the monitoring story, allowing detailed analysis per product and/or per plant.
Content Package User Guide Line of Business
PUBLIC
505
2.55 SAP SuccessFactors Workforce Planning (SAP Best Practices)
2.55.1 SAP Best Practices for SAP SuccessFactors Workforce Planning (SAP Best Practice)
Strategic Workforce Planning is a scenario-based approach to predict workforce demand, supply, gap and cost and develop a five year workforce strategy. Operational Headcount Planning is a job classification or positionbased yearly planning of headcount for hires, terminations, transfers and cost. Find the details and documentation about this scope item in SAP Best Practices Explorer - SAP SuccessFactors Workforce Planning .
2.56 SAP Qualtrics Customer Satisfaction Score (CSAT)
2.56.1 Architecture and Abstract
Customer satisfaction (CSAT) helps you understand the relationship your customers have with your brand or product. The Qualtrics survey for CSAT focuses on understanding customers' experiences at key moments in the customer journey. This content is built based on excel export of results for a Qualtrics survey based on XM Solution Automated Project CSAT. Architecture
506
PUBLIC
Content Package User Guide Line of Business
2.56.2 Stories
SAP Qualtrics: Customer Satisfaction (SAP__CRM_SURVEY_CSAT) The story does an in-depth analysis of a Qualtrics standard CSAT survey. There are 4 pages which are explained in further chapters.
Overview:
Get a total overview of your CSAT survey for selected products, be it trend of your survey responses and CSAT, geographical and demographical results, likelihood of purchase, willingness to recommend and understanding of negative comments.
Attributes:
Get into the details of all attributes addressed in your survey to analyse the satisfaction level and importance given to them by your survey respondents.
Details:
Get further insights into your survey results by analyzing customer service engagement and all details on demographical responses.
Adhoc Analysis:
Freely analyse the responses based on measures and dimensions of your choice.
2.56.2.1 Customer Satisfaction (SAP__CRM_SURVEY_CSAT)
Measure Name Customer Service Contacted
Customer Service Contacted?
Type Restricted Measure
Calculated Measure
Formula/Properties
Responses where Contacted Customer Service? = yes
[#Customer Service Contacted]/ ["SAP__CRM_SURVEY_IM_CSAT GEN":recipientCount]
Content Package User Guide Line of Business
PUBLIC
507
Measure Name Follow-up OK Follow-up OK?
Resolved to Satisfaction
Issue Resolved to Satisfaction?
Type Restricted Measure Calculated Measure
Restricted Measure
Calculated Measure
Formula/Properties
Responses where Followup OK? = yes
[#Follow-up OK] /["SAP__CRM_SUR VEY_IM_CSATGEN":recipientCount]
Responses where Resolved to satisfac tion?= yes
[#Resolved to Satisfaction]/[#Cus tomer Service Contacted]
2.56.3 Models
The data source for the models is the project created based on standard CSAT template which is part of XM Solution Automated Projects. Step-by-Step guide for uploading Qualtrics data into this content
508
PUBLIC
Content Package User Guide Line of Business
Create your project based on Qualtrics standard template for CSAT e.g SAP Analytics Cloud Business Content CSAT
If you want to use an embedded field in the survey so that it can be associated with other scenarios like product, then add the embedded field embeddedfield1 to your survey
Create a connection to Qualtrics as mentioned in SAC documentiation. Use the importing data into an Exisiting model for Qualtrics basic steps provided in the Procedure section.
Content Package User Guide Line of Business
PUBLIC
509
2.56.3.1 Customer Satisfaction (CSAT) (SAP__CRM_SURVEY_IM_CSATGEN)
This is the primary model for CSAT. All information apart from attribute specific questions are stored here. The other models are linked to this model in the story using ResponseId as linked dimension. Query Builder has the following selections: Drag both the folders from Available Data into Selected Data section and then remove the highlighted questions from the Selected Data section.
Delete the first row in the data wrangling page.
Model Name: SAP__CRM_SURVEY_IM_CSATGEN
Model Description: SAP Qualtrics: Customer Satisfaction (CSAT) Planning Enabled: No
Account Dimension ID
Description
Duration_in_seconds Progress Q52 recipientCount
Duration (in sec) Progress Age Responses
510
PUBLIC
Connection Qualtrics Connector
Mapping(M)/Formula(F)/Wran gling(W)/Calculated Column(C) M: Duration_in_seconds M: Progress M:Q52 C: 1 (step1.b in Further Information sec tion)
Content Package User Guide Line of Business
Model Name: SAP__CRM_SURVEY_IM_CSATGEN
Connection
avgAge
Average Age
F: [Q52]/[recipientCount]
avgResponseDuration
Average Response Duration
F:[Duration_in_seconds]/[recipient Count]
CSAT
CSAT
F:([satisfiedCount] /[recipientCount]) *100
satisfiedCount
Satisfied Count
F:LOOKUP([recipientCount],[d/ Q16]=("12","11"))
surveyCompletionRatio
Survey Completion Ratio
F:[surveysCompleted]/[recipient Count]
surveysCompleted
Surveys Completed Count
F:LOOKUP([recipientCount] ,[d/ Finished]="1" )
willingToPurchase
Willing To Purchase
F:LOOKUP([recipientCount] ,[d/ Q20]=( "4","5") )
willingToPurchaseRatio
Willing To Purchase
F:[willingToPurchase]/[recipientCount]
willingToRecommend
Willing to Recommend
F:LOOKUP([recipientCount] ,[d/Q21] =("5","6") )
willingToRecommendRatio
Willing to Recommend
F:[willingToRecommend]/[recipient Count]
Dimensions
Name
Description
Mapping(M)/Formula(F)/Wran gling(W)/Calculated Column(C)
Status
Status
M:Status
IPAddress
IPAddress
M:IPAddress
Finished
Finished
M: Finished
ResponseId
ResponseId
M: ResponseId
RecipientLastName
RecipientLastName
M:RecipientLastName
RecipientFirstName
RecipientFirstName
M:RecipientFirstName
RecipientEmail
RecipientEmail
M: RecipientEmail
ExternalReference
ExternalReference
M: ExternalReference
DistributionChannel
DistributionChannel
M: DistributionChannel
UserLanguage
UserLanguage
M: UserLanguage
Q56_9_TEXT
Employment Status- other text
M: Q56_9_TEXT
Q58
Gender
M:Q58
Q60
Marital Status
M:Q60
Q74
Zip Code
M:Q74
Q63
Frequency of use
M:Q63
Q17
Contacted customer service?
M:Q17
Q19
Why customer support not contacted? M:Q19
Content Package User Guide Line of Business
PUBLIC
511
Model Name: SAP__CRM_SURVEY_IM_CSATGEN
Connection
Q20
Purchase again?
M:Q20
Q21
Recommend product?
M:Q21
Q22
Comments
M:Q22
Q23
Followup OK?
M:Q23
Q25
Followup email
M:Q25
embeddedfield1
embeddedfield1
M: embeddedfield1
StartDate
StartDate
M:StartDate
EndDate
EndDate
M:EndDate
RecordedDate
RecordedDate
M:RecordedDate
Q54
Education
M:Q54
Q56
Employment Status
M:Q56
Q16
Overall satisfaction
M:Q16
Q18
Resolved to satisfaction?
M:Q18
Q30
Income
M:Q30
GEO_DIM_Location
Location
W:LocationLatitude , LocationLongitude (map LocationLatitude to Geo Latitude and LocationLongitute to Geo Longi tude)
* Please note that you don't need to have all the fields in your survey. If a field is not available in your survey, then map the dimension in the model to #.
512
PUBLIC
Content Package User Guide Line of Business
The mapping summary as seen in the data management tab for the selected import job.
2.56.3.2 Customer Satisfaction Rating (SAP__CRM_SURVEY_IM_CSATRATING)
This model stores the satisfaction scores for attributes.
Content Package User Guide Line of Business
PUBLIC
513
Query Builder has the following selections
Delete the first row in the data wrangling page.
Model Name: SAP__CRM_SURVEY_IM_CSATRATING
Model Description: SAP Qualtrics: Customer Satisfaction Rating Planning Enabled: No
Account Dimension ID
Description
counter
counter
CSAT Satisfied count
CSAT Satisfied count
Dimensions Name
Description
ResponseId KEY
ResponseId Attribute
Value
Rating
Connection Excel import based on Qualtrics CSAT Standard Template
Mapping(M)/Formula(F)/Wran gling(W)/Calculated Column(C) C: 1 (step1.b in Further Information sec tion) F: ([satisfiedcount]/[counter]) *100 F:LOOKUP([counter] ,[d/ VALUE]=("4","5") )
Mapping(M)/Formula(F)/Wran gling(W)/Calculated Column(C) M:ResponseId Follow step 1.a-c of the Further informa tion section. Then map KEY to Attribute Subsequently map value to Rating
514
PUBLIC
Content Package User Guide Line of Business
The mapping summary as seen in the data management tab for the selected import job.
2.56.3.3 Customer Satisfaction Importance (SAP__CRM_SURVEY_IM_CSATIMPORTANCE)
This model stores the importance for attributes.
Content Package User Guide Line of Business
PUBLIC
515
The mapping summary as seen in the data management tab for the selected import job.
Delete the first row in the data wrangling page.
Model Name: SAP__CRM_SURVEY_IM_CSATIMPORTANCE
Model Description: SAP Qualtrics: Customer Satisfaction Importance Planning Enabled: No
Account Dimension ID
Description
counter
counter
Dimensions Name
Description
ResponseId KEY
ResponseId Attribute
Value
Rating
Connection Excel import based on Qualtrics CSAT Standard Template
Mapping(M)/Formula(F)/Wran gling(W)/Calculated Column(C) C: 1 (step1.b in Further Information sec tion)
Mapping(M)/Formula(F)/Wran gling(W)/Calculated Column(C) M:ResponseId Follow step 1.a-c of the Further informa tion section. Then map KEY to Attribute Subsequently map value to Rating
516
PUBLIC
Content Package User Guide Line of Business
The mapping summary as seen in the data management tab for the selected import job.
Further information:
1. For filling models SAP__CRM_SURVEY_IM_CSATRATING and SAP__CRM_SURVEY_IM_CSATIMPORTANCE you need to unpivot the data. The following steps explain how. 1. In the wrangling screen for importing data, retain the columns: 1. ResponseId 2. Q14_1 to Q14_7 for SAP__CRM_SURVEY_IM_CSATRATING 3. Q15_1 to Q15_7 for SAP__CRM_SURVEY_IM_CSATIMPORTANCE
Content Package User Guide Line of Business
PUBLIC
517
2. Create a calculated column named counter with value 1 3. Unpivot the Q.. columns
518
PUBLIC
Content Package User Guide Line of Business
You should now have your fact table look like this.
Here's a blog on Best Practices for using the Qualtrics Connector.
Content Package User Guide Line of Business
PUBLIC
519
2.57 SAP Qualtrics Surveys (QUALTRICS) 2.57.1 Architecture and Abstract
Qualtrics provides various survey capabilities. This content is built based on data extracted from Qualtrics. It analyses the distribution and completion of surveys.
Architecture
The building blocks are as shown.
The survey distribution excel should be downloaded from Qualtrics and the columns should be mapped to the model mentioned in the coming model section.
2.57.2 Stories
SAP Qualtrics: Survey Distribution Analysis (SAP__CRM_SURVEY_DISTRIBUTION) For a selected set of surveys, this story provides the KPIs for delivery of the surveys, audience information, and completion of received surveys.
520
PUBLIC
Content Package User Guide Line of Business
2.57.2.1 Survey Distribution Analysis (SAP__CRM_SURVEY_DISTRIBUTION)
Measure Name Completion Rate Audience Size Responses Surveys Sent
Type Calculated Measure Restricted Measure Calculated Measure Calculated Measure
Formula/Properties Survey Competed/ Survey Started Count Dimension (Response ID) Survey Completed Audience Size
2.57.3 Models 2.57.3.1 Survey Distribution (SAP__CRM_SURVEY_IM_DIST)
Model Name: SAP__CRM_SURVEY_IM_DIST
- Model Description: SAP Qualtrics: Survey Distribution
- Planning Enabled: No
Account ID
Description
Bounced Completed_D_41193d3kr4
Bounced Completed Hour
Completed_D_7302c05z62
Completed Minute
Connection
- Import from excel
Mapping(M)/Formula(F)/Wran gling(W)/Calculated Coulmn(C) M: Excel W: Duplicate [Completed Date (+00:00 GMT)]-> Split into 2 columns on"." -> Split [Completed Hour] into 2 columns on ":" -> Replace empty with "0" in [Completed Hour] W: Duplicate [Completed Date (+00:00 GMT)]-> Split into 2 columns on" " >Replace empty with "0" in [Completed Minute] ->Split [Completed Minute] into 2 columns on ":"
Content Package User Guide Line of Business
PUBLIC
521
Completion_Time
Completion Time (min)
Opened Started_Dat_295p1j0k12
Opened Started Minute
F:
IF(DateDiff([Completed Date (+00:00 GMT)],
[Started Date (+00:00 GMT)],
"Day"
)>0,IF([Started Hour]>[Completed Hour] or [Started Hour]=[Completed Hour] and [Started Minute]>[Com pleted Minute],
DateDiff([Completed Date (+00:00 GMT)],
[Started Date (+00:00 GMT)],
"Day"
)1,DateDiff([Completed Date (+00:00 GMT)],[Started Date (+00:00 GMT)],"Day")),0)*1440+IF([Started Hour]>[Completed Hour],
24+[Completed Hour]-[Started Hour]-1,
IF([Started Minute]>[Completed Mi nute],
[Completed Hour]-[Started Hour]-1,
[Completed Hour]-[Started Hour]
)
)*60+IF([Completed Minute]-[Started Minute]<0,
60+[Completed Minute]-[Started Mi nute],
[Completed Minute]-[Started Minute]
)
M: Excel
W: Duplicate [Started Date (+00:00 GMT)]-> Split into 2 columns on" " >Replace empty with "0" in [Started Mi nute] ->Split [Started Minute] into 2 columns on ":"
522
PUBLIC
Content Package User Guide Line of Business
Started_Dat_3n2h3x1s6t
Survey_Completed Survey_Started Date Name Send_Date_0000_GMT Started_Date_0000_GMT Completed_D_6kv4d0223s Opened_Date_0000_GMT Dimensions Name
Survey_ID Distribution_ID Distribution_Type Recipient_ID Address First_Name Last_Name External_Da_664s5605t7 Distribution_Channel Address_2_2
BouncedYN
Started Hour
Survey Completed Survey_Started
Description Send Date (+00:00 GMT) Started Date (+00:00 GMT) Completed Date (+00:00 GMT) Opened Date (+00:00 GMT)
Description
Survey ID Distribution ID Distribution Type Recipient ID Address First Name Last Name External Data Reference Distribution Channel Address Domain
Bounced YN
W: Duplicate [Started Date (+00:00 GMT)]-> Split into 2 columns on"." -> Split [Started Hour] into 2 columns on ":" -> Replace empty with "0" in [Started Hour] M: Excel M: Excel
Mapping M: Excel M: Excel M: Excel M: Excel
Mapping(M)/Wrangling(W)/Calculated Column(C) M: Excel M: Excel M: Excel M: Excel M: Excel M: Excel M: Excel M: Excel M: Excel W: Duplicate [Address]-> Split into 2 columns on"@" -> Split into 2 columns on "."
F: IF([Bounced]=0, 'No', 'Yes' )
Content Package User Guide Line of Business
PUBLIC
523
Survey_StartedYN
Survey Started YN
Survey_CompletedYN
Survey Completed YN
Day_of_Week__Send_Date
Day of Week - Send Date
Day_of_Week_Started_Date
Day of Week- Started Date
Note
* All the dimensions are local.
F: IF([Survey Started]=0, 'No', 'Yes' )
F: IF([Survey Completed]=0, 'No', 'Yes' )
F: DAYOFWEEK([Send Date (+00:00 GMT)])
F: DAYOFWEEK([Started Date (+00:00 GMT)])
2.58 SAP Qualtrics Touchpoint NPS (T-NPS)
2.58.1 Architecture and Abstract
In this package, one can analyse the touch point NPS surveys provided through different touchpoints via different surveys in conjunction with operational data from C4C Sales and Service and additional experience data from CSAT Surveys. This content is a showcase of how SAP Analytics Cloud can be used to derive helpful insights by analysis Experience and Operational data together. You can find a video and blog for this content.
524
PUBLIC
Content Package User Guide Line of Business
Architecture
In this package several other packages are referenced to bring together C4C and Qualtrics models and stories together.
2.58.2 Stories
SAP Qualtrics: Sales and Service Touchpoint NPS (SAP__QUAL_NPS_TOUCHPOINTNPS) In this story we are looking at several operational KPIs from Sales and Services like Opportunity win ratio, tickets by status and priority etc. All KPIs are filtered by customers. Through NPS surveys at various touchpoint channels, we can track the sentiment at various points of the customer journey. Additionally, a CSAT survey tracks the overall customer satisfaction score.
Overview
Using linked analysis, it is possible to understand the relation between all involved aspects like CSAT influence on Revenue or relation between NPS and all other KPIs for a customer.
KPI Revenue Won
Navigation SAP C4C: Sales Performance Teaser
Content Package User Guide Line of Business
PUBLIC
525
KPI Tickets Created CSAT Touchpoint NPS across channels
Navigation SAP CRM: C4C Service Cloud - Service Performance SAP Qualtrics: Customer Satisfaction Touchpoint NPS page of current story
Here's a list of charts with hyperlink navigation.
Here we see the operational and experience KPIs together. For several KPIs there is a possibility through story hyperlink to navigate to stories that elaborate on the them.
Touchpoint NPS
Get into the details of Touchpoint NPS by Touchpoint channel with predictive trends. The sentiments, topics, parent topics associated with responses can be analysed here and one to drill into the level of individual responses. All this can be grouped by associated customer.
Sentiment Score Influencers and Sentiment Score Simulations
These 2 pages are generated out of the Smart Discovery feature with the use of machine learning, smart discovery analyses the key influencers for the measure Sentiment Score and provides a debriefing. In the Simulations section, it is possible to simulate different scenarios by varying the values of different influencers.
2.58.3 Models
The next chapter provides the detailed information about the Model used in the package.
2.58.3.1 Touchpoint NPS (SAP__QUAL_NPS_IM_TOUCHPOINTNPS)
Model Name: SAP__QUAL_NPS_IM_TOUCHPOINTNPS
Model Description: SAP Qualtrics: Touchpoint NPS Planning Enabled: no
Account Dimension
ID
Description
count
responses
Connection Qualtrics Connector
Mapping(M)/Formula(F)/Wran gling(W)/Calculated Column(C) C: 1 (step1.b in Further Information sec tion)
526
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__QUAL_NPS_IM_TOUCHPOINTNPS
Connection
DetractorCount
Detractor Count
F: LOOKUP([count] , [d/ NPSGroup]="1" )
NPS
NPS
F: ([PromoterCount] -[Detractor Count])/[count] *100
PromoterCount
Promoter Count
F:LOOKUP([count],[d/NPSGroup]="3")
SentimentScore
SentimentScore
M: SentimentScore
Dimensions
Name
Description
Mapping(M)/Formula(F)/Wran gling(W)/Calculated Column(C)
ResponseId
ResponseId
M: ResponseId
NPSGroup
NPSGroup
Explanation below
NPSFreetext
Freetext
Touchpoint
Touchpoint
Topics
Topics
Parent_Topics
Parent Topics
ExternalID
embeddedfield1
Sentiment
Sentiment
RecordedDate
RecordedDate
M:RecordedDate
GEO_DIM_Location
Location
W:LocationLatitude , LocationLongitude (map LocationLatitude to Geo Latitude and LocationLongitute to Geo Longi tude)
* Please note that you don't need to have all the fields in your survey. If a field is not available in your survey, then map the dimension in the model to #.
Here are some guidelines on how to fill this model:
This model can be fed by responses from different survey about touchpoint NPS. The surveys may have any information but only fields relevant that the survey must have
An NPS field and a text field to comment on the NPS as shown below.
You may either use the XM Solution Touchpoint NPS or make your own survey with these 2 fields included.
Content Package User Guide Line of Business
PUBLIC
527
When this survey is consumed with the Qualtrics connector, then in the Query Builder select the 2 fields along with metadata fields as mentioned in the table below.
Once the query is created, in the wrangling screen some additional fields are generated. Here is the explanation for mapping these fields: NPSGroup
For NPS type fields, an NPS Group is generated. Map this NPS group to the model's NPSGroup dimension.
528
PUBLIC
Content Package User Guide Line of Business
If TextIQ is run for the survey, then for the text field, several additional fields are generated. Some of these fields should be mapped to the model's dimensions.
Freetext Map to the text field of the survey (Q57 for example here) Topics Map the Topics dimension in the model to the topics column. If there are more than 1 values in a column, only the first one should be taken for analysis. To do this, use the Split functionality.
Parent Topics Handle in a similar way to Topics. Sentiment - Map to the sentiment column Sentiment score (measure) - Map to sentiment score Touchpoint If you have different surveys for different touchpoints, then this model can be loaded with data from those
surveys. To identify the type of touchpoint, in the survey, provide an embedded field with this information. Name the embedded field Touchpoint and provide information on the type of touchpoint (E.g., Chatbot,
Email...)
embeddedfield1
Use another field of embedded data in your survey to pass customer name to a survey. This information can be leveraged in SAC where this dimension is used to link with other models on customer as common dimension.
Content Package User Guide Line of Business
PUBLIC
529
2.59 SAP - Travel & Expense (TE) - Concur
2.59.1 Architecture and Abstract
Abstract
The SAP Concur Travel Expense dashboard provides comprehensive insights on travel expense, i.e.
Expense KPIs: Travel expense actuals year-to-date and delta compared to budget and previous years. Drill-down by business area and country. KPIs such as due payments, credit card adoption rate and average report expenses. Visualization of budget consumption thresholds. Detailed analysis of average days between Report Process Steps such as trip start to report creation, to submission to payment, Flexible visualization of top reports with max days between different process steps
Expense Analysis: Detailed break-down and filtering of expenses by multiple dimensions such as program/project, business area, spend categories, payment type, vendor or time of transaction. Ability to set KPI thresholds. Predictive forecast in time series chart for expenses. Insights based on approval status and exceptions, average & total amounts claimed vs. approved. Top spenders and reports including all related expense report entries.
Dynamic Visualizations: Responsive dashboard pages with flexible dynamic time range filter and enhanced data slicing using Period range slider. Built-in currency conversion and flexible visualization of multiple currencies in all charts. Multiple device support for iPhone and iPad that can be used with the SAP Analytics Cloud iOS app.Detailed break-down and filtering of expenses by multiple dimensions such as program/project, business area, spend categories, payment type, vendor or time of transaction. Ability to set KPI thresholds. Predictive forecast in time series chart for expenses. Insights based on approval status and exceptions, average & total amounts claimed vs. approved. Top spenders and reports including all related expense report entries.
Expense Planning: Expense Budget Planning on program/project hierarchies with budget distribution capabilities and tracking of actual-budget deviations. Additional threshold visualization.
Architecture
The story leverages travel expense data acquired from SAP Concur via the standard SAP Concur connector in SAP Analytics Cloud. The data source provides two object types, i.e. Expense Report and Expense Report Entries. These object types correspond with two models in SAP Analytics Cloud which are consumed in the
530
PUBLIC
Content Package User Guide Line of Business
story.
The Concur models SAP__TE_GEN_IM_EXPENSEREPORT and SAP__TE_GEN_IM_EXPENSEENTRY are linked with a preconfigured connection that can be re-pointed to your own Concur tenant by entering the missing credentials. With this you can replace the demo data with your own data:
Go to |Menu|Connection, select the connection "Concur Tenant (Data acquisition via Concur API connector)" and edit the connection parameters Key and Secret as provided by your Concur web service administrator (See help center topic "Import Data Connection to Concur").
To import data into the models, go to |Menu|Browse|Files|Public|Models, open the respective model, click on 'Data Management', select the predefined Import Job 'Concur Tenant' and click on 'Refresh Now' to start the import via the "Concur Tenant' connection. You can edit the import options and the schedule settings by clicking on the respective icon in the toolbar. It is recommended to use the import method Clean and Replace.
After importing data into all relevant models, your data will be visible in the story. As your Concur tenant might have different org unit and custom fields or different payment types etc., some charts might not show something meaningful at first hand. In this case, you can re-design the charts accordingly by selecting dimensions or filters fitting to your data. The expense models are using the currency conversion table SAP_TE_CURRENCY.
Content Package User Guide Line of Business
PUBLIC
531
2.59.2 Dashboard
SAP__TE_Dashboard Root Topic Name Travel Expenses
Topic Level 1 name Overview Planning Spending Reports Entries Per Report Process Runtime
Topic Level 2 name
Topic Level 3 name
2.59.3 Stories
The story used for obtaining insights is: SAP Concur Travel Expenses (SAP__TE_GEN_TRAVELEXPENSE)
2.59.3.1 SAP Concur Travel Expenses (SAP__TE_GEN_TRAVELEXPENSE)
Title: SAP__TE_GEN_TRAVELEXPENSE Description: SAP Concur Travel Expenses Provides KPIs, overview and insights on travel expenses and allows to do budget planning
Story Filter: Allows dynamic selection of year to give users flexibility in visualization.
Dynamic Filter Look Back: 0 Look Ahead: 0 Granularity: Year Current Date Input Control: Year Current Date Type: Custom Current Date/Period Granularity: Year
Page: Overview
Type: Responsive
Charts Title
Models Used
Navigate to
532
PUBLIC
Content Package User Guide Line of Business
Title: SAP__TE_GEN_TRAVELEXPENSE
Key Indicators
SAP__TE_GEN_IM_EXPENSEREPORT SAP__TE_GEN_IM_EXPENSEENTRY
Provides the following KPIs for dynamic time period:
Expenses Budget Previous Period Due Expenses Due to Employee Due to Employee Due Company Credit Card Average Report Expense Corporate Credit Card Adoption
Expenses per Period - SAP__TE_GEN_IM_ EXPENSEREPORT Actuals vs Budget
How are expenses vs budget compared to previous years?
Expenses by Country SAP__TE_GEN_IM_ EXPENSEREPORT
What is the share of expenses per country over time?
Expenses per Business SAP__TE_GEN_IM_ EXPENSEREPORT Unit - YTD vs. Previous Year
Which business units spend how much compared to last year?
Expenses, Number and SAP__TE_GEN_IM_ EXPENSEREPORT Average Report per Business Unit
On average, which business units spend more / have more expense reports?
Page Filters/Input Control
Type of Filter: Dynamic Type of Filter: Dynamic Type of Filter: Dynamic Current Date: Year (as created in story filter) Granularity: Year Look Back: 0 Look Ahead: 0
Page: Planning
Type: Responsive
Charts
Title
Models Used
Expense Budget Plan SAP__TE_GEN_IM_EXPENSEREPORT ning
Navigate to
Content Package User Guide Line of Business
PUBLIC
533
Title: SAP__TE_GEN_TRAVELEXPENSE
Allows to assign budget per program / project / period
Actual vs Budget per Program / Project
SAP__TE_GEN_IM_EXPENSEREPORT
How are expenses vs budget in selected year per program?
Page Filters/Input Control
Type of Filter: Dynamic Current Date: Year (as created in story filter) Granularity: Year Look Back: 0 Look Ahead: 0
Page: Spending
Type: Responsive
Charts
Title
Models Used
Navigate to
Expenses per Spend Category
SAP__TE_GEN_IM_ EXPENSEENTRY
What are the major categories of spending?
Top Vendors
SAP__TE_GEN_IM_ EXPENSEENTRY
Which vendors is most spent with?
Expense Transactions SAP__TE_GEN_IM_ EXPENSEENTRY over Time
When do expenses occur? What amount was spent? This chart also provides a predictive forecast.
Share of Expenses per SAP__TE_GEN_IM_ EXPENSEENTRY Payment Type
Which payment types are mainly used?
Page Filters/Input Control
Type of Filter: Dynamic Current Date: Year (as created in story filter) Granularity: Year Look Back: 0 Look Ahead: 0
Page: Reports Type: Responsive Charts Title Key Indicators
Models Used
SAP__TE_GEN_IM_EXPENSEREPORT SAP__TE_GEN_IM_ EXPENSEENTRY
Navigate to
534
PUBLIC
Content Package User Guide Line of Business
Title: SAP__TE_GEN_TRAVELEXPENSE
Provides the following KPIs:
Total Reports Spenders Reports Extracted for Payment Unpaid Reports Approvers Delta Approved vs. Claimed
Expense Reports per Approval Status
SAP__TE_GEN_IM_EXPENSEREPORT
How many reports are in which lifecycle stage?
Average Claimed and Approved Amount per Ap SAP__TE_GEN_IM_EXPENSEREPORT prover
Who approves how much on average / compared to claimed on average?
Top Spenders by Claimed Amount
SAP__TE_GEN_IM_EXPENSEREPORT
Which employee spends the most amount of money for business trips?
Top Reports by Claimed Amount
SAP__TE_GEN_IM_EXPENSEREPORT
Which are the most expensive reports, ranked by claimed amount?
Page Filters/Input Control
Type of Filter: Dynamic Current Date: Year (as created in story filter) Granularity: Year Look Back: 0 Look Ahead: 0
Page: Entries Per Report
Type: Responsive
Charts
Title
Models Used
Top Average Spenders
SAP__TE_GEN_IM_EXPENSEREPORT
Which employees spend most on Business Trips on average?
Ever Sent Back
SAP__TE_GEN_IM_EXPENSEREPORT
How many reports were sent back?
Required Images Available
SAP_TE_GEN_IM_EXPENSEENTRY
How many entries are without an image attached?
Have Exceptions
SAP_TE_GEN_IM_EXPENSEENTRY
How many entries have an exception?
Top Reports by Claimed Amount
SAP__TE_GEN_IM_EXPENSEREPORT
Which are the highest reports?
Entries
SAP_TE_GEN_IM_EXPENSEENTRY
Navigate to
Content Package User Guide Line of Business
PUBLIC
535
Title: SAP__TE_GEN_TRAVELEXPENSE
What does the report look like in detail? What did the employee spend money on? Page Filters/Input Control
Type of Filter: Dynamic Current Date: Year (as created in story filter) Granularity: Year Look Back: 0 Look Ahead: 0
Page: Process Runtime Type: Responsive Charts Title Key Indicators
Models Used SAP__TE_GEN_IM_EXPENSEREPORT
Provides the following KPIs:
Average Days Between Report Process Steps
Report Date to Submission Submission to Approval Approval to Payment Report Date to Payment
Days Between (Measure Input Control) Per Pe SAP__TE_GEN_IM_EXPENSEREPORT riod
How many days are taken between different process steps per period?
Top Reports with Max Days Between(Measure Input Control)
SAP__TE_GEN_IM_EXPENSEREPORT
Which reports take the most days between different process steps of an expense cycle?
Page Filters
Type of Filter: Dynamic Current Date: Year (as created in story filter) Granularity: Year Look Back: 1 Look Ahead: 0
Input Control Business Unit (Org Unit 4) Measure Input Control
Navigate to
536
PUBLIC
Content Package User Guide Line of Business
Title: SAP__TE_GEN_TRAVELEXPENSE
Select Measures:
Submission to Payment Report Date to Creation Report Date to Submission Creation to Submission Report Date to Paid Date Submission to Approval Approval to Payment
2.59.3.1.1 SAP Concur Travel Expenses (SAP__TE_GEN_TRAVELEXPENSE)
Calculated Measures in Story Average Claimed Amount
Type Aggregation
Average Report Expenses
Aggregation
Average Approved Amount
Aggregation
Due Expenses Number of Approvers
Calculated Measure Aggregation
Number of Reports Number of Spenders
Aggregation Aggregation
Corporate Credit Card Amount
Restricted Measure
Formula/Properties
Operation [AVERAGE excl.NULL ] Measure [Claimed Amount] by Ag
gregation Dimension [ID] Conditional Aggregation [No]
Operation [AVERAGE excl.NULL ] Measure [Total] by Aggregation Di
mension [ID] Conditional Aggregation [No]
Operation [AVERAGE excl.NULL ] Measure [Approved Amount] by
Aggregation Dimension [ID] Conditional Aggregation [No]
AmountDueCompanyCard + Amount DueToEmployee
Operation [COUNT DIMENSIONS ] Aggregation Dimension [Approver
LoginID]
Operation [COUNT DIMENSIONS ] Aggregation Dimension [ID]
Operation [COUNT DIMENSIONS ] Aggregation Dimension [OwnerLo
ginID]
Measure [PostedAmount] restricted by [PaymentTypeCode] on [Corporate Credit Card]
Content Package User Guide Line of Business
PUBLIC
537
Calculated Measures in Story Corporate Credit Card Adoption Number of Entries
Number of Missing Images
Number of Not Missing Images Share Approved vs. Claimed Claimed Amount Not Approved
Type Calculated Measure Aggregation
Restricted Measure
Calculated Measure Calculated Measure Calculated Measure
Formula/Properties
Corporate CreditCard Amount/Trans actionAmount
Operation [COUNT DIMENSIONS ] Aggregation Dimension [Entry]
Measure [Count] restricted by [Has Im age], [Is Image Required] on [false], [true]
Number of Entries - Number of Missing Image
Approved Amount / Claimed Amount
Claimed Amount - Approved Amount
2.59.4 Models
2.59.4.1 SAP Concur Expense Reports (SAP__TE_GEN_IM_EXPENSEREPORT)
Model Name: SAP__TE_GEN_IM_EXPENSEREPORT
Model Description: SAP Concur Expense Reports Planning Enabled: Yes on UserDefinedDate Purpose of Data Import : Acquire actuals data
Account Dimension
ID
Description
AmountDueCompanyCard
Due Company Card
AmountDueEmployee
Amount Due Employee
PersonalAmount
Personal Amount
Total
Total
TotalApprovedAmount
Approved Amount
TotalClaimedAmount
Claimed Amount
PlanActualsDelta
Remaining Budget
PlanActualsPercent
Consumed Budget %
Connection Import Data Connection to Concur
Mapping/Formula AmountDueCompanyCard AmountDueEmployee PersonalAmount Total TotalApprovedAmount TotalClaimedAmount RESULTLOOKUP([Total],[d/ Version]="public.Budget Planning")-RE SULTLOOKUP([Total],[d/ Version]="public.Actual") RESULTLOOKUP([Total],[d/Cate gory]="public.Actual")/RESULT LOOKUP([Total],[d/Cate gory]="public.Budget Planning")
538
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__TE_GEN_IM_EXPENSEREPORT
Trip Start to Paid date
Report Date to Paid date
Report Creation to Submission
Creation to Submission
Trip Start to Report Creation
Trip Start to Report Creation
Trip Start to Report Submission
Report Date to Report Submission
Report Submission to Payment
Submission to Payment
Approval to Payment
Approval to Payment
Connection
DATEDIFF([d/PaidDate],[d/Trip Date],"Day") +DECFLOAT("0.001") Exception Agg.Type- AVG excl.NULL Excep. Agg. Dimensions- Paid Date, TripDate
DATEDIFF([d/SubmitDate],[d/Create Date],"Day") +DECFLOAT("0.001") Exception Agg.Type- AVG excl.NULL Excep. Agg. Dimensions- SubmitDate, CreateDate
DATEDIFF([d/TripDate] ,[d/Create Date] ,"Day" ) +DECFLOAT("0.001") Exception Agg.Type- AVG excl.NULL Excep. Agg. Dimensions-CreateDate, TripDate
DATEDIFF([d/SubmitDate],[d/Trip Date],"Day") +DECFLOAT("0.001") Exception Agg.Type- AVG excl.NULL Excep. Agg. Dimensions-SubmitDate, TripDate
DATEDIFF([d/PaidDate] ,[d/Submit Date] ,"Day" ) +DECFLOAT("0.001") Exception Agg.Type- AVG excl.NULL Excep. Agg. Dimensions-SubmitDate, PaidDate
DATEDIFF([d/PaidDate],[d/Processing PaymentDate],"Day") +DEC FLOAT("0.001") Exception Agg.Type- AVG excl.NULL Excep. Agg. Dimensions-PaidDate, ProcessingPaymentDate
Content Package User Guide Line of Business
PUBLIC
539
Model Name: SAP__TE_GEN_IM_EXPENSEREPORT
Submission to Approval
Submission to Approval
Dimensions SAP Analytics Cloud Dimension
Approval Status
Approver
Approver (EmployeeID)
Country Country Subdivision Create Date Currency
Custom 1 Custom 3 Has Exception Ledger Name OrgUnit 1 OrgUnit 2 OrgUnit 3 OrgUnit 3 Code OrgUnit 4 Code Business Unit (OrgUnit 4) Owner
Owner (EmployeeID)
ID / Description / Property / Cur rency ID Description
ID Description
ID
ID ID
ID Currency ID ID ID ID ID ID ID ID ID ID ID Description
ID
Connection
DATEDIFF([d/ProcessingPayment Date] ,[d/SubmitDate] ,"Day" ) +DEC FLOAT("0.001") Exception Agg.Type- AVG excl.NULL Excep. Agg. Dimensions-SubmitDate, ProcessingPaymentDate
Technical Name of Dimension in Data Source ApprovalStatusCode ApprovalStatusName
ApproverLoginID ApproverName ApproverLoginID/EmployeeID
Country CountrySubdivision CreateDate CurrencyCode CurrencyCode (copy) Custom1/Value Custom3/Value HasException LedgerName OrgUnit1/Value OrgUnit2/Value OrgUnit3/Value OrgUnit3/Code OrgUnit4/Code OrgUnit4/Value OwnerLoginID OwnerName OwnerLoginID/EmployeeID
540
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__TE_GEN_IM_EXPENSEREPORT
Paid Date
Payment Status
ID
Description
Processing Payment Date
Project (Custom 2)
ID
Receipts Ever Sent Back
ID
Receipts Received
ID
Report
ID
Description
Submit Date Time Additional Notes about the model
Connection PaidDate
PaymentStatusCode PaymentStatusName ProcessingPaymentDate Custom2/Value EverSentBack ReceiptsReceived
ID Name SubmitDate UserDefinedDate
All Concur Expense Report fields are documented in detail here: https://developer.concur.com/api-reference/expense/ expense-report/reports.html#schema
The model is using the currency conversion table SAP_TE_CURRENCY.
2.59.4.2 SAP Concur Expense Entries (SAP__TE_GEN_IM_EXPENSEENTRY)
Model Name: SAP__TE_GEN_IM_EXPENSEENTRY
Model Description: SAP Concur Expense Entries Planning Enabled: Yes on Transaction Date Purpose of Data Import: Acquire actuals data
Account Dimension
ID
Description
ApprovedAmount
Approved Amount (Not re-converted)
ApprovedAmount_C
Approved Amount
PostedAmount
Posted Amount (Not re-converted)
PostedAmount_C
Posted Amount
ExchangeRate
Exchange Rate
Connection Import Data Connection to Concur
Mapping/Formula (This measure is set as hidden, as it is used for internal calculations only) Exception Aggregation SUM(ID) ([Ap provedAmount]/[ExchangeRate]) (This measure is set as hidden, as it is used for internal calculations only) Exception Aggregation SUM(ID) ([Post edAmount]/[ExchangeRate])
Content Package User Guide Line of Business
PUBLIC
541
Model Name: SAP__TE_GEN_IM_EXPENSEENTRY
TransactionAmount Dimensions SAP Analytics Cloud Dimension
Allocation Type Custom 1 Project (Custom 2) Custom3 Entry
Transaction Amount
ID / Description / Property / Cur rency ID ID ID ID ID
Description
Expense Type
ID
Description
Has Applied Cash Advance
ID
Has Attendees
ID
Has Comments
ID
Has Exceptions
ID
Has Image
ID
Has Itemizations
ID
Has VAT
ID
Is Billable
ID
Is Image Required
ID
Is Paid By Expense Pay
ID
Is Personal
ID
Is Personal Card Charge
ID
Location Country
ID
Location
ID
Description
Location Subdivision
ID
Org Unit 1
ID
Org Unit 2
ID
Org Unit 3
ID
Payment Type
ID
Description
Connection
Technical Name of Dimension in Data Source AllocationType Custom1/Value Custom2/Value Custom3/Value ID Description
ExpenseTypeCode ExpenseTypeName HasAppliedCashAdvance HasAttendees HasComments HasExceptions HasImage HasItemizations HasVAT IsBillable IsImageRequired IsPaidByExpensePay IsPersonal IsPersonalCardCharge LocationCountry LocationID LocationName LocationSubdivision OrgUnit1Value OrgUnit2Value OrgUnit3Value PaymentTypeID PaymentTypeName
542
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__TE_GEN_IM_EXPENSEENTRY
Receipt Received
ID
Report ID (This dimension links to the ID related expense report, i.e. dimension ExpenseReport.ID)
Report Owner
ID
Description
Report Owner (EmployeeID)
ID
Connection ReceiptReceived ReportID
ReportOwnerID ReportOwnerID/FirstName+LastName ReportOwnerID/EmployeeID
Spend Category
Tax Receipt Type Time Transaction Currency
Vendor Additional Notes about the model
ID Description ID
ID Currency ID
SpendCategoryCode SpendCategoryName TaxReceiptType TransactionDate TransactionCurrencyCode TransactionCurrencyCode (copy) VendorDescription
All Concur fields are documented in detail here: https://developer.concur.com/api-reference/expense/expense-report/expense-entry.html#schema The model is using the currency conversion table SAP_TE_CURRENCY.
2.60 SAP UI Logging
2.60.1 Architecture and Abstract
UI logging is an add-on product provided by IBSO for on-premise.
In the hospital, the access of medical records of patients is strictly limited to medical staff. This is being achieved by implementing an authorization concept in the SAP systems. Nevertheless, the medical personnel are only allowed to access and process medical records of the patients in their responsibility. For example, Mr. Markus Mueller is a patient in the department Cardiology. The medical personnel such as doctors or nurses must have access to the medical records of this patient. The medical personnel of the department Cancer can access the medical record of Mr. Markus Mueller as well because they have the authorization, but they are not allowed to do so according to EU-GDPR guidelines. With the support of UI Logging, the Data Protection Officer (DPO) is able to identify the medical personnel that are responsible for non-allowed accesses to medical records. He can prevent data leakage and data fraud.
The legal ground for logging is to detect any data leakage by employees of a company: it reports the data being displayed to and entered by users in an SAP application and provides tools for analyzing logs to find any data
Content Package User Guide Line of Business
PUBLIC
543
abuse. SAP Analytics Cloud (SAC) includes a tool for the DPO that allows him to analyze log data from an onpremise system. The analysis is subdivided into UI Log Statistics, User Statistics, and Analysis on UI Logs. In UI Log Statistics the most important log parameters such as Critical Users or Critical Applications are displayed.
User Statistics shows the users together with the number of accessed critical fields, the number of called applications, the number of logs created.
In Analysis on UI Logs, a list of users is displayed with its parameters such as number of logs or applications. By selecting the user, the system navigates you to the user behavior (time distribution of logs and called applications). The SAP Analytics Cloud content for SAP UI Logging Analysis is based on a live connection to the SAP S/4 HANA with dedicated CDS view.
544
PUBLIC
Content Package User Guide Line of Business
Content Package User Guide Line of Business
PUBLIC
545
2.60.2 SAP UI Logging Story (SAP__ALL_GEN_UILOGGING_LI)
This story provides overall analysis of UI logging data from S/4 HANA on-premise system. The story contains the following pages:
UI Log Statistics User Statistics User Behavior
Measure Name Number of Users Number of Critical Fields Number of Applications Number of Logs Number of Calls
Type CDS Measure CDS Measure CDS Measure CDS Measure CDS Measure
Formula/Properties Number of Users Number of Critical Fields Number of Applications Number of Logs Number of Calls
2.60.3 SAP UI Logging Data (SAP__ALL_GEN_LS_UILOGGING)
Model Name: SAP__ALL_GEN_LS_UILOGGING
Model Description: SAP UI Logging Data Planning Enabled: no
Dimensions Name 2C/LOGS4H/IUILGCUB 2CJHEXCNJZP09DMLYH7CCFYA41K 2CN513ECZLROER6T31KMLQ593EY 2C/LOGS4H/IUSERDIM 2C/LOGS4H/IAPPLDIM 2C/LOGS4H/ITAGDIM 2C/LOGS4H/ITECHDIM
Description Log GUID Logging Date Logging Time User ID Application Critical Field (TAG ID) Technology ID
Connection
- Connection Type: Live connection to S/4 HANA (SAPUILNW) - Analytical Query: 2C/LOGS4H/ CUILGQ01 - CDS View Query name: /LOGS4H/ C_UILOGQ001
Mapping
546
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__ALL_GEN_LS_UILOGGING
2C/LOGS4H/ICRACTD
User Action ID
Connection
2.61 Statistical Process Control (SPC) Toolkit
2.61.1 Architecture and Abstract
Statistical Process Control (SPC) is a methodology used in manufacturing (stability, quality, reliability) to prevent defects, and is typically either implemented in specialized software or used on top of a low-level software layer such as excel. However, the SPC tools can be easily applied to a much wider range of business processes and even beyond, to things like the sequence of items in a batch or a collection of purchase orders. The content package described here provides a generic toolkit to simplify, accelerate and standardize implementations of SPC (control charts, nelson rules) on Data Warehouse Cloud. At a high level, this is achieved by combining all relevant data sources measurements and master data describing them and enabling self-service SPC analyses on the combined data set.
2.61.2 Stories
This package contains a story: Statistical Process Control (SPC) (SAP__X_SPC_ControlChart). The story allows the user to review a control chart for the selected measurement. The following details are displayed: Expected mean, tolerance limits and specification limits. The area between the tolerance limits is white.
The area between tolerance and specification limits is orange. The area outside the specification limits is red. Point color according to Nelson rule violations: orange points represent a violation of rule 1 (but not of rule 2). Red points represent a violation of rule 2.
Content Package User Guide Line of Business
PUBLIC
547
2.61.3 Models
The Story is using the following Data Warehouse Cloud model. It's based on a live connection to the SAP Data Warehouse Cloud system. Setup the connection with the name SAPDWC. Model Name: Model Control Chart (SPC) Technical Name: SAP_X_SPC_OUT_CONTROL_CHART Please navigate to the SAP Data Warehouse Cloud content documentation for details.
2.62 Transportation Management Business Performance Dashboard
2.62.1 Architecture and Abstract
Supply chains have become more complex in the last few years, and this has led to an increase in the risk of instability and fragility. In addition to that, logistic time buffers which are fitting to such a high transportation density along various global networks, are still diminishing worldwide. Results of such an evolution is a rising demand of transparency, traceability and steerability. This requires a mixture of real time and non-real time KPIs covering and supporting a range from short to long term business
548
PUBLIC
Content Package User Guide Line of Business
decisions. This holds true for any kind of market or business segment. Shipper of all industries like Retail, Wholesale, High-tech, Chemicals, Automotive and many more, as well as Logistic Service Providers like 2PL, 3PL and even 4PL facing similar analytical challenges.
Within this context, various KPI requirements for several major analytical target areas could have been identified. In this first shipment, the focus is on the following three sections:
Overview: Providing a general overview of the current transportation status Execution and Block: Giving a more detailed insight into the execution section of the business Transported Quantities: Section three is covering quantity related information, down to a single transport
and its individual items Prerequisites Prerequisite for SAP Transportation Management Business Performance Dashboard - Version CI20 Release 2021.07 - is S/4HANA on-premise 2020 FPS 2.
2.62.2 SAP Transportation Management: Story
Technical Name: SAP__TMS_SCM_LB_BUSDSHBRDFORFREIGHTORDER_LIVE Description: SAP Transportation Management Business Performance Dashboard The story consists of 3 pages, each one describing a separate transportation-related business area.
Content Package User Guide Line of Business
PUBLIC
549
2.62.3 SAP Transportation Management: Pages 2.62.3.1 Overview
In the first page of the story, a general overview of the current transportation status is provided.
The following KPIs are used on the page: - Number of Freight Orders - Gross Weight - Gross Volume - Number of Containers - Distances - Net Durations - Mass / Weight Utilization - Volume Utilization - Length Utilization The following details are displayed, and interactions can be used on this page: - Based on the different lifecycle status, such as "new", "in process" or "cancelled", the number of freight orders are shown. This bar chart also acts as a filter for all visual elements on this screen. - To identify possible peaks or trends a time-resolved line chart is used to visualize this with the additional function of a time slider bar at the bottom.
550
PUBLIC
Content Package User Guide Line of Business
- To monitor the operational area of the transport execution, a pie chart is showing the number of freight orders by individual execution status, such as "loading in progress", "in execution" or "executed". In parallel it can also be used as a filter for all the remaining elements of this page.
- For more detailed information on transportation mode, for example "Road", and freight order level an according table view provides additional insights, such as "Execution Status", "Life Cycle Status" in combination with several quantity KPIs and times.
- Three different carrier-related utilization categories are shown at the bottom of this page. They are covering the utilization by Mass, Volume and Length. It can be filtered by single or multiple carriers by the filter panel at the right, which is also affecting all other page elements.
SAP Transportation Management Business Perfomance. Dashboard - Order: SAP__TMS_SCM_LB_TRANSPORD FORBUSDSHBRD CDS View: C_TranspOrdForBusDshbrdQ
Dimensions Carrier Created By Creation Date Creation Date Time Creation Year Creation Year Month Creation Year Quarter Creation Year Week Destination Location Execution Status Freight Order Length Display Unit Life Cycle Status Number of Containers Display Unit Planning Status Quantity Display Unit Source Location Time Display Unit Transportation Mode Transportation Mode Category
Connection
Connection Type: S/4Hana Live BEx Query: 2CCTORROOTSACANAQ Measures Number of Freight OrdersNumber of Freight Orders Max. Mass Utilization Ratio Max. Volume Utilization Ratio Max. Length Utilization Ratio Gross Weight Gross Volume Quantity Number of Containers Distance Net Duration
Content Package User Guide Line of Business
PUBLIC
551
SAP Transportation Management Business Perfomance. Dashboard - Order: SAP__TMS_SCM_LB_TRANSPORD FORBUSDSHBRD
Transportation Order Category
Transportation Order Type
Volume Display Unit
Weight Display Unit
Connection
Mandatory Parameters Time Display Unit Weight Display Unit Volume Display Unit Quantity Display Unit Number of Containers Display Unit Distance Display Unit Creation Date
Default Value H KG M3 EA TEU KM Interval from today date to 6 Month back to the start of month. For example, if today's date is 30.04. then the selected date for the start of the interval is 01.10.
2.62.3.2 Execution and Block
This page gives a more detailed insight into the execution section of the business.
552
PUBLIC
Content Package User Guide Line of Business
The following KPIs are used on the page:
Number of blocked Freight Orders Block ratio Number of delayed Freight Orders Delay ratio On-time customer performance Supply Chain efficiency Carrier performance Requested date fulfillment rate On-time activities Number of unexpected events Number of Freight Orders per block category Number of Freight Order blocks per block reason Number of manual blocks per block reason Carrier details display the following KPI's per carrier:
Carrier performance On-time customer performance Supply chain efficiency Freight Order details display the following KPI's per Freight Order: Maximum mass utilization ratio Maximum volume utilization ratio Gross weight Gross volume Quantity Distance Net duration
The following details are displayed, and interactions can be used on this page:
Content Package User Guide Line of Business
PUBLIC
553
To get a first quick overview of the current transport execution situation, the six KPI tiles at the very top of this page provide a first insight.
Number of blocked Freight Orders as an absolute number as well as a Block Ratio
Number of delayed Freight Orders as an absolute number as well as a Delay Ratio
On Time Customer Performance is calculated as a difference between the Requested Arrival Date and the Actual Arrival Date
Supply Chain Efficiency is calculated as a difference between the Confirmed Arrival Date and the Actual Arrival Date
Carrier Performance is calculated as a difference between the Planned Arrival Date and the Actual Arrival Date
Requested Date Fulfillment Rate is calculated as a difference between the Requested Arrival Date and the Confirmed Arrival Date
Detailed information around activities, such as loading/unloading and unexpected events, such as delay are visualized in a bar chart and a table view.
To analyze individual activities ding/uand get a better understanding of how well they have been conducted, this by-thresholds colored bar chart is providing a first overview. For more detailed analysis an Explorer View has been integrated. It can be launched by using the incorporated link. This will lead the user to an additional screen, with many more measures to choose from for further analytical purposes.
Unexpected events, which normally pop up by accident, are ones that cause unplanned additional efforts. A table structure in a first compressed view, shows a better and more detailed understanding of events and reasons they are appearing and how often. For more detailed analysis another Explorer View has been integrated. It can be launched by using the incorporated link. This will lead the user to an additional screen with many more measures to choose from for further analytical purposes.
Transport-related blockings of any kind and type normally cause friction along the different supply chains. So, it's key to constantly monitor them and keep them to a minimum. This kind of information can be found in the Block Details section of this page. It consists of three separate charts:
Number of Freight Orders per Block Category. For more detailed analysis, another Explorer View has been integrated. It can be launched by using the incorporated link. This will lead the user to an additional screen with many more measures to choose from for further analytical purposes.
Number of Freight Order Blocks per Block Reason
Number of Manual Blocks per Block Reason
Within the Execution Details section two additional aspects have been covered. Focus here is on carriers and pairs of locations based on source and destination location of Freight Orders:
A first high-level overview, related to how good a carrier itself performed as well as regarding customer on-time or supply chain efficiency, is given in this bar chart. It also works as a filter for the table to the right which then shows only those Freight Orders belonging to the selected carrier.
The table is providing more detailed information on an individual Freight Order level in combination with the two geographical attributes of source- and destination location. These attributes can also be used as independent filters, which are placed directly above the table.
554
PUBLIC
Content Package User Guide Line of Business
SAP Transportation Management Bus. Perf. Dshbrd. Order 2:
SAP__TMS_SCM_LB_TRANSPORD2FORBUSDSHBRD
Connection
CDS View: C_TranspOrd2ForBusDshbrdQ
Connection Type:
S/4Hana Live
BEx Query:
2CCTORROOT2SACQANA
Dimensions
Measures
Carrier
Number of Freight Orders
Created By
Max. Mass Utilization Ratio
Creation Date
Max. Volume Utilization Ratio
Creation Date Time
Max. Length Utilization Ratio
Delayed
Gross Weight
Destination Location
Gross Volume
Execution Status
Quantity
Freight Order
Number of Containers
Length Display Unit
Distance
Number of Containers Display Unit
Net Duration
Quantity Display Unit
Source Location
Time Display Unit
Mandatory Parameters Time Display Unit Weight Display Unit Volume Display Unit Quantity Display Unit Number of Containers Display Unit Distance Display Unit
Default Value H KG M3 EA TEU KM
Content Package User Guide Line of Business
PUBLIC
555
Mandatory Parameters Creation Date
Default Value
Interval from today date to 6 Month back to the start of month. For example, if today's date is 30.04, then the se lected date for the start of the interval is 01.10.
SAP Transportation Management Bus. Perf. Dshbrd. Ex ecution:
SAP__TMS_SCM_LB_TRANSPORDEXECFORBUSDSHBRD Connection
CDS View: C_TranspOrdExecForBusDshbrdQ
Connection Type:
S/4Hana Live
BEx Query:
2CCTOREXESACQANA
Dimensions
Measures
Carrier
Event Delay
Carrier Conf. End Date Time of Stop
Event Delay (reqd. vs. actl.)
Carrier Conf. Start Date Time of Stop
Event Delay (confd. vs. actl.)
Creation Date
Number of Events
Creation Year
No. of On Time Events
Creation Year Month
No. of On Time Events (reqd. vs. actl.)
Creation Year Quarter
No. of On Time Events (confd. vs. actl.)
Creation Year Week
No. of On Time Events (reqd. vs. confd.)
Event
Event On Time Ratio
Event Actual Date Time
Event On Time Ratio (reqd. vs. actl.)
Event Delay Display Unit
Event On Time Ratio (confd. vs. actl.)
Event Expected End Date Time
Event On Time Ratio (reqd. vs. confd.)
Event Reason Code
Number of Freight Orders
Event Reason Description
No. of Delayed Freight Orders
Event Recalled
Event Delay
Event Status
Event Delay (reqd. vs. actl.)
Execution
556
PUBLIC
Content Package User Guide Line of Business
SAP Transportation Management Bus. Perf. Dshbrd. Ex ecution: SAP__TMS_SCM_LB_TRANSPORDEXECFORBUSDSHBRD Connection Execution Status Freight Order Ratio Unit Ship-to Party Shipper Stage Destination Location Stage Source Location Stop Stop Plan Transp. Date Time Stop Requested End Date Time Stop Requested Start Date Time Transp. Activity Transportation Order Category Transportation Order Type
Mandatory Parameters Event Delay Display Unit Creation Date
Default Value
H
Interval from today date to 6 Month back to the start of month. For example, today date is 30.04. then the selected date for the start of the interval is 01.10.
Content Package User Guide Line of Business
PUBLIC
557
SAP Transportation Management Bus. Perf. Dshbrd. Ex ecution:
SAP__TMS_SCM_LB_TRANSPORDBLOCKFOR BUSDSHBRD
Connection
CDS View: C_TranspOrdBlockForBusDshbrdQ
Connection Type:
S/4Hana Live
BEx Query:
2CCTORBLKSACQANA
Dimensions
Measures
Block Category Block Is Overruled Block Reason Creation Date
Creation Year
Number of Freight Orders Number of Blocked Freight Orders Number of Planning Blocks Number of Execution Blocks
No. of Planning Blocked Freight Orders
Creation Year Month
No. of Exec. Blocked Freight Orders
Creation Year Quarter
Number of Freight Orders
Creation Year Week
Source Location
Planning Block
Execution Block
Freight Order
Stage Type
Stage Stage Category Destination Location
Stage Source Location
Stage Destination Location
Transportation Order Category
Transportation Order Type
558
PUBLIC
Content Package User Guide Line of Business
Mandatory Parameters Creation Date
Default Value
Interval from today date to 6 Month back to the start of month.
For example, today date is 30.04. then the selected date for the start of the interval is 01.10.
2.62.3.3 Transported Quantities
Here the information related to transported quantities is given down to a single transport and its individual items.
Content Package User Guide Line of Business
PUBLIC
559
The following KPIs are used on the page:
Number of Freight Orders Total transported weight Total transported volume Total transported container Total transported quantities Item gross weight Item gross volume Item container quantity Item quantity
The following details are displayed, and interactions can be used on this page:
In the first of the three sections, a general overview of the transported quantities, in a certain timeframe, is given . To quickly change the chosen timeframe, an additional time slider function is available underneath the line chart. To switch between different unit of measures like e.g. weight, volume or others, the left-hand sided filter section can be used.
The Item Quantity Details section consists of two major building blocks dealing firstly with individual transported items and with item categories, such as vehicle resources, compartments, products, and item types, for example service or trailer. Sometimes it's not sufficient only analyzing freight orders on an aggregated level. More detailed information on an individual item level is needed and all this in combination with locations and location types, such as hub, and plant. All these different aspects can be flexibly combined in this set up, because all filters are concatenated and are in addition also influencing the bottom part of this page. So, with all this it's now possible to analyze transported weights, volumes and other quantities on a freight order item level.
560
PUBLIC
Content Package User Guide Line of Business
In case it's required to further narrow down the freight order item analysis, the bottom section of this page offers these features. A kind of additional drill down due to item category and item type has been implemented there, as two filter sections to the left of the stacked filter chart bar, which is showing the according quantities. If a switch between different unit of measures in this stacked bar chart is needed, the selection box directly attached to it can be used for this purpose.
SAP Transportation Management Business Performance Dashboard - Order Detail: SAP__TMS_SCM_LB_TRANS PORDDETFORBUSDSHBRD
Connection
CDS View: C_TranspOrdExecForBusDshbrdQ
Connection Type:
S/4Hana Live
BEx Query:
2CCTORROOTDSACANAQ
Dimensions Created By
Measures Number of Freight Orders
Creation Year Creation Year Month Creation Year Quarter Creation Date
Item Gross Volume Item Quantity Item Containers Quantity Item Gross Weight
Creation Year Week Freight Order Item Item Category Item Description Item Destination Location Item Destination Location Type Item Source Location Item Source Location Type Item Type Number of Containers Display Unit Quantity Display Unit Transportation Mode Transportation Mode Category Volume Display Unit Weight Display Unit
Content Package User Guide Line of Business
PUBLIC
561
Mandatory Parameters Weight Display Unit Volume Display Unit Quantity Display Unit Number of Containers Display Unit Creation Date
Default Value KG
M3
EA
TEU
Interval from today date to 6 Month back to the start of month. For example, if today's date is 30.04, then the se lected date for the end of the interval is 01.10.
2.63 Treasury Management for SAP S/4HANA Cloud (BEST PRACTICE)
2.63.1 Treasury Management for SAP S/4HANA Cloud (BEST PRACTICE)
Treasury Management for SAP S/4HANA Cloud (49P) provides preconfigured story samples. Please read the documentation carefully before importing the content. Find all details and documentation about this scope item in SAP Best Practices Explorer: SAP S/4HANA Cloud Treasury content with SAP Analytics Cloud (49P).
2.64 Vendor Management System (VMS)
2.64.1 Architecture and Abstract
The story leverages Contingent Workforce and Statement of Work data from SAP Fieldglass via the standard SAP Fieldglass connector in SAP Analytics Cloud. User defined reports in SAP Fieldglass are exposed through the connector in SAP Analytics Cloud based on which models are created. Since user defined reports cannot be shipped, in the document below, you will find the definition of these reports.
562
PUBLIC
Content Package User Guide Line of Business
Architecture
2.64.2 Stories
SAP Vendor Management System: General - Workforce (SAP__VMS_GEN_WORKFORCE)
Page: Additional - Billing Rates
This page is divide into 2 parts:
The upper part compares daily rated for employees in payroll, job posting workers and SOW Workers.
SAP Analytics Cloud provides a functionality to run Smart Discovery (Machine led Discovery of insights) on any model. In a story, it is possible to run Smart Discovery on a model in the data view section. In the lower part of this page, this functionality is used to analyse the model SAP__VMS_GEN_IM_WORKER for the measure Current Work Order Committed Spend. The machine discovery provides a result, showing the dimensions that are main influencers for Committed spends along with charts showing the distribution of the influencing members of a dimension. The charts of the discovery are copied over to this page. These charts are frozen on the point in time the analysis took place and they are not influenced by any filters.
2.64.3 Models
As mentioned at the beginning of this chapter, the SAP Analytics Cloud models for Vendor Management System content can be filled using the SAP Fieldglass connector.
The SAP Fieldglass connector retrieves data exposed by SAP Fieldglass reports. These reports have to be set up manually in the SAP Fieldglass system. Once the reports are set up, the corresponding data models can be filled, usually by mapping the fields exposed by the reports 1:1 to the dimensions and key figures in the SAP Analytics Cloud models.
Content Package User Guide Line of Business
PUBLIC
563
Once the SAP Fieldglass report is created, fill the corresponding SAP Analytics Cloud model as follows:
Choose Import Data from Fieldglass (from Browse Model menu) Choose your connection, create a new query, and provide name and description Select the SAP Fieldglass report and map the fields as described below Several models have Counter, for example, Job Postings Count details in the model field lists below. These
Counter fields have to be filled in SAP Analytics Cloud as follows: Duplicate a column, ideally one with only a few different values. Map this new column to the Counter Measure, for example, Job Postings Count. Replace all values with "1". If necessary, replace "" (blanks) in dimensions with suitable value (for example, "#" or "no").
The following sub-chapters assume that the reader is familiar with the creation of reports in the SAP Fieldglass system in general.
Please note that some models are plan-enabled models to allow for Smart Discovery. A suitable license has to be in place.
2.64.3.1 General Job Posting (SAP__VMS_GEN_IM_JOBPOSTING)
This report displays the Job Postings of SAP Fieldglass for the last 3 years. Create the report as follows:
Filters Job Posting Create Date Rate Category (Column Filter)
In Last In
3 Years All (ST/Day, OT/Day)
Field list Module Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting
Data Field Name Site Job Posting Title Job Posting ID Business Unit Cost Center Job Posting Status Estimated Spend # Hired Buyer Cycle Time Work Order Time to Fill Supplier Cycle Time
564
PUBLIC
Content Package User Guide Line of Business
Field list Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting Job Posting
Total Cycle Time # Confirmed Interviews # Positions Requested # Withdrawn # Unfilled Positions # Responses # Shortlisted # Registered # Suppliers Responded # Accepted Interviews # Suppliers Distributed Job Posting Owner Job Posting Owner's Username Country Project Withdraw Reason First Job Seeker Submission Time Complete Supplier Cycle Time? First Job Seeker shortlist time Complete Buyer Cycle Time? Supplier must enter Pay Rate? Supplier must submit Resume/CV Exclude Pay Rate from Tax Adjustment Average Requested Bill Rate Average Presented Bill Rate Job Posting Create Date
Model Name: SAP__VMS_GEN_IM_JOBPOSTING
Connection
Model Description: SAP Vendor Management System: General Job Posting Planning Enabled: Yes
Connection Type: Import Data Connection to Fieldglass
Connection Report: See above
SAP_VMS_JOBPOSTING_ACCOUNT *
ID
Description
EstimatedSpend
Estimated Spend
BuyerCycleTime
Buyer Cycle Time
Formula/Mapping Estimated Spend Buyer Cycle Time
Content Package User Guide Line of Business
PUBLIC
565
Model Name: SAP__VMS_GEN_IM_JOBPOSTING
WOTimeToFill
Work Order Time to Fill
SupplierCycleTime
Supplier Cycle Time
TotalCycleTime
Total Cycle Time
FirstSeekerSubmissionTime
First Job Seeker Submission Time
FirstSeekerShortlistTime
First Job Seeker shortlist time
AVRequestedBillRate
Average Requested Bill Rate
AVPresentedBillRateSTDAY
Average Presented Bill Rate [ST/Day]
AVPresentedBillRateOTDAY
Average Presented Bill Rate [OT/Day]
PositionFullfillmentRatio
Position Fullfillment Ratio
ConfirmedInterviews
# Confirmed Interviews
PositionsRequested
# Positions Requested
Withdrawn
# Withdrawn
UnfilledPositions
# Unfilled Positions
Responses
# Responses
Shortlisted
# Shortlisted
Registered
# Registered
SuppliersResponded
# Suppliers Responded
AcceptedInterviews
# Accepted Interviews
SuppliersDistributed
# Suppliers Distributed
Hired
# Hired
JobPostCount
Number of Job Postings
Dimensions
ID
Description
SAP_VMS_GEN_IM_JOBPOST ING:Time*
Time
SAP_VMS_GEN_IM_JOBPOSTING:Ver Version sion*
SAP_ALL_COUNTRY
Country
SAP_ALL_BUSINESSAREA
Business Area
SAP_ALL_COSTCENTER
Cost Center
SAP_VMS_JP_ID
Job Posting
SAP_VMS_JP_STATUS
Job Posting Status
SAP_VMS_GEN_OWNER
Owner
SAP_VMS_GEN_PROJECT
Project
SAP_VMS_GEN_SITE
Site
Connection Work Order Time to Fill Supplier Cycle Time Total Cycle Time First Job Seeker Submission Time First Job Seeker shortlist time Average Requested Bill Rate Average Presented Bill Rate STDAY Average Presented Bill Rate OTDAY [Hired] / [PositionsRequested] # Confirmed Interviews # Positions Requested # Withdrawn [PositionsRequested] -[Hired] # Responses # Shortlisted # Registered # Suppliers Responded # Accepted Interviews # Suppliers Distributed # Hired Fill with 1
Mapping Job Posting Create Date
Use SAP Analytics Cloud Version map ping and set to ,,Actuals" See above how to map accounts Country Business Unit Cost Center Job Posting ID Job Posting Status Job Posting Owner Project
566
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__VMS_GEN_IM_JOBPOSTING
Connection
SAP_VMS_JP_WITHDRAWREASON
Withdrawal Reason
Site
SAP_VMS_JP_CSCT
Complete Supplier Cycle Time?
Withdraw Reason
SAP_VMS_JP_CBCT
Complete Buyer Cycle Time?
Complete Supplier Cycle Time?
SAP_VMS_JP_SUENTERPAY
Supplier must enter PayRate?
Complete Buyer Cycle Time?
SAP_VMS_JP_SUSUBMITCV
Supplier must submit CV?
Supplier must enter Pay Rate?
SAP_VMS_JP_EXCLUDEPAYTAX
Exclude PayRate from Tax Adjustment? Supplier must submit Resume/CV?
Note
* Private dimension and other dimensions are public.
2.64.3.2 General Statement of Work (SAP__VMS_GEN_IM_SOW)
SAP Fieldglass report for Statements of Work This report displays the Statements of Work of SAP Fieldglass for the last 3 years. Create the report as follows:
Filters Job Posting Create Date Rate Category (Column Filter) Cost Center Statement of Work
In Last In Display Display
3 Years All (ST/Day, OT/Day) Current Last Approved
Field list Module Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work
Data Field Name Business Unit Cost Center Statement of Work Statement of Work ID SOW End Date SOW Start Date Statement of Work Create Date Committed Spend Edited On
Content Package User Guide Line of Business
PUBLIC
567
Field list Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work Statement of Work
Site # Suppliers Distributed Supplier Project Type # Suppliers Responded Active SOW Worker Count Estimated Expense % Estimated Additional Spend % Maximum Budget Amount Spend to Date Spend to Date for all Workers Remaining Spend Remaining Spend for all Workers Other Pending Spend Other Pending Spend for all Workers Statement of Work Status SOW Bid? Cap on Worker Spend Allow use of Fees with SOW Workers Enforce Max Budget on Characteristics and SOW Worker Taxable? Presented Rates Country
Model Name: SAP__VMS_GEN_IM_SOW
Connection
Model Description: SAP Vendor Management: General - Statement of Work Planning Enabled: Yes
SOW Account* ID CommittedSpend SuppliersDistributed SuppliersResponded ActiveSOWWorkerCount
Description Committed Spend # Suppliers Distributed # Suppliers Responded Worker Count
Connection Type: Import Data Connec tion to Fieldglass Connection Report: See above
Formula/Mapping Committed Spend # Suppliers Distributed # Suppliers Responded Active SOW Worker Count
568
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__VMS_GEN_IM_SOW
EstimatedExpense
Estimated Expense %
EstimatedAdditionalSpend
Estimated Additional Spend %
MaximumBudgetAmount
Maximum Budget Amount
SpendtoDateforallWorkers
Spend to Date for all Workers
RemainingSpendforallWorkers
Remaining Spend for all Workers
OtherPendingSpendforallWorkers
Other Pending Spend for all Workers
SOWCounter
Number of SOWs
TotalApprovalCycleTime STRates OTRates Dimensions ID SAP_VMS_GEN_IM_SOW:Time*
Total Approval Cycle Time Standard Rate per day Overtime Rates per day
Description Time
SAP_VMS_GEN_IM_SOW:Version*
SAP_VMS_SOW_ACCOUNT* SAP_VMS_SOW_ID SAP_VMS_SOW_STATUS SAP_VMS_SOW_TYPE SAP_VMS_SOW_BID SAP_VMS_SOW_ALLOWFEE SAP_VMS_SOW_MAXBUDGET
SAP_VMS_SOW_TAXABLE SAP_ALL_COUNTRY SAP_ALL_COSTCENTER SAP_ALL_BUSINESSAREA SAP_VMS_GEN_SITE SAP_VMS_GEN_PROJECT SAP_VMS_GEN_OWNER
Version
SOW Account Statement of Work SOW Status SOW Type SOW Bid? Allow use of fees with SOW Workers? Enforce Max Budget?
Taxable? Country Cost Center Business Area Site Project Owner
Connection Estimated Expense % Estimated Additional Spend % Maximum Budget Amount Spend to Date for all Workers Remaining Spend for all Workers Other Pending Spend for all Workers Counter Field, fill in SAP Analytics Cloud with "1" Total Approval Cycle Time Presented Rates (ST/Day) Presented Rates (OT/Day)
Mapping
Statement of Work Create Date (split columns to separate date and time-of-day and map date only) Use SAP Analytics Cloud Version map ping and set to ,,Actuals" See above how to map accounts Statement of Work ID Statement of Work Status Type SOW Bid? Allow use of Fees with SOW Workers? Enforce Max Budget on Characteristics and SOW Worker Taxable? Country Cost Center Business Unit Site Project Statement of Work Owner
Note
* Private dimension and other dimensions are public.
Content Package User Guide Line of Business
PUBLIC
569
2.64.3.3 General Supplier (SAP__VMS_GEN_IM_SUPPLIER)
SAP Fieldglass report for Supplier This report displays the Supplier information of SAP Fieldglass. Create the report as follows:
Filters
Supplier Status
In
Active
Field list Module Supplier Supplier Supplier Supplier Supplier Supplier Supplier Supplier
Data Field Name Total Staff Supplier # Workers Annual Revenue Supplier Status Supplier Code Country Average Evaluation Rating
Model Name: SAP__VMS_GEN_IM_SUPPLIER
Model Description: SAP Vendor Management: General - Supplier Planning Enabled: No
Supplier Account* ID WorkerCount SupplierCount
Description # Workers Supplier Count
Dimensions ID SAP_VMS_GEN_IM_SUPPLIER:Time* SAP_VMS_SUPPLIER_REVENUE SAP_VMS_SUPPLIER_RATING SAP__ALL_COUNTRY SAP_VMS_SUPPLIER_ID SAP_VMS_SUPPLIER_STAFF
Description Time Annual Revenue Supplier Rating Country Supplier Staff
Connection Connection Type: Import Data
Connection to Fieldglass Connection Report: See above
Formula/Mapping # Workers Counter Field, fill in SAP Analytics Cloud with "1"
Mapping Set to current year Annual Revenue Average Evaluation Country Supplier Code Total
570
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__VMS_GEN_IM_SUPPLIER
SAP_VMS_SUPPLIER_STATUS
Supplier Status
Note
* Private dimension, other dimensions are public
Connection Supplier Status
2.64.3.4 General Worker (SAP__VMS_GEN_IM_WORKER)
SAP Fieldglass report for Worker This report displays the Worker information of SAP Fieldglass. Create the report as follows:
Filters
Worker Status
In
Worker Start Date
In Last
Created, Open, Pending Review, Closed 3 Years
Field list Module Worker Worker Worker Worker Worker Worker Worker Worker Worker Worker Worker Worker Worker
Data Field Name Worker Status Supplier Site Worker Start Date Worker End Date Worker ID Business Unit Current Work Order Committed Spend Average Evaluation Rating Buyer Reference Job Code Spend to Date Worker Tenure
Content Package User Guide Line of Business
PUBLIC
571
Field list Worker Worker Worker Worker
Worker Type Worker Can Rehire? Country
Model Name: SAP__VMS_GEN_IM_WORKER
Connection
Model Description: SAP Vendor Management: General - Worker Planning Enabled: No
Connection Type: Import Data Connection to Fieldglass
Connection Report: See above
Worker Account* ID CurrentWorkOrderCommittedSpend SpendtoDate WorkerTenure WorkerCount
Dimensions ID SAP_VMS_WORKER_ACCOUNT:Time SAP_VMS_WORKER_ID SAP_VMS_WORKER_JOBCODE SAP_VMS_WORKER_TYPE SAP_VMS_WORKER_REHIRE SAP_VMS_WORKER_RATING SAP_VMS_WORKER_STATUS SAP_ALL_COUNTRY SAP_ALL_BUSINESSAREA SAP_VMS_GEN_SITE SAP_VMS_SUPPLIER_ID
Description
Formula/Mapping
Current Work Order Committed Spend Current Work Order Committed Spend
Spend to Date
Spend to Date
Worker Tenure
Worker Tenure
Number of Workers
Counter Field, fill in SAP Analytics Cloud with "1"
Description Time Worker Job Code Worker Type Can Rehire? Worker Rating Worker Status Country Business Area Site Supplier
Mapping Worker Start Date Worker ID Job Code Worker Type Can Rehire? Average Evaluation Worker Status Country Business Unit Site Supplier
Note
* Private dimension and other dimensions are public.
572
PUBLIC
Content Package User Guide Line of Business
2.64.3.5 Worker - Qualification (SAP__VMS_WORKER_IM_QUAL)
SAP Fieldglass report for Worker Qualification This report displays the Worker Qualification information of SAP Fieldglass. Create the report as follows:
Filters Worker Status
Worker Start Date
In In Last
Created, Open, Pending Review, Closed 3 Years
Field list Module Worker Worker Worker Worker Worker Worker Worker Worker
Data Field Name Worker ID Qualification Qualification Category Qualification Description Worker Start Date Worker Status Years Average Evaluation Rating
Model Name: SAP__VMS_WORKER_IM_QUAL
Model Description: SAP Vendor Management: Worker - Qualification Planning Enabled: No
Qualification Account* ID QualificationCount
Description QualificationCount
Dimensions
ID
Description
SAP__VMS_WORKER_IM_QUAL:Time* Time
SAP_VMS_WORKER_QUALID
Qualification ID
Connection Connection Type: Import Data
Connection to Fieldglass Connection Report: See above
Formula/Mapping Counter Field, fill in SAP Analytics Cloud with "1"
Mapping Worker Start Date Qualification
Content Package User Guide Line of Business
PUBLIC
573
Model Name: SAP__VMS_WORKER_IM_QUAL
SAP_VMS_WORKER_QUALCAT
Qualification Category
SAP_VMS_WORKER_QUALYEAR
Years of Qualification
SAP_VMS_WORKER_ID
Worker
SAP_VMS_WORKER_STATUS
Worker Status
Note
* Private dimension and other dimensions are public.
Connection Qualification Category Years Worker ID Worker Status
2.64.3.6 General Timesheet (SAP__VMS_GEN_IM_TIMESHEET)
SAP Fieldglass report for Timesheet This report displays the Timesheet information of SAP Fieldglass. Create the report as follows:
Filters Time Sheet Start Date Time Sheet Status
In Last In
3 Years
Approval Paused Pending Review by Supplier Approved Payment Pending Rejected Pending Approval Paid Pending Review
Field list Module Time Sheet Time Sheet Time Sheet Time Sheet Time Sheet Time Sheet Time Sheet Time Sheet
Data Field Name Time Sheet Amount Cost Center Site Time Sheet Status Supplier Time Sheet ID Time Sheet Submit Date Business Unit
574
PUBLIC
Content Package User Guide Line of Business
Field list Time Sheet Time Sheet Time Sheet
Worker Working Hours Time Sheet Approval Time
Model Name: SAP__VMS_GEN_IM_TIMESHEET
Model Description: SAP Vendor Management: General Timesheet Planning Enabled: No
Timesheet Account* ID TimeSheetApprovalTime TimeSheetAmount WorkingHours TimesheetCount
Description Time Sheet Approval Time Time Sheet Amount Working Hours Number of Timesheets
Dimensions
ID
Description
SAP__VMS_GEN_IM_TIMESHEET:Time Time
SAP_VMS_TS_STATUS
Timesheet Status
SAP_VMS_TS_ID
Timesheet ID
SAP_ALL_BUSINESSAREA
Business Area
SAP_ALL_COSTCENTER
Cost Center
SAP_VMS_GEN_SITE
Site
SAP_VMS_SUPPLIER ID
Supplier
SAP_VMS_WORKER_ID
Worker
Note
* Private dimension and other dimensions are public.
Connection Connection Type: Import Data
Connection to Fieldglass Connection Report: See above
Formula/Mapping Time Sheet Approval Time Time Sheet Amount Working Hours Counter Field, fill in SAP Analytics Cloud with "1"
Mapping Time Sheet Submit Date Time Sheet Status Time Sheet ID Business Unit Cost Center Site Supplier Worker
2.64.3.7 General Invoice (SAP__VMS_GEN_IM_INVOICE)
SAP Fieldglass report for Invoice This report displays the Invoice information of SAP Fieldglass.
Content Package User Guide Line of Business
PUBLIC
575
Create the report as follows:
Filters
Invoice Status
In
Invoice Submit Date Rate Category Column Filter
In Last In
Paid Consolidated Payment Review Approved Pending Consolidation
3 Years
OT/Day (ANTE)
ST/Day (ANTE)
Field list Module Invoice Invoice Invoice Invoice Invoice Invoice Invoice Invoice Invoice Invoice Invoice Invoice
Data Field Name Invoice ID Invoice Amount Cost Center Invoice Status Supplier Invoice Submit Date Billable Hours (by Rate Category) Worker ID Site Business Unit Invoice Paid Amount Country
Model Name: SAP__VMS_GEN_IM_INVOICE
Model Description: SAP Vendor Management: General - Invoice Planning Enabled: No
Account* ID InvoiceAmount BillableHoursSTDay BillableHoursOTDay InvoicePaidAmount
Description Invoice Amount Billable Hours [ST/Day] Billable Hours [OT/Day] Invoice Paid Amount
Connection Connection Type: Import Data
Connection to Fieldglass Connection Report: See above
Formula/Mapping Invoice Amount Billable Hours [ST/Day] Billable Hours [OT/Day] Invoice Paid Amount
576
PUBLIC
Content Package User Guide Line of Business
Model Name: SAP__VMS_GEN_IM_INVOICE
invoicecount
Number of Invoices
Dimensions ID SAP__VMS_GEN_IM_INVOICE: Time SAP_VMS_INVOICE_ID SAP_VMS_INVOICE_STATUS SAP_VMS_SUPPLIER_ID SAP_VMS_WORKER_ID SAP_ALL_COUNTRY SAP_ALL_COSTCENTER SAP_ALL_BUSINESSAREA SAP_VMS_GEN_SITE
Description Time Invoice Invoice Status Supplier Worker Country Cost Center Business Area Site
Note
Private dimension and other dimensions are public.
Connection Counter Field, fill in SAP Analytics Cloud with "1"
Mapping Invoice Submit Date Invoice ID Invoice Status Supplier Worker ID Country Cost Center Business Unit Site
2.65 Visa & Permit Management for Human Experience Management
2.65.1 Architecture and Abstract
Prerequisites
To enable and use this content package, some implementation steps must be followed. For details, see the Implementation Steps listed in the Integration Guide for SAP SuccessFactors and SAP Analytics Cloud. In this package, end-users can analyze their data from SAP SuccessFactors Visa and Permits Management combined with other SAP SuccessFactors modules and oversee specific compliance and performance aspects of visas and permits, as well as related business process (workflow) requests. The architecture overview for this content package is available in Architecture Overview.
Content Package User Guide Line of Business
PUBLIC
577
2.65.2 Stories
You can follow the links below for details about the stories in this package. Document Compliance (SAP__HR_VPM_DOCCOMPLIANCE) Company Matching (SAP__HR_VPM_COMPMISMATCH) Document Monitoring (SAP__HR_VPM_DOCMONITOR) Request Monitoring and Request Processor Performance (SAP__HR_VPM_REQMONITOR)
2.65.3 Models
You can follow the links below for details about the models in this package. Document Compliance (SAP__HR_VPM_DOCCOMPLIANCE) Company Matching (SAP__HR_VPM_IM_COMPMISMATCH) Document Monitoring (SAP__HR_VPM_IM_DOCMONITOR) Request Monitoring (SAP__HR_VPM_IM_REQMONITOR) Request Processor Performance (SAP__HR_VPM_IM_AGENTPERF)
578
PUBLIC
Content Package User Guide Line of Business
3 Industries
3.1 Agriculture 3.1.1 Architecture and Abstract
SAP Agricultural Origination, Trading & Risk Management covers analytics for Trader and Risk Manager. Architecture Agriculture Business Trading Origination and Risk Management
Content Package User Guide Industries
PUBLIC
579
580
PUBLIC
Content Package User Guide Industries
3.1.2 Dashboard
gribusiness Trading, Origination and Risk Management Story (no Dashboard)
Root Topic Name
Topic Level 1 name
Topic Level 2 name
Agribusiness Trading, Origi Commodity Risk Current
nation and Risk Management SAP_AGR
page 2
Position
Mark to Market
Premium Position Position Price Type
Commodity Risk - End of Day Position Mark to Market
Premium Position
Commodity Risk - Day over Day
Position
Mark to Market
Premium Position
PnL
Model Name / CDS Query
SAP_AGR_2CCNETPOS REPSL / 2CCPOSREPSL
SAP_AGR_2CCACMMTM LOGCUR SAP_AGR_2CCDRVTVMTMC URQRY SAP_AGR_2CCACMSTKMTM QLTY SAP_AGR_2CCNETPOS REPPR / 2CCPOSREPPR SAP_AGR_2CCNETPOS REPPT / 2CCPOSREPPT
SAP_AGR_2CCNETPOSREP SLEOD SAP_AGR_2CCACMMTMLO GEOD SAP_AGR_2CCDRVTVMTME ODQRY SAP_AGR_2CCCMMMTMST KEODQRY SAP_AGR_2CCNETPOSREP PREOD
SAP_AGR_2CCNETPOS REPSLDOD SAP_AGR_2CCACMMTM LOGDOD SAP_AGR_2CCNETPSOR EPPRDOD SAP_AGR_2CCCMMBPPNLV ALUEQ SAP_AGR_2CCACMPNL NAVAL SAP_AGR_2CCDRVTVPNLQ RY
Content Package User Guide Industries
PUBLIC
581
gribusiness Trading, Origination and Risk Management Story (no Dashboard) Business Partner Trade Position
Mark to Market
SAP_AGR_2CCNETPOS REPPT SAP_AGR_2CCNET POSREPSL
SAP_AGR_2CCACMMTM LOGCUR
3.1.3 Stories
Commodity Risk Current Commodity Risk End of Day Commodity Risk Day over Day Business Partner Contracts
3.1.3.1 Commodity Risk Current
Measure Name Hedge %
Total Physical (Flat+NBE)
Type Calculated Measure
Calculated Measure
Formula/Properties
-Futures Trade / Total Physical (Flat +NBE)
Total Physical + Unpriced NFE Purchase + Unpriced NFE Sales
3.1.3.2 Commodity Risk End of Day
Measure Name Hedge % EoD
Total Physical (Flat+NBE) EoD
Type Calculated Measure
Calculated Measure
Formula/Properties
-Futures Trade / Total Physical (Flat +NBE)
Total Physical + Unpriced NFE Purchase + Unpriced NFE Sales
582
PUBLIC
Content Package User Guide Industries
3.1.3.3 Commodity Risk Day over Day
Measure Name Total Physical (Flat+NBE) DoD
Type Calculated Measure
Formula/Properties
Total Physical + Unpriced NFE Purchase + Unpriced NFE Sales
3.1.3.4 Business Partner Trade
Measure Name Contractual Value Unpriced NFE Unrealized Contract Quantity
Type Restricted Measure Calculated Measure Calculated Measure
Formula/Properties
Value in Stat. Crcy (measure) + Short Descript. (dimension)
Unpriced NFE Purchase + Unpriced NFE Sales
Open Contracts+ Inventory on Unreal ized Transactions
3.1.4 Models
All models in this build are Live Models, no planning models were used and from same data source (SAPAGRH, Direct). Variables (Prompt)
Content Package User Guide Industries
PUBLIC
583
Links for Model Prompts
584
PUBLIC
Content Package User Guide Industries
Content Package User Guide Industries
PUBLIC
585
Model Links
586
PUBLIC
Content Package User Guide Industries
Content Package User Guide Industries
PUBLIC
587
Page Filters
588
PUBLIC
Content Package User Guide Industries
Content Package User Guide Industries
PUBLIC
589
3.2 Banking
3.2.1 Architecture and Abstract
The Banking Digital Boardroom provides banking career decision makers with a real-time data driven platform to track LOB and profitability specific KPI's around Finance, Human Resource, and Travel Management.
3.2.2 Dashboard
Banking delivers the Digital Boardroom Dashboard SAP Banks Profitability (SAP_FS_BANKINGPROFITABILITY).
590
PUBLIC
Content Package User Guide Industries
3.2.3 Stories
SAP Banking: Finance Profitability (FS-PER) (SAP__FS_GEN_BANKSPROFITABILITY) SAP Banking: Finance Profitability (S/4HANA AFI) (SAP__FS_GEN_BANKINGPROFITABILITY) SAP Banking: Profitability Simulation (SAP__FS_GEN_BANKSPROFITABILITYVDT) SAP Banking: Liquidity Management (SAP__FS_GEN_LIQUIDITYMANAGEMENT) SAP Banking: Travel Expenses (SAP__FS_GEN_TRAVELEXPENSE)
SAP Banking: Finance Profitability (FS-PER) (SAP__FS_GEN_BANKSPROFITABILITY)
This story contains some overview KPIs that are relevant for all agenda topics. It contains some overview level income and cost KPIs such as Income break-down, Trading Income, and Direct-Cost break-down or IndirectCost break-down.
SAP Banking: Finance Profitability (S/4HANA AFI) (SAP__FS_GEN_BANKINGPROFITABILITY)
This story contains the analysis of the Return on Assets subject, with details about income and assets. Furthermore, it includes the detail breakdown of loans and impairments as well as deposits and liabilities.
SAP Banking: Profitability Simulation (SAP__FS_GEN_BANKSPROFITABILITYVDT)
Use this story and the embedded value driver trees to simulate profitability, expenses and revenue. Be advised, that the import of value driver trees from the Content Library is currently not working. Please refer to SAP Note 2644005. This note provides the missing value driver trees and a detailed explanation of how to install them in your SAP Analytics Cloud.
SAP Banking: Liquidity Management (SAP__FS_GEN_LIQUIDITYMANAGEMENT)
This story is based on a live data connection of type SAP HANA. The story will therefore not show any data unless a suitable connection SAPLM is created.
The connection can be set up prior or after the import of the content package SAP FS Banking. If the connection does not exist when the content package is imported, the live models will be imported with warnings. They will be active, but unusable until the connection is created.
Content Package User Guide Industries
PUBLIC
591
The connection has to have the name SAPLM. Enter a suitable description. Specify the connection details for the SAP Liquidity Management backend system and provide the required credentials.
Depending on your specific data, the layout in the story SAP Banking: Liquidity Management can be adjusted (filter values, number scaling, etc.)
SAP Banking: Travel Expenses (SAP__FS_GEN_TRAVELEXPENSE)
This story is a placeholder. For technical reasons, the travel and expense story cannot be included. Refer to chapter SAP- Travel & Expense (TE) - Concur for details.
3.2.4 Models
3.2.4.1 General- Banks Profitability (SAP__FS_IM_BANKSPROFITABILITY)
SAP__FS_IM_BANKSPROFITABILITY
SAP Financial Services: General- Banks Profitability Planning Enabled: Yes
Account Dimension ID KF_CLSNG_PRC KF_FACE_VALUE KF_MARKET_VALUE KF_TRADE_PL NXI_ALLOCF NXI_ASSET NXI_CRVDCR NXI_CRVRATE NXI_CRVTERM NXI_FCCOST NXI_FCINCOME NXI_INTASSR NXI_INTLIABR NXI_LIAB
Description Closing Price Face/Notional Value Market Value Trading Profit/Loss Amount Allocation Factor AI Asset Curve Discount Rat Curve Rate Curve Term Fee & Commission Cos Fee & Commission Inc Interest Rate Asset Interest Rate Liabil AI Liability
Connection Local File based on SAP Performance Management for Financial Services
Mapping/Formula KF_CLSNG_PRC KF_FACE_VALUE KF_MARKET_VALUE KF_TRADE_PL NXI_ALLOCF NXI_ASSET NXI_CRVDCR NXI_CRVRATE NXI_CRVTERM NXI_FCCOST NXI_FCINCOME NXI_INTASSR NXI_INTLIABR NXI_LIAB
592
PUBLIC
Content Package User Guide Industries
NXI_NPASSET NXI_PAYMENT NXI_QA TRADINGINCOME YBALANCE YBASERATE YBEHRCT YCC YCCNPV YDURATION YECOT YEVENTTER YEXPFEE YEYRATE YFINCOST YFTPRATE YGMCOST YHRCOST YINCFEE YINTAMT YINTEXP YINTINC YITCOST YLIBORMRT YLOCAITONLAT YLOCATIONLONG YLPRATE YLTWGHT YMFC YMSPREAD YNCM YNIM YNINTINC YNOM YNONINTINC YNPVS
Content Package User Guide Industries
NP Asset Payment Quantity Trading Income Balance Strip Funding FTP Base Rate BE Haircut Capital Growth Capital Growth NPV Duration Effective Capital over Time Event Term Expense Fee Effective Yield Rate Finance Cost FTP Rate GM Cost HR Cost Income Fee Interest Amount Interest Expense Interest Income IT Cost YLIBORMRT YLOCAITONLAT YLOCATIONLONG 1 Month LIBOR Rate Long Term Weight Marginal Funding Curve Margin Spread Net Commissions Margin (CM2) Net Interest Margin (CM1) Net Interest Income Net Overall Margin (CM4) Non Interest Income (Net) Present Value Sum
NXI_NPASSET NXI_PAYMENT NXI_QA TRADINGINCOME YBALANCE YBASERATE YBEHRCT YCC YCCNPV YDURATION YECOT YEVENTTER YEXPFEE YEYRATE YFINCOST YFTPRATE YGMCOST YHRCOST YINCFEE YINTAMT YINTEXP YINTINC YITCOST YLIBORMRT YLOCAITONLAT YLOCATIONLONG YLPRATE YLTWGHT YMFC YMSPREAD YNCM YNIM YNINTINC YNOM YNONINTINC YNPVS
PUBLIC
593
YNSM YOTHCOST YOTHINCM YPAMOUNT YPFC YPRIMERT YPROVIS YREFAMNT YREPORT YRESERVES YREVSA YREVSC YSALECOST YSPCOST YSPREADRT YSPWGHT YSRC YSTPCOSTT YSTRCOSTT YSTRHRCT YSTWGHT YVOLUME YWHLSALER YALLOC Dimensions Name
Time* Event Type* Company Code* Position ID* Profit Center* Product Name* Channel Code/Name*
594
PUBLIC
Net Standard Margin (CM3) Other Cost Other Income Principal Amount Periodic Funding Costing Prime Rate Provision Refinancing Amount Repo Rate Bank Reserves Revenue Split Acquisition Revenue Split Control Sales Cost Standard Process Cost Spread Rate Spread Weight Standard Risk Cost Standard Proc Cost Tarif Standard Risk Cost Rate Stress Haircut Short Term Weight Volume Whole Sale Rate Allocated Cost
Description
Time Event Type Company Code Position ID Profit Center Product Name Channel Code/Name
YNSM YOTHCOST YOTHINCM YPAMOUNT YPFC YPRIMERT YPROVIS YREFAMNT YREPORT YRESERVES YREVSA YREVSC YSALECOST YSPCOST YSPREADRT YSPWGHT YSRC YSTPCOSTT YSTRCOSTT YSTRHRCT YSTWGHT YVOLUME YWHLSALER YALLOC
Mapping
Connection Type Name of the Report NXI_TS NXI_EVTTYPE NXI_COMPCODE NXI_POSID NXI_PROFITC NXI_PRODUCT NXI_CHANNEL
Content Package User Guide Industries
Customer Id*
Customer Id
Agency ID/Code*
Agency ID/Code
Flow ID*
Flow ID
Curve ID*
Curve ID
Transaction Currency*
Transaction Currency
Curve Type*
Curve Type
Banking Product Type*
Banking Product Type
Sub Product Type*
Sub Product Type
Location Country*
Location Country
Location City*
Location City
Security Type [Trading]*
Security Type [Trading]
Trading Instrument ID*
Trading Instrument ID
Trading Security Issuer*
Trading Security Issuer
Credit Quality [trading security]*
Credit Quality [trading security]
Trading Desk Name [ City Name]*
Trading Desk Name [ City Name]
Portfolio Name*
Portfolio Name
Instrument Type*
Instrument Type
Additional Notes about the model
Provide additional information about the model (if needed).
NXI_CUSID NXI_AGCID NXI_FLWID NXI_CRVID NXI_CURR NXI_CRVTYPE NXI_PRODTYPE NXI_SUB_PRODTYPE YLOCATION YLOCATIONCITY SECURITYTYPE CH_INSTRUM_ID CH_ISSUER CH_CRED_QUAL CH_DESK CH_TRAD_PORTF CH_INSTRUM_TYPE
Note
* Private dimension and other dimensions are public.
Customers should have SAP Performance Management for Banking at their end. The above profitability model is designed to work with a Hana database table/view which should have the above columns.
Clients can create this table/view as per their table structure. The only condition is, they should contain all the columns which are defined in above list.
3.2.4.2 General Financial Statement Model for Banking Profitability (SAP__FS_GEN_IM_GENERALLEDGER)
For Details about this model, please check model SAP__FI_GEN_IM_GENERALLEDGER
Content Package User Guide Industries
PUBLIC
595
SAP__FS_GEN_IM_GENERALLEDGER
Connection
SAP Finance: General Financial statement model for banking profitability
Planning Enabled: Yes
Local File based on SAP S/4HANA for Banking Use CDS view 2CCFITRIALBALQ0001
3.2.4.3 Sub Ledger Model from Smart AFI (SAP__FS_GEN_IM_SMARTAFISLPD)
SAP__FS_GEN_IM_SMARTAFISLPD
Sub ledger model from Smart AFI Planning Enabled: Yes
Account Dimension ID Amount_in_Transaction_Currency Amount_in_Functional_Currency PeriodFiscal_Year Nominal_Amount Product_Segment Dimensions Name
Description Amount_in_Transaction_Currency Amount_in_Functional_Currency PeriodFiscal_Year Nominal_Amount Product_Segment
Description
Time* Posting Date G/L AccountDescription G/L Account Business Transaction ID Contract ID Profit Center Description Trans. Type Amount in Transaction Currency Transaction Currency Amount in Functional Currency
Time Posting Date G/L AccountDescription G/L Account Business Transaction ID Contract ID Profit Center Description Trans. Type Amount in Transaction Currency Transaction Currency Amount in Functional Currency
Connection Local File based on SAP S/4HANA
for Banking Use CDS View 2CCFITRIAL
BALQ0001
Mapping/Formula Amount_in_Transaction_Currency Amount_in_Functional_Currency PeriodFiscal_Year Nominal_Amount Product_Segment
Mapping Connection Type Name of the Report NXI_TS Posting Date G/L AccountDescription G/L Account Business Transaction ID Contract ID Profit Center Description Trans. Type Amount in Transaction Currency Transaction Currency Amount in Functional Currency
596
PUBLIC
Content Package User Guide Industries
Functional CurrencySubledger Account Functional CurrencySubledger Account Functional CurrencySubledger Account
Description Subledger Acct
Description Subledger Acct
Description Subledger Acct
Description Prodctn
Description Prodctn
Description Prodctn
ControlBusiness Partner
ControlBusiness Partner
ControlBusiness Partner
Description Industry Seg.
Description Industry Seg.
Description Industry Seg.
Debit/Credit Flag
Debit/Credit Flag
Debit/Credit Flag
Posting Record
Posting Record
Posting Record
Description
Description
Description
Product SegmentDescription Lifecycle Product SegmentDescription Lifecycle Product SegmentDescription Lifecycle
Seg.
Seg.
Seg.
ID of Organizational Unit
ID of Organizational Unit
ID of Organizational Unit
Description Organiz. Unit ID
Description Organiz. Unit ID
Description Organiz. Unit ID
Asset/Liability Status
Asset/Liability Status
Asset/Liability Status
Accounting System
Accounting System
Accounting System
/B20/S_MOVE_TYPE
/B20/S_MOVE_TYPE
/B20/S_MOVE_TYPE
Accrual Status
Accrual Status
Accrual Status
Banking/Trading Book
Banking/Trading Book
Banking/Trading Book
BT Posting Direction
BT Posting Direction
BT Posting Direction
BT Source System
BT Source System
BT Source System
Chart of accounts
Chart of accounts
Chart of accounts
Classification
Classification
Classification
Contract Category
Contract Category
Contract Category
Contract StatusCurrency - Nominal Amount
Contract StatusCurrency - Nominal Amount
Contract StatusCurrency - Nominal Amount
Description /B20/S_MOVE_TYPE
Description /B20/S_MOVE_TYPE
Description /B20/S_MOVE_TYPE
Description Accountg System
Description Accountg System
Description Accountg System
Description Accrual Status
Description Accrual Status
Description Accrual Status
Description Asset/Liab. Status
Description Asset/Liab. Status
Description Asset/Liab. Status
Description Book
Description Book
Description Book
Description BT Posting Dir.
Description BT Posting Dir.
Description BT Posting Dir.
Description Classification
Description Classification
Description Classification
Description Contract Cat.
Description Contract Cat.
Description Contract Cat.
Description Contract Status
Description Contract Status
Description Contract Status
Description Debit/Credit
Description Debit/Credit
Description Debit/Credit
Description Impairment Status
Description Impairment Status
Description Impairment Status
Description Inverter
Description Inverter
Description Inverter
Content Package User Guide Industries
PUBLIC
597
Description Legal Entity Description Partner LE Description Postproc. Stat. Description Reset Document Description Reversal Bus. Trans. Description S/L Acct Crcy Description Sec. Acct Trans Role Description Securities Acct Cat. Description Securities Stat Description Tax Country Description Write-Dwn Stat. Document Date Financial Instrument ID Industry Industry Segment Industry System Instrument Type Inverted Doc. Ref. Inverting Document Legal Entity Lifecycle Segment Nominal Amount Process Step ID Product Segment Production Control Business Area Transaction Type Write-Down Status City_Region City_Name City_Lat City_Long LOB Impairment Status Master Rating Customer Rating
Description Legal Entity Description Partner LE Description Postproc. Stat. Description Reset Document Description Reversal Bus. Trans. Description S/L Acct Crcy Description Sec. Acct Trans Role Description Securities Acct Cat. Description Securities Stat Description Tax Country Description Write-Dwn Stat. Document Date Financial Instrument ID Industry Industry Segment Industry System Instrument Type Inverted Doc. Ref. Inverting Document Legal Entity Lifecycle Segment Nominal Amount Process Step ID Product Segment Production Control Business Area Transaction Type Write-Down Status City_Region City_Name City_Lat City_Long LOB Impairment Status Master Rating Customer Rating
Description Legal Entity Description Partner LE Description Postproc. Stat. Description Reset Document Description Reversal Bus. Trans. Description S/L Acct Crcy Description Sec. Acct Trans Role Description Securities Acct Cat. Description Securities Stat Description Tax Country Description Write-Dwn Stat. Document Date Financial Instrument ID Industry Industry Segment Industry System Instrument Type Inverted Doc. Ref. Inverting Document Legal Entity Lifecycle Segment Nominal Amount Process Step ID Product Segment Production Control Business Area Transaction Type Write-Down Status City_Region City_Name City_Lat City_Long LOB Impairment Status Master Rating Customer Rating
598
PUBLIC
Content Package User Guide Industries
Customer Segments
Customer Segments
Description Market Conformity
Description Market Conformity
Market Conformity
Market Conformity
Description Process Step ID
Description Process Step ID
Fiscal Year
Fiscal Year
ID of Reference Bus.Trans
ID of Reference Bus.Trans
ID of Reversed BT
ID of Reversed BT
Transaction Key
Transaction Key
Customer Name
Customer Name
Additional Notes about the model
Provide additional information about the model (if needed).
Note
* Private dimension and other dimensions are public.
Customer Segments Description Market Conformity Market Conformity Description Process Step ID Fiscal Year ID of Reference Bus.Trans ID of Reversed BT Transaction Key Customer Name
3.2.4.4 Value Drive Tree Model for Banking Profitability (SAP__FS_IM_BANKSPROFITVDT)
SAP__FS_IM_BANKSPROFITVDT
Value drive tree model for banking profitability Planning Enabled: Yes
Account Dimension ID KF_CLSNG_PRC KF_FACE_VALUE KF_MARKET_VALUE KF_TRADE_PL NXI_ALLOCF NXI_ASSET NXI_CRVDCR NXI_CRVRATE NXI_CRVTERM NXI_FCCOST
Description Closing Price Face/Notional Value Market Value Trading Profit/Loss Amount Allocation Factor AI Asset Curve Discount Rat Curve Rate Curve Term Fee & Commission Cos
Connection Local File based SAP FS Perform
ance management (FS-PER) Custom HANA view
Mapping/Formula KF_CLSNG_PRC KF_FACE_VALUE KF_MARKET_VALUE KF_TRADE_PL NXI_ALLOCF NXI_ASSET NXI_CRVDCR NXI_CRVRATE NXI_CRVTERM NXI_FCCOST
Content Package User Guide Industries
PUBLIC
599
NXI_FCINCOME NXI_INTASSR NXI_INTLIABR NXI_LIAB NXI_NPASSET NXI_PAYMENT NXI_QA TRADINGINCOME YBALANCE YBASERATE YBEHRCT YCC YCCNPV YDURATION YECOT YEVENTTER YEXPFEE YEYRATE YFINCOST YFTPRATE YGMCOST YHRCOST YINCFEE YINTAMT YINTEXP YINTINC YITCOST YLIBORMRT YLOCAITONLAT YLOCATIONLONG YLPRATE YLTWGHT YMFC YMSPREAD YNCM YNIM
600
PUBLIC
Fee & Commission Inc Interest Rate Asset Interest Rate Liabil AI Liability NP Asset Payment Quantity Trading Income Balance Strip Funding FTP Base Rate BE Haircut Capital Growth Capital Growth NPV Duration Effective Capital over Time Event Term Expense Fee Effective Yield Rate Finance Cost FTP Rate GM Cost HR Cost Income Fee Interest Amount Interest Expense Interest Income IT Cost YLIBORMRT YLOCAITONLAT YLOCATIONLONG 1 Month LIBOR Rate Long Term Weight Marginal Funding Curve Margin Spread Net Commissions Margin (CM2) Net Interest Margin (CM1)
NXI_FCINCOME NXI_INTASSR NXI_INTLIABR NXI_LIAB NXI_NPASSET NXI_PAYMENT NXI_QA TRADINGINCOME YBALANCE YBASERATE YBEHRCT YCC YCCNPV YDURATION YECOT YEVENTTER YEXPFEE YEYRATE YFINCOST YFTPRATE YGMCOST YHRCOST YINCFEE YINTAMT YINTEXP YINTINC YITCOST YLIBORMRT YLOCAITONLAT YLOCATIONLONG YLPRATE YLTWGHT YMFC YMSPREAD YNCM YNIM
Content Package User Guide Industries
YNINTINC YNOM YNONINTINC YNPVS YNSM YOTHCOST YOTHINCM YPAMOUNT YPFC YPRIMERT YPROVIS YREFAMNT YREPORT YRESERVES YREVSA YREVSC YSALECOST YSPCOST YSPREADRT YSPWGHT YSRC YSTPCOSTT YSTRCOSTT YSTRHRCT YSTWGHT YVOLUME YWHLSALER YALLOC DRV0000 DRV00001 DRV00002 DRV00003 DRV00004 DRV00005 DRV00006 DRV00007
Content Package User Guide Industries
Net Interest Income Net Overall Margin (CM4) Non Interest Income (Net) Present Value Sum Net Standard Margin (CM3) Other Cost Other Income Principal Amount Periodic Funding Costing Prime Rate Provision Refinancing Amount Repo Rate Bank Reserves Revenue Split Acquisition Revenue Split Control Sales Cost Standard Process Cost Spread Rate Spread Weight Standard Risk Cost Standard Proc Cost Tarif Standard Risk Cost Rate Stress Haircut Short Term Weight Volume Whole Sale Rate Allocated Cost Drivers Growth Rate % Sales Cost Growth Rate % Other Cost Growth Rate % IT Cost Growth Rate % HR Cost Growth Rate % GM Cost Growth Rate % Finance Cost Growth Rate %
YNINTINC YNOM YNONINTINC YNPVS YNSM YOTHCOST YOTHINCM YPAMOUNT YPFC YPRIMERT YPROVIS YREFAMNT YREPORT YRESERVES YREVSA YREVSC YSALECOST YSPCOST YSPREADRT YSPWGHT YSRC YSTPCOSTT YSTRCOSTT YSTRHRCT YSTWGHT YVOLUME YWHLSALER YALLOC DRV0000 DRV00001 DRV00002 DRV00003 DRV00004 DRV00005 DRV00006 DRV00007
PUBLIC
601
DRV00008 DRV00009 DRV00010 DRV00011 DRV00012 DRV00013 DRV00014 DRV00015 DRV00016 Profit Dimensions Name Time* NXI_EVTTYPE NXI_COMPCODE NXI_POSID NXI_PROFITC NXI_PRODUCT NXI_CHANNEL NXI_CUSID NXI_AGCID NXI_FLWID NXI_CRVID NXI_CURR NXI_CRVTYPE NXI_PRODTYPE NXI_SUB_PRODTYPE YLOCATION YLOCATIONCITY SECURITYTYPE CH_INSTRUM_ID CH_ISSUER CH_CRED_QUAL CH_DESK CH_TRAD_PORTF CH_INSTRUM_TYPE
602
PUBLIC
Fee & Comn Cost Growth Rate % Interest Expense Growth Rate % Provisions Growth Rate % Non-Interest Income Growth Rate % Other Income Growth Rate % Interest Income Growth Rate % Fee&Comn Income Growth Rate % Operating Income Growth Rate % Operating Expense Growth Rate % Profit
DRV00008 DRV00009 DRV00010 DRV00011 DRV00012 DRV00013 DRV00014 DRV00015 DRV00016 Profit
Description Time Event Type Company Code Position ID Profit Center Product Name Channel Code/Name Customer Id Agency ID/Code Flow ID Curve ID Transaction Currency Curve Type Banking Product Type Sub Product Type Location Country Location City Security Type [Trading] Trading Instrument ID Trading Security Issuer Credit Quality [trading security] Trading Desk Name [ City Name] Portfolio Name Instrument Type
Mapping NXI_TS NXI_EVTTYPE NXI_COMPCODE NXI_POSID NXI_PROFITC NXI_PRODUCT NXI_CHANNEL NXI_CUSID NXI_AGCID NXI_FLWID NXI_CRVID NXI_CURR NXI_CRVTYPE NXI_PRODTYPE NXI_SUB_PRODTYPE YLOCATION YLOCATIONCITY SECURITYTYPE CH_INSTRUM_ID CH_ISSUER CH_CRED_QUAL CH_DESK CH_TRAD_PORTF CH_INSTRUM_TYPE
Content Package User Guide Industries
Additional Notes about the model Provide additional information about the model (if needed).
Note
* Private dimension and other dimensions are public.
Customers should have SAP Performance Management for Banking at their end. The above profitability model is designed to work with a Hana database table/view which should have the above columns. Clients can create this table/view as per their table structure. The only condition is, they should contain all the columns which are defined in above list.
3.2.4.5 Clients Exposure Model for Liquidity Management (SAP__FS_LH_CLIENTEXPOSURES)
SAP__FS_LH_CLIENTEXPOSURES
Clients exposure model for liquidity management Planning Enabled: No
Account Dimension ID
Description
BOOKEDINAMOUNT BOOKEDOUTAMOUNT CLIENTEXPOSURE OPENINGBALANCE Dimensions Name
Booked IN amount Booked OUT amount Client exposures Clients opening balance for the day
Description
Time* CURRENCY* CHANNELID* BRANCH* STREAMCUSTOMER* STREAMCLASSIFICATIONTYPE2*
Time Currency Channels Branch Stream Customer name Classification type
Connection Live Data Connection to SAP
HANA (Use connection SAPLM as described in chapter 6.2.3.4) HANA View: LIQ_CLIENTSEXPO SURES
Mapping/Formula not required for Live Data
Mapping not required for Live Data
Content Package User Guide Industries
PUBLIC
603
Additional Notes about the model Provide additional information about the model (if needed).
Note
* Private dimension and other dimensions are public.
3.2.4.6 Liquidity Positions Model for Liquidity Management (SAP__FS_LMS_LH_LIQPOSITIONS)
SAP__FS_LMS_LH_LIQPOSITIONS
Liquidity positions model for liquidity management Planning Enabled: No
Account Dimension ID
Description
CALCULATEDACTUALCASH CALCULATEDFORECASTCASH CASHLIMIT CASHPLEDGEDAMOUNT UNENCUMBEREDBALANCE Dimensions Name
Actual cash Forecast cash Cash Limit Pledged Cash Amount Collateral Amount
Description
Time*
Time
CURRENCY*
Currency
CHANNELID*
Channels
BRANCH*
Branch
Additional Notes about the model
Provide additional information about the model (if needed).
Note
* Private dimension and other dimensions are public.
Connection Live Data Connection to SAP
HANA (Use connection SAPLM as described in chapter 6.2.3.4) HANA View: LIQ_POSITIONS_ALL
Mapping/Formula not required for Live Data
Mapping not required for Live Data VALUEDATE
604
PUBLIC
Content Package User Guide Industries
3.2.4.7 Transnational Throughput's Model for Liquidity Management (SAP__FS_LMS_LH_THROUGHPUTS)
SAP__FS_LMS_LH_THROUGHPUTS
Transnational throughput's model for liquidity management Planning Enabled: No
Account Dimension ID
Description
ACTUALPAYMENTAMOUNT ACTUALRECEIPTS TRANX_IN_DENOMINATOR TRANX_OUT_DENOMINATOR IN OUT Dimensions Name
Actual payment amount Actual receipt amount Calculated column 1 Calculated column 2 Calculated IN rate Calculated OUT rate
Description
Time*
Time
CURRENCY*
Currency
CHANNELID*
Channels
BRANCH*
Branch
Additional Notes about the model
Provide additional information about the model (if needed).
Note
* Private dimension and other dimensions are public.
Connection Live Data Connection to SAP
HANA (Use connection SAPLM as described in chapter 6.2.3.4) HANA View: LIQ_THROUGHPUTS
Mapping/Formula not required for Live Data
Mapping not required for Live Data VALUEDATE
3.2.4.8 Operational KPI`s Model for Liquidity Management (SAP__FS_LMS_LH_TXNSTATISTICS)
SAP__FS_LMS_LH_TXNSTATISTICS
Connection
Content Package User Guide Industries
PUBLIC
605
Operational KPI`s model for Liquidity Management Planning Enabled: No
Account Dimension ID
Description
CLASSIFICATIONAMOUNT Dimensions Name
Classified Amount Description
Time*
Time
CURRENCY*
Currency
CHANNELID*
Channels
BRANCH*
Branch
Additional Notes about the model
Provide additional information about the model (if needed).
Note
* Private dimension and other dimensions are public.
Live Data Connection to SAP HANA (Use connection SAPLM as described in chapter 6.2.3.4)
HANA View: LIQ_TRANSAC TIONS_STATISTICS
Mapping/Formula not required for Live Data
Mapping not required for Live Data VALUEDATE
3.2.4.9 Liquidity Model for LMS Counterparties (SAP__FS_LMS_LH_COUNTERPARTIES)
SAP__FS_LMS_LH_COUNTERPARTIES
Liquidity model for LMS counterparties Planning Enabled: No
Account Dimension ID
ACTUALAMOUNT
Description Actual movement amount
Connection Live Data Connection to SAP
HANA (Use connection SAPLM as described in chapter 6.2.3.4) HANA View: LIQ_COUNTERPAR TIES
Mapping/Formula not required for Live Data
606
PUBLIC
Content Package User Guide Industries
EXPECTEDAMOUNT FORECASTAMOUNT Dimensions Name
Expected movement amount Forecast movement amount
Description
Time*
Time
CURRENCY*
Currency
CHANNELID*
Channels
BRANCH*
Branch
COUNTERPARTY*
Counterparty
Additional Notes about the model
Provide additional information about the model (if needed).
Note
* Private dimension and other dimensions are public.
Mapping not required for Live Data VALUEDATE
3.3 Chemicals (CHEM) 3.3.1 Architecture
Architecture
Content Package User Guide Industries
PUBLIC
607
3.3.2 Dashboard
The following Digital Boardroom Dashboard is available SAP_CHEM_Dashboard.
In the topic Pipeline Health, the healthiness of the sales pipeline is checked and analysed for an chemical example company. This future oriented analysis of the sales pipeline is based on opportunities by time, market segments, customer region, and material groups. As time dimensions the current quarter and the next three quarters are offered.
Opportunities represent potential sales, are usually maintained by the salespeople and include information on the target customer, products/materials that are positioned and the expected sales value. Each opportunity has information on the sales phase or status it is in which relates to a defined probability of success.
The expected revenue multiplied with this probability is the weighted revenue of the opportunity. So, an opportunity in an early sales phase has a lower probability of success than when the offer is officially placed. The monitoring of the pipeline funnel gives insights into the question if enough opportunities are identified and being worked on to fulfil the revenue targets.
For the current quarter, more information can be analysed as the opportunities can already have the status lost or won and the reasons for this result can be analysed.
For analyzing the pipeline healthiness also, the weighted revenue is compared to the forecasted revenue and the planned revenue targets.
The Story Pipeline Health is built based on SAP Hybris Cloud for Customer Analytics data extract. Reports created in SAP Hybris Cloud for Customer can be consumed by SAP Analytics Cloud as queries and updated on constant basis. The reporting functions of SAP Hybris Cloud for Customer allow easy creation of custom report by copying existing reports and adding or removing characteristics and key figures.
608
PUBLIC
Content Package User Guide Industries
The building blocks are shown in the following diagram:
3.3.3 Stories
The following stories are part of the chemicals content package: SAP Chemicals: General - Overview (SAP__CHEM_GEN_OVERVIEW) SAP Chemicals Finance (SAP__CHEM_GEN_FINANCE) SAP Chemicals: Human Resources (SAP__CHEM_HR_HR) SAP Chemicals: Pipeline Health (SAP__CHEM_PIP_ANALYSIS)
3.3.3.1 Portfolio Performance (SAP__CHEM_PRT_PORTFOLIO_PERF)
In the agenda item Portfolio Performance of this board meeting, the portfolio performance of the chemical example company is assessed. This future oriented analysis of the product portfolio is based on the product margins by time, business area, region, market segments, and material groups. As time dimensions the 12 months of the current year are offered.
The story on the portfolio performance is built mainly based on S/4HANA financial data extract and for the definition of the innovation materials the material attribute is extracted.
Content Package User Guide Industries
PUBLIC
609
The building blocks are shown in the following diagram:
3.3.3.2 Portfolio - Market Analysis (SAP__CHEM_PRT_MARKETANALYSIS)
Name: SAP__CHEM_PRT_MARKETANALYSIS Description: SAP Chemicals: Portfolio - Market Analysis All charts in this story use the model SAP__CHEM_PRT_IM_MARKETANALYSE Page Market Overview for Coatings Here we see the volume and revenue of Coatings for the different Market segments it is sold to for the country UK. Charts My Total Coatings Marketshare These 2 sliders can be used to dynamically set the Market Share of Coatings for this company in country UK for current and previous year. We provide this as a slider to be able to simulate the effects based on Marketshare selected. Volume per Market This chart shows the volume of coatings sold for each Market Segment for the current year and variance with the previous year. My Materials Market Share This chart shows the market share for each specific material and deviation from previous year's market share. Contribution Margin per Market
610
PUBLIC
Content Package User Guide Industries
Name: SAP__CHEM_PRT_MARKETANALYSIS
For each Market, this chart shows its contribution margin, share and market growth since last year.
Contribution Margin per Customer Group
For each Customer Group belonging to a market, this chart shows its revenue and Contribution Margin vs growth.
Net Revenue by Customer Group
For each Customer Group belonging to a market, this chart shows its Contribution Margin w.r.t revenue and COGS for the current year.
Forecasted Contribution Margin by Customer Group
Based on the Market Share simulation and Market Production Forecast, the Contribution Margin is forecasted for each Cus tomer Group for individual Market segments.
Page Market Analysis for Coatings
In this page, the details of Coatings sold by my company in country UK for the different Market Segments is shown. This page is designed to provide a swim lane for each of the Market Segments Building, Automotive, and Industrial. For sake of simplicity in reading, we will explain the charts for Building Market segment. The other swim lanes have identical charts only the market segments are different.
Charts
Building Production Trend
A trend of Building Production is shown based on external data source. Additionally, forecast till end of the year is provided by the Predictive capabilities of SAP Analytics Cloud. This forecast information is valuable in forecasting our net revenue for this market segment.
Building Units Produced
This chart shows total units produced this year and variance with previous year.
My Volume per Unit
Current year's volume of coating I have sold for each Building unit produced and variance with previous year.
My Revenue per Unit
Current year's revenue of coating I have sold for each Building unit produced and variance with previous year.
Revenue - Top 5 Materials
Revenue generated by Top 5 Materials this year and its variance with previous year.
Contribution Margin per Material
Contribution Margin generated per Material for current and previous year.
For most chemical companies, critical resources such as capital, capacity, and people are not abundant. One of the most important functions of senior management then is to ensure that these scarce resources are put to best effect to both maximize shareholder return while enabling profitable and sustainable growth.
These analytics are the most challenging one for senior management. To efficiently allocate resources in this complex environment, companies must possess both a granular understanding of each key markets as well as a forward view of how those markets will develop. These data should be combined with internal cost structure, margin, and other data to allow an assessment not only about a market position of a product (group) but also about internal levers how to react on market challenges.
Content Package User Guide Industries
PUBLIC
611
The story Market Analysis is built based on the following architecture:
3.3.3.3 Health & Safety - Incidents (SAP__CHEM_EHS_HS_INCIDENTS)
For a description of the Story and the models used please check the following chapter: Environment, Health and Safety Management (EHS)
3.3.4 Models
3.3.4.1 Pipeline Health, Opportunity Analysis and Pipeline Funnel (SAP__CHEM_PIP_IM_ANALYSIS)
This story assumes, that the customer is using SAP Sales Cloud, Cloud for Customer. As you can see in the in the System Requirements and Technical Prerequisites, the data acquisition from SAP Hybris Cloud for Customer is based on OData connection. Create a connection between SAP Analytics Cloud and SAP Sales Cloud, Cloud for Customer to import data from customized OData sources. For further information on how to setup the connection please follow the link and in addition see the link: Import Data Connection to OData services.
612
PUBLIC
Content Package User Guide Industries
For general information on SAP Sales Cloud, Cloud for Customer please follow the link to the SAP Help Portal.
Integration help for SAP Sales Cloud, Cloud for Customer is provided by this link. Integration guides and additional resources are published on SAP Service Marketplace in English.
Functional Prerequisites on SAP Hybris Cloud for Customer side:
For analyzing the pipeline health as shown on the overview screen, the customer has to use the Sales Planning and Sales Target Planning.
For analyzing the opportunities, the opportunity management has to be used including the key figures and characteristics described below.
Model Name: SAP__CHEM_PIP_IM_ANALYSIS
Model Description: SAP Chemicals: Pipeline Health, Opportunity Analysis, and Pipeline Funnel
Planning Enabled: No
Account* ID Weighted_Revenue Expected_Revenue Number_Opportunities Item_Revenue Dimensions ID Time* SAP_ALL_CUSTOMER SAP_CHEM_PIP_Owner
Description Weighted Revenue Expected Revenue Number of Opportunities Item Revenue
Description Time Customer Owner
SAP_CHEM_PIP_Status SAP_CHEM_PIP_OpportunityName SAP_ALL_MATERIALGROUP SAP_ALL_MATERIAL SAP_ALL_SEGMENT SAP_CHEM_PIP_WinLossReason SAP_CHEM_PIP_SalesPhase SAP_ALL_BUSINESSAREA SAP_CHEM_PIP_Source SAP_ALL_CUSTOMERREGION SAP_ALL_CUSTOMERCOUNTRY SAP_CHEM_PIP_Probability Additional Notes about the model
Status Opportunity Name Material Group Material Segment Win/Loss Reason Sales Phase Business Area Source Customer Region Customer Country Probability
Connection Connection Type: Import: ODATA (SAP Sales Cloud Cloud for Customer)
Formula/Mapping Weighted Value (key figure) Expected Value (key figure) Number of Opportunities (key figure) Item Value (key figure)
Mapping Close Date Id (characteristic) Account ID (characteristic) Employee Responsible ID (characteris tic) Lifecycle Status ID (characteristic) Opportunity ID (characteristic) Product Category ID (characteristic) Product ID (characteristic) Industry ID (characteristic) Reason for Status ID(characteristic) Sales Phase ID (characteristic) Sales Unit ID (characteristic) Source ID (characteristic) Territory ID (characteristic) Country ID (characteristic) Probability (key figure)
Content Package User Guide Industries
PUBLIC
613
Model Name: SAP__CHEM_PIP_IM_ANALYSIS
Connection
Please pay attention that the Probability field in SAP Analytics Cloud is modelled as a dimension and not used in calcula tions, while it is represented as a key figure in SAP Sales Cloud, Cloud for Customer.
Note
* Private dimension and other dimensions are public.
3.3.4.2 Pipeline Health Forecast (SAP__CHEM_PIP_IM_FORECAST)
Model Name: SAP__CHEM_PIP_IM_FORECAST
Connection
Model Description: SAP Chemicals: Pipeline Health Forecast Planning Enabled: No
Account ID Weighted Revenue Forecast_Revenue Pipeline_Revenue
Description Weighted Revenue Forecast Revenue Pipeline Revenue
Dimensions ID Time Additional Notes about the model
Description Time
Connection Type: Import: ODATA (SAP Sales Cloud, Cloud for Customer) See details in additional comments be low
Formula/Mapping Weighted Value (key figure) Forecast Revenue (key figure) Target Quota / Target Revenue (key fig ure)
Mapping Close Date ID (characteristic)
Connection Report: New report created in SAP Sales Cloud, Cloud for Customer based on the data source: Opportunity, Forecast, and Sales Planning (select and deselect the key figures and Characteristics according to the list below).
Comment: As we only used very limited data in the chart, the model is very thin with limited measures and dimensions. But the Forecast Report offered by SAP Sales Cloud, Cloud for Customer offers much more measures (called key figures by SAP Sales Cloud, Cloud for Customer) and dimensions (called characteristics) that can be used to create a more compre hensive model and more detailed charts in the customer project if requested.
Note
* Private dimension and other dimensions are public.
614
PUBLIC
Content Package User Guide Industries
3.3.4.3 Portfolio Performance Growth Products (SAP__CHEM_PRT_IM_MATERIAL)
Model Name: SAP__CHEM_PRT_IM_MATERIAL
Connection
Model Description: SAP Chemicals: Portfolio Performance, Growth Products Connection Types Planning Enabled: No
Account* ID Count
InnovationSales
Description Count
Innovation Sales
CoreSales
Core Sales
Sales
Sales
Dimensions ID Time* SAP_ALL_MATERIAL SAP_CHEM_PRT_Innovation
Description Time Material Innovation
Additional Notes about the model Provide additional information about the model (if needed).
Formula/Mapping
Set to constant value "1" (instead of mapping)
Link([t.S.SAP__FI_GEN_IM_GENERAL LEDGER:SAP__FI_GEN_IM_GENERAL LEDGER];[INT/00015703010000]; [t.S:SAP_ALL_MATERIAL(all)], [t.S:SAP_CHEM_PRT_Innovation=Inno vation])
Link([t.S.SAP__FI_GEN_IM_GENERAL LEDGER:SAP__FI_GEN_IM_GENERAL LEDGER];[INT/00015703010000]; [t.S:SAP_ALL_MATERIAL(all)], [t.S:SAP_CHEM_PRT_Innova tion=Core])
Link([t.S.SAP__FI_GEN_IM_GENERAL LEDGER:SAP__FI_GEN_IM_GENERAL LEDGER];[INT/00015703010000]; [t.S:SAP_ALL_MATERIAL(all)], [Time(all)],[t.S:SAP_CHEM_PRT_Inno vation=Innovation])
Mapping
0MATERIAL_ATTR
Custom (indication of innovative mate rial)
Note
* Private dimension and other dimensions are public.
Content Package User Guide Industries
PUBLIC
615
3.3.4.4 Portfolio Performance Market Analysis (SAP__CHEM_PRT_IM_MARKETANALYSIS)
The model is very similar to the model SAP__FI_GEN_IM_GENERALLEDGER described in section 5.1.4.1. For all purposes of uploading data please refer to the mentioned section. The differences are the following: The account dimension is not a global dimension but a private dimension. There is 1 additional account member EXTPROD in the account dimension. The purpose of having this is to
be able to populate market production data available from external sources. Data regarding production for a market segment can be loaded using an excel file or OData service into the
model. The data should be loaded with the option Append. The structure of data import for EXTPROD is
Date Country Material Group Segment EXTPROD
3.4 Consumer Products
3.4.1 Architecture
The Consumer Products Dashboard covers the following topics: Finance Marketing (Market Shares) HR Sales (Sales fulfillment)
616
PUBLIC
Content Package User Guide Industries
Architecture
3.4.2 Dashboard
The dashboard which provides the insights is: SAP_CP_Dashboard
3.4.3 Stories
SAP Consumer Products: General - Overview (SAP__CP_GEN_OVERVIEW) Purpose: The overview page provides the most relevant Key Performance Indicators (KPI) from Lines of Business Human Resource, Sales, and Marketing and Finance. SAP Consumer Products: Financial Performance (SAP__CP_FI_FINPERFORMANCE) This story is an enhancement of story SAP__FI_GEN_FINPERFORMANCE (for details compare chapter 5.5.3). Basically, the story is enhanced by the page Growth Analysis External, which shows drivers of KPI Net Sales Growth, i.e. organic sales growth, acquisitions/divestments, and currency. Additionally, some pages are adapted to CP specific requirements, showing breakdowns to other more CP specific dimensions.
Note
Compared to story SAP__FI_GEN_FINPERFORMANCE this story is using the additional model SAP__FI_SALES_GROWTH (for details, see below).
SAP Consumer Products: Marketing Market Research (SAP__CP_MKT_MARKETRESEARCH) This story analyses the value/volume market share for your own company and compares your own company's market share to competitor's market share.
Content Package User Guide Industries
PUBLIC
617
SAP Consumer Products: General Macroeconomics (SAP__CP_GEN_MACROECONOMICS)
This is story illustrates some macroeconomic KPI's such as Gross Domestic Product, Income per Capita, Consumer Confidence Index, and others. It is using external non-SAP data.
SAP Consumer Products: General - Netsales Simulation (SAP__CP_GEN_NETSALES)
This story is an example on how to use a value driver tree (VDT) to simulate the development over time of a target key figure by changing influencers (or drivers). In the VDT of this story the target KPI is Net Sales (in VDT called Net Revenue), which is calculated by Gross Revenue, Deductions. The drivers in the VDT are Media Spend Growth, Price Growth, and Trade Allowances Growth. These drivers change Gross Revenue (Trade Allowances Growth also Deductions). The VDT offers the opportunity to simulate the time evolution of net sales by changing driver values.
SAP Consumer Products: General - Sales Volume (SAP__CP_GEN_SALESVOLUME)
Main purpose of stories SAP__CP_SD_SALESVOLUME is to provide insights into current status of sales by analyzing KPIs
Sales Volume: net sales of delivered and billed sales order item Open Deliveries: net sales of delivered but not billed sales order item Open Orders: net sales of not delivered and not billed sales order item.
SAP Consumer Products: Human Resources (SAP__CP_HR_BOARDROOM)
This is a copy of the story SAP__HR_GEN_HR (SAP Human Resources: General).
3.4.4 Models
3.4.4.1 Sales Growth (SAP__FI_SALES_IM_GROWTH)
This model is a copy of model SAP__FI_GEN_IM_GENERALLEDGER. This copy was enhanced by: Currency conversion (using currency conversion table SAP_ALL_CURRENCY) CP specific measures: Organic sales growth
This chapter only describes the enhancement to model SAP__FI_GEN_IM_GENERALLEDGER.
Model Name: SAP__FI_SALES_IM_GROWTH
Model Description: Model Description: SAP Finance: Sales Growth Planning Enabled: Yes
G/L Account ID AD1 AD2 AD3 AD4
Description A&D Sales revenues-dom. A&D Sales revenue-forgn A&D Customer discounts A&D Other costs
Connection Compare SAP__FI_GEN_IM_GENERAL LEDGER for connection and mapping
Formula/Mapping
618
PUBLIC
Content Package User Guide Industries
Model Name: SAP__FI_SALES_IM_GROWTH
Connection
AD5
A&D Consumptn, raw mat.1
AD6
A&D Net Sales
[ACQ6]+[DIV6]
AD7
A&D Net Sales
[AD6]*(-1)
ACQ1
Acquisitions Sales revenues-dom.
ACQ2
Acquisitions Sales revenue-forgn
ACQ3
Acquisitions Customer discounts
ACQ4
Acquisitions Other costs
ACQ5
Acquisitions Consumptn, raw mat.1
ACQ6
Acquisitions Net Sales
[ACQ1]+[ACQ2]-[ACQ3]
DIV1
Divestments Sales revenues-dom.
DIV2
Divestments Sales revenue-forgn
DIV3
Divestments Customer discounts
DIV4
Divestments Other costs
DIV5
Divestments Consumptn, raw mat.1
DIV6
Divestments Net Sales
[DIV1]+[DIV2]-[DIV3]
NS
Net Sales
[F26]
OS
Organic Sales
[F26]-[AD6]
OS_CC
Organic Sales
LOOKUP([OS] ,[d/Version]= "pub lic.Constant Currency" ,[d/Version] )
OS_CURR_QRT
Organic Sales Current Quarter
LOOKUP([OS_CC] ,[d/Time]="20173" , [d/Time] )
OS_PAST_QRT
Organic Sales Past Quarter
LOOKUP([OS_CC] ,[d/Time]="20163" , [d/Time] )
OSG_CURR_QRT
Organic Sales Growth Current Quarter ([OS_CURR_QRT]-[OS_PAST_QRT])/ [OS_PAST_QRT]
OS_CURR_YTD
Organic Sales Current YTD
LOOKUP([OS_CC] ,[d/ Time]=("20171","20172","20173") ,[d/ Time] )
OS_PAST_YTD
Organic Sales Past YTD
LOOKUP([OS_CC] ,[d/ Time]=("20161","20162","20163") ,[d/ Time] )
OSG_CURR_YTD
Organic Sales Growth Current YTD
([OS_CURR_YTD]-[OS_PAST_YTD])/ [OS_PAST_YTD]
NS_CC
Net Sales Constant Currency
LOOKUP([F26] ,[d/Version]= "pub lic.Constant Currency" ,[d/Version] )
NS_CC_CURR_QRT
Net Sales CC Current Quarter
LOOKUP([NS_CC] ,[d/Time]="20173" , [d/Time] )
NS_CC_PAST_QRT
Net Sales CC Past Quarter
LOOKUP([NS_CC] ,[d/Time]="20163" , [d/Time] )
Content Package User Guide Industries
PUBLIC
619
Model Name: SAP__FI_SALES_IM_GROWTH
NSG_CC_CURR_QRT
Net Sales Growth CC Current Quarter
NS_CC_CURR_YTD
Net Sales CC Current YTD
NS_CC_PAST_YTD
Net Sales CC Past YTD
NSG_CC_CURR_YTD
Net Sales Growth CC Current YTD
OSG_NSGCC_CURR_QRT OSG_NSGCC_CURR_YTD NS_CURR_QRT NS_PAST_QRT NSG_CURR_QRT NS_CURR_YTD
A&D Effect Current Quarter A&D Effect Current YTD Net Sales Current Quarter Net Sales Past Quarter Net Sales Growth Current Quarter Net Sales Current YTD
NS_PAST_YTD
Net Sales Past YTD
NSG_CURR_YTD
NSCC_NS_CURR_QRT
NSCC_NS_CURR_YTD
NSG_HIER1 OSG AD CC NSG_HIER2 OSG_2 AD_2 CC_2
Net Sales Growth Current YTD
Currency Effect Current Quarter
Currency Effect Current YTD
Sales YTD Organic A & D Currency Sales Q3 Organic A & D Currency
Connection
([NS_CC_CURR_QRT][NS_CC_PAST_QRT])/ [NS_CC_PAST_QRT]
LOOKUP([NS_CC] ,[d/ Time]=("20171","20172","20173") ,[d/ Time] )
LOOKUP([NS_CC] ,[d/ Time]=("20161","20162","20163") ,[d/ Time] )
([NS_CC_CURR_YTD][NS_CC_PAST_YTD])/ [NS_CC_PAST_YTD]
[NSG_CC_CURR_QRT][OSG_CURR_QRT]
[NSG_CC_CURR_YTD][OSG_CURR_YTD]
LOOKUP([F26] ,[d/Time]="20173" ,[d/ Time] )
LOOKUP([F26] ,[d/Time]="20163" ,[d/ Time] )
([NS_CURR_QRT]-[NS_PAST_QRT])/ [NS_PAST_QRT]
LOOKUP([F26] ,[d/ Time]=("20171","20172","20173") ,[d/ Time] )
LOOKUP([F26] ,[d/ Time]=("20161","20162","20163") ,[d/ Time] )
([NS_CURR_YTD]-[NS_PAST_YTD])/ [NS_PAST_YTD]
[NSG_CURR_QRT][NSG_CC_CURR_QRT]
[NSG_CURR_YTD][NSG_CC_CURR_YTD]
[NSG_CURR_YTD]
[OSG_CURR_YTD]
[OSG_NSGCC_CURR_YTD]
[NSCC_NS_CURR_YTD]
[NSG_CURR_QRT]
[OSG_CURR_QRT]
[OSG_NSGCC_CURR_QRT]
[NSCC_NS_CURR_QRT]
620
PUBLIC
Content Package User Guide Industries
Model Name: SAP__FI_SALES_IM_GROWTH
Dimensions
ID
Description
Time*
Time
(generic name)*
GL Account
SAP_ALL_BUSINESSAREA
Business Area
SAP_ALL_COMPANY_CODE
Legal Entity
SAP_ALL_COUNTRY
Country
SAP_ALL_CUSTOMERGROUP
Customer Group
SAP_ALL_MATERIAL
Material
SAP_ALL_MATERIALGROUP
Material Group
SAP_ALL_PLANT
Plant
SAP_ALL_PROFITCENTER
Profit Center
SAP_ALL_REGION
Region
SAP_ALL_SEGMENT
Segment
Additional Notes about the model
Connection Mapping
Content Package User Guide Industries
PUBLIC
621
Model Name: SAP__FI_SALES_IM_GROWTH
Connection
Organic Sales Growth:
For organic sales growth, the following calculation is applied (compare for example, calculated account OSG_CURR_QRT):
Organic sales growth (CP) = [Net Sales CP (with FX rates of PP) A&D Net Sales CP (with FX rates of PP)] [Net Sales PP (with FX rates of PP) A&D Net Sales PP (with FX rates of PP)]
with CP: Current period, PP: Previous period, A&D: Acquisitions & Divestments, and FX: Foreign exchange.
According to this formula it is for example necessary to apply the exchange rate of a previous period (for example, 2017) to net sales of current period (for example, 2018). This is not the default how currency conversion behaves. The default cur rency conversion would take the exchange rate valid to the date when net sales occurred. For example: Net sales in Euro occurring in 2017 will be converted into US Dollar using exchange rate 1.1, and net sales in Euro occurring in 2018 will be converted into US Dollar using exchange rate 1.15 according to the last two lines in figure 3. But for the organic sales growth formula for net sales occurred in 2018, the exchange rate of 2017 must be taken. To fulfill this requirement two additional lines were added to the currency table which have the value Planning in column Category. Now, for model SAP__FI_SALES_GROWTH, a version of category Planning with name Constant Currency is added. For this version, values in source currencies to be converted into target currency USD (for example, EUR) are currency converted using exchange rates as defined in the currency conversion table, i.e. the lines with Category = Planning. For example: Net sales in EUR occurred in 2018 are converted into USD using exchange rate 1.1 (so not 1.15). This is exactly the requirement of the organic sales growth formula.
Figure 1: Currency conversion table
Accounts AD1, AD2, AD3, AD4, and AD5 contain the domestic/foreign sales revenue, customer discounts, other costs, and raw material costs for the sales of the acquired (acquisitions) and sold (divestments) units (similar to the accounts INT/ 0000800000, INT/0000801000, INT/0000880000, INT/0000476900, and INT/0000400000). Accounts ACQ1, ACQ2, ACQ3, ACQ4, ACQ5 and DIV1, DIV2, DIV3, DIV4, DIV5 hold the same information separated for ac quired and sold units. Compared to model SAP__FI_GEN_IM_GENERALLEDGER The following dimensions are not available: Customer, Cost Center, and Supplier Account dimension is private (not public)
Note
* Private dimension and other dimensions are public.
622
PUBLIC
Content Package User Guide Industries
3.4.4.2 Marketing Market Research (SAP__CP_MKT_IM_MARKETRESEARCH)
Model Name: SAP__CP_MKT_IM_MARKETRESEARCH
Model Description: Description of Model Planning Enabled: No/Yes
Account ID VALUE VOLUME PRICE MY_VAL
Description Sales Volume Avg. Price My Sales
MY_VAL_MS GT_VAL VAL_MS MY_VOL
My Value Market Share Grand Total (Sales) Value Market Share My Volume
MY_VOL_MS Dimensions ID
Time* Account Dimension* SAP_ALL_COUNTRY SAP_ALL_BRAND SAP_ALL_MATERIALGROUP SAP_ALL_MANUFACTURER Additional Notes about the model
My Volume Market Share
Description Time Market Research Account Country Brand Material Group Manufacturer
Connection Connection Types
Formula/Mapping
[VALUE]/[VOLUME] RESTRICT([VALUE] ,[d/ SAP_ALL_MANUFACTURER]= 'M1' ) [MY_VAL]/[VALUE] GrandTotal([VALUE] ) [VALUE]/[GT_VAL] RESTRICT([VOLUME] ,[d/ SAP_ALL_MANUFACTURER]='M1') [MY_VOL]/[VOLUME]
Mapping
Content Package User Guide Industries
PUBLIC
623
Model Name: SAP__CP_MKT_IM_MARKETRESEARCH
Connection
Please note that for measures MY_VAL and MY_VOL there is a restriction of dimension Manufacturer to value M1. Please adapt these formulas with the value of your company.
Unfortunately, there is no standard query delivered by SAP available to feed the model. But it is very easy to create an ap propriate query.
Open the SAP BEx Query Designer to create a new query. Search for the InfoProvider /DDF/CP03.
Add the following key figures: /DDF/GMSVAL Global Market Research: Sales (Value) /DDF/GMSVOL Global Market Research: Sales (Volume)
Add the following dimensions: /DDF/MANGM_TXT (Global Manufacturer) /DDF/BRAGM_TXT (Global Brand) 0COUNTRY (Country) /DDF/PCAGM_TXT (Global Category) 0CALMONTH (Cal. year / month)
Save the new query. Your new query should look like this:
Figure 2: Key figures and dimension of the custom query.
624
PUBLIC
Content Package User Guide Industries
Note
* Private dimension and other dimensions are public.
3.4.4.3 General - Macroeconomics (SAP__CP_GEN_IM_MACROECONOMICS)
Model Name: SAP__CP_GEN_IM_MACROECONOMICS
Connection
Model Description: SAP Consumer Products: General - Macroeconomics Planning Enabled: No
Connection Type: File upload Source of Import: External (non-
SAP) data
Macroeconomics Account* ID GDP UNEMP INFLATION CPINCOME CONSUMPTION CCI Dimensions ID Time SAP_ALL_Country
Description
Formula/Mapping
Gross Domestic Product
Matching field in file
Unemployment
Matching field in file
Inflation
Matching field in file
Income Per Capita
Matching field in file
Household Consumption Expenditures Matching field in file
Consumer Confidence Index
Matching field in file
Description Time Country
Mapping Matching field in file Matching field in file
Note
* Private dimension and other dimensions are public.
Content Package User Guide Industries
PUBLIC
625
3.4.4.4 Sales Volume and Open Sales (SAP__SD_GEN_IM_SALESVOLUME)
Model Name: SAP__SD_GEN_IM_SALESVOLUME
Connection
Model Description: SAP Sales & Distribution: Sales Vol ume and Open Sales
Planning Enabled: No
Connection Type: SAP BW Connection Source of Import: CDS View Analytics - Sales Volume
and Open Sales (2CCSDSLSANALYTICQ1) Technical name of Info Provider: 2CISDSLSANACUBE1 Connection Variables:
Exchange Rate Type: Please choose a valid ex change rate type (for example, M)
Currency: The displayed currency has to map the currency in the target model. Model SAP Sales & Distribution - Sales Volume uses currency the USD (US Dollar).
Sales Volume Account* ID SALES_VOL OPEN_DEL
Description Sales Volume Open Deliveries
OPEN_ORDERS
Open Orders
Dimensions
ID
Description
Time*
Time
SAP_ALL_COMPANY_CODE Company Code
SAP_ALL_COUNTRY
Country
SAP_ALL_CUSTOMER
Customer
SAP_ALL_CUSTOMER GROUP
Customer Group
SAP_ALL_DISTRIBUTION CHANNEL
Distribution Channel
SAP_ALL_MATERIAL
Material
SAP_ALL_MATERIALGROUP Material Group
SAP_ALL_SALESORGANISA Sales Organisation TION
Formula/Mapping Sales Volume ELTUIDCMP14 Open Deliveries EL TUIDCMP8 Open Orders ELTUIDCMP5
Mapping Month of Billing Navigation attribute Com pany Code of dimension Sales Organization Navigation attribute Country of dimension Sold-to-Party Sold-to-Party Customer Group
Distribution Channel
Material Material Group Sales Organisation
626
PUBLIC
Content Package User Guide Industries
Model Name: SAP__SD_GEN_IM_SALESVOLUME SAP_ALL_BUSINESSAREA Business Area
Connection
Note
* Private dimension and other dimensions are public.
This dimension is not availa ble in the data source. Please set '#' ("Unassigned") as de fault value
3.4.4.5 Value Driver Tree: SAP__CP_GEN_NETSALES
General Remarks:
The value driver tree (VDT) simulates the growth of net revenue by means of the following drivers:
Price Driver Media Spend Driver Allowances Driver
Net revenue is calculated as follows:
Net revenue = gross revenue deductions = (sales revenue domestic + sales revenue foreign) customer discounts
Underlying model
All the data for the Value Driver Tree is retrieved from the model SAP__FI_GEN_IM_GENERALLEDGER. For this purpose, this model was enhanced.
The documentation for model SAP__FI_GEN_IM_GENERALLEDGER can be found in the following chapter: SAP Finance: General- Financial Statement with Plan/Actual (SAP__FI_GEN_IM_GENERALLEDGER)
A new public version Simulation of category Planning was created. This version was created as a copy of version Actual.
Dimension GL Account was enhanced by additional members (measures).
ID VDT VDT_CP VDT_CP_MS VDT_CP_P VDT_CP_PR VDT_CP_PR2 VDT_CP_PR3 VDT_CP_AL
Description Value Drivers Value Drivers Consumer Products Media Spend Driver Price Driver Price Response Price Response 2 Price Response 3 Allowances Driver
Usage Hierarchy node Hierarchy node Driver node Driver node For calculating price elasticity For calculating price elasticity For calculating price elasticity Driver node
Content Package User Guide Industries
PUBLIC
627
ID VDT_CP_ALR
VDT_CP_NET
Description Allowances Response
Net Sales
Usage
Applying optional correction factor to allowance driver (here: 0,5)
Account for net sales
Values for measures Media Spend Driver, Price Driver, and Allowances Driver were maintained for several material groups into model version Simulation, i.e. drivers are material group specific (compare figure).
Figure 3: Example values for the drivers Price Driver, Media Spend Driver, and Allowances Driver are maintained for members of dimension Material Group.
Value driver tree
Simulation of net revenue growth is calculated separately for each member of dimension Material Group maintained for model SAP__FI_GEN_IM_GENERALLEDGER. The top node of the VDT aggregates all material group specific net revenues into a total Net Revenue node.
Price Elasticity:
The values p of driver node Price Growth (<material group>) are corrected by a calculated factor c that takes price elasticity e into account, so not p is applied but peff = p * c:
peff = {[ (1 + p/100) * (1 + ep/100)] - 1} * 100
= (1 + ep/100 + p/100 + ep2/1002 - 1) * 100
628
PUBLIC
Content Package User Guide Industries
= ep + p + ep2/100 = p (1 + e + ep/100) = p * c VDT SAP__CP_GEN_NETSALES is using e = -0,1. Example: a price growth of p = 5% is corrected to peff = 4,48%. When opening the VDT (following the path Browse Processes Value Driver Trees) you will find the calculations on the Calculation view (compare figure).
Figure 4: Modeling of price elasticity
3.5 Customer Profitability Analytics (CPA)
3.5.1 Architecture and Abstract
The SAP Analytics Cloud Standard Content for CPA provides an out of the box view for the Telco's to monitor their AMPU and ARPU on a monthly basis. A detailed picture of the Margin breakdown with respect to their Product Offerings and few other KPIs such as Region, Sales Channels are also provided. Appropriate filters based on Total Margin and Relevant Margin are also applied for relevant charts such as the heat map to provide a concise breakdown for the Margin Assurance and product teams to investigate and act upon based on these KPIs and trends shown through this dashboard.
Content Package User Guide Industries
PUBLIC
629
Architecture
3.5.2 Prerequisite
You should have installed CPA (CPA 2.1 or higher) Application with Container (Schema) name as: SAP_BDPT. Demo data has to be distributed equally into analytics tables from Execute Operational Activities tile of CPA Application when you want to explore CPA Standard Content with its sample demo data.
Note
In case of CPA installation other than Container/Schema SAP_BDPT: You should have SAP Analytics Cloud >= wave 2019.05
630
PUBLIC
Content Package User Guide Industries
From SAP Analytics Cloud with Wave 2019.05, the SAP Analytics Cloud Models for CPA with Schema other than SAP_BDPT will display a warning as shown below:
You can change its underlying Data Source by mapping it to its exact Schema If you have already imported previous version of SAP Analytics Cloud Standard Content for CPA (in the
name of BDMA), you should overwrite when importing the SAP Analytics Cloud Standard Content to get the latest updated Story and Models.
HANA 2.0 with > Rev 33
3.5.3 Stories
SAP CPA: Margin Dashboard (SAP__CPA_TEL_MARGIN_DASHBOARD_LIVE)
The Story consists of three pages namely: Executive Summary, Margin Breakdown - Products, and Margin Breakdown - Miscellaneous.
Executive Summary:
This story page consists of the following three lanes:
AMPU and ARPU - The lane is broken down into two sections. The first section gives the overview of the AMPU and ARPU for the current month along with the MoM (Month on Month) AMPU Growth number and the AMPU for the previous month to indicate the overall growth or decline in AMPU
AMPU growth = [AMPU of current month - AMPU previous month] / abs (AMPU of previous month)
The second section in this lane has a trend chart for a period of 6 months to compare on a MoM (Month on Month) basis between AMPU and ARPU
Subscriber and Margin Trends. The first section in this lane shows a comparison trend between subscriptions and Total Margin. The next section compares unprofitable subscriptions with Total Margin. Both the trend charts are for a period of 6 months.
Product Margins: The last lane of the Executive Summary Page shows the comparison of Revenue and Total Margin aggregated for different product offerings. There are two charts in this lane, and both are meant for giving a very high-level breakdown of Revenue drivers vs. the Margin Drivers. Both the charts in this lane show information for the current month.
Margin Breakdown Products:
This story page consists of the following two lanes as mentioned below and predominantly focuses on providing a high-level overview of how various products fare against each other based on Margin.
Content Package User Guide Industries
PUBLIC
631
Margins by Products:
This lane consists of a bubble chart. Bottom 20 least performing products based on their Relative Margin are plotted in the chart. Note that the X-Axis is the Total Margin while the Y-Axis is the Relative Margin.
Margins by multiple dimensions: This lane consists of two heat maps. The overall idea is to show how bottom 20 products based on Relative Margin by breaking it down to their respective Sales Channel (in the first chart) or their Region (in the second chart).
Note
The data shown in this story page is for the current month. Also, in a few lanes of the story page Relative Margin alone is considered, whereas in a few others both Relative Margin and Total Margin are considered.
Margin Breakdown - Miscellaneous:
This story page gives a very crisp overview of what all Sales channels, Region and Customer Type impacts Margin the most. There are 3 sections / charts in this lane. The first bubble chart plots the bottom 20 Sales channel based on their Total Margin (X-Axis) and Relative Margin (Y-Axis). The second bubble chart plots the bottom 20 Regions on their Total Margin (X-Axis) and Relative Margin (Y-Axis). For both these bubble filter bottom 20 is applied on Total Margin metric. The third chart in the lane is the heatmap plotted with Sales Channel (X-Axis) and Customer Type (Y-Axis).
Note
The data shown in this story page is for the current month. Also, in a few lanes of the story page Relative Margin alone is considered, whereas in a few others both Relative Margin and Total Margin are considered.
Measure Name AMPU Current Month AMPU previous month AMPU growth AMPU current month
Type Restricted Measure Calculated Measure Calculated Measure Threshold
Average Margin per User
Calculated Measure
Formula/Properties
Measure [Average Margin per User] Re stricted by Dimension [Month] on value [201703]
Measure [Average Margin per User] Re stricted by Dimension [Month] on value [201702]
- Measure ([AMPU Current Month]AMPU previous month]) / ABS([AMPU previous month])
Compare To: Number Range
OK: >= 10
Warnings: >=0 and < 10
Critical: < 10
[SAP__CPA_LH_TEL_CRS_COUNT:TO TAL_MARGIN_AMOUNT]/ [SAP__CPA_LH_TEL_CRS_COUNT:Sub scriptions]
632
PUBLIC
Content Package User Guide Industries
Measure Name Relative Margin
Type Calculated Measure
Formula/Properties
[SAP__CPA_LH_TEL_CRS_AGGRE GATE:TOTAL_MARGIN_AMOUNT]/ [SAP__CPA_LH_TEL_CRS_AGGRE GATE:REVENUE_AMOUNT]
3.5.4 Models
3.5.4.1 Telecommunications - Average Margin Per User (SAP__CPA_LH_TEL_AVG_MARGIN)
Model Name: Technical Name of Model
Connection
Model Description: SAP CPA: Telecommunications - Average Margin Per User Connection Type: Direct - SAP
Planning Enabled: No
HANA Live Data Connection with Authentication Method SAML Sin
gle Sign On
Connection Name: SAPCPA (SAP CPA: Customer Profitability Analyt ics)
Calculation View: SAP_BDPT.sap.bdpt.hana.public model::CV_AVERAGE_MAR GIN_PER_USER
Measures ID AVERAGE_MARGIN_PER_USER
Description Average Margin per User
NUMBER_OF_SUBSCRIPTIONS TOTAL_MARGIN_AMOUNT Dimensions Name VALID_FOR_MONTH
Number of Subscriptions Total Margin
Description Month
Mapping/Formula Threshold: Critical: AVERAGE_MARGIN_PER_USER<=0 Warning: 0< AVERAGE_MARGIN_PER_USER<=8 OK: 8< AVERAGE_MARGIN_PER_USER NUMBER_OF_SUBSCRIPTIONS TOTAL_MARGIN_AMOUNT
Mapping VALID_FOR_MONTH
Content Package User Guide Industries
PUBLIC
633
Model Name: Technical Name of Model
CURRENCY
Currency
Connection CURRENCY
3.5.4.2 Telecommunications - Aggregate CRS Table (SAP__CPA_LH_TEL_CRS_AGGREGATE)
Model Name: Technical Name of Model
Connection
Model Description: SAP CPA: Telecommunications - Aggregate CRS Table Planning Enabled: No
Connection Type: Direct - SAP HANA Live Data Connection with Authentication Method SAML Sin gle Sign On
Connection Name: SAPCPA (SAP CPA: Customer Profitability Analyt ics)
Calculation View: SAP_BDPT.sap.bdpt.hana.public model::CV_CRS_AGGREGATE
Measures
ID
Description
Mapping/Formula/Threshold
ACQUISITION_COST_AMOUNT
ACQUISITION_COST_AMOUNT
ACQUISITION_COST_AMOUNT
ACQUISITION_NON_SPE CIFIC_COST_AMOUNT
ACQUISITION_NON_SPE CIFIC_COST_AMOUNT
ACQUISITION_NON_SPE CIFIC_COST_AMOUNT
ACTIVATION_COST_AMOUNT
ACTIVATION_COST_AMOUNT
ACTIVATION_COST_AMOUNT
ACTIVATION_FEE_REVENUE_AMOUNT ACTIVATION_FEE_REVENUE_AMOUNT ACTIVATION_FEE_REVENUE_AMOUNT
BAD_DEBT_DIRECT_COST_AMOUNT BAD_DEBT_DIRECT_COST_AMOUNT BAD_DEBT_DIRECT_COST_AMOUNT
BASE_CHARGE_AFTER_DIS COUNT_AMOUNT
Base Charge after Discount
BASE_CHARGE_AFTER_DIS COUNT_AMOUNT
Threshold
Critical:
BASE_CHARGE_AFTER_DIS COUNT_AMOUNT < 0
Warning:
0 < =
BASE_CHARGE_AFTER_DIS COUNT_AMOUNT < 5000000
OK : 5000000 < BASE_CHARGE_AF TER_DISCOUNT_AMOUNT
BASE_CHARGE_DISCOUNT_AMOUNT BASE_CHARGE_DISCOUNT_AMOUNT BASE_CHARGE_DISCOUNT_AMOUNT
634
PUBLIC
Content Package User Guide Industries
Model Name: Technical Name of Model
Connection
BASE_CHARGE_REVENUE_AMOUNT
BONUS_POINT_PAYMENT_AMOUNT
BUNDLE_CHARGE_REVE NUE_AMOUNT
BUNDLE_DISCOUNT_AMOUNT
COMMISSION_DI RECT_COST_AMOUNT
CONTENT_BASE_CHARGE_DIS COUNT_AMOUNT
CONTENT_BASE_CHARGE_REVE NUE_AMOUNT
CONTENT_DIRECT_COST_AMOUNT
CONTENT_DURATION_USAGE
CONTENT_EVENT_USAGE
CONTENT_MARGIN_AMOUNT
Base Charge
BONUS_POINT_PAYMENT_AMOUNT
BUNDLE_CHARGE_REVE NUE_AMOUNT
BUNDLE_DISCOUNT_AMOUNT
COMMISSION_DI RECT_COST_AMOUNT
CONTENT_BASE_CHARGE_DIS COUNT_AMOUNT
CONTENT_BASE_CHARGE_REVE NUE_AMOUNT
CONTENT_DIRECT_COST_AMOUNT
CONTENT_DURATION_USAGE
CONTENT_EVENT_USAGE
Content Margin
BASE_CHARGE_REVENUE_AMOUNT BONUS_POINT_PAYMENT_AMOUNT BUNDLE_CHARGE_REVE NUE_AMOUNT BUNDLE_DISCOUNT_AMOUNT COMMISSION_DI RECT_COST_AMOUNT CONTENT_BASE_CHARGE_DIS COUNT_AMOUNT CONTENT_BASE_CHARGE_REVE NUE_AMOUNT CONTENT_DIRECT_COST_AMOUNT CONTENT_DURATION_USAGE CONTENT_EVENT_USAGE
CONTENT_MARGIN_AMOUNT
Threshold: Critical
CONTENT_MARGIN_AMOUNT< 200000
Warning: 200000 <= CONTENT_MAR GIN_AMOUNT< 1000000
OK: 1000000 <=CONTENT_MAR GIN_AMOUNT
CONTENT_REVENUE_AMOUNT
CONTENT_REVENUE_AMOUNT
CONTENT_REVENUE_AMOUNT
CONTENT_VOLUME_USAGE
CONTENT_VOLUME_USAGE
CONTENT_VOLUME_USAGE
CREDIT_NOTE_COST
CREDIT_NOTE_COST
CREDIT_NOTE_COST
CUSTOMER_ASSIGNABLE_COST
CUSTOMER_ASSIGNABLE_COST
CUSTOMER_ASSIGNABLE_COST
CUSTOMER_ASSIGNABLE_NON_SPE CUSTOMER_ASSIGNABLE_NON_SPE CUSTOMER_ASSIGNABLE_NON_SPE
CIFIC_COST
CIFIC_COST
CIFIC_COST
CUSTOMER_SERVICE_COST
CUSTOMER_SERVICE_COST
CUSTOMER_SERVICE_COST
DATA_REVENUE_AMOUNT
DATA_REVENUE_AMOUNT
DATA_REVENUE_AMOUNT
DATA_USAGE
DATA_USAGE
DATA_USAGE
DIRECT_COST_AMOUNT
DIRECT_COST_AMOUNT
DIRECT_COST_AMOUNT
DIRECT_MARGIN_AMOUNT
DIRECT_MARGIN_AMOUNT
DIRECT_MARGIN_AMOUNT
DISCOUNT_AMOUNT
DISCOUNT_AMOUNT
DISCOUNT_AMOUNT
EVENT
EVENT
EVENT
EXACT_DURATION
EXACT_DURATION
EXACT_DURATION
Content Package User Guide Industries
PUBLIC
635
Model Name: Technical Name of Model
Connection
HARDWARE_BASE_CHARGE_DIS COUNT_AMOUNT
HARDWARE_BASE_CHARGE_DIS COUNT_AMOUNT
HARDWARE_BASE_CHARGE_DIS COUNT_AMOUNT
HARDWARE_DIRECT_COST_AMOUNT HARDWARE_DIRECT_COST_AMOUNT HARDWARE_DIRECT_COST_AMOUNT
HARDWARE_REVENUE_AMOUNT
HARDWARE_REVENUE_AMOUNT
HARDWARE_REVENUE_AMOUNT
INDIRECT_COST_AMOUNT
INDIRECT_COST_AMOUNT
INDIRECT_COST_AMOUNT
INTERCARRIER_COST_AMOUNT
INTERCARRIER_COST_AMOUNT
INTERCARRIER_COST_AMOUNT
INTERCARRIER_MESSAGING_DI RECT_COST_AMOUNT
INTERCARRIER_MESSAGING_DI RECT_COST_AMOUNT
INTERCARRIER_MESSAGING_DI RECT_COST_AMOUNT
INTERCARRIER_MESSAGING_REVE NUE_AMOUNT
INTERCARRIER_MESSAGING_REVE NUE_AMOUNT
INTERCARRIER_MESSAGING_REVE NUE_AMOUNT
INTERCARRIER_MESSAGING_USAGE INTERCARRIER_MESSAGING_USAGE INTERCARRIER_MESSAGING_USAGE
INTERCARRIER_NON_SPE CIFIC_COST_AMOUNT
INTERCARRIER_NON_SPE CIFIC_COST_AMOUNT
INTERCARRIER_NON_SPE CIFIC_COST_AMOUNT
INTERCARRIER_NON_SPECIFIC_REVE INTERCARRIER_NON_SPECIFIC_REVE INTERCARRIER_NON_SPECIFIC_REVE
NUE_AMOUNT
NUE_AMOUNT
NUE_AMOUNT
INTERCARRIER_REVENUE_AMOUNT INTERCARRIER_REVENUE_AMOUNT INTERCARRIER_REVENUE_AMOUNT
INTERCARRIER_VOICE_DI RECT_COST_AMOUNT
INTERCARRIER_VOICE_DI RECT_COST_AMOUNT
INTERCARRIER_VOICE_DI RECT_COST_AMOUNT
INTERCARRIER_VOICE_REVE NUE_AMOUNT
INTERCARRIER_VOICE_REVE NUE_AMOUNT
INTERCARRIER_VOICE_REVE NUE_AMOUNT
INTERCARRIER_VOICE_USAGE
INTERCARRIER_VOICE_USAGE
INTERCARRIER_VOICE_USAGE
INTERCONNECT_COST_AMOUNT
INTERCONNECT_COST_AMOUNT
INTERCONNECT_COST_AMOUNT
INTERCONNECT_MESSAGING_DI RECT_COST_AMOUNT
INTERCONNECT_MESSAGING_DI RECT_COST_AMOUNT
INTERCONNECT_MESSAGING_DI RECT_COST_AMOUNT
INTERCONNECT_MESSAGING_REVE INTERCONNECT_MESSAGING_REVE INTERCONNECT_MESSAGING_REVE
NUE_AMOUNT
NUE_AMOUNT
NUE_AMOUNT
INTERCONNECT_NON_SPE CIFIC_COST_AMOUNT
INTERCONNECT_NON_SPE CIFIC_COST_AMOUNT
INTERCONNECT_NON_SPE CIFIC_COST_AMOUNT
INTERCONNECT_NON_SPECIFIC_REV INTERCONNECT_NON_SPECIFIC_REV INTERCONNECT_NON_SPECIFIC_REV
ENUE_AMOUNT
ENUE_AMOUNT
ENUE_AMOUNT
INTERCONNECT_REVENUE_AMOUNT INTERCONNECT_REVENUE_AMOUNT INTERCONNECT_REVENUE_AMOUNT
INTERCONNECT_VOICE_DI RECT_COST_AMOUNT
INTERCONNECT_VOICE_DI RECT_COST_AMOUNT
INTERCONNECT_VOICE_DI RECT_COST_AMOUNT
INTERCONNECT_VOICE_REVE NUE_AMOUNT
INTERCONNECT_VOICE_REVE NUE_AMOUNT
INTERCONNECT_VOICE_REVE NUE_AMOUNT
MESSAGING_REVENUE_AMOUNT
MESSAGING_REVENUE_AMOUNT
MESSAGING_REVENUE_AMOUNT
MESSAGING_USAGE
MESSAGING_USAGE
MESSAGING_USAGE
NETWORK_INDIRECT_COST_AMOUNT NETWORK_INDIRECT_COST_AMOUNT NETWORK_INDIRECT_COST_AMOUNT
NON_SPECIFIC_DATA_USAGE
NON_SPECIFIC_DATA_USAGE
NON_SPECIFIC_DATA_USAGE
636
PUBLIC
Content Package User Guide Industries
Model Name: Technical Name of Model
Connection
NON_SPECIFIC_DI RECT_COST_AMOUNT
NON_SPECIFIC_DI RECT_COST_AMOUNT
NON_SPECIFIC_DI RECT_COST_AMOUNT
NON_SPECIFIC_DISCOUNT_AMOUNT NON_SPECIFIC_DISCOUNT_AMOUNT NON_SPECIFIC_DISCOUNT_AMOUNT
NON_SPECIFIC_DURATION_USAGE NON_SPECIFIC_DURATION_USAGE NON_SPECIFIC_DURATION_USAGE
NON_SPECIFIC_EVENT_USAGE
NON_SPECIFIC_EVENT_USAGE
NON_SPECIFIC_EVENT_USAGE
NON_SPECIFIC_INDI RECT_COST_AMOUNT
NON_SPECIFIC_INDI RECT_COST_AMOUNT
NON_SPECIFIC_INDI RECT_COST_AMOUNT
NON_SPECIFIC_MESSAGING_USAGE NON_SPECIFIC_MESSAGING_USAGE NON_SPECIFIC_MESSAGING_USAGE
NON_SPECIFIC_PAYMENT_AMOUNT NON_SPECIFIC_PAYMENT_AMOUNT NON_SPECIFIC_PAYMENT_AMOUNT
NON_SPECIFIC_REVENUE_AMOUNT NON_SPECIFIC_REVENUE_AMOUNT NON_SPECIFIC_REVENUE_AMOUNT
NON_SPECIFIC_VOICE_USAGE
NON_SPECIFIC_VOICE_USAGE
NON_SPECIFIC_VOICE_USAGE
NON_SPECIFIC_VOLUME_USAGE
NON_SPECIFIC_VOLUME_USAGE
NON_SPECIFIC_VOLUME_USAGE
NON_USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
NON_USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
NON_USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
NON_USAGE_REVENUE_AMOUNT
NON_USAGE_REVENUE_AMOUNT
NON_USAGE_REVENUE_AMOUNT
OFF_NET_MESSAGING_USAGE
OFF_NET_MESSAGING_USAGE
OFF_NET_MESSAGING_USAGE
OFF_NET_VOICE_USAGE
OFF_NET_VOICE_USAGE
OFF_NET_VOICE_USAGE
ONE_OFF_DIRECT_COST_AMOUNT ONE_OFF_DIRECT_COST_AMOUNT ONE_OFF_DIRECT_COST_AMOUNT
ONE_OFF_DISCOUNT_AMOUNT
ONE_OFF_DISCOUNT_AMOUNT
ONE_OFF_DISCOUNT_AMOUNT
ONE_OFF_FEE_REVENUE_AMOUNT ONE_OFF_FEE_REVENUE_AMOUNT ONE_OFF_FEE_REVENUE_AMOUNT
ON_NET_DATA_REVENUE_AMOUNT ON_NET_DATA_REVENUE_AMOUNT ON_NET_DATA_REVENUE_AMOUNT
ON_NET_DATA_USAGE
ON_NET_DATA_USAGE
ON_NET_DATA_USAGE
ON_NET_MESSAGING_REVE NUE_AMOUNT
ON_NET_MESSAGING_REVE NUE_AMOUNT
ON_NET_MESSAGING_REVE NUE_AMOUNT
ON_NET_MESSAGING_USAGE
ON_NET_MESSAGING_USAGE
ON_NET_MESSAGING_USAGE
ON_NET_NON_SPECIFIC_REVE NUE_AMOUNT
ON_NET_NON_SPECIFIC_REVE NUE_AMOUNT
ON_NET_NON_SPECIFIC_REVE NUE_AMOUNT
ON_NET_REVENUE_AMOUNT
ON_NET_REVENUE_AMOUNT
ON_NET_REVENUE_AMOUNT
ON_NET_VOICE_REVENUE_AMOUNT ON_NET_VOICE_REVENUE_AMOUNT ON_NET_VOICE_REVENUE_AMOUNT
ON_NET_VOICE_USAGE
ON_NET_VOICE_USAGE
ON_NET_VOICE_USAGE
OPERATIONAL_MARGIN_AMOUNT
OPERATIONAL_MARGIN_AMOUNT
OPERATIONAL_MARGIN_AMOUNT
ORIGINAL_DIRECT_COST_AMOUNT ORIGINAL_DIRECT_COST_AMOUNT ORIGINAL_DIRECT_COST_AMOUNT
ORIGINAL_DISCOUNT_AMOUNT
ORIGINAL_DISCOUNT_AMOUNT
ORIGINAL_DISCOUNT_AMOUNT
ORIGINAL_INDIRECT_COST_AMOUNT ORIGINAL_INDIRECT_COST_AMOUNT ORIGINAL_INDIRECT_COST_AMOUNT
ORIGINAL_REVENUE_AMOUNT
ORIGINAL_REVENUE_AMOUNT
ORIGINAL_REVENUE_AMOUNT
PAYMENT_AMOUNT
PAYMENT_AMOUNT
PAYMENT_AMOUNT
Content Package User Guide Industries
PUBLIC
637
Model Name: Technical Name of Model
Connection
PRE_DISCOUNT_REVENUE_AMOUNT PRE_DISCOUNT_REVENUE_AMOUNT PRE_DISCOUNT_REVENUE_AMOUNT
PRODUCT_INDIRECT_COST_AMOUNT PRODUCT_INDIRECT_COST_AMOUNT PRODUCT_INDIRECT_COST_AMOUNT
RETENTION_COST_AMOUNT
RETENTION_COST_AMOUNT
RETENTION_COST_AMOUNT
REVENUE_AMOUNT
Revenue
REVENUE_AMOUNT
ROAMING_COST_AMOUNT
ROAMING_COST_AMOUNT
ROAMING_COST_AMOUNT
ROAMING_DATA_DI RECT_COST_AMOUNT
ROAMING_DATA_DI RECT_COST_AMOUNT
ROAMING_DATA_DI RECT_COST_AMOUNT
ROAMING_DATA_REVENUE_AMOUNT ROAMING_DATA_REVENUE_AMOUNT ROAMING_DATA_REVENUE_AMOUNT
ROAMING_IC_MARGIN_AMOUNT
Roaming and IC Margin
ROAMING_IC_MARGIN_AMOUNT
Threshold:
Critical: ROAMING_IC_MAR GIN_AMOUNT<= 5000000
Warning: 5000000< ROAM ING_IC_MARGIN_AMOUNT <= 10000000
OK: 10000000 < ROAMING_IC_MAR GIN_AMOUNT
ROAMING_INVOICED_DATA_USAGE ROAMING_INVOICED_DATA_USAGE ROAMING_INVOICED_DATA_USAGE
ROAMING_INVOICED_MESSAG ING_USAGE
ROAMING_INVOICED_MESSAG ING_USAGE
ROAMING_INVOICED_MESSAG ING_USAGE
ROAMING_INVOICED_VOICE_USAGE ROAMING_INVOICED_VOICE_USAGE ROAMING_INVOICED_VOICE_USAGE
ROAMING_MESSAGING_DI RECT_COST_AMOUNT
ROAMING_MESSAGING_DI RECT_COST_AMOUNT
ROAMING_MESSAGING_DI RECT_COST_AMOUNT
ROAMING_MESSAGING_REVE NUE_AMOUNT
ROAMING_MESSAGING_REVE NUE_AMOUNT
ROAMING_MESSAGING_REVE NUE_AMOUNT
ROAMING_NON_SPE CIFIC_COST_AMOUNT
ROAMING_NON_SPE CIFIC_COST_AMOUNT
ROAMING_NON_SPE CIFIC_COST_AMOUNT
ROAMING_NON_SPECIFIC_REVE NUE_AMOUNT
ROAMING_NON_SPECIFIC_REVE NUE_AMOUNT
ROAMING_NON_SPECIFIC_REVE NUE_AMOUNT
ROAMING_PLAN_MARGIN_AMOUNT ROAMING_PLAN_MARGIN_AMOUNT ROAMING_PLAN_MARGIN_AMOUNT
ROAMING_PLAN_REVENUE_AMOUNT ROAMING_PLAN_REVENUE_AMOUNT ROAMING_PLAN_REVENUE_AMOUNT
ROAMING_REVENUE_AMOUNT
ROAMING_REVENUE_AMOUNT
ROAMING_REVENUE_AMOUNT
ROAMING_VOICE_DI RECT_COST_AMOUNT
ROAMING_VOICE_DI RECT_COST_AMOUNT
ROAMING_VOICE_DI RECT_COST_AMOUNT
ROAMING_VOICE_REVENUE_AMOUNT ROAMING_VOICE_REVENUE_AMOUNT ROAMING_VOICE_REVENUE_AMOUNT
SUBSIDY_DIRECT_COST_AMOUNT
SUBSIDY_DIRECT_COST_AMOUNT
SUBSIDY_DIRECT_COST_AMOUNT
TERMINATION_FEE_REVE NUE_AMOUNT
TERMINATION_FEE_REVE NUE_AMOUNT
TERMINATION_FEE_REVE NUE_AMOUNT
638
PUBLIC
Content Package User Guide Industries
Model Name: Technical Name of Model
TOP_UP_AMOUNT
TOP_UP_AMOUNT
TOTAL_COST_AMOUNT
Total Cost
TOTAL_MARGIN_AMOUNT
Total Margin
USAGE_COST_AMOUNT
USAGE_COST_AMOUNT
USAGE_DISCOUNT_AMOUNT
USAGE_DISCOUNT_AMOUNT
USAGE_NON_SPE CIFIC_COST_AMOUNT
USAGE_NON_SPE CIFIC_COST_AMOUNT
USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
USAGE_REVENUE_AMOUNT
USAGE_REVENUE_AMOUNT
VAS_DATA_USAGE
VAS_DATA_USAGE
VAS_DIRECT_COST_AMOUNT
VAS_DIRECT_COST_AMOUNT
VAS_MESSAGING_USAGE
VAS_MESSAGING_USAGE
VAS_REVENUE_AMOUNT
VAS_REVENUE_AMOUNT
VAS_VOICE_USAGE
VAS_VOICE_USAGE
VOICE_REVENUE_AMOUNT
VOICE_REVENUE_AMOUNT
VOICE_USAGE
VOICE_USAGE
VOLUME
Volume
Dimensions
Name
Description
VALID_FOR_MONTH
Month
TECHNOLOGY
TECHNOLOGY
SERVICE_SPECIFICATION_TYPE
SERVICE_SPECIFICATION_TYPE
RESOURCE
RESOURCE
CARRIER_ID
CARRIER_ID
THIRD_PARTY_ID
THIRD_PARTY_ID
COST_REV_TYPE
COST_REV_TYPE
CUSTOMER_TYPE
Customer Type
GENDER
GENDER
NATIONALITY
NATIONALITY
CUSTOMER_COUNTRY
CUSTOMER_COUNTRY
POSTCODE
POSTCODE
REGION
REGION
MARITAL_STATUS
MARITAL_STATUS
CUSTOMER_CLASSIFICATION_01
CUSTOMER_CLASSIFICATION_01
Connection TOP_UP_AMOUNT TOTAL_COST_AMOUNT TOTAL_MARGIN_AMOUNT USAGE_COST_AMOUNT USAGE_DISCOUNT_AMOUNT USAGE_NON_SPE CIFIC_COST_AMOUNT USAGE_NON_SPECIFIC_REVE NUE_AMOUNT USAGE_REVENUE_AMOUNT VAS_DATA_USAGE VAS_DIRECT_COST_AMOUNT VAS_MESSAGING_USAGE VAS_REVENUE_AMOUNT VAS_VOICE_USAGE VOICE_REVENUE_AMOUNT VOICE_USAGE VOLUME
Mapping VALID_FOR_MONTH TECHNOLOGY SERVICE_SPECIFICATION_TYPE RESOURCE CARRIER_ID THIRD_PARTY_ID COST_REV_TYPE CUSTOMER_TYPE GENDER NATIONALITY CUSTOMER_COUNTRY POSTCODE REGION MARITAL_STATUS CUSTOMER_CLASSIFICATION_01
Content Package User Guide Industries
PUBLIC
639
Model Name: Technical Name of Model
Connection
CUSTOMER_CLASSIFICATION_02
CUSTOMER_CLASSIFICATION_02
CUSTOMER_CLASSIFICATION_02
CUSTOMER_CLASSIFICATION_03
CUSTOMER_CLASSIFICATION_03
CUSTOMER_CLASSIFICATION_03
CUSTOMER_CLASSIFICATION_04
CUSTOMER_CLASSIFICATION_04
CUSTOMER_CLASSIFICATION_04
CUSTOMER_CLASSIFICATION_05
CUSTOMER_CLASSIFICATION_05
CUSTOMER_CLASSIFICATION_05
CUSTOMER_CLASSIFICATION_06
CUSTOMER_CLASSIFICATION_06
CUSTOMER_CLASSIFICATION_06
BILLING_ACCOUNT_CLASSIFICA TION_01
BILLING_ACCOUNT_CLASSIFICA TION_01
BILLING_ACCOUNT_CLASSIFICA TION_01
BILLING_ACCOUNT_CLASSIFICA TION_02
BILLING_ACCOUNT_CLASSIFICA TION_02
BILLING_ACCOUNT_CLASSIFICA TION_02
SUBSCRIPTION_PRODUCT_OFFER ING_ID
Product Offering
SUBSCRIPTION_PRODUCT_OFFER ING_ID
SUBSCRIPTION_CLASSIFICATION_01 SUBSCRIPTION_CLASSIFICATION_01 SUBSCRIPTION_CLASSIFICATION_01
SUBSCRIPTION_CLASSIFICATION_02 SUBSCRIPTION_CLASSIFICATION_02 SUBSCRIPTION_CLASSIFICATION_02
SUBSCRIPTION_SALES_CHANNEL
Sales Channel
SUBSCRIPTION_SALES_CHANNEL
SUBSCRIPTION_ORG_UNIT
SUBSCRIPTION_ORG_UNIT
SUBSCRIPTION_ORG_UNIT
SUBSCRIPTION_STATUS
SUBSCRIPTION_STATUS
SUBSCRIPTION_STATUS
SUBSCRIPTION_MARKET_ID
SUBSCRIPTION_MARKET_ID
SUBSCRIPTION_MARKET_ID
LOYALTY_STATUS
LOYALTY_STATUS
LOYALTY_STATUS
CARRIER_COUNTRY
CARRIER_COUNTRY
CARRIER_COUNTRY
CARRIER_ROAMING_ZONE
CARRIER_ROAMING_ZONE
CARRIER_ROAMING_ZONE
CARRIER_IS_PREFERRED
CARRIER_IS_PREFERRED
CARRIER_IS_PREFERRED
THIRD_PARTY_TYPE
THIRD_PARTY_TYPE
THIRD_PARTY_TYPE
CLASSIFICATION_01
CLASSIFICATION_01
CLASSIFICATION_01
CLASSIFICATION_02
CLASSIFICATION_02
CLASSIFICATION_02
CLASSIFICATION_03
CLASSIFICATION_03
CLASSIFICATION_03
CLASSIFICATION_04
CLASSIFICATION_04
CLASSIFICATION_04
CLASSIFICATION_05
Item Type 5
CLASSIFICATION_05
CLASSIFICATION_06
CLASSIFICATION_06
CLASSIFICATION_06
SUBSCRIPTION_PRODUCT_GROUP SUBSCRIPTION_PRODUCT_GROUP SUBSCRIPTION_PRODUCT_GROUP
SUBSCRIPTION_PRODUCT_TECHNOL SUBSCRIPTION_PRODUCT_TECHNOL SUBSCRIPTION_PRODUCT_TECHNOL
OGY
OGY
OGY
SUBSCRIPTION_PRODUCT_MAR KET_ID
SUBSCRIPTION_PRODUCT_MAR KET_ID
SUBSCRIPTION_PRODUCT_MAR KET_ID
SUBSCRIPTION_PRODUCT_STATUS SUBSCRIPTION_PRODUCT_STATUS SUBSCRIPTION_PRODUCT_STATUS
CURRENCY
CURRENCY
640
PUBLIC
Content Package User Guide Industries
3.5.4.3 Telecommunications - CRS Data incl. Subscription Count (SAP__CPA_LH_TEL_CRS_COUNT)
Model Name: Technical Name of Model
Connection
Model Description: SAP CPA: Telecommunications - CRS Data incl. Subscrip Connection Type: Direct - SAP
tion Count
HANA Live Data Connection with
Planning Enabled: No
Authentication Method SAML Sin gle Sign On
Connection Name: SAPCPA (SAP CPA: Customer Profitability Analyt
ics)
Calculation View: SAP_BDPT.sap.bdpt.hana.public
model::CV_CRS_COUNT
Measures
ID
Description
ACQUISITION_COST_AMOUNT
Acquisition Cost
ACQUISITION_NON_SPE CIFIC_COST_AMOUNT
Other Acquisition Cost
ACTIVATION_COST_AMOUNT
Activation Cost
BAD_DEBT_DIRECT_COST_AMOUNT Bad Debt
BASE_CHARGE_DISCOUNT_AMOUNT Base Charge Discount
BASE_CHARGE_REVENUE_AMOUNT Base Charge
BONUS_POINT_PAYMENT_AMOUNT Bonus Points Payment
BUNDLE_CHARGE_REVE NUE_AMOUNT
Bundle Charge
BUNDLE_DISCOUNT_AMOUNT
Bundle Discount
COMMISSION_DI RECT_COST_AMOUNT
Commission Cost
CONTENT_DIRECT_COST_AMOUNT Content Cost
CONTENT_DURATION_USAGE
Content Duration Usage
CONTENT_EVENT_USAGE
Content Messaging Usage
CONTENT_REVENUE_AMOUNT
Content Revenue
CONTENT_VOLUME_USAGE
Content Volume Usage
CREDIT_NOTE_COST
Credit Notes Cost
CUSTOMER_ASSIGNABLE_COST
Customer Assignable Cost
CUSTOMER_ASSIGNABLE_NON_SPE Other Customer Assignable Cost CIFIC_COST
CUSTOMER_SERVICE_COST
CUSTOMER_SERVICE_COST
DATA_REVENUE_AMOUNT
DATA_REVENUE_AMOUNT
Mapping/Formula/Threshold ACQUISITION_COST_AMOUNT ACQUISITION_NON_SPE CIFIC_COST_AMOUNT ACTIVATION_COST_AMOUNT BAD_DEBT_DIRECT_COST_AMOUNT BASE_CHARGE_DISCOUNT_AMOUNT BASE_CHARGE_REVENUE_AMOUNT BONUS_POINT_PAYMENT_AMOUNT BUNDLE_CHARGE_REVE NUE_AMOUNT BUNDLE_DISCOUNT_AMOUNT COMMISSION_DI RECT_COST_AMOUNT CONTENT_DIRECT_COST_AMOUNT CONTENT_DURATION_USAGE CONTENT_EVENT_USAGE CONTENT_REVENUE_AMOUNT CONTENT_VOLUME_USAGE CREDIT_NOTE_COST CUSTOMER_ASSIGNABLE_COST CUSTOMER_ASSIGNABLE_NON_SPE CIFIC_COST CUSTOMER_SERVICE_COST DATA_REVENUE_AMOUNT
Content Package User Guide Industries
PUBLIC
641
Model Name: Technical Name of Model
Connection
DATA_USAGE
DATA_USAGE
DATA_USAGE
DIRECT_COST_AMOUNT
DIRECT_COST_AMOUNT
DIRECT_COST_AMOUNT
DIRECT_MARGIN_AMOUNT
Direct Margin
DIRECT_MARGIN_AMOUNT
DISCOUNT_AMOUNT
DISCOUNT_AMOUNT
DISCOUNT_AMOUNT
EVENT
EVENT
EVENT
EXACT_DURATION
EXACT_DURATION
EXACT_DURATION
HARDWARE_DIRECT_COST_AMOUNT HARDWARE_DIRECT_COST_AMOUNT HARDWARE_DIRECT_COST_AMOUNT
HARDWARE_REVENUE_AMOUNT
HARDWARE_REVENUE_AMOUNT
HARDWARE_REVENUE_AMOUNT
INDIRECT_COST_AMOUNT
INDIRECT_COST_AMOUNT
INDIRECT_COST_AMOUNT
INTERCONNECT_COST_AMOUNT
INTERCONNECT_COST_AMOUNT
INTERCONNECT_COST_AMOUNT
INTERCONNECT_MESSAGING_DI RECT_COST_AMOUNT
INTERCONNECT_MESSAGING_DI RECT_COST_AMOUNT
INTERCONNECT_MESSAGING_DI RECT_COST_AMOUNT
INTERCONNECT_MESSAGING_REVE INTERCONNECT_MESSAGING_REVE INTERCONNECT_MESSAGING_REVE
NUE_AMOUNT
NUE_AMOUNT
NUE_AMOUNT
INTERCONNECT_NON_SPE CIFIC_COST_AMOUNT
INTERCONNECT_NON_SPE CIFIC_COST_AMOUNT
INTERCONNECT_NON_SPE CIFIC_COST_AMOUNT
INTERCONNECT_NON_SPECIFIC_REV INTERCONNECT_NON_SPECIFIC_REV INTERCONNECT_NON_SPECIFIC_REV
ENUE_AMOUNT
ENUE_AMOUNT
ENUE_AMOUNT
INTERCONNECT_REVENUE_AMOUNT INTERCONNECT_REVENUE_AMOUNT INTERCONNECT_REVENUE_AMOUNT
INTERCONNECT_VOICE_DI RECT_COST_AMOUNT
INTERCONNECT_VOICE_DI RECT_COST_AMOUNT
INTERCONNECT_VOICE_DI RECT_COST_AMOUNT
INTERCONNECT_VOICE_REVE NUE_AMOUNT
INTERCONNECT_VOICE_REVE NUE_AMOUNT
INTERCONNECT_VOICE_REVE NUE_AMOUNT
MESSAGING_REVENUE_AMOUNT
MESSAGING_REVENUE_AMOUNT
MESSAGING_REVENUE_AMOUNT
MESSAGING_USAGE
MESSAGING_USAGE
MESSAGING_USAGE
NETWORK_INDIRECT_COST_AMOUNT NETWORK_INDIRECT_COST_AMOUNT NETWORK_INDIRECT_COST_AMOUNT
NON_SPECIFIC_DATA_USAGE
NON_SPECIFIC_DATA_USAGE
NON_SPECIFIC_DATA_USAGE
NON_SPECIFIC_DI RECT_COST_AMOUNT
NON_SPECIFIC_DI RECT_COST_AMOUNT
NON_SPECIFIC_DI RECT_COST_AMOUNT
NON_SPECIFIC_DISCOUNT_AMOUNT NON_SPECIFIC_DISCOUNT_AMOUNT NON_SPECIFIC_DISCOUNT_AMOUNT
NON_SPECIFIC_DURATION_USAGE NON_SPECIFIC_DURATION_USAGE NON_SPECIFIC_DURATION_USAGE
NON_SPECIFIC_EVENT_USAGE
NON_SPECIFIC_EVENT_USAGE
NON_SPECIFIC_EVENT_USAGE
NON_SPECIFIC_INDI RECT_COST_AMOUNT
NON_SPECIFIC_INDI RECT_COST_AMOUNT
NON_SPECIFIC_INDI RECT_COST_AMOUNT
NON_SPECIFIC_MESSAGING_USAGE NON_SPECIFIC_MESSAGING_USAGE NON_SPECIFIC_MESSAGING_USAGE
NON_SPECIFIC_PAYMENT_AMOUNT NON_SPECIFIC_PAYMENT_AMOUNT NON_SPECIFIC_PAYMENT_AMOUNT
NON_SPECIFIC_REVENUE_AMOUNT NON_SPECIFIC_REVENUE_AMOUNT NON_SPECIFIC_REVENUE_AMOUNT
642
PUBLIC
Content Package User Guide Industries
Model Name: Technical Name of Model
Connection
NON_SPECIFIC_VOICE_USAGE
NON_SPECIFIC_VOICE_USAGE
NON_SPECIFIC_VOICE_USAGE
NON_SPECIFIC_VOLUME_USAGE
NON_SPECIFIC_VOLUME_USAGE
NON_SPECIFIC_VOLUME_USAGE
NON_USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
NON_USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
NON_USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
NON_USAGE_REVENUE_AMOUNT
NON_USAGE_REVENUE_AMOUNT
NON_USAGE_REVENUE_AMOUNT
OFF_NET_MESSAGING_USAGE
OFF_NET_MESSAGING_USAGE
OFF_NET_MESSAGING_USAGE
OFF_NET_VOICE_USAGE
OFF_NET_VOICE_USAGE
OFF_NET_VOICE_USAGE
ONE_OFF_DIRECT_COST_AMOUNT ONE_OFF_DIRECT_COST_AMOUNT ONE_OFF_DIRECT_COST_AMOUNT
ONE_OFF_DISCOUNT_AMOUNT
ONE_OFF_DISCOUNT_AMOUNT
ONE_OFF_DISCOUNT_AMOUNT
ONE_OFF_FEE_REVENUE_AMOUNT ONE_OFF_FEE_REVENUE_AMOUNT ONE_OFF_FEE_REVENUE_AMOUNT
ON_NET_DATA_REVENUE_AMOUNT ON_NET_DATA_REVENUE_AMOUNT ON_NET_DATA_REVENUE_AMOUNT
ON_NET_DATA_USAGE
ON_NET_DATA_USAGE
ON_NET_DATA_USAGE
ON_NET_MESSAGING_REVE NUE_AMOUNT
ON_NET_MESSAGING_REVE NUE_AMOUNT
ON_NET_MESSAGING_REVE NUE_AMOUNT
ON_NET_MESSAGING_USAGE
ON_NET_MESSAGING_USAGE
ON_NET_MESSAGING_USAGE
ON_NET_NON_SPECIFIC_REVE NUE_AMOUNT
ON_NET_NON_SPECIFIC_REVE NUE_AMOUNT
ON_NET_NON_SPECIFIC_REVE NUE_AMOUNT
ON_NET_REVENUE_AMOUNT
ON_NET_REVENUE_AMOUNT
ON_NET_REVENUE_AMOUNT
ON_NET_VOICE_REVENUE_AMOUNT ON_NET_VOICE_REVENUE_AMOUNT ON_NET_VOICE_REVENUE_AMOUNT
ON_NET_VOICE_USAGE
ON_NET_VOICE_USAGE
ON_NET_VOICE_USAGE
OPERATIONAL_MARGIN_AMOUNT
OPERATIONAL_MARGIN_AMOUNT
OPERATIONAL_MARGIN_AMOUNT
ORIGINAL_DIRECT_COST_AMOUNT ORIGINAL_DIRECT_COST_AMOUNT ORIGINAL_DIRECT_COST_AMOUNT
ORIGINAL_DISCOUNT_AMOUNT
ORIGINAL_DISCOUNT_AMOUNT
ORIGINAL_DISCOUNT_AMOUNT
ORIGINAL_INDIRECT_COST_AMOUNT ORIGINAL_INDIRECT_COST_AMOUNT ORIGINAL_INDIRECT_COST_AMOUNT
ORIGINAL_REVENUE_AMOUNT
ORIGINAL_REVENUE_AMOUNT
ORIGINAL_REVENUE_AMOUNT
PAYMENT_AMOUNT
PAYMENT_AMOUNT
PAYMENT_AMOUNT
PRE_DISCOUNT_REVENUE_AMOUNT PRE_DISCOUNT_REVENUE_AMOUNT PRE_DISCOUNT_REVENUE_AMOUNT
PRODUCT_INDIRECT_COST_AMOUNT PRODUCT_INDIRECT_COST_AMOUNT PRODUCT_INDIRECT_COST_AMOUNT
RETENTION_COST_AMOUNT
RETENTION_COST_AMOUNT
RETENTION_COST_AMOUNT
REVENUE_AMOUNT
REVENUE_AMOUNT
REVENUE_AMOUNT
ROAMING_COST_AMOUNT
ROAMING_COST_AMOUNT
ROAMING_COST_AMOUNT
ROAMING_DATA_DI RECT_COST_AMOUNT
ROAMING_DATA_DI RECT_COST_AMOUNT
ROAMING_DATA_DI RECT_COST_AMOUNT
ROAMING_DATA_REVENUE_AMOUNT ROAMING_DATA_REVENUE_AMOUNT ROAMING_DATA_REVENUE_AMOUNT
ROAMING_INVOICED_DATA_USAGE ROAMING_INVOICED_DATA_USAGE ROAMING_INVOICED_DATA_USAGE
Content Package User Guide Industries
PUBLIC
643
Model Name: Technical Name of Model
Connection
ROAMING_INVOICED_MESSAG ING_USAGE
ROAMING_INVOICED_MESSAG ING_USAGE
ROAMING_INVOICED_MESSAG ING_USAGE
ROAMING_INVOICED_VOICE_USAGE ROAMING_INVOICED_VOICE_USAGE ROAMING_INVOICED_VOICE_USAGE
ROAMING_MESSAGING_DI RECT_COST_AMOUNT
ROAMING_MESSAGING_DI RECT_COST_AMOUNT
ROAMING_MESSAGING_DI RECT_COST_AMOUNT
ROAMING_MESSAGING_REVE NUE_AMOUNT
ROAMING_MESSAGING_REVE NUE_AMOUNT
ROAMING_MESSAGING_REVE NUE_AMOUNT
ROAMING_NON_SPE CIFIC_COST_AMOUNT
ROAMING_NON_SPE CIFIC_COST_AMOUNT
ROAMING_NON_SPE CIFIC_COST_AMOUNT
ROAMING_NON_SPECIFIC_REVE NUE_AMOUNT
ROAMING_NON_SPECIFIC_REVE NUE_AMOUNT
ROAMING_NON_SPECIFIC_REVE NUE_AMOUNT
ROAMING_PLAN_MARGIN_AMOUNT ROAMING_PLAN_MARGIN_AMOUNT ROAMING_PLAN_MARGIN_AMOUNT
ROAMING_PLAN_REVENUE_AMOUNT ROAMING_PLAN_REVENUE_AMOUNT ROAMING_PLAN_REVENUE_AMOUNT
ROAMING_REVENUE_AMOUNT
ROAMING_REVENUE_AMOUNT
ROAMING_REVENUE_AMOUNT
ROAMING_VOICE_DI RECT_COST_AMOUNT
ROAMING_VOICE_DI RECT_COST_AMOUNT
ROAMING_VOICE_DI RECT_COST_AMOUNT
ROAMING_VOICE_REVENUE_AMOUNT ROAMING_VOICE_REVENUE_AMOUNT ROAMING_VOICE_REVENUE_AMOUNT
SUBSIDY_DIRECT_COST_AMOUNT
SUBSIDY_DIRECT_COST_AMOUNT
SUBSIDY_DIRECT_COST_AMOUNT
SUBSCRIPTIONS
Subscriptions
SUBSCRIPTIONS
SUBSCRIPTIONS_BY_PRODUCT
Subscriptions_by_Product
SUBSCRIPTIONS_BY_PRODUCT
TERMINATION_FEE_REVE NUE_AMOUNT
TERMINATION_FEE_REVE NUE_AMOUNT
TERMINATION_FEE_REVE NUE_AMOUNT
TOP_UP_AMOUNT
TOP_UP_AMOUNT
TOP_UP_AMOUNT
TOTAL_COST_AMOUNT
Total Cost
TOTAL_COST_AMOUNT
TOTAL_MARGIN_AMOUNT
Total Margin
TOTAL_MARGIN_AMOUNT
USAGE_COST_AMOUNT
Usage Cost
USAGE_COST_AMOUNT
USAGE_DISCOUNT_AMOUNT
Usage Discount
USAGE_DISCOUNT_AMOUNT
USAGE_NON_SPE CIFIC_COST_AMOUNT
USAGE_NON_SPE CIFIC_COST_AMOUNT
USAGE_NON_SPE CIFIC_COST_AMOUNT
USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
USAGE_NON_SPECIFIC_REVE NUE_AMOUNT
USAGE_REVENUE_AMOUNT
USAGE_REVENUE_AMOUNT
USAGE_REVENUE_AMOUNT
VAS_DATA_USAGE
VAS_DATA_USAGE
VAS_DATA_USAGE
VAS_DIRECT_COST_AMOUNT
VAS_DIRECT_COST_AMOUNT
VAS_DIRECT_COST_AMOUNT
VAS_MESSAGING_USAGE
VAS Messaging Usage
VAS_MESSAGING_USAGE
VAS_REVENUE_AMOUNT
VAS Revenue
VAS_REVENUE_AMOUNT
VAS_VOICE_USAGE
VAS Voice Usage
VAS_VOICE_USAGE
VOICE_REVENUE_AMOUNT
Voice Revenue
VOICE_REVENUE_AMOUNT
644
PUBLIC
Content Package User Guide Industries
Model Name: Technical Name of Model
Connection
VOICE_USAGE
Voice Usage
VOICE_USAGE
VOLUME
Volume
VOLUME
Dimensions
Name
Description
Mapping
SUBSCRIPTION_ID
SUBSCRIPTION_ID
SUBSCRIPTION_ID
VALID_FOR_MONTH
Month
VALID_FOR_MONTH
TECHNOLOGY
TECHNOLOGY
TECHNOLOGY
SERVICE_SPECIFICATION_TYPE
SERVICE_SPECIFICATION_TYPE
SERVICE_SPECIFICATION_TYPE
RESOURCE
RESOURCE
RESOURCE
CARRIER_ID
CARRIER_ID
CARRIER_ID
THIRD_PARTY_ID
THIRD_PARTY_ID
THIRD_PARTY_ID
COST_REV_TYPE
COST_REV_TYPE
COST_REV_TYPE
CUSTOMER_TYPE
CUSTOMER_TYPE
CUSTOMER_TYPE
GENDER
GENDER
GENDER
NATIONALITY
NATIONALITY
NATIONALITY
CUSTOMER_COUNTRY
CUSTOMER_COUNTRY
CUSTOMER_COUNTRY
POSTCODE
POSTCODE
POSTCODE
REGION
REGION
REGION
MARITAL_STATUS
MARITAL_STATUS
MARITAL_STATUS
CUSTOMER_CLASSIFICATION_01
CUSTOMER_CLASSIFICATION_01
CUSTOMER_CLASSIFICATION_01
CUSTOMER_CLASSIFICATION_02
CUSTOMER_CLASSIFICATION_02
CUSTOMER_CLASSIFICATION_02
CUSTOMER_CLASSIFICATION_03
CUSTOMER_CLASSIFICATION_03
CUSTOMER_CLASSIFICATION_03
CUSTOMER_CLASSIFICATION_04
CUSTOMER_CLASSIFICATION_04
CUSTOMER_CLASSIFICATION_04
CUSTOMER_CLASSIFICATION_05
CUSTOMER_CLASSIFICATION_05
CUSTOMER_CLASSIFICATION_05
CUSTOMER_CLASSIFICATION_06
CUSTOMER_CLASSIFICATION_06
CUSTOMER_CLASSIFICATION_06
BILLING_ACCOUNT_CLASSIFICA TION_01
BILLING_ACCOUNT_CLASSIFICA TION_01
BILLING_ACCOUNT_CLASSIFICA TION_01
BILLING_ACCOUNT_CLASSIFICA TION_02
BILLING_ACCOUNT_CLASSIFICA TION_02
BILLING_ACCOUNT_CLASSIFICA TION_02
SUBSCRIPTION_PRODUCT_OFFER ING_ID
SUBSCRIPTION_PRODUCT_OFFER ING_ID
SUBSCRIPTION_PRODUCT_OFFER ING_ID
SUBSCRIPTION_CLASSIFICATION_01 SUBSCRIPTION_CLASSIFICATION_01 SUBSCRIPTION_CLASSIFICATION_01
BILLING_ACCOUNT_CLASSIFICA TION_02
BILLING_ACCOUNT_CLASSIFICA TION_02
BILLING_ACCOUNT_CLASSIFICA TION_02
SUBSCRIPTION_PRODUCT_OFFER ING_ID
SUBSCRIPTION_PRODUCT_OFFER ING_ID
SUBSCRIPTION_PRODUCT_OFFER ING_ID
Content Package User Guide Industries
PUBLIC
645
Model Name: Technical Name of Model
Connection
SUBSCRIPTION_CLASSIFICATION_01 SUBSCRIPTION_CLASSIFICATION_01 SUBSCRIPTION_CLASSIFICATION_01
SUBSCRIPTION_CLASSIFICATION_02 SUBSCRIPTION_CLASSIFICATION_02 SUBSCRIPTION_CLASSIFICATION_02
SUBSCRIPTION_SALES_CHANNEL
SUBSCRIPTION_SALES_CHANNEL
SUBSCRIPTION_SALES_CHANNEL
SUBSCRIPTION_ORG_UNIT
SUBSCRIPTION_ORG_UNIT
SUBSCRIPTION_ORG_UNIT
SUBSCRIPTION_STATUS
SUBSCRIPTION_STATUS
SUBSCRIPTION_STATUS
SUBSCRIPTION_MARKET_ID
SUBSCRIPTION_MARKET_ID
SUBSCRIPTION_MARKET_ID
LOYALTY_STATUS
LOYALTY_STATUS
LOYALTY_STATUS
CARRIER_COUNTRY
CARRIER_COUNTRY
CARRIER_COUNTRY
CARRIER_ROAMING_ZONE
CARRIER_ROAMING_ZONE
CARRIER_ROAMING_ZONE
CARRIER_IS_PREFERRED
CARRIER_IS_PREFERRED
CARRIER_IS_PREFERRED
THIRD_PARTY_TYPE
THIRD_PARTY_TYPE
THIRD_PARTY_TYPE
CLASSIFICATION_01
CLASSIFICATION_01
CLASSIFICATION_01
CLASSIFICATION_02
CLASSIFICATION_02
CLASSIFICATION_02
CLASSIFICATION_03
CLASSIFICATION_03
CLASSIFICATION_03
CLASSIFICATION_04
CLASSIFICATION_04
CLASSIFICATION_04
CLASSIFICATION_05
CLASSIFICATION_05
CLASSIFICATION_05
CLASSIFICATION_06
CLASSIFICATION_06
CLASSIFICATION_06
SUBSCRIPTION_PRODUCT_GROUP SUBSCRIPTION_PRODUCT_GROUP SUBSCRIPTION_PRODUCT_GROUP
SUBSCRIPTION_PRODUCT_TECHNOL SUBSCRIPTION_PRODUCT_TECHNOL SUBSCRIPTION_PRODUCT_TECHNOL
OGY
OGY
OGY
SUBSCRIPTION_PRODUCT_MAR KET_ID
SUBSCRIPTION_PRODUCT_MAR KET_ID
SUBSCRIPTION_PRODUCT_MAR KET_ID
SUBSCRIPTION_PRODUCT_STATUS SUBSCRIPTION_PRODUCT_STATUS SUBSCRIPTION_PRODUCT_STATUS
CURRENCY
CURRENCY
CURRENCY
VALID_FOR_DATE
VALID_FOR_DATE
VALID_FOR_DATE
SUBSCRIPTION_INTERNAL_ID
SUBSCRIPTION_INTERNAL_ID
SUBSCRIPTION_INTERNAL_ID
START_DATE
START_DATE
START_DATE
END_DATE
END_DATE
END_DATE
646
PUBLIC
Content Package User Guide Industries
3.5.4.4 Telecommunications - CRS Data incl. Subscription Count (SAP__CPA_LH_TEL_UNPROFITSUBSC)
Model Name: Technical Name of Model
Connection
Model Description: SAP CPA: Telecommunications - Unprofitable Subscrib ers
Planning Enabled: No
Connection Type: Direct - SAP HANA Live Data Connection with Authentication Method SAML Sin gle Sign On
Connection Name: SAPCPA (SAP CPA: Customer Profitability Analyt ics)
Calculation View: SAP_BDPT.sap.bdpt.hana.public model::CV_UNPROFITABLE_CUS TOMERS
Measures ID DIRECT_MARGIN_AMOUNT OPERATIONAL_MARGIN_AMOUNT ROAMING_PLAN_MARGIN_AMOUNT TOTAL_MARGIN_AMOUNT UNPROFITABLE_SUBSCRIPTIONS Dimensions Name VALID_FOR_MONTH SUBSCRIPTION_ID SUBSCRIPTION_PRODUCT_MAR KET_ID CURRENCY
Description Direct Margin Operational Margin Roaming Plan Margin Total Margin Unprofitable Subscriptions
Description Month Subscription ID Product Market
Currency
Mapping/Formula/Threshold DIRECT_MARGIN_AMOUNT OPERATIONAL_MARGIN_AMOUNT ROAMING_PLAN_MARGIN_AMOUNT TOTAL_MARGIN_AMOUNT Unprofitable_Subscriptions
Mapping VALID_FOR_MONTH SUBSCRIPTION_ID SUBSCRIPTION_PRODUCT_MAR KET_ID CURRENCY
3.6 Engineering, Construction and Operations (ECO)
3.6.1 Architecture and Abstract
With the SAP Analytics Cloud content engineering, construction, and operations companies can leverage consistent business intelligence from all phases of the construction lifecycle. Companies can visualize data to support optimal decision making, see the status of business and project execution at a glance, and use ad-hoc query functionality for further data analysis when required. Furthermore, it will help the business users to monitor and analyse business and operational performance and investigate the sources of variances. Thus, enabling business users to initiate decisive and optimal actions.
Content Package User Guide Industries
PUBLIC
647
The content will help to:
Analyse the current and historical bids, reasons for being awarded across all business units to learn and improve probability of future success
Monitor backlog and work done to gain insight on productivity of the workforce Control current projects, analyse margin, and variances Investigate root causes for margin variances including multi-level analysis of revenue, costs and
productivity for the construction project Improve overall insight and track the company's performance
Architecture
3.6.2 Dashboard
The dashboard which provides insights is: SAP_ECO_Dashboard
648
PUBLIC
Content Package User Guide Industries
3.6.3 Stories 3.6.3.1 General - Overview (SAP__ECO_GEN_OVERVIEW)
Name: SAP__ECO_GEN_OVERVIEW
Description: SAP Eng. Cons. & Ops: General - Overview
Scenario is used to get an overall performance overview across the different board areas Operations, Business develop ment, and HR.
Page: Overview
Charts
Title
Models Used
Pipeline Health
SAP__ECO_BID_IM_TARGETFORECAST
This chart shows the Pipeline health for the next quarter and the variance of forecast from target.
Actual Revenue per Project
SAP__CPM_GEN_IM_PROJECTACTPLAN
This chart shows the relation between Actual Margin % and PoC. The bubble size shows the actual revenue. The chart shows by the position and size of the bubbles how lucrative each project is.
Headcount Movement
SAP__HR_GEN_IM_HEADCOUNT*
This chart shows the movement of Headcount for the current year.
Injuries
SAP__EHS_HS_IM_INCIDENTS *
This chart shows the Injuries per month for the current year.
3.6.3.2 Project Performance (SAP__ECO_PROJECT_PERFORMANCE)
Name: SAP__ECO_PROJECT_PERFORMANCE
Description: SAP Eng. Cons. & Ops: Project Performance
Scenario is used to gain insight into current and past project portfolio performance across line of work, regions, etc.
Page: Project Overview
Charts
Title
Models Used
Margin
SAP__CPM_GEN_IM_PROJECTACTPLAN
This tile provides the actual, planned, and deviation from plan for Margin and the actual margin% for the current year.
Revenue
SAP__CPM_GEN_IM_PROJECTACTPLAN
This tile provides the actual, planned, and deviation from plan for Revenue for the current year.
Costs
SAP__CPM_GEN_IM_PROJECTACTPLAN
Content Package User Guide Industries
PUBLIC
649
Name: SAP__ECO_PROJECT_PERFORMANCE
This tile provides the actual, planned, and deviation from plan for Costs for the current year.
Stages of Current Projects
SAP__CPM_GEN_IM_PROJECTACTPLAN
This chart shows number of projects currently in each stage.
Actual Revenue per Project
SAP__CPM_GEN_IM_PROJECTACTPLAN
This chart shows the relation between Actual Margin % and PoC. The bubble size shows the actual revenue. The chart shows by the position and size of the bubbles how lucrative each project is.
Actual Margin % per Business Area
SAP__CPM_GEN_IM_PROJECTACTPLAN
Show the actual margin% for the current year for each Business area.
Project Resources
SAP__CPM_GEN_IM_PROJECTACTPLAN linked with SAP__HR_GEN_IM_HEADCOUNT*
Through model linkage this chart gets information from HR on persons allocated in each country.
The documentation for the model
SAP Human Resources: General - Headcount (SAP__HR_GEN_IM_HEADCOUNT) can be found in the following chapter: 5.14.4.2.
Page: Detail
This page provides details about projects that can be selected based on page filters for Country and Business area.
Charts
Title
Models Used
Profitability per Customer
SAP__CPM_GEN_IM_PROJECTACTPLAN
The actual margin % per customer and its deviation from planned margin% is shown.
Profitability per Project
SAP__CPM_GEN_IM_PROJECTACTPLAN
The actual margin % per project and its deviation from planned margin% is shown.
Monthly Revenue
SAP__CPM_GEN_IM_PROJECTACTPLAN
This chart shows planned and actual revenue and actual margin% on a monthly basis for the current year.
Monthly Costs
SAP__CPM_GEN_IM_PROJECTACTPLAN
This chart shows planned and actual cost and deviation between plan and actual on a monthly basis for the current year.
Page: Context
This is a fact sheet where you can select all projects for a specific project and get all relevant information.
Charts
Title
Models Used
Margin
SAP__CPM_GEN_IM_PROJECTACTPLAN
This tile provides the actual, planned, and deviation from plan for Margin for the current year.
Actual Margin%
SAP__CPM_GEN_IM_PROJECTACTPLAN
This tile provides information on how the Actual margin% has moved monthly for the current year.
Revenue
SAP__CPM_GEN_IM_PROJECTACTPLAN
650
PUBLIC
Content Package User Guide Industries
Name: SAP__ECO_PROJECT_PERFORMANCE
This tile provides the actual, planned, and deviation from plan for Revenue for the current year.
Costs
SAP__CPM_GEN_IM_PROJECTACTPLAN
This tile provides the actual, planned, and deviation from plan for Costs for the current year.
Revenue
SAP__CPM_GEN_IM_PROJECTACTPLAN
The monthly planned and actual revenue of a project and its phase during each month, along with deviation of plan actual for the current year are shown in this chart.
Cost
SAP__CPM_GEN_IM_PROJECTACTPLAN
The monthly planned and actual costs of a project and its phase during each month, along with deviation of plan actual for the current year are shown in this chart.
3.6.3.3 Bid Analysis - Sales Orders & Forecast (SAP__ECO_BIDS_SALES_ORDERS_FORECAST)
Name: SAP__ECO_BIDS_SALES_ORDERS_FORECAST
Description: SAP Eng. Cons. & Ops: Bid Analysis - Sales Orders & Forecast
Scenario is used to track current business development activities, their impact on plan, and forecast.
Page: Overview
This page shows sales order volume related information and trend of pipeline. The page can be filtered based on Business area.
Charts
Title
Models Used
Total Order Volumes by Business Area
SAP__SD_GEN_IM_SALESVOLUME
This chart shows the total order volumes by Business area for the current quarter which is split into open deliverables, open orders, and sales volume.
Total Order Volumes Trend by Business Area
SAP__SD_GEN_IM_SALESVOLUME
Shows the trend of total orders per month for the current quarter for each Business area.
Backlogs and Work Done
SAP__SD_GEN_IM_BACKORDERS
This chart shows the order backlog and work done by Business area for the current and the sales backlog ratio per industry.
Pipeline Trend
SAP__ECO_BID_IM_TARGETFORECAST
This chart shows the trend of weighted value, forecast, and target on a quarterly basis.
3.6.3.4 Bid Analysis (SAP__ECO_BID_ANALYSIS)
Name: SAP__ECO_BID_ANALYSIS
Content Package User Guide Industries
PUBLIC
651
Description: SAP Eng. Cons. & Ops: Bid Analysis
Scenario is used to analyses bid performance and mitigate risk for not getting awarded.
Page: Detail
This page provides insights into all bids that have not yet reached closing date. The bids can be filtered for the overall page based on Business area and Country
Title
Models Used
Total Bids Bids Won Bids Lost Bids in Process Open Bids Expected Value Weighted Value
SAP__ECO_BID_IM_BID_ANALYSIS
These tiles provide KPIs of all applicable bids
Bids Won and Lost
SAP__ECO_BID_IM_BID_ANALYSIS
Shows the bids won and lost per Business area and the bid hit ratio for each Business area
Bids lost per Sales Phase
SAP__ECO_BID_IM_BID_ANALYSIS
Shows how many bids were lost in each sales phase
Distribution of Bids across Sales Phases
SAP__ECO_BID_IM_BID_ANALYSIS
Shows the bid pipeline funnel based on sales stages at its current state
Bid Hit Ratio vs Weighted Value
SAP__ECO_BID_IM_BID_ANALYSIS
This bubble chart can explain the lucrative bids by Business area. The bids that have larger expected value and bid hit ratios are more lucrative.
Reason for Winning/Losing Bids
SAP__ECO_BID_IM_BID_ANALYSIS
Shows the bids won or lost due to different reasons.
3.6.3.5 Human Resources (SAP__ECO_HR_BOARDROOM)
This is a copy of the story SAP__HR_GEN_HR (SAP Human Resources: General).
3.6.3.6 Health & Safety Incidents (SAP__HR_HS_INCIDENTS)
For a description of the story and the models used please check the following chapter: 5.4 Environment, Health and Safety Management (EHS)
652
PUBLIC
Content Package User Guide Industries
3.6.4 Models
3.6.4.1 General - Project Plan & Actual (SAP__CPM_GEN_IM_PROJECTACTPLAN)
Model Name: SAP__CPM_GEN_IM_PROJECTACTPLAN
Connection
Model Description: SAP Commercial Project Management: General - Project Plan & Actual
Planning Enabled: No
Connection Type: Import > SAP BW
Connection Query: CDS View: En gagement Project Margin Analysis Query 2CCEPMARGANLYSQ
Query Defaults: The default value for this mapping is C for Project Type.
Project Account* ID PlannedCost
PlannedRevenue
ActualRevenue
ActualCost PlannedMarginAmount ActualMarginAmount poc
PlannedMarginPercent
ActualMarginPercent
Dimensions ID Time* SAP_ALL_CUSTOMER SAP_ALL_COUNTRY SAP_ALL_COMPANY_CODE SAP_ALL_BUSINESSAREA SAP_ALL_PROFITCENTER
Description Planned Cost
Planned Revenue
Actual Revenue
Actual Cost Planned Margin Actual Margin Percentage of Completion
Planned Margin %
Actual Margin %
Description Time Customer Country Legal Entity Business Area Profit Center
Formula/Mapping Planned Cost In Company Code Cur rency Planned Revenue In Company Code Currency Actual Revenue In Company Code Cur rency Actual Cost In Company Code Currency [PlannedRevenue] - [PlannedCost] [ActualRevenue] - [ActualCost] 1- (([PlannedCost] - [ActualCost]) / [PlannedCost]) [PlannedMarginAmount] / [PlannedRe venue] [ActualMarginAmount] / [ActualReve nue]
Mapping
Customer Country Key Company code Service Organization Profit Center
Content Package User Guide Industries
PUBLIC
653
Model Name: SAP__CPM_GEN_IM_PROJECTACTPLAN
SAP_ALL_PROJECT_DEFINITION
Project Definition
SAP_ALL_FISCALYEAR
Year
SAP_CPM_STAGE
Project Stage
Note
* Private dimension and other dimensions are public.
Connection Project Fiscal Year Stage
3.6.4.2 General Incoming Sales Orders (SAP__SD_GEN_IM_INCOMING_ORDERS)
Model Name: SAP__SD_GEN_IM_INCOMING_ORDERS
Connection
Model Description: SAP Sales and Distribution: General- Incoming Sales Or ders
Planning Enabled: No
Connection Type: Import > SAP BW
Connection Query: CDS View: 2CCSDSLSORDERITEMQ Incom ing Sales Orders
Query Defaults: Exchange rate type: M
Incoming Order Account* ID NetAmount Backlog
Workdone
Backlogratio Completedorders
Ordercompletionratio Other measures in the model Dimensions ID Time* SAP_ALL_BUSINESSAREA SAP_ALL_SALESORGANISATION
Description
Formula/Mapping
Net Amount
Backlog
LOOKUP([NetAmount] ,[d/ SAP_SD_DELIVERYSTATUS] ='A' )
Work done
LOOKUP([NetAmount] ,[d/ SAP_SD_DELIVERYSTATUS] =('B','C'))
Sales backlog ratio
[backlog]/[NetAmount]
Completed Orders
LOOKUP([NetAmount] ,[d/ SAP_SD_DELIVERYSTATUS] ='C')
Order completion ratio
[completedorders]/[NetAmount]
Not relevant for ECO, for more information see Consumer Products Models.
Description Time Business Area Sales Organisation
Mapping Month of Order Business Area Sales Organization
654
PUBLIC
Content Package User Guide Industries
Model Name: SAP__SD_GEN_IM_INCOMING_ORDERS
SAP_SD_DELIVERYSTATUS
Delivery Status
SAP_SD_CONFIRMATIONSTATUS
Confirmation Status
SAP_ALL_DISTRIBUTIONCHANNEL Distribution Channel
SAP_ALL_MATERIAL
Material
SAP_ALL_MATERIALGROUP
Material Group
SAP_ALL_COUNTRY
Country
SAP_ALL_CUSTOMER
Customer
SAP_ALL_REGION
Region
SAP_ALL_CUSTOMERGROUP
Customer Group
Note
* Private dimension and other dimensions are public.
Connection Delivery Status Dlv. Conf.Status Assign to # Assign to # Assign to # Assign to # Assign to # Assign to # Assign to #
3.6.4.3 Bids -Target & Forecast Revenue (SAP__ECO_BID_IM_TARGETFORECAST)
Model Name: SAP__ECO_BID_IM_TARGETFORECAST
Connection
Model Description: SAP Engineering & Construction: Bids - Target & Forecast Connection Type: Connection type:
Revenue
ODATA Connection > Import from
Planning Enabled: No
SAP Hybris Cloud for Customer Analytics
Connection Query: Forecast Re port CODFRSPOPU01_Q0001
Forecast Target Account* ID weightedamount forecastamount targetamount Dimensions ID Time SAP_ALL_BUSINESSAREA
Description Weighted Amount Forecast Amount Budget Amount
Description Time Business Area
Formula/Mapping Weighted Value Forecast Revenue Target Revenue
Mapping Close Date Id Sales Unit
Note
* Private dimension and other dimensions are public.
Content Package User Guide Industries
PUBLIC
655
3.6.4.4 Bids -Bid Analysis (SAP__ECO_BID_IM_BID_ANALYSIS)
Model Name: SAP__ECO_BID_IM_BID_ANALYSIS
Model Description: SAP Engineering & Construction: Bids - Bid Analysis Planning Enabled: No
Bidanalysis Account* ID ChanceofSucces ExpectedValue NumberofOpportunities WeightedValue won
Description Chance of Success Expected Value Number of Bids Weighted Value Won
lost
Lost
bidhitratio inprocess
Bid hit ratio In Process
open
Open
Dimensions ID Time SAP_ECO_BID_LIFECYCLESTATUS SAP_ECO_BID_STATUSREASON SAP_ALL_COUNTRY SAP_ALL_SALESORGANISATION SAP_ECO_BID_SALESPHASE SAP_ALL_BUSINESSAREA
Description Time Lifecycle status Reason for Status Country Sales Organization Sales Phase Business Area
Note
* Private dimension and other dimensions are public.
Connection Connection Type: ODATA Connec
tion Import from SAP Hybris Cloud for Customer Analytics Connection Query: Opportunity Analysis CODOPPU_Q0018
Formula/Mapping
LOOKUP([NumberofOpportunities] ,[d/ SAP_ECO_BID_LIFECYCLESTA TUS]='4' ) LOOKUP([NumberofOpportunities] ,[d/ SAP_ECO_BID_LIFECYCLESTATUS] ='5' ) [won] / [NumberofOpportunities] LOOKUP([NumberofOpportunities] ,[d/ SAP_ECO_BID_LIFECYCLESTA TUS]='2' ) LOOKUP([NumberofOpportunities] ,[d/ SAP_ECO_BID_LIFECYCLESTA TUS]='1' )
Mapping Close Date Id Lifecycle Status Reason for Status Country Sales Organization Sales Phase Sales Unit
656
PUBLIC
Content Package User Guide Industries
3.7 Healthcare (HC)
3.7.1 Architecture
The Healthcare content is organized in four stories that can be combined in dashboards or digital boardrooms to meet the business requirements of the implementing facility. Revenue Cycle (SAP__HC_RC_OVERVIEW) Quality Reporting (SAP__HC_QI) Patient Satisfaction Survey (SAP__HC_HCAHPS) Population Health Management (SAP__HC_DIABETES)
3.7.2 Stories
3.7.2.1 SAP__HC_RC_OVERVIEW
The Healthcare Story covers topics related to Revenue Cycle management in the US Market.
US Provider organizations submit healthcare claims to payer in accordance with contracts that are negotiated by payers or, in the case of public sector payers, mandated by federal or state regulations. Messages between payer and providers such as insurance verification, authorization requests and responses, and claims and remittance advices are exchanged using the X12n message set as specified by federal regulation. Claims submitted by providers is adjudicated by payers. Denials are notifications to the payer that the payment requested by the provider is denied due to some discrepancy in the claim such as failure to obtain authorization from the payer for the procedure or failure to document medical necessity. If denials are not processed by the provider and resubmitted for consideration, the provider is not compensated for the service provided to the patient.
The purpose of the story is to provide managers with the visibility of revenue cycle operations and KPIs that is proven to reduce denials.
Content Package User Guide Industries
PUBLIC
657
NAME: SAP__HC_RC_OVERVIEW
Description: Provides the ability to monitor and manage Revenue cycle function.
The Revenue Cycle function in a US provider organization is critical to the financial performance and sustainability of the organization. This story provides the ability to monitor the performance of the revenue cycle operations and measure the effectiveness of critical functions determine operational effectiveness. All KPIs in this story are common industry standards that are published in industry publications and web sites.
Page: Net Revenue
This page provides an overview of Net Revenue versus budget. Net Revenue is the Gross Revenue minus Contractual Allow ances. Budgets for Net Revenue are assumed to be provided at the Facility, Financial Class, and month. If contractual allow ances or budget is not available to that level of granularity, they can be derived from historical data and updated on a rolling basis. The page shows trends in revenue overtime and highlights areas where revenue is less than expectations or greater that expectations.
Page: Collections
The Collections page shows status of the goal of Revenue Cycle operations: Cash Collections. Cash Collections trends and performance are shown in comparison to budget or historical performance. Areas of under and over performance are shown to assist management in identification of anomalies.
Page: Accounts Receivable
This page shows the effectiveness of Revenue Cycle operations by tracking the status of unpaid balances overtime. The page tracks DAYS in AR and Percent of AR over 90 Days, KPIs typically used to measure the effectiveness of collections.
Page: Denials
The Denials page tracks the status of denials: claims that is denied payment by payers. Two critical KPIs are tracked: Per cent of claims denied and dollar amount of the denials. Charts show the areas that are experiencing the greatest increase in denials and greatest decrease in denials to identify areas where there are anomalies for management follow-up.
Page: Patient Access I
The purpose of this page is to monitor organizational performance in patient intake that affect the accuracy and complete ness of information submitted to payers for payment.
Charts
Current Year Pre-registration rate (percentage of scheduled patients that are preprocessed prior to admitting.)
Current Month Pre-Registration Rate
Enterprise Pre-Registration Performance
Six Month (Pre-Registration) Trend by Facility
Current Year Insurance Verification Rate (percentage of scheduled patients that have had insurance verified)
Current Month Insurance Verification Rate
Enterprise Insurance Verification Performance
Six Month (Insurance Verification) Trend by Facility
Current Year Inpatient and Observation Authorization Rate (percentage of encounters that require authorization receive au thorization)
Current Month Inpatient and Observation Authorization Rate
Enterprise Inpatient and Observation Authorization Rate Performance
Six Month (Inpatient and Observation Authorization Rate) Trend by Facility
Page: Patient Access II
658
PUBLIC
Content Package User Guide Industries
NAME: SAP__HC_RC_OVERVIEW The purpose of this page is to monitor organizational performance in patient intake that affect the accuracy and complete ness of information submitted to payers for payment. Charts Current Year Outpatient Authorization Rate (percentage of encounters that require authorization receive authorization) Current Month Outpatient Authorization Rate Enterprise Outpatient Authorization Rate Performance Six Month (Outpatient Authorization Rate) Trend by Facility Current Year Insurance Verification Rate (percentage of scheduled patients that have had insurance verified) Current Month Insurance Verification Rate Enterprise Insurance Verification Performance Six Month (Insurance Verification) Trend by Facility Current Year Inpatient and Observation Authorization Rate (percentage of scheduled patients that have had insurance veri fied) Current Month Inpatient and Observation Authorization Rate Enterprise Inpatient and Observation Authorization Rate Performance Six Month (Inpatient and Observation Authorization Rate) Trend by Facility Current Year Conversion of Self-Pay to Insurance Rate (percentage of self-pay patients to Insurance) Current Month Conversion of Self-Pay to Insurance Rate Enterprise Conversion of Self-Pay to Insurance Rate Performance Six Month (Conversion of Self-Pay to Insurance Rate) Trend by Facility Current Year POS Collection Rate (percentage of self-pay payments collected prior to service) Current Month POS Collection Rate Enterprise POS Collection Rate Performance Six Month (POS Collection Rate) Trend by Facility Page: Claims Processing The purpose of this page is to monitor organizational performance in the preparation and submission of claims. It monitors the time in days from discharge to various stages in submission of the claim to payers. Charts Current Year Discharged not Final Billed (average number of days between discharge and production of final bill) Current Month Discharge not Final Billed Enterprise Discharge not Final Billed Performance Six Month (Discharge not Final Billed) Trend by Facility Current Year Final Billed not Submitted (average number of days between creation of final bill and submission to payer) Current Month Final Billed not Submitted Enterprise Final Billed not Submitted Performance Six Month (Final Billed not Submitted) Trend by Facility
Content Package User Guide Industries
PUBLIC
659
NAME: SAP__HC_RC_OVERVIEW Current Year Discharged not Submitted (average number of days between discharge and submission of claim to payer) Current Month Discharged not Submitted Enterprise Discharged not Submitted Performance Six Month (Discharged not Submitted) Trend by Facility Page: Claims Quality The purpose of this page is to monitor organizational performance in the quality of claims submitted and rate of late charges. Charts Current Year Clean Claim Rate (percentage of claims that pass resubmission edits) Current Month Clean Claim Rate Enterprise Clean Claim Rate Performance Six Month (Clean Claim Rate) Trend by Facility Current Year Late Charge Percentage (percentage of charges that were submitted after final billing) Current Month Late Charge Percentage Enterprise Late Charge Percentage Performance Six Month (Late Charge Percentage) Trend by Facility Page: Analysis The purpose of this page is to demonstrate Smart Discovery by analyzing factors that impact denial rate. Charts Trend of Denials and Authorization Rates Data Discovery (a chart generated by Smart Discovery that depicts the impact of Authorization Rate and Facility on Denial Rate) What Influences Denial Rate (Smart Discovery)
3.7.2.2 Quality Reporting (SAP__HC_QI) Story
NAME: SAP__HC_QI
Description: Provides a template for reporting and managing quality assurance indicators.
It can be used as a template for Quality Indicators of interest for the using organization.
Page: QI Rankings
This page shows ranks the quality indicators in descending order of compliance by the selected organization. A story level filter allows filtering by one or more organization. A page level date range filter permits filtering by time period.
Charts
Title
Models Used
660
PUBLIC
Content Package User Guide Industries
NAME: SAP__HC_QI
Overall Ranking By Facility
SAP__HC_QI
Ranking By Measure
SAP__HC_QI
Page: QI Trending
QI Trending displays trending information for the selected indicator by the entire organization and selected facility.
Charts
Title
Models Used
Actual vs. Expected % by Facility
SAP__HC_QI
Actual % vs Expected %
SAP__HC_QI
Actual % by Facility
SAP__HC_QI
Actual vs Expected
SAP__HC_QI
Page: QI Detail
QI Detail Provides Detail on the Quality Indicator across the organization.
Charts
Title
Models Used
Overall Performance by Measure
SAP__HC_QI
Quality Indicators by Measure and Facility
SAP__HC_QI
3.7.2.3 Patient Satisfaction Survey (SAP__HC_HCAHPS) Story
NAME: SAP__HC_HCAHPS
Description: Provides a template for reporting and managing patient satisfaction survey results.
Page: HCAHPS Summary
This page shows ranks of the patient survey results in descending order of rankings for the selected organization. A story level filter allows filtering by one or more organization. A date filter permits filtering of data by date period.
Charts
Title
Models Used
HCHPS Score by Facility
SAP__HC_HCAHPS
Performance by Measure
SAP__HC_HCAHPS
Page: HCAHPS Trends
HCAHPS displays trending information for the survey response by the entire organization and selected facility.
Charts
Title
Models Used
Scores per Facility
SAP__HC_HCAHPS
Content Package User Guide Industries
PUBLIC
661
NAME: SAP__HC_HCAHPS
Enterprise HCAHPS Score
SAP__HC_HCAHPS
HCAHPS Score by Facility
SAP__HC_HCAHPS
Actual vs Expected Score
SAP__HC_HCAHPS
Page: HCAHPS Detail
HCAHPS Detail Provides Detail on the survey results across the organization.
Charts
Title
Models Used
HCAHPS Score per Measure
SAP__HC_HCAHPS
HCAHPS Score per Facility
SAP__HC_HCAHPS
3.7.2.4 Population Health Management (SAP__HC_DIABETES) Story
NAME: SAP__HC_Diabetes
Description: Provides a template for reporting and managing population health using Diabetes as an example.
Page: Overview
The Overview page provides an overview of the effectiveness of population management by physician or PCP.
Charts
Title
Models Used
Number of Patients
SAP__HC_Diabetes
Number or Physicians
SAP__HC_Diabetes
Diabetes Under Control
SAP__HC_Diabetes
PCP to Patient Ratio
SAP__HC_Diabetes
Pt Count by Facility
SAP__HC_Diabetes
Patient Status by Physician
SAP__HC_Diabetes
Percent Diabetic by Age and Gender
SAP__HC_Diabetes
Number of Patients
SAP__HC_Diabetes
Patients by Gender
SAP__HC_Diabetes
Page: Patient Location by Physician
Provides Patient Location information using ESRI map
Charts
Title
Models Used
Actual vs. Expected % by Facility
SAP__HC_Diabetes
662
PUBLIC
Content Package User Guide Industries
NAME: SAP__HC_Diabetes Page: QI Analytics Provides Static Charts from Smart Discovery Charts Title Static Graphs
Models Used SAP__HC_Diabetes
3.7.3 Models 3.7.3.1 Revenue Cycle Analytics (SAP__HC_RC_MAIN)
Model Name: SAP__HC_RC_MAIN
Model Description: SAP Healthcare: Revenue Cycle Analytics Planning Enabled: No
Account* ID Revenue_Budget Revenue Net_Revenue_Budget Net_Revenue Day_Guide Daily_Revenue AR AR_Age_30 AR_Age_60 AR_Age_90 AR_Age_90_Plus WriteOff Denial_Amount Denial_Count Encounters Collection_Goal Actual_Collections Denial_Amount_Trend
Description Revenue Budget Revenue Net Revenue Budget Net Revenue Day Guide Daily Revenue AR AR Age 30 AR Age 60 AR Age 90 AR Age 90 Plus WriteOff Denial Amount Denial Count Encounters Collection Goal Actual Collections Denial Amount Trend
Connection Connection Type: All data provided from Spreadsheet
Formula/Mapping
Content Package User Guide Industries
PUBLIC
663
Model Name: SAP__HC_RC_MAIN Denial_Count_Trend Net_Revenue_Variance Net_Revenue_Var_Percent
Net_Gross_Percent Collections_Variance Collections_Var_Percent
Denial_Amt_Change_Percent
Denial_Count_Change_Percent
AR_Age_30_Percent AR_Age_60_Percent AR_Age_90_Percent AR_Age_90_Plus_Percent AR_Days Denial_Amt_Pct Denial_Count_PCT Net_rolling Cash_pcnt Cash_goal Cash_var AR_Days_Goal AR_Days_Var AR_90_Goal AR_90_Variance
Dimensions ID Date Facility Financial Class
Connection
Denial Count Trend
[Net_Revenue]-[Net_Revenue_Budget] [Net_Revenue]-[Net_Revenue_Budget]
[Net_Revenue_Variance]/[Net_Reve nue_Budget]
[Net_Revenue_Variance]/[Net_Reve nue_Budget]
[Net_Revenue]/[Revenue]
[Net_Revenue]/[Revenue]
[Actual_Collections]-[Collection_Goal] [Actual_Collections]-[Collection_Goal]
[Collections_Variance]/[Actual_Collec [Collections_Variance]/[Actual_Collec
tions]
tions]
([Denial_Amount]-[De nial_Amount_Trend])/[De nial_Amount_Trend]
([Denial_Amount]-[De nial_Amount_Trend])/[De nial_Amount_Trend]
([Denial_Count]-[De nial_Count_Trend])/[De nial_Count_Trend]
([Denial_Count]-[De nial_Count_Trend])/[De nial_Count_Trend]
[AR_Age_30]/[AR]
[AR_Age_30]/[AR]
[AR_Age_60]/[AR]
[AR_Age_60]/[AR]
[AR_Age_90]/[AR]
[AR_Age_90]/[AR]
[AR_Age_90_Plus]/[AR]
[AR_Age_90_Plus]/[AR]
[AR]/[Daily_Revenue]
[AR]/[Daily_Revenue]
[Denial_Amount]/[Net_Revenue]
[Denial_Amount]/[Net_Revenue]
[Denial_Count]/[Encounters]
[Denial_Count]/[Encounters]
[Actual_Collections]/[Net_Revenue] [Actual_Collections]/[Net_Revenue]
.35
.35
[Actual_Collections]-[Collection_Goal] [Actual_Collections]-[Collection_Goal]
60
60
[AR_Days]-[AR_Days_Goal]
[AR_Days]-[AR_Days_Goal]
.24
.24
[AR_Age_90_Plus_Percent][AR_90_Goal]
[AR_Age_90_Plus_Percent][AR_90_Goal]
Description Year Month Facility (Hospital) Payer Class
Mapping
664
PUBLIC
Content Package User Guide Industries
Note
* Private dimension and other dimensions are public.
3.7.3.2 Revenue Cycle KPIs (SAP__HC_RC_KPI)
Model Name: SAP__HC_RC_KPI
Model Description: SAP Healthcare: Revenue Cycle Analytics Planning Enabled: No
Account* ID Revenue Rev_Budget Occurrences Scheduled Preregistered Verified Auth_Reqd Auth_Obtnd Self_Pay Conversion POS SP_Cash Daily_Rev DNFB FBNS DNSP Clean Late_Chgs Denials Denail_WO Bad_Debt Charity Credit_B PreRegRate
Description Revenue Rev Budget Occurrences Scheduled Preregistered Verified Auth Reqd Auth Obtnd Self Pay Conversion POS SP Cash Daily Rev DNFB FBNS DNSP Clean Late Chgs Denials Denail W-O Bad Debt Charity Credit B Pre-Registration Rate
Connection Connection Type: All data provided from Spreadsheet Formula/Mapping
[Preregistered]/[Scheduled]
Content Package User Guide Industries
PUBLIC
665
Model Name: SAP__HC_RC_KPI InsVerRate AuthRate PreRegGoal PreRegVar InsVerGoal InsVerVar AuthGoal AuthVar Uninsured_Conversion Uninsured_Conversion_Goal Uninsured_Conversion_Variance
POS_Rate POS_Goal POS_Var DNFB_DAYS DNFB_Goal DNFB_Variance FBNS_DAYS FBNS_Goal FBNS_Variance DNSP_DAYS DNSP_Goal DNSP_Variance CLEAN_Rate Clean_Goal Clean_Var Late_Rate Late_Goal Late_Variance Auth_Base Denial_Count Denial_Value Prereg_Base Rolling_Auth
Insurance Verification Rate Authorization Rate Pre-Registration Goal Pre-Registration Variance Insurance Verification Goal Insurance Verification Variance Authorization Goal Authorization Variance Uninsured Conversion Rate Uninsured Conversion Goal Uninsured Conversion Variance
POS Collection Rate POS Collection Goal POS Collection Variance DNFB Days DNFB Goal DNFB Variance FBNS Days FBNS Goal FBNS Variance DNSP Days DNSP Goal DNSP Variance Clean Claim Rate Clean Claim Goal Clean Claim Variance Late Charge Rate Late Charge Goal Late Charge Variance Auth Base Denial Count Denial Value Prereg Base Rolling Auth
Connection [Verified]/[Occurences] [Auth_Obtnd]/[Auth_Reqd] .322 [PreRegRate]-[PreRegGoal] .568 [InsVerRate]-[InsVerGoal] .759 [AuthRate]-[AuthGoal] [Conversion]/[Self_Pay] .15 [Uninsured_Conversion]-[Unin sured_Conversion_Goal] [POS]/[SP_Cash] .29 [POS_Rate]-[POS_Goal] [DNFB]/[Daily_Rev] 5.9 [DNFB_DAYS]-[DNFB_Goal] [FBNS]/[Daily_Rev] .02 [FBNS_DAYS]-[FBNS_Goal] [DNSP]/[Daily_Rev] .02 [DNSP_DAYS]-[DNSP_Goal] [Clean]/[Occurences] .78 [CLEAN_Rate]-[Clean_Goal] [Late_Chgs]/[Revenue] .04 [Late_Rate]-[Late_Goal]
666
PUBLIC
Content Package User Guide Industries
Model Name: SAP__HC_RC_KPI Rolling_Denials Rolling_Reqd Rolling_Occurrences Verify_Base Verify_Rate Dimensions Rolling_Denials Rolling_Reqd Rolling_Occurrences Verify_Base Verify_Rate Denial_Rate
Rolling Denials Rolling Reqd Rolling Occurrences Verify Base Verification Rate
Rolling Denials Rolling Reqd Rolling Occurrences Verify Base Verification Rate Denial Rate
Note
* Private dimension and other dimensions are public.
Connection
[Verified]/[Occurrences] Mapping
[Verified]/[Occurrences] [Denial_Count]/[Occurrences]
3.7.3.3 Revenue Cycle KPIs (SAP__HC_RC_AN) Model Structure
Model Name: SAP__HC_RC_AN
Model Description: SAP Healthcare: Revenue Cycle Analytics Module
Model Purpose: Extracts Data for Healthcare Revenue Cycle Analytics
Planning Enabled: No
Account
ID
Description
Formula
Denials
Denials
InsVerRate
Insurance Verification [Verified]/[Occurrences] Rate
AuthRate
Authorization Rate
[Auth_Obtnd]/[Auth_Reqd]
Verify_Rate
Verification Rate
[Verified]/[Occurrences]
Denial_Rate
Denial Rate
[Denial_Count]/[Occurrences]
Dimensions Dimension Name
Dimension Description
Dimension type
Public/Private Di mension
Content Package User Guide Industries
PUBLIC
667
Model Name: SAP__HC_RC_AN
Date
Year Month
Facility
Facility (Hospital)
Financial Class
Payer Class
Patient Type
Type of Patient
Additional Notes about the model
All the data is provided from the Spreadsheet.
Time Generic Generic Generic
Private Private Private Private
3.7.3.4 Quality Reporting (SAP__HC_QI) Model Structure
Model Name: SAP__HC_QI
Model Description: SAP Healthcare: Quality Reporting
Model Purpose: Provides Data for Quality Reporting
Planning Enabled: No
Account
ID
Description
Formula
Actual
Actual Numerator
Denominator
Actual Denominator
Goal
Goal Numerator
GS_Den
Goal Standard Denom inator
Expected
Expected Count
[Denominator]*[Goal]/[GS_Den]
Actual_P
Actual Percentage
[Actual]/[Denominator]
Expected_P
Expected Percentage [Goal]/[GS_Den]
Dimensions
Dimension Name
Dimension Description
Dimension type
Public/Private Di mension
Date
Year Month
Time
Private
Facility ID
Facility (Hospital)
Generic
Private
Measure ID
Measure Description
Generic
Private
Generic
Private
Additional Notes about the model
All the data is provided from the Spreadsheet.
668
PUBLIC
Content Package User Guide Industries
3.7.3.5 Patient Satisfaction Survey (SAP__HC_HCAHPS) Model Structure
Model Name: SAP__HC_HCAHPS
Model Description: SAP Healthcare: Patient Survey Reporting
Model Purpose: Provides Data for Patient Survey
Planning Enabled: No
Account
ID
Description
Num_Val
Actual Numerator
Dem_Val
Actual Denominator
HCAHPS_SCORE
Calculated Score
Expected_val
Exected Count
Dimensions
Dimension Name
Dimension Description
Date
Year Month
Facility ID
Facility (Hospital)
Measure ID
Measure Description
Additional Notes about the model
All the data is provided from the Spreadsheet.
Formula
[Num_Val]/[Dem_Val] [Dem_Val] * .8
Dimension type
Time Generic Generic
Public/Private Di mension Private Private Private
3.7.3.6 Population Health Management (SAP__HC_DIABETES) Model Structure
Model Name: SAP__HC_Diabetes
Model Description: SAP Healthcare: Population Health Reporting
Model Purpose: Provides Data for Population Health
Planning Enabled: No
Account
ID
Description
PT_Count
Patient Count
Compliance_Count
Compliance Count
A1C
A1C Value
LDL
LDL Value
Formula 1 1 if compliant
Content Package User Guide Industries
PUBLIC
669
Model Name: SAP__HC_Diabetes
BMI
BMI Value
Diabetic_Count
Diabetic Count
Under_Control
Under Control
LDL_High_Count
LDL High Count
Hypertensive_Count
Hypertensive Count
BMI_High_Count
BMI High Count
Obese_Count
Obese Count
PCT_Under_Control
% Under Control
PCT_DIABETIC
% Diabetic
PCT_LDL_HIGH
% LDL High
PCT_OBESE
% Obese
PCT_COMPLIANT
% Compliant
Dimensions
Dimension Name
Dimension Description
Date
Year Month
Facility ID
Facility (Hospital)
ID
Patient ID
Patient Name
Patient Name
Gender
Gender
Age
Age
Marital Status
Marital Status
Race
Race
Compliance
Y if all required tests complete
Foot Exam
Y if Foot Exam within 12 months
Eye Exam
Y if Eye Exam within 12 months
Smoker
Y if Smoker
Colonoscopy
Y if Colonoscopy taken in required period
Diabetic State
Normal/Pre-Diabetic / Diabetic
Physician
Physician Name
Lat
Latitude of Patient Address
Long
Longitude of Patient Address
Additional Notes about the model
All the data is provided from the Spreadsheet.
1 if diabetic 1 if under control 1 if LDL High 1 if hypertensive 1 if BMI high 1 if Obese [Under_Control]/[PT_Count] [Diabetic_Count]/[PT_Count] [LDL_High_Count]/[PT_Count] [BMI_High_Count]/[PT_Count] [Compliance_Count]/[PT_Count]
Dimension type
Time Generic Generic Generic Generic Generic Generic Generic Generic Generic Generic Generic Generic Generic Generic Generic Generic
Public/Private Di mension Private Private Private Private Private Private Private Private Private Private Private Private Private Private Private Private Private
670
PUBLIC
Content Package User Guide Industries
3.8 High Tech
3.8.1 Architecture and Abstract
This SAP Analytics Cloud content provides a 360° health and performance view of an OEM company. They use S4/HANA, Concur, Fieldglass, SuccessFactors and Cloud of Customer (C/HANA) to run their business. Access to this dashboard, provides C-level and managers of various LoBs within the organization to gain access to necessary information easily especially during board meetings. Architecture
The colored objects are documented in this chapter.
The documentation for the greyed-out stories and models can be found in the respective Lines of Business (LoB) chapters
Content Package User Guide Industries
PUBLIC
671
3.8.2 Stories 3.8.2.1 SAP High Tech for OEM (SAP_HIGH TECH_OEM)
Measure Name Net Prompter Score Current Month Item Values Open Sale
Difference From Example
Type Calculated Measure Restricted Measure Restricted Measure
Restricted Measure Difference From
Aggregation Example
Aggregation
Avg Product Quality Satisfaction
Aggregation
Avg Customer Support Satisfaction
Aggregation
Formula/Properties [## Prompters]*100/[#Unique Count] - [## Detractors]*100/[#Unique Count]
Item Value [Measure 1] restricted by Time on Q1 (2019)
Measure [Item Value] + Dimension [Lifecycle Status] and Input Controls [1,2]
Item Value [Measure 1] + Time [Dimen sion 1] and Input Controls
Measure [Measure 1] and Time Dimen sion [Dimension 1]
Compare (A) [Period A] to (B) [Period B] Nth Period [Period]
Set No Data as Zero [Yes/No]
Calculate as Percentage [Yes/No]
Operation [SUM/COUNT/COUNT DI MENSION/MIN/MAX ]
Measure [Measure 1] by Aggregation Dimension [Dimension 1]
Conditional Aggregation [Yes/No]
Operation [AVERAGE excl. NULL]
Measure [Product quality Satisfaction] by Aggregation Dimension [Opportu nity]
Operation [AVERAGE excl. NULL]
Measure [Customer support Satisfac tion] by Aggregation Dimension [Op portunity]
672
PUBLIC
Content Package User Guide Industries
Measure Name Avg Product Design Satisfaction
Type Aggregation
Avg Product Packaging Satisfaction
Aggregation
Avg Product
Aggregation
Formula/Properties
Operation [AVERAGE excl. NULL]
Measure [Product Design Satisfaction] by Aggregation Dimension [Opportu nity]
Operation [AVERAGE excl. NULL]
Measure [Product Packaging Satisfac tion] by Aggregation Dimension [Op portunity]
Operation [AVERAGE excl. NULL]
Measure [Brand Recognition Satisfac tion] by Aggregation Dimension [Op portunity]
3.8.3 Models
SAP Finance (SAP__HT_XO_FI)
Model Name: SAP__HT_XO_FI
Model Description: SAP Finance: General - Financial Statement
Planning Enabled: Yes
Connection
Connection type - Data import from S/4 HANA Local host - Excel
SAP Human Resource (SAP__HT_XO_HR_Headcount)
Model Name: (SAP__HT_XO_HR_Headcount)
Connection
Model Description: SAP Human Resources: Headcount Planning Enabled: No
Import data connection from SuccessFactors Local host - Excel
Content Package User Guide Industries
PUBLIC
673
SAP Human Resource: General - Headcount (SAP__HR_GEN_IM_HEADCOUNT)
Model Name: Technical Name of the Model
Model Description: SAP Human Resources: General Headcount
Planning Enabled: No
Connection
Import data connection from SuccessFactors Local host - Excel
SAP Vendor Management System (SAP__VMS_GEN_IM_WORKER_GEO)
Model Name: Technical Name of the Model
Connection
Model Description: SAP Vendor Management System: General - Location
Planning Enabled: No
Import data connection from Fieldglass Local host - Excel
SAP Vendor Management System (SAP__VMS_GEN_IM_WORKER)
Model Name: Technical Name of the Model
Connection
Model Description: SAP Vendor Management System: General - Workforce
Planning Enabled: No
Import data connection from Fieldglass Local host - Excel
SAP Employee Survey (SAP__HT_XO_Survey_Actual)
SAP__HT_XO_Survey_Actual
Model Description: Description of the Model Planning Enabled: No
Connection
Import data connection from Customer Data Manage ment
Local host - Excel
674
PUBLIC
Content Package User Guide Industries
SAP Customer Survey - Flight Risk Influencer (SAP__HT_XO_FlightRisk_Influencer)
Technical Name of the Model
Model Description: Description of the Model Planning Enabled: No
Connection
Import data connection from Customer Data Manage ment
Local host - Excel
SAP Vendor Management - Experience Data (SAP__VMS_GEN_IM_SUPPLIER)
Technical Name of the Model
Model Description: Description of the Model Planning Enabled: No
Connection
Import data connection from Customer Data Manage ment
Local host - Excel
SAP Customer Relationship Management (SAP__CRM_GEN_IM_OPPORTUNITIES)
Technical Name of the Model
Model Description: Description of the Model Planning Enabled: No
Connection
Import data connection from Customer Data Manage ment
Local host - Excel
SAP Travel Expense by location (SAP__TE_GEN_IM_EXPENSEENTRY_W_GEO)
Technical Name of the Model
Model Description: Description of the Model Planning Enabled: No
Connection
Import data connection from Customer Data Manage ment
Local host - Excel
Content Package User Guide Industries
PUBLIC
675
SAP Travel Expense Reporting (SAP__TE_GEN_IM_EXPENSEREPORT)
Technical Name of the Model
Model Description: Description of the Model Planning Enabled: No
Connection
Import data connection from Customer Data Manage ment
Local host - Excel
SAP Travel Expense - General (SAP__TE_GEN_IM_EXPENSEENTRY)
Technical Name of the Model
Model Description: Description of the Model Planning Enabled: No
Connection
Import data connection from Customer Data Manage ment
Local host - Excel
3.9 Industry Innovation Kit - Zero Waste
3.9.1 Architecture and Abstract
Retail organizations make educated guesses about store traffic from day to day and stock their shelves to match it. However, they often overestimate, resulting in expired food and lost revenue. In 2010, retail industry wasted 43 billion pounds of food in the United States alone, the equivalent of 46.7 billion USD. In an industry characterized by thin margins, tapping into this pool grants a critical advantage.
SAP Leonardo for Retail
Zero Waste takes the guesswork out of the equation by leveraging daily demand forecasting, powered by machine learning. Our solution combines crucial elements, feeding in information about products, marketing campaigns, and external events to predict units sold. Maintain a balance between selling what you shelve, but not leaving the shelves empty. Seamlessly integrate with your current opening routine. Automate instructions daily to butcher, bake, prepare, or stock only what your customers need (and what you stand to profit from).
676
PUBLIC
Content Package User Guide Industries
Architecture
The colored objects are documented in this chapter.
The documentation for the greyed-out stories and models can be found in the respective Line(s) of Business (LoB) chapters
3.9.2 Dashboard
The SAP Analytics Cloud dashboard (SAP_IKZW_GEN_LH_ZEROWASTE), which is included as part of Retail Zero-Waste IIK, comprises of a story with five pages and each page contains multiple visualizations. Each SAP Analytics Cloud visualization focuses on a set of KPIs that combine to provide helpful insights for the store manager. For example, the Sales Analysis page provides information about the total sales and forecasted sales of the product. This information enables the store manager to initiate an investigation and understand the status of availability and the demand of the product. Details of stories in below section.
Content Package User Guide Industries
PUBLIC
677
3.9.3 Stories
This story consists of five pages: Page Name Sales analysis Wastage analysis
Key influencers
Store comparison
Location analysis
Page Overview
It has comparison of actual vs estimated sales for cur rent and previous year.
Forecasted sales of next 7 days. Top and bottom 3 stocks of various products.
It has a numeric indicator showing the Revenue Loss on Wastage and %Wastage. Bar chart which indicates Revenue Loss per Category
(Damaged, Lost, Expired). Tree map (Top 5) showing the Wastage per Product Cat
egory.
It has a numeric indicator on top left corner indicating the Sales Forecast
Quality of model. Influencing factors on sales. Monthly influence on sales.
It has option to compare sales among multiple stores. Numeric indicators for actual vs estimated sales for se
lected stores. Line chart showing influencers impacting sales. Revenue loss on wastage for selected stores. Wastage per category for selected stores.
It has bubble chart with Temperature along x-axis, Total Sales along y-axis and the bubbles showing values for Wastage.
Comparison between compare sales among multiple stores per month.
Table with details of Store ID, Store, Temperature, Humidity, and % Wastage, Total Wastage and Last Day Total Sales.
3.9.3.1 Story Description (Story Technical Name)
Measure Name Actual Sales Vector Actual Sales This Year
Type Calculated Measure Restricted Measure
Formula/Properties
Actual sales* cost
Restricted Measure(Actual Sales) with Filter (Date, Dynamic, Lookback (0 Years))
678
PUBLIC
Content Package User Guide Industries
Measure Name Actual Sales
Actual Sales till Last Year
Type Aggregation
Aggregation
Actual Sales Last Year Estimated Sales Vector Estimated Sales Estimated Sales This Year Estimated Sales till Last Year
Restricted Measure Calculated Measure Aggregation Restricted Measure Aggregation
Estimated Sales Last Year
Damaged Vector Damaged
Expired Vector Expired Lost Vector Lost InStore + InTransit Vector InStore + InTransit
InStore
Restricted Measure
Calculated Measure Aggregation
Calculated Measure Aggregation Calculated Measure Aggregation Calculated Measure Aggregation
Calculated Measure
Content Package User Guide Industries
Formula/Properties
Aggregation(Actual Sales Vector) with SUM Dimensions (Date, Store, Product)
Aggregation (Actual Sales Vector) with SUM Dimensions (Date, Store, Prod uct), Conditional Aggregation, do not have measure values for conditions, Condition (Date, Dynamic Lookback (0 Years))
Restricted Measure (Actual Sales till Last Year) with Filter (Date, Dynamic, Lookback (1 Year))
forecastedquantity * cost
Aggregation (Estimated Sales Vector) with SUM, Dimensions (Date, Store, and Product)
Restricted Measure (Estimated Sales) with Filter (Date, Dynamic , Lookback (0 Years))
Aggregation (Estimated Sales Vector) with SUM Dimensions (Date, Store, and Product), Conditional Aggregation, do not have measure values for conditions with Condition (Date, Dynamic, and Lookback (0 Years))
Restricted Measure (Estimated Sales till Last Year) with Filter (Date, Dynamic, Lookback(1 Year))
destroyedcapacity* cost
Aggregation(Damaged Vector) with SUM Dimensions(Date, Store, and Product)
expiredcapacity* cost
Aggregation(Expired Vector) with SUM Dimensions(Date, Store, and Product)
lostcapacity* cost
Aggregation(Lost Vector) with SUM Di mensions(Date, Store, and Product)
(onshelfcapacity + intransitcapacity + storagecapacity)* cost
Aggregation(InStore + InTransit Vector) with SUM Dimensions(Date, Store, and Product)
(onshelfcapacity + storagecapacity) * cost
PUBLIC
679
Measure Name InTransit Influence MAPE
Demand Difference in Stock Difference
Difference This Year
Type Calculated Measure Calculated Measure Aggregation
Calculated Measure Calculated Measure Calculated Measure
Calculated Measure
Difference Last Year
Calculated Measure
Montly Influence
Restricted Measure
Sales Forecast Quality Top 3
Total Sales Total Wastage Sold Quantity Last 23 Days
Calculated Measure Calculated Measure
Calculated Measure Calculated Measure Restricted Measure
Forecasted Quantity 7 Days
Restricted Measure
Sold Quantity Last Year filtered for 23 days
Calculated Measure
Sold Quantity Last Year
Restricted Measure
Formula/Properties
InTransit
decomp_val / forecastedquantity
Aggregation(mape_value) with AVG Di mensions(Date, Store, and Product)
Estimated Sales
InStore + InTransit Demand
(Actual Sales Estimated Sales) / Ac tual Sales
(Actual Sales This Year Estimated Sales This Year) / Actual Sales This Year
(Actual Sales Last Year Estimated Sales Last Year) / Actual Sales Last Year
Restricted Measure(Influence) with Fil ter(decomp_tag ,Mem ber(SYS:CAL:YR:HRM))
1 MAPE
InStore + InTransit Vector Estimated Sales Vector
Actual Sales
Lost + Damaged + Destroye
Restricted Measure(totalunitssold) with Filter(Date, Dynamic, and Lookback(23 Days))
Restricted Measure(forecastedquan tity) with Filter(Date, Dynamic, and Lookahead(7 Days))
Aggregation(totalunitssold) with SUM Dimensions(Date, Store, and Product), Conditional Aggregation , Do not have values for conditions , Condition(Date, Dynamic, and Lookback(358 Days))
Restricted Measure(Sold Quantity Last Year filtered for 23 days) with Fil ter(Date, Dynamic, and Lookback(388 Days))
680
PUBLIC
Content Package User Guide Industries
Measure Name MonthOrder
Type Calculated Measure
Content Package User Guide Industries
Formula/Properties
Sample Code
MonthOrder Calculated Measure IF([month]="Jan",
1,
IF([month]="Feb", 2,
IF([month]="Mar", 3,
IF([month]="Apr", 4,
IF([month]="May", 5,
IF([month]="Jun", 6,
IF([month]="Jul", 7,
IF([month]="Aug", 8,
IF([month]="Sep", 9,
IF([month]="Oct", 10,
IF([month]="Nov", 11,
IF([month]="Dec",
PUBLIC
681
Measure Name
Type
Formula/Properties
12, 13 ) ) ) ) ) ) ) ) ) ) ) )
3.9.4 Models
3.9.4.1 Model Description (SAP_IKZW_GEN_LH_ZEROWASTE)
Model Name: SAP_IKZW_GEN_LH_ZEROWASTE
Model Description: Model created for consuming HANA View Planning Enabled: No
Dimensions Name PRODUCTNAME CATEGORY
Description Product Category
Connection HANA Live Connection Connection Name: SAPRTHINV HANA View: ZerowasteIIKDash
board
Mapping PRODUCTNAME CATEGORY
682
PUBLIC
Content Package User Guide Industries
Model Name: SAP_IKZW_GEN_LH_ZEROWASTE
SUBCATEGORY
Subcategory
PRODUCTDESCRIPTION
Product description
PRODUCTUNIT
Product Unit
BARCODE
Barcode
COSTUNIT
Currency Unit
SKUID
SKUID
STOREID
Store ID
CITYID
City
STORENAME
Store
ADDRESS
Address
LATITUDE
Latitude
LONGITUDE
Longitude
PRODUCTLOCATION
Product Location
REVIEWSTATUS
Review Status
CURRENTTIMESTAMP
Date
PROMOTIONCATEGORY
Promotion Category
DATE
Date
WEATHERMAIN
Weather Main
WEATHER DESCRIPTION
Weather Description
CLOUD_ALL
Cloud_All
WEEKDAY
Weekday
MONTH
Month
DAY
Day
YEAR
Year
HOL_ID
HOL_ID
OPER_STATUS
OPER_STATUS
OFR_ID
OFR_ID
DECOMP_TAG
Influencer
DECOMP_ATTR
DECOMP_ATTR
MONTHNAME
Month
Connection SUBCATEGORY PRODUCTDESCRIPTION PRODUCTUNIT BARCODE COSTUNIT SKUID STOREID CITYID STORENAME ADDRESS LATITUDE LONGITUDE PRODUCTLOCATION REVIEWSTATUS CURRENTTIMESTAMP PROMOTIONCATEGORY DATE WEATHERMAIN WEATHER DESCRIPTION CLOUD_ALL WEEKDAY MONTH DAY YEAR HOL_ID OPER_STATUS OFR_ID DECOMP_TAG DECOMP_ATTR MONTHNAME
Content Package User Guide Industries
PUBLIC
683
3.9.5 Known Limitations
Limitations
Solution
In the Analytics Dashboard, a store manager will be able to User must have store manager role. view the charts for all the stores as currently there is no store specific restriction/authorization. But in the Fiori appli cation, a store manager can only view the data of the stores for which the access is provided.
Currency must be same across all the stores and there is no support for currency conversion. If you import data with multiple currencies, you might encounter issues in the func tionality of the product.
Currency Conversion feature will be planned in future re leases.
You can import any measurement unit for a product, and it will be respected, but there is no provision for unit conver sion.
Unit conversion feature will be available planned in future re leases.
3.10 Insurance
3.10.1 Architecture and Abstract
The Insurance Digital Boardroom provides Insurance carrier decision makers with a real-time data driven platform to track LOB and Insurance specific KPI's around Finance, Sales, and Channel Analysis, People, and Travel Management.
The complete Insurance content is built with data acquisition models in order to provide sample data. In general, the data models can be copied and filled with data from customer systems.
Some of the insurance models, however, are sourced from SAP HANA views of the SAP Cloud Appliance Library. Data from SAP HANA views cannot be used to stage data into data acquisition models.
For those cases, new live data connection models need to be created. The documentation describes the required SAP HANA views and their fields in detail. The structure of the live models corresponds to the delivered data acquisition models. Thus, stories can easily be switched to run on the live data models once these are created.
684
PUBLIC
Content Package User Guide Industries
Architecture
3.10.2 Dashboard
Insurance delivers the Digital Boardroom SAP Insurance: Dashboard (SAP_INS_Dashboard).
3.10.3 Stories
SAP Insurance: General - Overview (SAP__INS_GEN_OVERVIEW) This story provides the most important KPIs and thus provides a comprehensive overview of the business. SAP Insurance: Finance (SAP__INS_FI_GEN_FINANCE) This story contains insurance specific and LOB Finance KPI's with year over year and multiple actual versus plan comparisons.
Content Package User Guide Industries
PUBLIC
685
SAP Insurance: Profitability and Solvency (SAP__INS_GEN_PROFITABILITY)
This story contains insurance specific and LOB Profitability and Solvency KPI's with year over year over year comparisons.
SAP Insurance: Exp., Rev., Profit. Value Driver Trees (SAP__FS_GEN_PROFITVDT)
This story enables insurance carriers to plan and simulate results for multiple expense and revenue value drivers.
SAP Insurance: IFRS 17 Accounting Standard (SAP__INS_GEN_IFRS17)
This story contains IFRS17 specific measures such as contractual Service Margin, Insurance Service Result, and many others to help Insurance carriers comply with the IFRS17 accounting standard.
SAP Insurance: Sales Channel and Product (SAP__INS_SALES_CHANNEL_PRODUCT)
This story contains insurance specific KPI's to manage insurance sales, product, and channel distribution.
SAP Insurance: People Review (SAP__INS_HR_GEN_HR)
This is a copy of the story SAP__HR_GEN_HR (SAP Human Resources: General).
SAP Insurance: Travel Management (SAP__INS_GEN_TRAVELEXPENSE)
This story is a placeholder for the story SAP__TE_GEN_IM_EXPENSEREPORTS (SAP Travel Management: General). For technical reasons, the travel and expense story cannot be included.
3.10.4 Models
3.10.4.1 Finance General Ledger: SAP__INS_FI_IM_GENERALLEDGER
Model Name: SAP__INS_FI_IM_GENERALLEDGER
Model Description: SAP Finance BPC Finance with Plan vs Actual Planning Enabled: Yes
Calculated Measures in GL Account
ID
Description
F1
Revenues
F10
Loss Ratio
F11
Combined Ratio
Connection
Connection Type: Import Data Connection to an SAP BPC System
BPC Model: Planning BPC Environment
Name: INS21_FI_C
Formula/Mapping Revenue Insurance Benefits/Revenue Insurance Benefits + Com missions + Operating Ex penses/Revenue
686
PUBLIC
Content Package User Guide Industries
Model Name: SAP__INS_FI_IM_GENERALLEDGER
F12
Net profit Margin
F13
Policy Count
F2
Expenses
F3
Contribution Margin
F4
Losses Incurred
F5
Net Written Premium
F6
Net Fixed Assets
F7
UW Profit/Loss
F8 F9 Dimensions ID AUDIT_TRAIL CLAIM_YEAR COMPANY_CODE COST_CENTER CURRENCY Flow FUNCTIONAL_AREA LEDGER LINE_OF_BUSINESS PROFIT_CENTER RISK_LOCATION RISK_REGION SALES_CHANNEL SEGMENT TRADING_PARTNER
Commission Expense Operating Expense
Description Audit Trail Claim Year Company Code Cost Center Currency Flow Functional Area Ledger Line of Business Profit Center Risk Location Risk Region Sales Channel Segment Trading Partner
Note
* Private dimension and other dimensions are public.
Connection Net Income After Taxes / Revenue Policies Accepted Benefit Expenses Revenue Benefit Expenses Insurance Benefits Gross Written Premium + Sales Revenue Insurance Premiums Net Fixed Assets Revenue Insurance Bene fits - Commissions Commissions Operating Expenses
Mapping AUDIT_TRAIL CLAIM_YEAR COMPANY_CODE COST_CENTER CURRENCY FLOW FUNCTIONAL_AREA LEDGER LINE_OF_BUSINESS PROFIT_CENTER RISK_LOCATION RISK_REGION SALES_CHANNEL SEGMENT TRADING_PARTNER
Content Package User Guide Industries
PUBLIC
687
3.10.4.2 General - Open Items: SAP__INS_GEN_IM_OPENITEMS
Model Name: SAP__INS_GEN_IM_OPENITEMS
SAP Insurance: General - Open Items Planning Enabled: Yes
Open Item Account ID OpenTotal Open 1 to 30 Days Open Over 90 Days Open 61 to 90 Days Open 31 to 60 Days Not Overdue Dimensions ID SAP_INS_COMMISSIONBP SAP_INS_COMMISSIONCONTRACT SAP_INS_POLICY SAP_INS_INSURANCECONTRACT SAP_INS_INSURANCEMAINTRANS SAP_INS_INSURANCESUBTRANS SAP_INS_POLICYHOLDERNAME Additional Notes
Description OpenTotal Open 1 to 30 Days Open Over 90 Days Open 61 to 90 Days Open 31 to 60 Days Not Overdue
Description Commission Business Partner Commission Contract Policy Insurance Contract Insurance Main Transaction Insurance Sub Transaction Policy Holder
Connection Local File based on SAP HANA View¹: Z_OPENITEMSCOMMISIONCONTRACT
Formula/Mapping InsurOpenTotAmt InsurOpen1to30DayOverduAmt InsurOpenOver90DayOverduAmt InsurOpen61to90DayOverduAmt InsurOpen31to90DayOverdueAmt InsurOpenNotOverduAmt
Mapping CommissionBPName CommissionContract InsurancePolicy InsuranceContract InsurMainTransactionName InsurSubtransName BusinessPartnerFullName
*The Hana View Z_OPENITEMSCOMMISSIONCONTRACT is available in SAP Best Practices for Insurance which is an inno vative solution allowing insurance carriers to operate their entire business for P&C and Life on the SAP Hana platform in the Cloud provided by the SAP Cloud Appliance Library.
Link to deploy the CAL solutions: https://cal.sap.com/
3.10.4.3 General - Policy Applications: SAP__INS_GEN_POLICY
Model Name: SAP__INS_GEN_IM_POLICY
Connection
688
PUBLIC
Content Package User Guide Industries
SAP Insurance: General - Policy Application Planning Enabled: Yes
Policy Account ID Number of Applications Dimensions ID SAP_INS_PRODUCTGROUP SAP_INS_PRODUCT SAP_INS_POLICY SAP_INS_APPLICATION SAP_INS_BUSPROCTYPE SAP_INS_APPTYPE SAP_INS_CHANNEL SAP_INS_COMISSIONBP SAP_INS_APPSTATUS Additional Notes about the model
Description Number of Applications
Description Product Group Product POLICY Application Business Process Type Application Type Channel Commission Business Partner Application Status
Local File based on SAP HANA View¹: Z_POLICYAPPLICATIONCOMMISSION CONTRACT
Formula/Mapping NumbrofInsurAppls
Mapping InsurPlcyProdnCtrlCatName InsurPlcyProdnLongName InsurancePolicy InsuranceApplication InsurPlcyBusProcTypeName InsurPlcyAcqnTypeName InsurPlcyDistrChnlName CommissionBPName InsurApplLifeCycStsName
¹The Hana View Z_POLICYAPPLICATIONCOMMISSIONCONTRACT is available in SAP Best Practices for Insurance which is an innovative solution allowing insurance carriers to operate their entire business for P&C and Life on the SAP Hana plat form in the Cloud provided by the SAP Cloud Appliance Library.
Link to deploy the CAL solutions: https://cal.sap.com/
3.10.4.4 General Portfolio: SAP__INS_GEN_IM_PORTFOLIO
Model Name: SAP__INS_GEN_IM_PORTFOLIO
SAP Insurance: General Portfolio Planning Enabled: Yes
Portfolio Account ID Number of Policies Number of Contracts Premium After Tax Dimensions ID
Description Number of Policies Number of Contracts Premium After Tax
Description
Connection Local File based on SAP HANA View¹: Z_PORTFOLIOASSIGNMENT_POLICY
Formula/Mapping NumbrPolicies NumbrOfInsurContrs InsurPerdPremAftTaxPayAmt
Mapping
Content Package User Guide Industries
PUBLIC
689
Model Name: SAP__INS_GEN_IM_PORTFOLIO
SAP_INS_COMMISSIONBP
Commission Business Partner
SAP_INS_COMMISSIONCONTRACT Commission Contract
SAP_INS_POLICYHOLDERNAME
Policy Holder
SAP_INS_CHANNEL
Channel
SAP_INS_PRODUCTGROUP
Product Group
SAP_INS_POLICY
Policy
SAP_INS_INSURANCECONTRACT
Insurance Contract
SAP_INS_PRODUCT
Product
Additional Notes about the model
Connection CommissionBPName CommissionContract PolicyHolderName InsurPlcyDistrChnlName InsurPlcyProdnCtrlCatName InsurancePolicy InsuranceContract InsurPlcyProdnLongName
*The Hana View Z_PORTFOLIOASSIGNMENT_POLICY is available in SAP Best Practices for Insurance which is an innova tive solution allowing insurance carriers to operate their entire business for P&C and Life on the SAP Hana platform in the Cloud provided by the SAP Cloud Appliance Library.
Link to deploy the CAL solutions: https://cal.sap.com/
3.10.4.5 General Quote: SAP__INS_GEN_IM_QUOTE
Model Name: SAP__INS_GEN_IM_QUOTE
SAP Insurance: General Quote Planning Enabled: Yes
Account ID NumberOfLeads NumberOfQuotes NumberOfPolicies Dimensions ID SAP_INS_COMMISSIONBP SAP_INS_COMMISSIONCONTRACT Additional Notes about the model
Description Number of Leads Number of Quotes Number of Policies
Description Commission Business Partner Commission Contract
Connection Local File based on SAP HANA View¹: Z_LEADQUOTEPOLICYCOMMISSION CONTRACT
Formula/Mapping NumberOfLeads NumberOfQuotes NumberOfPolicies
Mapping CommissionBPName CommissionContract
690
PUBLIC
Content Package User Guide Industries
Model Name: SAP__INS_GEN_IM_QUOTE
Connection
Data Source Connection and Integration
¹The Hana View Z_LEADQUOTEPOLICYCOMMISSIONCONTRACT is available in SAP Best Practices for Insurance which is an innovative solution allowing insurance carriers to operate their entire business for P&C and Life on the SAP Hana plat form in the Cloud provided by the SAP Cloud Appliance Library.
Link to deploy the CAL solutions: https://cal.sap.com/
3.10.4.6 General Renumeration: SAP__INS_GEN_IM_RENUMERATION
Model Name: SAP__INS_GEN_IM_RENUMERATION
SAP Insurance: General Renumeration Planning Enabled: Yes
Account ID RENUM_AMT Dimensions ID SAP_INS_BUSINESSPARTNER SAP_INS_COMMISSIONCONTRACT SAP_INS_RENUMPROD SAP_INS_ORGUNIT Additional Notes about the model
Description Renumeration Amount
Description Business Partner Commission Contract Renumeration Product Org Unit
Connection Local File based on SAP HANA View¹: Z_RENUMERATIONENTITLEMENT
Formula/Mapping REM_CONAMNT
Mapping Business PartnerID CommissionContract ElementProd_Txt OrgUnit_Parent_Txt
¹The Hana View Z_RENUMERATIONENTITLEMENT is available in SAP Best Practices for Insurance which is an innovative solution allowing insurance carriers to operate their entire business for P&C and Life on the SAP Hana platform in the Cloud provided by the SAP Cloud Appliance Library.
Link to deploy the CAL solutions: https://cal.sap.com/
Content Package User Guide Industries
PUBLIC
691
3.10.4.7 Finance - Profitability: SAP__INS_FI_IM_PROFITABILITY
Model Name: SAP__INS_FI_IM_PROFITABILITY
Connection
SAP Insurance: Finance Profitability Planning Enabled: Yes
Local File based on SAP HANA View¹: Z_PROFITABILITY
Account ID NXI_AMT NXI_ASSET NXI_FCCOST NXI_FCINCOME NXI_INTASSR NXI_INTLIABR NXI_LIAB NXI_PAYMENT NXI_QA YACOST YCLAIMRES YCLAIMSD YCLAIMS YDURATION YEPREMD YEPREM YFINCOST YGMCOST YGWPREMD YGWPREM YHRCOST YITCOST YNCM
YNEPREM YNOM
Description
Formula/Mapping
Amount (TC)
NXI_AMT
AI Asset
NXI_ASSET
Fee & Commission Cos
NXI_FCCOST
Fee & Commission Inc
NXI_FCINCOME
Interest Rate Asset
NXI_INTASSR
Interest Rate Liabil
NXI_INTLIABR
AI Liability
NXI_LIAB
Payment
NXI_PAYMENT
Quantity
NXI_QA
Acquisition Costs
YACOST
Claims Reserve
YCLAIMRES
Claims
YCLAIMSD
Claims
YCLAIMS
Duration
YDURATION
Earned Premium
YEPREMD
Earned Premium
YEPREM
Finance Cost
YFINCOST
GM Cost
YGMCOST
Gross Written Premium
YGWPREMD
Gross Written Premium
YGWPREM
HR Cost
YHRCOST
IT Cost
YITCOST
Net Commissions Margin (CM2= CM1 + YNCM Fee & Commission Income Fee & Commission Costs)
Net Earned Premium
YNEPREM
Net Overall Margin (CM4 =CM3 Indi YNOM rect & Direct Costs)
692
PUBLIC
Content Package User Guide Industries
Model Name: SAP__INS_FI_IM_PROFITABILITY
YNPM
Net Premium Margin (CM1 = Net Earned Premium Claims Standard Acquisition Costs)
YNSM
Net Standard Margin (CM3= CM2 Standard Process Costs)
YORPREMD
Outwards RI Premium
YORPREM
Outwards RI Premium
YOTHCOST
Other Cost
YREVSA
Revenue Split Acquisition
YREVSC
Revenue Split Control
YSACOSTD
Standard Acquisition Cost
YSALECOST
Sales Cost
YSPCOSTR
SP Cost Rate
YSPCOST
Standard Process Cost
YSTPCOSTT
Standard Proc Cost Tarif
YUNPREM
Unearned Premium
YVOLUME
Volume
Dimensions
ID
Description
NXI_TS
Time Stamp
NXI_COMPCODE
Company Code
NXI_PROFITC
Profit Centre
NXI_CHANNEL
Channel
NXI_CURR
Transaction C.
NXI_PRODTYPE
Product & Service Type
NXI_PRODUCT
Product
Additional Notes about the model
Connection YNPM
YNSM
YORPREMD YORPREM YOTHCOST YREVSA YREVSC YSACOSTD YSALECOST YSPCOSTR YSPCOST YSTPCOSTT YUNPREM YVOLUME
Mapping NXI_TS NXI_COMPCODE NXI_PROFITC NXI_CHANNEL NXI_CURR NXI_PRODTYPE NXI_PRODUCT
*Customers should have SAP Performance Management for Financial Services (in this case for insurance) at their end. The profitability model mentioned above is designed to work with the existing SAP Hana database view.
The SAP HANA database view should have the below columns which are based on underlying Profitability database table from the SAP HANA database.
Clients can create this view as per their table structure, the only condition is, they should contain all the columns which are defined in below mapping tables.
Content Package User Guide Industries
PUBLIC
693
3.10.4.8 Main Model for Solvency II: SAP__INS_FI_IM_SOLVENCY
Model Name: SAP__INS_FI_IM_SOLVENCYRISKS
SAP Insurance: Risks model for Solvency II Planning Enabled: Yes
Account ID KF_SCR_GROSS Dimensions ID CH_LEGAL_ENTITY CH_RISK_MOD CH_FUNC_CURR CH_KEY_DATE Additional Notes about the model
Description Overall SCR
Description Legal Entity Risk Module Functional Currency Key Date
Connection Local File based on View¹: Z_SOL VENCY_RISKS
Formula/Mapping KF_SCR
Mapping CH_LEGAL_ENTITY CH_RISK_MOD CH_FUNC_CURR CH_KEY_DATE
*Customers should have SAP Performance Management for Financial Services (in this case for insurance) at their end. This Solvency model is designed to work with the existing Hana database view which is defined above.
The SAP Hana database view should have the below columns which are based on underlying Solvency database table from Hana database.
Clients can create this view as per their table structure, the only condition is, they should contain all the columns which are defined in below mapping tables.
This view/table will have all the broader level risks information such as Market/Health/default/Life/Non-Life. Each row will have consolidated information for any given risk type such as Market/Health/etc. against given date, currency, and com pany code.
3.10.4.9 Risks Model for Solvency II: SAP__INS_FI_IM_SOLVENCYRISKS
Model Name: SAP__INS_FI_IM_SOLVENCYRISKS SAP Insurance: Risks model for Solvency II Planning Enabled: Yes Account
694
PUBLIC
Connection Local File based on View¹: Z_SOL VENCY_RISKS
Content Package User Guide Industries
Model Name: SAP__INS_FI_IM_SOLVENCYRISKS
ID
Description
KF_SCR_GROSS
Overall SCR
Dimensions
ID
Description
CH_LEGAL_ENTITY
Legal Entity
CH_RISK_MOD
Risk Module
CH_FUNC_CURR
Functional Currency
CH_KEY_DATE
Key Date
Additional Notes about the model
Connection Formula/Mapping KF_SCR
Mapping CH_LEGAL_ENTITY CH_RISK_MOD CH_FUNC_CURR CH_KEY_DATE
¹ Customers should have SAP Performance Management for Financial Services (in this case for insurance) at their end. This Solvency model is designed to work with the existing HANA database view which is defined above.
The SAP HANA database view should have the below columns which are based on underlying Solvency database table from HANA database.
Clients can create this view as per their table structure, the only condition is, they should contain all the columns which are defined in below mapping tables.
This view/table will have all the broader level risks information such as Market/Health/default/Life/Non-Life. Each row will have consolidated information for any given risk type such as Market/Health/etc. against given date, currency, and com pany code.
3.10.4.10 Sub risks Model for Solvency II: SAP__INS_FI_IM_SOLVENCYSUBRISKS
Model Name: SAP__INS_FI_IM_SOLVENCYSUBRISK
SAP Insurance: Sub risks model for Solvency II Planning Enabled: Yes
Account ID KF_SCR_GROSS Dimensions ID CH_LEGAL_ENTITY CH_RISK_MOD CH_FUNC_CURR Additional Notes about the model
Description Overall SCR
Description Legal Entity Risk Module Functional Currency
Connection Local File based on SAP HANA View¹: Z_SOLVENCY_SUBRISKS
Formula/Mapping KF_SCR
Mapping CH_LEGAL_ENTITY CH_RISK_MOD CH_FUNC_CURR
Content Package User Guide Industries
PUBLIC
695
Model Name: SAP__INS_FI_IM_SOLVENCYSUBRISK
Connection
*Customers should have SAP Performance Management for Financial Services (in this case for insurance) at their end. This Solvency model is designed to work with the existing Hana database view which is defined above.
The SAP Hana database view should have the below columns which are based on underlying Solvency database table from Hana database.
Clients can create this view as per their table structure, the only condition is, they should contain all the columns which are defined in below mapping tables.
This view/table will have all the lower level risks information such as Equity/Currency/Mortality/CAT etc.,
3.10.4.11 IFRS17 (SAP__INS_FI_IM_IFRS17)
Model Name: SAP__INS_FI_IM_IFRS17
Connection
SAP Insurance: IFRS17 Planning Enabled: Yes
Connection Types: Local file based on SAP Insurance Analyser
The raw data to calculate all meas ures below can be found in Insur ance Analyser table SBASE view of display result data or also in the delivered Hana view BV_RDL_SBA_SF
Account ID F1 F10
F11 F12 F13 F2 F3 F4
Description
Formula/Mapping
Cash inflows(Premium)
Refer to PKF for premium and other cash inflows
Cash Outflows (Claim)
Refer to PKF for guaranteed benefits, discretionary benefits, acquisition costs, other expenses
Insurance Contract (Asset/Liability)
PV FCF Liability for Remaining Cover age + Liability for Insured Claims
Reinsurance Contract (Asset/Liability) Subtotal to be calculated
Liability for Remaining Coverage
Subtotal of LRC CSM, LRC RA and LRC PV of FCF
Liability for Incurred Claims
GL account IS Ba L: Liability for Incur red Claims (PV FCF)
Loss Component
GL account IS PL: Loss/Gain on Oner ous Contract/Group
PV of future cash flows
GL Account PV of Future Cash Flows LRC PV of FCF
696
PUBLIC
Content Package User Guide Industries
Model Name: SAP__INS_FI_IM_IFRS17
F5
Risk Adjustment non financial risk
F6
Contractual Service Margin
F7
Insurance Contract Revenue
F8
Insurance Services Expense
F9
F10
F11 F14 F15
F16
Dimensions ID Time P_ACCOUNT SAP Insurance Policy SAP Insurance Portfolio SAP Insurance Legal Entity
Insurance Service Result
Gain/Loss from Reinsurance
Investment Income Insurance Finance Expense Finance Result
Profit/Loss
Description Time Account SAP Insurance Policy SAP Insurance Portfolio SAP Insurance Legal Entity
Connection
GL Account Risk Adjustment nonfinan cial risk LRC RA GL Account Contractual Service Margin LRC CSM GL Account Insurance Contract Reve nue Incurred Claims D220271 + Incurred Expenses D471811 + Amortization D471721 Insurance Revenue Insurance Service Expense Reinsurance Service Result + Finance Result GL Account IS PL I: Investment Income Subtotal to be calculated Investment Income D471912 Finance Expense Insurance services Result + Finance Re sult (Profit before tax)
Mapping Time P_ACCOUNT SAP Insurance Policy SAP Insurance Portfolio SAP Insurance Legal Entity
3.10.4.12 Exp., Rev., Profit. Value Driver Trees (SAP__INS_FI_IM_PROFITVDT)
Model Name: SAP__INS_FI_IM_PROFITVDT SAP Insurance: Exp., Rev., Profit. Value Driver Trees Planning Enabled: Yes
Measures in the Insurance Profitability Account
Connection
Connection Types: Offline Data Model. All measures and dimensions required to build the PROFITVDT planning model are found in the SAP__INS_FI_IM_PROFITABILITY model
Content Package User Guide Industries
PUBLIC
697
Model Name: SAP__INS_FI_IM_PROFITVDT
ID
Description
YNPM
Net Premium Margin
YNCM
Net Commissions Margin
YNSM
Net Standard Margin
YNOM
Net Overall Margin
YUNPREM
Unearned Premium
YNEPREM
Net Earned Premium
YHRCOST
HR Cost
YFINCOST
Finance Cost
YGMCOST
General Management Cost
YSALECOST
Sales Costs
YOTHCOST
Other Costs
YCLAIMRES
Claims Reserves
YITCOST
IT Costs
YREVSA
Revenue Split Acquisition
YVOLUME
Volume
YDURATION
Duration
YREVSC
Revenue Split Control
YSTPCOSTT
Standard Proc Cost Tarif
NXI_QA
Quantity
NXI_FCCOST
Fee and Commission Costs
NXI_FCINCOME
Fee and Commission Income
NXI_PAYMENT
Payment
NXI_ASSET
AI Asset
NXI_INTASSR
Interest Rate Asset
NXI_INTLIABR
Interest Rate Liability
NXI_LIAB
Liability
YGWPREM
Gross Written Premium
YEPREM
Earned Premium
YORPREM
Outwards RI Premium
YCLAIMS
Claims
YACOST
Acquisition Costs
YSPCOSTR
Standard Processing Costs
YSPCOST
Standard Process Cost
Connection Mapping YNPM YNCM YNSM YNOM YUNPREM YNEPREM YHRCOST YFINCOST YGMCOST YSALECOST YOTHCOST YCLAIMRES YITCOST YREVSA YVOLUME YDURATION YREVSC YSTPCOSTT NXI_QA NXI_FCCOST NXI_FCINCOME NXI_PAYMENT NXI_ASSET NXI_INTASSR NXI_INTLIABR NXI_LIAB YGWPREM YEPREM YORPREM YCLAIMS YACOST YSPCOSTR YSPCOST
698
PUBLIC
Content Package User Guide Industries
Model Name: SAP__INS_FI_IM_PROFITVDT
Connection
YGWPREMD
Gross Written Premium Discounted
YGWPREMD
YEPREMD
Earned Premium Discounted
YEPREMD
YCLAIMSD
Claims Discounted
YCLAIMSD
YORPREMD
Outwards RI Premium Discounted
YORPREMD
YSACOSTD
Standard Acquisition Cost Discounted YSACOSTD
NXI_AMT
Amount (TC)
NXI_AMT
F1
Direct Cost
F1
F2
Indirect Costs
F2
F3
Net Overall Margin Ratio
F3
F4
Net Standard Margin Ratio
F4
F5
Net Commission Margin Ratio
F5
DRV0000
Drivers
DRV0000
DRV00001
Growth Rate %
DRV00001
DRV00002
Sales Cost Growth Rate %
DRV00002
DRV00003
Other Cost Growth Rate %
DRV00003
DRV00004
IT Cost Growth Rate %
DRV00004
DRV00005
HR Cost Growth Rate %
DRV00005
DRV00006
GM Cost Growth Rate %
DRV00006
DRV00007
Finance Cost Growth Rate %
DRV00007
DRV00008
Fee & Comn Cost Growth Rate %
DRV00008
DRV00009
Claims Growth Rate %
DRV00009
DRV00010
Provisions Growth Rate %
DRV00010
DRV00011
Non-Interest Income Growth Rate % DRV00011
DRV00012
Other Income Growth Rate %
DRV00012
DRV00013
Interest Income Growth Rate %
DRV00013
DRV00014
Fee&Comn Income Growth Rate %
DRV00014
F6
Operating Income
F6
Other_Income
NA
Other_Income
F7
Operating Expenses
F7
F8
Net Operating Income
F8
Profit
Profit
Profit
DRV00015
Earned Premium Income Growth Rate DRV00015 %
Dimensions
ID
Description
Mapping
Content Package User Guide Industries
PUBLIC
699
Model Name: SAP__INS_FI_IM_PROFITVDT
NXI_TS
Time
NXI_COMPCODE
Company Code
NXI_PROFITC
Profit Center
NXI_PRODUCT
Product Name
NXI_CHANNEL
Channel Code/Name
NXI_CURR
Transaction Currency
NXI_PRODTYPE
Banking Product Type
Connection NXI_TS NXI_COMPCODE NXI_PROFITC NXI_PRODUCT NXI_CHANNEL NXI_CURR NXI_PRODTYPE
3.11 Mill Products (MIL)
3.11.1 Architecture and Abstract
With the SAP Analytics Cloud content, Mill Products companies can leverage consistent business intelligence to drive business decisions for production and sales strategies based on an increased transparency into the demand within their configurable product portfolio and other key business drivers.
Companies can visualize data to support optimal decision making, see the status of business at a glance, and use ad-hoc query functionality for further data analysis when required.
Furthermore, it will help business users to monitor and analyse business and operational performance and investigate the sources of variances, thus enabling business users to initiate decisive and optimal actions.
The content will help to:
- Analyse the financial performance including detailed information on Profit and Loss, Net and Gross Profit Margin, and Earnings and Expenses for the current year.
- Assess the product portfolio performance of business units with respect to contribution margin by material groups and configurable products.
Analyse best- and non-selling configurable products to drive production planning decisions. Identify increased usage of lower quality grades and average weight per order within the customer base to
create customer-tailored sales incentive programs. Assess the opportunity pipeline as an indicator for future business health. Analyse incidents and the root causes for injuries. Provide transparency into the company's greenhouse gas emission reduction target. Monitor key information related to the workforce and recruiting. New with CI7: Review the production performance of a configurable product portfolio with regards to
quantity, scrap, and operation duration and costs of production orders.
700
PUBLIC
Content Package User Guide Industries
Architecture
Content Package User Guide Industries
PUBLIC
701
3.11.2 Dashboard
The dashboard which provides insights is: SAP_MIL_Dashboard
3.11.3 Stories
SAP Mill Products: General - Overview (SAP__MIL_GEN_OVERVIEW)
The overview page provides most relevant information from Finance, Sales, Environment, Health and Safety, and Hu man Resources.
Page: Overview
Charts
Title
Models Used
Financial Overview
SAP__FI_GEN_IM_GENERALLEDGER
This chart shows EBIT, Contribution Margin, and ROCE per month YTD.
5 Best-Selling Grades
SAP__MIL_CP_IM_CONFIGPRODUCTSD
This chart shows the 5 best-selling configurable products by Grade in Net Value, Item Gross Weight, and Average Item Gross Weight YTD.
Injuries
SAP__EHS_HS_IM_INCIDENTS
This chart shows the total number of injuries per month YTD.
Workforce Distribution
SAP__HR_GEN_IM_HEADCOUNT
This chart shows the workforce distribution across countries YTD.
Sales Pipeline
SAP__CHEM_PIP_IM_FORECAST
This chart shows Forecasted Revenue, Target Revenue, and Weighted Revenue per quarter.
Greenhouse Gas Emissions in CO2e
SAP__EHS_EM_IM_EMISSIONS
This chart shows the Greenhouse Gas Emissions in CO2e of the last 10 years including the total target.
SAP Mill Products: Finance - General (SAP__MIL_GEN_FINANCE)
General assessment of financial performance based on P&L, investments, and account positions. This is a copy of the story SAP__FI_GEN_FINANCE (SAP Finance: Financial Boardroom).
702
PUBLIC
Content Package User Guide Industries
SAP Mill Products: Portfolio Performance (SAP__MIL_PRT_PORTFOLIO_PERF)
Analysis of product portfolio performance of business units with respect to contribution margin by material groups and configurable products. This is a copy of the story SAP__CHEM_PRT_PORTFOLIO_PERF (SAP Chemicals: Portfolio Performance).
SAP Mill Products: Configurable Products Production (SAP_MIL_CPCONFIGPRODUCTPROD)
Review of the production performance of a configurable product portfolio with regards to quantity, scrap, and operation duration and costs of production orders.
SAP Mill Products: Configurable Products Sales (SAP__MIL_CP_CONFIGPRODUCTSALES)
Analysis of best and non-selling configurable products, increased usage of lower quality grades, and average weight per order within the customer base.
Page: Details
Charts
Title
Models Used
Net Value in million USD (MUSD) and Item Gross Weight in million tons (Mte) Distribution
SAP__MIL_CP_IM_CONFIGPRODUCTSD
This chart shows the % distribution of the measures Net Value and Item Gross Weight YTD. Allows drilling down and up in the Material dimension. From Product Group to Configurable Product.
Configurable Products Sales Overview
SAP__MIL_CP_IM_CONFIGPRODUCTSD
This chart shows the Configurable Products Sales in Net Value, Item Gross Weight and Average Item Gross Weight per month YTD.
Configurable Products Sales by Country
SAP__MIL_CP_IM_CONFIGPRODUCTSD
This chart shows the Configurable Product Sales by Country in Net Value, Item Gross Weight, and Average Item Gross Weight YTD.
Configurable Products Sales by Grade
SAP__MIL_CP_IM_CONFIGPRODUCTSD
This chart shows the Configurable Product Sales by Grade in Net Value, Item Gross Weight, and Average Item Gross Weight YTD.
Page: Context
Charts
Title
Models Used
Content Package User Guide Industries
PUBLIC
703
Page: Details
Net Value Best-Selling Configurable Products by Grade and SAP__MIL_CP_IM_CONFIGPRODUCTSD Thickness
Filtered to show the 20 Best-Selling Products by Grade and Thickness in Net Value YTD.
Net Value Best-Selling Products by Grade and Outside Diam SAP__MIL_CP_IM_CONFIGPRODUCTSD eter
Filtered to show the 20 Best-Selling Products by Grade and Outside Diameter in Net Value YTD.
SAP Mill Products: Pipeline Health (SAP__MIL_PIP_ANALYSIS)
This is a copy of the story SAP__CHEM_PIP_ANAYSIS (SAP Chemicals: Pipeline Health).
SAP Mill Products: Environment, Health and Safety Greenhouse Gas Emissions (SAP__MIL_EHS_EM_EMISSIONS)
This is a copy of the story SAP__EHS_EM_EMISSIONS (SAP Environment, Health, and Safety: Environment Management - Greenhous Gas Emissions).
SAP Mill Products: Environment, Health and Safety - Incidents (SAP__MIL_EHS_HS_INCIDENTS)
This is a copy of the story SAP__EHS_HS_INCIDENTS (SAP Environment, Health, & Safety: Health & Safety Incidents).
SAP Mill Products: Human Resources - General (SAP__MIL_HR_GEN_HR)
This is a copy of the story SAP__HR_GEN_HR (SAP Human Resources: General).
SAP Mill Products: Human Resources - Recruitment (SAP__MIL_HR_GEN_RECRUITMENT)
This is a copy of the story SAP__HR_GEN_RECRUITMENT (SAP Human Resources: Recruitment)
704
PUBLIC
Content Package User Guide Industries
3.11.4 Models
3.11.4.1 Configurable Products Production (SAP__MIL_CP_IMCONFIGPRODUCTPR)
Remark:
Actual and plan data is used in this model. There always exists one measure that contains the actual value and one measure that contains the plan value.
Two separate loads are needed to fill the correct data. For the version Actual the measure from the column Mapping/Formula from the table below that are marked with A (=Actuals) have to be mapped and for the version Plan the measure marked with P (=plan) have to be mapped.
Model Name: SAP__MIL_CP_IM_CONFIGPRODUCTPR
Model Description: SAP Mill Products: Configurable Products Production Planning Enabled: Yes
Account Dimension SAP_MIL_CP_CONFIGPRODUCTPR
ID
Description
WorkdayDurnInSeconds
Operation Duration in Sec
ScrapQuantity
Scrap Quantity
OperationQuantity
Operation Quantity
MfgOrderItemQty
Item Quantity
CostInCtrlgAreaCrcy
Costs
WorkdayDurInMinutes ScrapPerc%
Operation Duration Scrap %
Connection
Analytical CDS Query View: Customer created CDS View
Mapping/Formula I_MfgOrderOperationCube: Planned WorkdayDurnInSeconds (P) ActualWorkdayDurnInSeconds (A)
I_MfgOrderOperationCube: OpPlanned ScrapQuantity (P) OpTotalConfirmedScrapQty (A)
I_MfgOrderOperationCube: OpPlanned TotalQuantity (P) OpTotalConfirmedYieldQty (A)
I_MfgOrderItemCube: MfgOrderItem PlannedTotalQty (P) MfgOrderItemGoodsReceiptQty (A)
I_COProductCostByOrder: PlanCostInCtrlgAreaCrcy (P) ActlCostInCtrlgAreaCrcy (A) [WorkdayDurnInSeconds]/60 [ScrapQuantity]/[MfgOrderItemQty]
Dimensions
Content Package User Guide Industries
PUBLIC
705
Model Name: SAP__MIL_CP_IM_CONFIGPRODUCTPR
Name
Description
Time*
Time
Version
Version
SAP_MIL_CP_CONFMATERIAL* SAP_MIL_CP_LENGTH* SAP_MIL_CP_WIDTH* SAP_MIL_CP_THICKNESS* SAP_MIL_CP_GRADE* SAP_MIL_CP_SURFACE* SAP_MIL_CP_WALLTHICKNESS* SAP_MIL_CP_HEIGHT* SAP_MIL_CP_OUTSIDEDIAMETER* SAP_MIL_CP_INSIDEDIAMETER* SAP_MIL_CP_DIAMETER* SAP_ALL_MATERIAL
Configurable Material Length Width Thickness Grade Surface Wall Thickness Height Outside diameter Inside diameter Diameter Material
SAP_SD_ORDERNUM SAP_SD_ITEMNUMER SAP_ALL_CUSTOMER SAP_ALL_CUSTOMERGROUP SAP_MFG_ORDERNUM
Sales Order Number Sales Order Item number Customer Customer Group Production Order Number
SAP_MFG_ORDERITEMNUM
Production order item
SAP_MFG_ORDEROPERATION
Operation
SAP_MFG_PRODUCTIONUNIT SAP_MFG_WORKCENTER SAP_MFG_OPERATIONUNIT
Production Unit Work Center Operation Unit
SAP_MFG_PLANNEDDURATIONUNIT Planned duration unit
SAP_MFG_ACTUALDURATIONUNIT
Actual duration unit
Connection Mapping I_MFGORDER: MfgOrderCreationDate
Actual Plan
Base view: <ZCONFMATERIAL>** Base view: <ZLength>** Base view: <ZWidth>** Base view: <ZThickness>** Base view: <ZGrade>** Base view: <ZSurface>** Base view: <ZWall Thickness>** Base view: <ZHeight>** Base view: <ZOutside diameter>** Base view: <ZInside diameter>** Base view: <ZDiameter>**
I_MfgOrderItemCube: Material
I_MfgOrderItemCube: SalesOrder I_MfgOrderItemCube: SalesOrderItem I_CUSTOMER: CustomerName I_SALESORDER: CustomerGroup I_MfgOrderItemCube: Manufacturing Order I_MfgOrderItemCube: Manufacturin gOrderItem I_MfgOrderOperationCube: Manufac turingOrderOperation I_MfgOrderItemCube: ProductionUnit I_MfgOrderOperationCube: WorkCenter I_MfgOrderOperationCube: Operatio nUnit I_MfgOrderOperationCube: Planned DurationUnit
I_MfgOrderOperationCube: ActualDurationUnit
706
PUBLIC
Content Package User Guide Industries
Model Name: SAP__MIL_CP_IM_CONFIGPRODUCTPR
SAP_ALL_COMPANY_CODE
Company Code
SAP_ALL_PLANT Additional Notes about the model
Plant
Connection
I_COProductCostByOrder: Company Code
I_MfgOrderItemCube: ProductionPlant
Content Package User Guide Industries
PUBLIC
707
Model Name: SAP__MIL_CP_IM_CONFIGPRODUCTPR
Connection
** Naming of the characteristics depends on how it is defined in the backend system.
1. Core Data Service (CDS) views are SAP's strategic modeling approach for business entities. You can benefit from predelivered CDS cube and query views. For example, analyse sales order data. However, in case you want to analyse classification/configuration data, SAP cannot deliver CDS cubes upfront. The classes and characteristics for Classification/Configuration originate in the customer system and additional steps are required. Please review the following notes: 2330518 - Generating CDS views for classification/configuration 2384092 - Restrictions regarding CDS view generation 2490285 - Generating CDS views for classification/configuration in SAP S/4 HANA On Premise 1709
2. The delivered example content does not support that the configuration of a sales order item is updated after the pro duction order was created. This can result in wrong configuration values being displayed for the production order in the SAP Analytics Cloud story due to multiple versions of configuration for the sales order item.
3. The delivered example content is only available for S/4 HANA On-Premise. The CDS views are not released for S/4 HANA Cloud. The content assumes that an analytical CDS query view is created in the SAP S/4HANA backend system by the cus tomer joining information by the following CDS views: I_MFGORDERITEMCUBE ManufacturingOrder ManufacturingOrderItem Material ProductionPlant SalesOrder SalesOrderItem Material ProductionUnit MfgOrderItemPlannedTotalQty MfgOrderItemGoodsReceiptQty I_MFGORDER MfgOrderCreationDate I_MFGORDEROPERATIONCUBE WorkCenter ManufacturingOrderOperation OperationUnit PlannedDurationUnit ActualDurationUnit PlannedWorkdayDurnInSeconds ActualWorkdayDurnInSeconds OpPlannedTotalQuantity OpTotalConfirmedYieldQty OpTotalConfirmedScrapQty I_SALESORDER CustomerGroup
708
PUBLIC
Content Package User Guide Industries
Model Name: SAP__MIL_CP_IM_CONFIGPRODUCTPR
I_CUSTOMER CustomerName
I_COPRODUCTCOSTBYORDER CompanyCode PlanCostInCtrlgAreaCrcy ActCostInCtrlgAreaCrcy
Note
* Private dimension and other dimensions are public.
Connection
3.11.4.2 Configurable Products Sales (SAP__MIL_CP_IM_CONFIGPRODUCTSD)
Model Name: SAP__MIL_CP_IM_CON
FIGPRODUCTSD
Connection
Model Description: SAP Mill Prod ucts: Configurable Products Sales
Planning Enabled: No
Connection type: Import Data Connection to OData Services Which systems: SAP S/4HANA On Premise and Cloud Analytical CDS Query View: Customer created CDS View
SAP_MIL_CP_CONFIGPRODUCTSD* ID
Formula/Mapping
Matching Account Description in the Data Source(depends on customer definition)
Underlying Data Source and Technical Name of Account in the CDS views (see above). (depends on customer definition)
ItemGrossWeight OrderQuantity NetValue Dimensions ID
Time* SAP_ALL_BUSINESSAREA SAP_ALL_CUSTOMER
<ITEMGROSSWEIGHT>
<ORDERQUANTITY>
<NETAMOUNT> Mapping Matching Dimension in Data Source (depends on customer definition)
<CREATIONDATE> <BUSINESSAREA> <SOLDTOPARTY>
I_SALESORDERITEM: ITEMGROSS WEIGHT I_SALESORDERITEM: ORDERQUAN TITY I_SALESORDERITEM: NETAMOUNT
Underlying Data Source and Technical Name of Account in the CDS views (see above). (Depends on customer definition.) I_SALESORDER: CREATIONDATE I_SALESORDER: BUSINESSAREA I_SALESORDER: SOLDTOPARTY
Content Package User Guide Industries
PUBLIC
709
Model Name: SAP__MIL_CP_IM_CON
FIGPRODUCTSD
Connection
Customer Name
<CUSTOMERNAME>
SAP_ALL_CUSTOMERCOUNTRY
<COUNTRY>
SAP_ALL_CUSTOMERGROUP
<CUSTOMERGROUP>
SAP_ALL_DISTRIBUTIONCHANNEL <DISTRIBUTIONCHANNEL>
SAP_ALL_MATERIAL SAP_ALL_MATERIALGRPOUP
<MATERIAL> <MATERIALGROUP>
SAP_ALL_SALESORGANISATION SAP_SD_ORDERNUM SAP_SD_ITEMNUMER
<SALESORGANIZATION> <SALESORDER> <SALESORDERITEM>
SAP_MIL_CP_CLASS
SAP_MIL_CP_DIAMETER SAP_MIL_CP_GRADE SAP_MIL_CP_HEIGHT SAP_MIL_CP_INSIDEDIAMETER SAP_MIL_CP_LENGTH SAP_MIL_CP_OUTSIDEDIAMETER SAP_MIL_CP_SURFACE SAP_MIL_CP_THICKNESS SAP_MIL_CP_WALLTHICKNESS SAP_MIL_CP_WIDTH SAP_MIL_CP_CONFMATERIAL Additional Notes about the model
Currently not provided by the source: please set to "#" (unassigned) <Diameter>¹ <Grad>¹ <Height>¹ <Inside diameter>¹ <Length>¹ <Outside diameter>¹ <Surface>¹ <Thickness>¹ <Wall Thickness>¹ <Width>¹ <Configurable Material>
I-CUSTOMER: CUSTOMERNAME I_CUSTOMER: COUNTRY I_SALESORDER-CUSTOMERGROUP I_SALESORDER-DISTRIBUTIONCHAN NEL I_SALESORDERITEM: MATERIAL I_SALESORDERITEM: MATERI ALGROUP I_SALESORDER-SALESORGANIZATION I_SALESORDERITEM: SALESORDER I_SALESORDERITEM-SALESORDERI TEM Not available
Base view: <ZDiameter>¹ Base view: <ZGrade>¹ Base view: <ZHeight>¹ Base view: <ZInside diameter>¹ Base view: <ZLength>¹ Base view: <ZOutside diameter>¹ Base view: <ZSurface>¹ Base view: <ZThickness>¹ Base view: <ZWall Thickness>¹ Base view: <ZWidth>¹ Base view: <ZCONFMATERIAL>¹
710
PUBLIC
Content Package User Guide Industries
Model Name: SAP__MIL_CP_IM_CON
FIGPRODUCTSD
Connection
¹ Naming of the characteristics depends on definition in the backend system.
Data Source Connection and Integration.
Core Data Service (CDS) views are SAP's strategic modeling approach for business entities. You can benefit from pre-deliv ered CDS cube and query views.
For example, analyse sales order data.
However, in case you want to analyse classification/configuration data, SAP cannot deliver CDS cubes upfront. The classes and characteristics for Classification/Configuration originate in the customer system and additional steps are required. Please review the following notes:
2330518 - Generating CDS views for classification/configuration 2384092 - Restrictions regarding CDS view generation 2490285 - Generating CDS views for classification/configuration in SAP S/4HANA On Premise 1709 2490167 - Generating CDS views for classification/configuration in SAP S/4HANA Cloud 1708
The content assumes that an analytical CDS query view is created in the SAP S/4HANA backend system by the customer joining information on sales orders, sales order items, and customers with configuration characteristics provided by the fol lowing CDS views:
1. Base view generated from transaction BSCL_CDS_GENERATE All fields (including the configuration characteristics)
2. I_SALESORDERITEM SALESORDER SALESORDERITEM ORDERQUANTITY ORDERQUANTITYUNIT NETAMOUNT TRANSACTIONCURRENCY ITEMGROSSWEIGHT ITEMWEIGHTUNIT MATERIAL MATERIALGROUP
3. I_SALESORDER SOLDTOPARITY CREATIONDATE BUSINESSAREA CUSTOMERGROUP DISTRIBUTIONCHANEEL SALESORGANIZATION
4. I_CUSTOMER CUSTOMERNAME COUNTRY
Content Package User Guide Industries
PUBLIC
711
Note
* Private dimension and other dimensions are public.
3.12 Mining (MIN)
3.12.1 Architecture and Abstract
Using SAP Analytics Cloud and its industry specific content Mining companies can visualize data to support optimal decision making, see the status of business and projects at a glance, and use ad-hoc query functionality for further data analysis when required. Furthermore, users can monitor and analyse business and operational performance and investigate the sources of variances. Thus, enabling them to initiate decisive and optimal actions. The solution improves the overall insight and tracks the company's performance.
712
PUBLIC
Content Package User Guide Industries
Architecture
3.12.2 Digital Boardroom
The Dashboard which can be used to obtain insights is: SAP_MIN_Dashboard
Content Package User Guide Industries
PUBLIC
713
3.12.3 Stories
SAP Mining: General Overview (SAP__MIN_GEN_OVERVIEW)
The overview page provides industry relevant Key Performance Indicators (KPI) from Lines of Business such as Finance, Human Resources, Health and Safety, Production, and Vendor Management.
SAP Mining: Direct Production Costs (SAP__MIN_MPC_PRODCOSTS)
Benchmark direct production costs per cost type per ton of ore for all locations being represented as cost centers in a hierarchy. Simulate effects of cost changes on the direct costs per ton to meet demanding efficiency targets. Direct costs instead of indirect costs are used in the simulation as they can easier be influenced.
SAP Mining: Environment, Health & Safety General Overview (SAP__MIN_EHS_GEN_OVERVIEW)
This is a copy of the story SAP__EHS_GEN_OVERVIEW.
3.12.4 Models 3.12.4.1 SAP__OAG_UPC_IM_UPSTRPRODCOSTS
Model Name: SAP__OAG_UPC_IM_UPSTRPRODCOSTS
Connection
Model Description: SAP Oil & Gas: Upstream Production Costs - Direct Costs Planning Enabled: Yes; Currency conversion: No
Connection Type: Import Data Connection to an SAP BW System
Connection Analytical Query: Please create a query based on the composite provider /IMO/ V_COOM01 using the below men tioned measure and dimensions.
Account* ID Costs Production Quantity Valuated Quantity
Description Costs Production Quantity Valuated Quantity
Formula/Mapping 0AMOUNT External Data¹ External Data¹
714
PUBLIC
Content Package User Guide Industries
Model Name: SAP__OAG_UPC_IM_UPSTRPRODCOSTS
Connection
Reference Price
Reference Price
External Data¹
Costs Threshold
Costs Threshold
External Data¹
Material Costs
Material Costs
RESTRICT([Costs],[d/ SAP_OAG_UPC_COSTELE MENT]=("500000"))
Energy Costs
Energy Costs
RESTRICT([Costs],[d/ SAP_OAG_UPC_COSTELE MENT]=("611000"))
Labour Costs
Labour Costs
RESTRICT([Costs],[d/ SAP_OAG_UPC_COSTELE MENT]=("943100","943200"))
Direct Total Costs
Direct Total Costs per Barrel
[Costs]/[ProductionQuantity]
Direct Material Costs
Direct Material Costs per Barrel
[Material Costs]/[ProductionQuantity]
Direct Energy Costs
Direct Energy Costs per Barrel
[Energy Costs]/[ProductionQuantity]
Direct Labour Costs
Direct Labour Costs per Barrel
[Labour Costs]/[ProductionQuantity]
Benchmark Costs Threshold
Benchmark Costs Threshold
Details([Reference Price]*[Costs Threshold])
Dimensions
ID
Description
Mapping
Time*
Time
0FISCPER
Material
SAP_ALL_MATERIAL
External Data¹
Controlling Area
SAP_ALL_COAREA
0CO_AREA
Cost Center
SAP_ALL_COSTCENTER
0COSTCENTER
Cost Element
SAP_OAG_UPC_COSTELEMENT
0COSTELMNT
Additional Notes about the model
¹External Data: The production volumes and the valuated production volumes (quantity x price) for the produced material (barrels of crude oil or m3 of gas) are typically sourced from an external system. The BW data model needs to be enhanced to include this data on project basis.
Note
* Private dimension and other dimensions are public.
Content Package User Guide Industries
PUBLIC
715
3.12.4.2 SAP__INV_IM_GOODSMOVEMENT
Model Name: SAP__INV_IM_GOODSMOVEMENT
Connection
Model Description: SAP Inventory Management Goods Movement
Planning Enabled: No Currency conversion: Enabled
Connection Type: Import Data Connection to an SAP BW System
Connection Analytical Query: Data source name: 2CCGDSMVTQUERY
CDS view name: C_GoodsMovementQuery
Account*
ID
Description
Formula/Mapping
Valuation
Absolute Valuation
Stock Change Amount
Input
Input
RESTRICT([Valuation],[d/SAP_INV_MOVEMENT TYPE]=("MT291","MT292"))
Output
Output
RESTRICT([Valuation],[d/SAP_INV_MOVEMENT TYPE]=("MT521","MT522"))
GRM
Gross Refining Margin
[Output] - [Input]
Pct_Input
% of Input
[GRM]/[Input]
Dimensions
Mapping
ID
Description
Dimension Name
Technical Name
Time*
Time
Posting Date
2CI8Y43VHMIRVF4RJRA ZEM218HU
Plant
SAP_ALL_PLANT
Plant
2CIPLANT
Legal Entity
SAP_ALL_COMPANY_CODE Legal Entity
2CIFICOMPANYCODE
Valuation Type
SAP_INV_VALUATIONTYPE Valuation Type
2CIFIINVVALTYPE
Material
SAP_ALL_MATERIAL
Material
2CIMATERIAL
Material Group
SAP_ALL_MATERIALGROUP Material Group
2CIMATERIAL-MATERI ALGROUP
Movement Type
SAP_INV_MOVEMENTTYPE Movement Type
2CIGDSMVTTYPE
Profit Center
SAP_ALL_PROFITCENTER Profit Center
2CQNCGI0DLB6F8TG1TWCL 2IQX6G
Additional Notes about the model
It is recommended to filter data during upload on the following Movement Types so that only data for these 4 types are uploaded:
521 Receipt w/o Order 522 RE Receipt w/o Order 291 GI all acc. Assigmts 292 RE all acc. Assigmts
Note
* Private dimension and other dimensions are public.
716
PUBLIC
Content Package User Guide Industries
3.12.4.3 SAP__OAG_TSW_IM_SHIPMENT
Model Name: SAP__OAG_TSW_IM_SHIPMENT
Connection
Model Description: SAP Oil and Gas: TSW Shipment (Plan VS Actual) Planning Enabled: No
Connection Type: Import Data Connection to OData Services
Connection OData: Service name: (/sap/opu/odata/SAP/TSW_SHIP MENT_PLAN_VS_ACTUAL_SRV¹
CDS name: C_PlanVsActualNomi nation¹)
TSW Account* ID Delta_Load_Discharge_Time_Hours Planned_Transit_Time_Hours Actual_Transit_Time_Hours Delta_Transit_Time_Hours Location_Specific_Scheduling_Devia tion_Hours Planned_Quantity Actual_Quantity Delta_Quantity Delta_Quantity_% Delta_Transit_Time_%
Dimensions ID Time* SAP_OAG_TSW_NOMKEY SAP_OAG_TSW_NOMITEM SAP_OAG_TSW_NOMNUMBER SAP_OAG_TSW_LOCID SAP_OAG_TSW_LOCID SAP_OAG_TSW_LOCTYPE SAP_ALL_MATERIAL SAP_ALL_MATERIALGROUP SAP_ALL_MATERIALGROUP SAP_OAG_TSW_CARRIER SAP_OAG_TSW_CARRIER
Formula/Mapping
Description
ID in data source
Delta Load Discharge Time [Hours]
NominationDeltaActualPlan
Planned Transit Time [Hours]
PlannedTransitTime
Actual Transit Time [Hours]
ActualTransitTime
Delta Transit Time [hours]
DeltaTransitTime
Location Specific Scheduling Deviation NominationLocSpcfcDvtn [Hours]
Planned Quantity (BBL)
PlannedQuantity
Actual Quantity (BBL)
ActualScheduledQuantity
Delta Quantity (BBL)
NominationDeltaQuantity
Delta Quantity (%)
[Delta_Quantity]/[Planned_Quantity]
Delta Transit Time (%)
[Delta_Transit_Time_Hours]/[Plan ned_Transit_Time_Hours]
Description Time Nomination Key Nomination Item Nomination Number Location ID Location Description Location Type Material Material Group ID Material Group Description Carrier ID Carrier Description
Mapping PlannedStartDate NominationDoc NominationDocItem NominationExtNumber LocationId LocationName LocationType ScheduledMaterial MaterialGroup MaterialGroupName NominationCarrier CarrierName
Content Package User Guide Industries
PUBLIC
717
Model Name: SAP__OAG_TSW_IM_SHIPMENT
Connection
SAP_OAG_TSW_MOT
Mode Of Transport ID
NominationModeOfTransport
SAP_OAG_TSW_MOT
Mode Of Transport Description
ModeOfTransportText
SAP_OAG_TSW_VEHICLEID
Vehicle ID
VehicleId
SAP_OAG_TSW_VEHICLEID
Vehicle Description
VehicleDescription
SAP_OAG_TSW_ROUTE
Route
ShippingRoute
SAP_OAG_TSW_UNIQUELOCID
Unique Location Indicator
IsNominationLocationUnique
SAP_OAG_TSW_LDINDICATOR
Load/Discharge Indicator
IsLoad
SAP_OAG_TSW_PLSTARTDATETIME Planned Start Date/Time
PlannedStartDateTime
SAP_OAG_TSW_LOCADATETIME
Location Actual Date/Time
NominationLocActlStrtDteTme
SAP_OAG_TSW_TTADATETIME
Transit Time Actual Date/Time
TT Actual Date Time
Additional Notes about the model
*The CDS view and OData service are on the S/4 HANA Roadmap Industry: Oil and Gas , 2018 future direction. This is the current state of planning and can be changed by SAP at any time without notice.
Note
Private dimension and other dimensions are public.
3.13 Oil & Gas (OAG)
3.13.1 Architecture and Abstract
With SAP Analytics Cloud including the content Oil & Gas companies can leverage consistent business intelligence to drive decisions for efficiency as the drop-in oil prices have put pressure on margins.
Companies can visualize data to support optimal decision making, see the status of business and projects at a glance, and use ad-hoc query functionality for further data analysis when required. Furthermore, it will help business users to monitor and analyse business and operational performance and investigate the sources of variances. Thus, enabling business users to initiate decisive and optimal actions. The solution improves the overall insight and tracks the company's performance.
The content will help to:
Analyse your current financial performance including detail information on the Profit & Loss situation, your Net and Gross Profit Margin, and the Earnings and Expense situation for the current year.
Benchmark direct production costs and simulate effects of cost changes on the direct costs per barrel to meet demanding efficiency targets.
Assessment of the product portfolio performance of downstream and chemical business units. Comparison of the refineries economics based on the difference of the cost of the raw materials and
feedstocks consumed and the value of the finished products produced to improve. For example, decisions on matching supply/demand, refinery planning, or investments.
718
PUBLIC
Content Package User Guide Industries
Monitoring execution performance of O&G shipments (TSW nominations) by key parameters such as carrier, mode of transport, route, vehicle, and site to improve the lead time and delivery quality in the supply chain.
Improve decisions on the current portfolio of capital and STO project and analyse deviations of budget and costs per project including the root cause analysis.
Monitor the headcount, recruitment, age diversity, timeoffs, and training spend.
The stories are based on integration via data acquisition to SAP S/4HANA via CDS Query Views, to SAP SuccessFactors via Connector, to SAP ERP and SAP PPM via SAP BW Query.
Content Package User Guide Industries
PUBLIC
719
Architecture
The colored objects are documented in this chapter.
The documentation for the story SAP__OAG_GEN_FINANCE can be found in the following chapter: 5.5 Finance (FI).
720
PUBLIC
Content Package User Guide Industries
The documentation for the story SAP__OAG_PPM_PROJECTPORTFOLIO can be found in the following chapter: 5.20 Portfolio and Project Management (PPM).
The documentation for the story SAP__OAG_EHS_HS_INCIDENTS, SAP__OAG_EHS_EM_EMISSIONS and SAP__EHS_RAS_RISKASSESSMENT can be found in the following chapter: 5.4 Environment, Health and Safety Management (EHS).
The documentation for the story SAP__HR_GEN_HR and SAP__HR_GEN_RECRUITMENT can be found in the following chapter: 5.14 Human Resources (HR).
The documentation for the story SAP__VMS_GEN_WORKFORCE can be found in the following chapter:
3.13.2 Digital Boardroom
SAP_OAG_Dashboard
The Dashboard provides a company summary and performance overview to the Board for the last quarters. The Dashboard has stable elements that will be monitored continuously such as Finance or Human Resources. The health and safety topic is an example for a one-time actual topic with high industry relevance that should be analysed and solved due to current problems. Date of the meeting is 20th of October 2018, as the provided data corresponds to this date.
The following topics are covered:
Finance: General assessment of financial performance based on P&L, investments, and account positions. Upstream Direct Production Cost: Benchmark direct production costs per cost type per barrel of crude for
all districts, fields, wells or well completions. Simulate effects of cost changes on the direct costs per barrel to meet demanding efficiency targets. Downstream Portfolio Performance: Assessment of the product portfolio performance of downstream and chemical business units with respect to contribution margin by markets, regions, and customer segments. Downstream Supply Chain Performance: Gross Refining Margin - Comparison of the refineries profits based on the difference of the cost of the
raw materials and value of the petroleum products produced to improve for example, productivity related decision and decisions on supply-demand matching or investments. TSW Shipments - Monitoring execution performance of O&G shipments (TSW nominations) by key parameters such as carrier, mode of transport, route, vehicle, and site to improve the lead time and delivery quality in the supply chain. Capital and STO Projects: Improve decisions on the current portfolio of capital and STO (Shutdowns, Turnarounds, and Outages) projects based on budgets, costs, commercial value, risks, and ROI including analysis of budget deviations. Environment, Health, and Safety: Greenhouse Gas Emissions - Monitor how well the oil platforms, fields, terminals, and refineries reach the companies greenhouse gas emission reduction target. Risk Assessment - This story enables customers to analyse and compare the risk situation of their operational units (in this example plants), it shows how well this risk situation is managed by the implementation of mitigating risk controls. Human Resources: Human Resources - Overview on the most important of HR topics. Recruitment - Overview on the recruitment
Content Package User Guide Industries
PUBLIC
721
Contingent Worker, Statement of Work and Supplier Mgmt.
3.13.3 Stories
Name: SAP__OAG_GEN_OVERVIEW
SAP Oil & Gas: General - Overview Purpose: The overview page provides the most relevant Key Performance Indicators (KPI) from Line(s) of Business such as Upstream, Downstream and Chemicals, Human Resource, Health and Safety, Product Management, and Finance. Page: Overview
KPI´s
Gross Revenue SAP__FI_GEN_IM_GENERALLEDGER*
Contribution Margin SAP__FI_GEN_IM_GENERALLEDGER*
Injuries SAP__EHS_HS_IM_INCIDENTS*
Charts
Title
Models Used
Navigate to Agenda Item
Financial Overview for the Current Year SAP__FI_GEN_IM_GENERALLEDGER* Financial
EBIT, Contribution Margin, and ROCE YTD monthly values.
Downstream Sales Revenue by Busi ness Unit
SAP__FI_GEN_IM_GENERALLEDGER* Downstream Portfolio Performance
YTD plan / actual comparison of the sales revenues of the Downstream Refineries and Chemical Business Units.
Upstream Production Overview
SAP__OAG_UPC_IM_UPSSTRPROD COSTS
Upstream Direct Production Costs
YTD plan / actual production of barrel of crude in BBL.
Top 5 Projects by Budget
SAP__PPM_IM_PORTFOLIO *
Capital and STO Projects
Top 5 project of current portfolio by total budget and actual costs in million USD.
European Gross Refining Margin Bench SAP__INV_IM_GOODSMOVEMENT mark
SCP - Gross Refining Margin
Comparison of the European refineries economics by YTD margin in million USD.
Greenhouse Gas Emissions in CO2e
SAP__EHS_EM_IM_EMISSIONS*
Greenhouse Gas Emissions
Company's total greenhouse gas emissions in CO2e of the last 10 years including the total target.
Injuries
SAP__EHS_HS_IM_INCIDENTS*
Incidents
Company's total monthly number of incidents were people were injured of current year.
Shipment Performance in Primary Dis SAP__OAG_ DSC_TSWSHIPMENT tribution
SCP - TSW Shipments
Company's Shipment performance: Delta Transit Time (%), Delta Quantity (%) and Avg. Location Spec Deviation.
* The documentation for the model SAP Finance: General- Financial Statement with Plan/Actual (SAP__FI_GEN_IM_GENERALLEDGER) can be found in the following chapter
722
PUBLIC
Content Package User Guide Industries
The documentation for the model SAP Portfolio and Project Management: Project Portfolio (SAP__PPM_IM_PORTFOLIO) can be found in the following chapter:
The documentation for the model SAP Environ. Health & Safety: Health & Safety Incidents (SAP__EHS_HS_IM_INCIDENTS) can be found in the following chapter: SAP Environ. Health & Safety: Health & Safety - Incidents (SAP__EHS_HS_IM_INCIDENTS)
The documentation for the model SAP Human Resources: General Headcount (SAP__HR_GEN_IM_HEADCOUNT) can be found in the following chapter: SAP Human Resources: General - Headcount (SAP__HR_GEN_IM_HEADCOUNT)
Name: SAP__OAG_GEN_FINANCE
SAP Oil & Gas: Finance - General
General assessment of financial performance based on P&L, investments, and account positions.
This is a copy of the story SAP__FI_GEN_FINANCE (SAP Finance: Financial Boardroom). For a description of the story and the models used please check the following chapter: Finance (FI).
Name: SAP__OAG_UPC_UPSTREAMPRODCOSTS
SAP Oil & Gas: Upstream Production Costs Direct Costs
Benchmark direct production costs per cost type per barrel of crude for all operating units, districts, fields, or wells being represented as cost centers in a hierarchy. Simulate effects of cost changes on the direct costs per barrel to meet demand ing efficiency targets. Direct costs instead of indirect costs are used in the simulation as they can easier be influenced.
Page: Details
Charts
Title
Models Used
Navigate to
Upstream Direct Production Cost Benchmark
SAP__OAG_UPC_IM_UPSTRPROD COSTS
This chart compares direct production costs per barrel of crude oil of various wells and platforms and showing a costs threshold. This is calculated as a percentage of the monthly average oil price. The percentage depends the production sys tem, here well and platform. The threshold is created to indicate potential profitability issues.
Direct Material Costs per Barrel by Cost SAP__OAG_UPC_IM_UPSTRPROD
Center
COSTS
This chart shows all cost elements related to materials per barrel of crude for the selected cost center/production unit for the time period.
Direct Energy Costs per Barrel by Cost SAP__OAG_UPC_IM_UPSTRPROD
Center
COSTS
This chart shows all costs elements related to energy costs per barrel of crude for the selected cost center/production unit for the time period.
Direct Labour Costs per Barrel by Cost SAP__OAG_UPC_IM_UPSTRPROD
Center
COSTS
This chart shows all cost elements related to labour per barrel of crude for the selected cost center/production unit for the time period.
Page: Context
Content Package User Guide Industries
PUBLIC
723
Name: SAP__OAG_UPC_UPSTREAMPRODCOSTS
In this page, simulation of costs can be performed. A copy of the actual costs version is saved as a planned version and simulation of costs can be done in this planned version of costs.
The upper chart reflects the Simulated costs based on data manipulated in the lower table.
Charts
Title
Models Used
Navigate to
Simulation of Costs
SAP__OAG_UPC_IM_UPSTRPROD COSTS
Chart shows the result of the simulation. The simulated direct total cost per barrel of crude oil are shown and compared to the costs threshold.
Input for Simulation of Total Costs
SAP__OAG_UPC_IM_UPSTRPROD COSTS
Simulate the effects of cost increases or decreases on the total direct production's costs per barrel of crude oil. Compare cost to the cost threshold. Including the simulation on how changing market price for crude oil would influence the thresh old.
Name: SAP__OAG_PRT_PORTFOLIOPERF
SAP Oil & Gas: Downstream Portfolio Performance Contribution Margin
Assessment of the product portfolio performance of downstream and chemical business units with respect to contribution margin by markets, regions, and customer segments.
Page: Details
Charts
Title
Models Used
Navigate to
Contribution Margin by Downstream and Chemicals
SAP__FI_IM_GENERALLEDGER*
Explorer
Contribution Margin by Segment for Selected Period
SAP__FI_IM_GENERALLEDGER*
Explorer
Contribution Margin
SAP__FI_IM_GENERALLEDGER*
Explorer
Contribution Margin by Segment
SAP__FI_IM_GENERALLEDGER*
Explorer
Page: Context
Charts
Title
Models Used
Navigate to
Contribution Margin by Segment and Product Group
SAP__FI_IM_GENERALLEDGER*
Explorer
Contribution Margin by Customer Group
SAP__FI_IM_GENERALLEDGER*
Explorer
Sales Deductions by Customer Group SAP__FI_IM_GENERALLEDGER*
Explorer
Sales Revenue, Sales Deductions and SAP__FI_IM_GENERALLEDGER* Contribution Margin by Material Group
Explorer
724
PUBLIC
Content Package User Guide Industries
The documentation for the model SAP Finance: General- Financial Statement with Plan/Actual (SAP__FI_GEN_IM_GENERALLEDGER) can be found in the following chapter: 5.5.4.1
Name: SAP__OAG_ DSC_GROSSREFMARGIN
SAP Oil & Gas: Downstream Supply Chain Performance - Gross Refining Margin
Purpose: Comparison of the refineries profits based on the difference of the cost of the raw materials and value of the pe troleum products produced to improve. For example, productivity related decision, decisions on supply-demand matching or investments. This scenario offers an internal benchmark to compare the performance of different refineries. The gross refining margin is calculated based on the valued consumption of crude oil and other feedstocks and the valued production outputs.
Page: Details
Charts
Title
Models Used
Navigate to
Gross Refining Margin by Plant
SAP__INV_IM_GOODSMOVEMENT
Open in Explorer
This chart shows the total gross refining margin of the different refineries in Mio US $.
% Gross Refining Margin by Plant
SAP__INV_IM_GOODSMOVEMENT
Open in Explorer
This chart shows the total gross refining margin of the different refineries in % of input.
Output by Material Group
SAP__INV_IM_GOODSMOVEMENT
Open in Explorer
This chart shows for the selected plants the produced outputs by material group as % of total output.
Gross Refining Margin Trend
SAP__INV_IM_GOODSMOVEMENT
Open in Explorer
This chart shows for the selected plants the monthly gross refining margins in Mio US $.
Content Package User Guide Industries
PUBLIC
725
Name: SAP__OAG_ DSC_GROSSREFMARGIN
% Gross Refining Margin Trend
SAP__INV_IM_GOODSMOVEMENT
Open in Explorer
This chart shows for the selected plants the monthly gross refining margins in % of Input.
Page: Context
Output by Plant
SAP__INV_IM_GOODSMOVEMENT
Open in Explorer
This chart shows the valuated output by plant YTD for the selected refineries, material groups, and output unit.
Output by Material Group
SAP__INV_IM_GOODSMOVEMENT
Open in Explorer
This chart shows the valuated output by material group YTD for the selected refineries, material groups, and output unit.
Output by Material
SAP__INV_IM_GOODSMOVEMENT
Open in Explorer
This chart shows the valuated output by material YTD for the selected refineries, material groups, and output unit.
Output by Plant and Material Group
SAP__INV_IM_GOODSMOVEMENT
Open in Explorer
This chart shows the valuated output by material group and plant YTD for the selected refineries, material groups, and out put unit.
Story Name: SAP__OAG_ DSC_TSWSHIPMENT
SAP Oil & Gas: Downstream Supply Chain Performance - TSW Shipment
Purpose: Monitoring execution performance of O&G shipments (TSW nominations) by key parameters such as carrier, mode of transport, route, vehicle and site to improve the lead time and delivery quality in the supply chain.
Page: Supply Chain Performance
Charts
Title
Models Used
Navigate to
Planned Quantity per Material Group SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Planned Quantity per Material Group in %.
Delta Transit Time
SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Delta Transit Time in %.
Avg. Scheduling Deviation
SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Avg. Scheduling Deviation in hours.
Delta Quantity
SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Delta Quantity in %.
Delta Quantity, Delta Transit Time and SAP__OAG_TSW_IM_SHIPMENT Avg. Scheduling Deviation
Open in Explorer
This chart shows for each Material Group the Delta Quantity, Delta Transit Time, and Avg. Scheduling Deviation in %.
Planned, Actual and Delta Transit Time SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Planned, Actual, and Delta Transit Time for each Material Group in hours and %.
726
PUBLIC
Content Package User Guide Industries
Story Name: SAP__OAG_ DSC_TSWSHIPMENT
Scheduling Deviation and Avg. Schedul SAP__OAG_TSW_IM_SHIPMENT ing Dev.
Open in Explorer
This chart shows the Scheduling Deviation and Avg. Scheduling Dev. for each Material Group in hours.
Planned, Actual and Delta Quantity (%) SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Planned, Actual, and Delta Quantity for each Material Group (%) in BBL and %.
Page: Carrier Performance
Charts
Title
Models Used
Navigate to
Planned and Delta Transit Time per Car SAP__OAG_TSW_IM_SHIPMENT rier
Open in Explorer
This chart shows the Planned and Delta Transit Time per Carrier in hours and %.
Delta Transit Time per Carrier and Mode of Transport
SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
Delta Transit Time per Carrier and Mode of Transport in %
Delta Transit Time per Carrier, Mode Of SAP__OAG_TSW_IM_SHIPMENT Transport and Vehicle
Open in Explorer
This chart shows the Delta Transit Time per Carrier, Mode Of Transport and Vehicle in %.
Page: Mode of Transport Performance
Charts
Title
Models Used
Navigate to
Delta TT and Average Scheduling Devia SAP__OAG_TSW_IM_SHIPMENT tion
Open in Explorer
This chart shows the Delta TT and Average Scheduling Deviation in %.
Average Scheduling Deviation per Mode SAP__OAG_TSW_IM_SHIPMENT Of Transport and Time
Open in Explorer
This chart shows the Average Scheduling Deviation per Mode Of Transport and Time in hours.
Delta Transit Time per Mode of Trans port and Route
SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Delta Transit Time per Mode of Transport and Route in %.
Page: Location Performance
Charts
Title
Models Used
Navigate to
Delta Quantity and Average Scheduling SAP__OAG_TSW_IM_SHIPMENT Deviation per Location
Open in Explorer
This chart shows the Delta Quantity and Average Scheduling Deviation per Location in BBL and hours.
Avg. Scheduling Deviation
SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Avg. Scheduling Deviation for each Material Group in hours of Load (L) and Dis charge (D).
Content Package User Guide Industries
PUBLIC
727
Story Name: SAP__OAG_ DSC_TSWSHIPMENT
Delta Quantity per Material Group
SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Delta Quantity per Material Group in BLL for Load (L) and Discharge (D).
Delta Quantity per Location and Time SAP__OAG_TSW_IM_SHIPMENT
Open in Explorer
This chart shows the Delta Quantity per Location and Time in BBL.
Calculations
Calculation name
Type
Data Source name
Counter
Aggregation
SAP__OAG_TSW_IM_SHIPMENT
Properties
Operation: Count
Aggregation Dimensions: Nomination Item, Nomination Key
Measure: Location Specific Scheduling Deviation (Hours)
Avg. Location Spec. Deviation
Formula
calculated
SAP__OAG_TSW_IM_SHIPMENT
[SAP__OAG_TSW_IM_SHIPMENT: Location_Specific_Scheduling_Deviation_Hours]/[#Counter]
Name: SAP__OAG_PPM_PROJECTPORTFOLIO SAP Oil & Gas: Portfolio and Project Management Project Portfolio This is a copy of the story SAP__PPM_PROJECTPORTFOLIO (SAP Portfolio and Project Management: Project Portfolio). For a description of the story and the models used please check the following chapter: Portfolio and Project Management (PPM).
Name: SAP__OAG_EHS_HS_INCIDENTS SAP Oil & Gas: Environment, Health and Safety - Incidents
This is a copy of the story SAP__EHS_HS_INCIDENTS (SAP Environ. Health & Safety: Health & Safety - Incidents). For a description of the story and the models used please check the following chapter: EHS: Stories. Name: SAP__OAG_EHS_EM_EMISSIONS* SAP Oil & Gas: Environment, Health and Safety Greenhouse Gas Emissions
This is a copy of the story SAP__EHS_EM_EMISSIONS (SAP Environment, Health and Safety: Environment Management Greenhous Gas Emissions) For a description of the story and the models used please check the following chapter: EHS: Stories.
Story Name: SAP__EHS_RAS_RISKASSESSMENT
SAP Environment, Health and Safety Risk Assessment
This is a reused story. For a description of the story and the models used please check the following chapter 5.4 Environ ment, Health and Safety Management (EHS).
728
PUBLIC
Content Package User Guide Industries
Name: SAP__HR_GEN_HR SAP Oil & Gas: Human Resources - General This is a copy of the story SAP__HR_GEN_HR (SAP Human Resources: General) For a description of the story and the models used please check the following chapter: 5.6 Human Resources (HR).
Story Name: SAP__VMS_GEN_WORKFORCE SAP Vendor Management System: General - Workforce This is a reused story. The documentation for the story SAP__VMS_GEN_WORKFORCE can be found in the following chap ter: 5.28 Vendor Management (VMS)
3.13.4 Models 3.13.4.1 SAP__OAG_UPC_IM_UPSTRPRODCOSTS
Model Name: SAP__OAG_UPC_IM_UPSTRPRODCOSTS
Connection
Note
Model Description: SAP Oil & Gas: Upstream Production Costs - Direct Costs Planning Enabled: Yes Currency conversion: No
Connection type: Import Data Con nection to an SAP BW System
Connection Analytical Query: Please create a query based on the composite provider /IMO/ V_COOM01 using the below men tioned measure and dimensions
Accounts ID Costs Production Quantity Valuated Quantity Reference Price Costs Threshold Material Costs
Energy Costs
Labour Costs
Description Costs Production Quantity Valuated Quantity Reference Price Costs Threshold Material Costs
Energy Costs
Labour Costs
Formula/Mapping
0AMOUNT
External Data **
External Data **
External Data **
External Data **
RESTRICT([Costs],[d/ SAP_OAG_UPC_COSTELE MENT]=("500000"))
RESTRICT([Costs],[d/ SAP_OAG_UPC_COSTELE MENT]=("611000"))
RESTRICT([Costs],[d/ SAP_OAG_UPC_COSTELE MENT]=("943100","943200"))
Content Package User Guide Industries
PUBLIC
729
Model Name: SAP__OAG_UPC_IM_UPSTRPRODCOSTS
Direct Total Costs
Direct Total Costs per Barrel
Direct Material Costs
Direct Material Costs per Barrel
Direct Energy Costs
Direct Energy Costs per Barrel
Direct Labour Costs
Direct Labour Costs per Barrel
Benchmark Costs Threshold
Benchmark Costs Threshold
Dimensions
ID
Description
Time
Time
Material
SAP_ALL_MATERIAL
Controlling Area
SAP_ALL_COAREA
Cost Center
SAP_ALL_COSTCENTER
Cost Element
SAP_OAG_UPC_COSTELEMENT
Dimension that only exists in SAP Ana lytics Cloud model and not in data source
Connection [Costs]/[ProductionQuantity] [Material Costs]/[ProductionQuantity] [Energy Costs]/[ProductionQuantity] [Labour Costs]/[ProductionQuantity] Details([Reference Price]*[Costs Threshold])
Mapping 0FISCPER 0MATERIAL** 0CO_AREA 0COSTCENTER 0COSTELMNT Assign to #
Note
** External Data: The production volumes and the valuated production volumes (quantity x price) for the produced material (barrels of crude oil or m3 of gas) are typically sourced from an external system. The BW data model needs to be enhanced to include this data on project basis.
730
PUBLIC
Content Package User Guide Industries
3.13.4.2 SAP__INV_IM_GOODSMOVEMENT
Model Name: SAP__INV_IM_GOODSMOVEMENT
Model Description: SAP Inventory Management - Goods Movement Planning Enabled: No Currency Conversion: Enabled
Accounts ID Valuation Input
Output
GRM Pct_Input Dimensions ID Time
INV Account Goods Movements
Plant Legal Entity Valuation Type Material Material Group
Movement Type
Description Absolute Valuation Input
Output
Gross Refining Margin % of Input
Description Time
SAP_INV_ACCOUNT_GOODSMOVE MENT SAP_ALL_PLANT SAP_ALL_COMPANY_CODE SAP_INV_VALUATIONTYPE SAP_ALL_MATERIAL SAP_ALL_MATERIALGROUP
SAP_INV_MOVEMENTTYPE
Connection
Connection Type: Import Data Connec tion to an SAP BW System Connection Analytical Query: Data
source name: 2CCGDSMVTQUERY CDS View Name: C_GoodsMove
mentQuery It is recommended to filter data during upload on the following Movement Types so that only data for these 4 types are uploaded: 521 Receipt w/o Order 522 RE Receipt w/o Order 291 GI all acc. Assigmts 292 RE all acc. Assigmts
Formula/Mapping Stock Change Amount RESTRICT([Valuation],[d/ SAP_INV_MOVEMENT TYPE]=("MT291","MT292")) RESTRICT([Valuation],[d/ SAP_INV_MOVEMENT TYPE]=("MT521","MT522")) [Output] - [Input] [GRM]/[Input]
Mapping (Technical Names) Posting Date (2CI8Y43VHMIRVF4RJRAZEM218HU) Stock Change Amount
Plant (2CIPLANT) Legal Entity (2CIFICOMPANYCODE) Valuation Type (2CIFIINVVALTYPE) Material (2CIMATERIAL) Material Group (2CIMATERIAL-MATERI ALGROUP) Movement Type (2CIGDSMVTTYPE)
Content Package User Guide Industries
PUBLIC
731
Model Name: SAP__INV_IM_GOODSMOVEMENT
Profit Center
SAP_ALL_PROFITCENTER
Dimension that only exists in SAP Ana lytics Cloud model and not in data source
Connection Profit Center (2CQNCGI0DLB6F8TG1TWCL2IQX6G)
Assign to #
3.13.4.3 SAP__OAG_TSW_IM_SHIPMENT
Model Name: SAP__OAG_TSW_IM_SHIPMENT
Connection
Model Description: SAP Oil and Gas: TSW Shipment (Plan VS Actual) Planning Enabled: No Currency Conversion: No
Connection type: Import Data Con nection to OData Services
Connection OData: Service name: (/sap/opu/odata/SAP/TSW_SHIP MENT_PLAN_VS_ACTUAL_SRV*
CDS name: C_PlanVsActualNomi nation*)
Accounts ID Delta_Load_Discharge_Time_Hours
Description Delta Load Discharge Time [Hours]
Formula/Mapping (Technical Names) Scheduling Date Delta [Hours]* (NominationDeltaActualPlan*)
Planned_Transit_Time_Hours
Planned Transit Time [Hours]
Planned Transit Time [Hours]* (PlannedTransitTime*)
Actual_Transit_Time_Hours
Actual Transit Time [Hours]
Actual Transit Time [Hours]* (ActualTransitTime*)
Delta_Transit_Time_Hours
Delta Transit Time [hours]
Delta Transit Time [Hrs]* (DeltaTransitTime*)
Location_Specific_Scheduling_Devia tion_Hours
Location Specific Scheduling Deviation Location Specific Scheduling Devia
[Hours]
tion*
(NominationLocSpcfcDvtn*)
Planned_Quantity
Planned Quantity (BBL)
Planned Quantity* (PlannedQuantity*)
Actual_Quantity
Actual Quantity (BBL)
Actual Quantity* (ActualScheduledQuantity*)
732
PUBLIC
Content Package User Guide Industries
Model Name: SAP__OAG_TSW_IM_SHIPMENT
Delta_Quantity
Delta Quantity (BBL)
Delta_Quantity_% Delta_Transit_Time_%
Dimensions ID TSW_ACCOUNT SAP_OAG_TSW_NOMKEY SAP_OAG_TSW_NOMITEM
SAP_OAG_TSW_NOMNUMBER
SAP_OAG_TSW_LOCID
Delta Quantity (%) Delta Transit Time (%)
Description TSW Account Nomination Key Nomination Item
Nomination Number
Location Id
SAP_OAG_TSW_LOCTYPE SAP_ALL_MATERIAL SAP_ALL_MATERIALGROUP
Location Type Material Material Group
SAP_OAG_TSW_CARRIER
Carrier
SAP_OAG_TSW_MOT
Mode Of Transport
SAP_OAG_TSW_VEHICLEID
Vehicle Id
SAP_OAG_TSW_ROUTE SAP_OAG_TSW_UNIQUELOCID
SAP_OAG_TSW_LDINDICATOR
Route Unique Location Indicator
Load/Discharge Indicator
Content Package User Guide Industries
Connection
Delta Quantity* (NominationDeltaQuantity*) [Delta_Quantity]/[Planned_Quantity] [Delta_Transit_Time_Hours]/[Plan ned_Transit_Time_Hours]
Mapping (Technical Names) Planned Start Date* ( Nomination Key* (NominationDoc*) Nomination Item* (NominationDocI tem*) Nomination Number* (NominationExt Number*)
Location Id* (LocationId*) Description: Location Name* (Location Name*) Location Type* (LocationType*) Material* (ScheduledMaterial*)
Material Group* (MaterialGroup*) Description: Material Group Desc* (Ma terialGroupName*)
Carrier* (NominationCarrier*) Description: Carrier Name* (Carrier Name*)
Mode Of Transport* (NominationMo deOfTransport*) Description: Mode Of Transport Text* (ModeOfTransportText*)
Vehicle Id* (VehicleId*) Description: Vehicle Name* (VehicleDe scription*) Route* (ShippingRoute*) Unique Location Indicator* (IsNomina tionLocationUnique*) Load/Discharge Indicator* (IsLoad*)
PUBLIC
733
Model Name: SAP__OAG_TSW_IM_SHIPMENT SAP_OAG_TSW_PLSTARTDATETIME Planned Start Date/Time
SAP_OAG_TSW_LOCADATETIME
Location Actual Date/Time
SAP_OAG_TSW_TTADATETIME
Transit Time Actual Date/Time
Dimension that only exists in SAP Ana lytics Cloud model and not in data source
Connection
Planned Start Date Time* (Planned StartDateTime*)
Location Actual Date Time* (Nomina tionLocActlStrtDteTme*)
ActualStartDateTime* (TT Actual Date Time*)
Assign to #
Note
* The CDS view and OData service are on the S/4 HANA Roadmap Industry Oil and Gas, 2018 future direction. This is the current state of planning and can be changed by SAP at any time without notice.
734
PUBLIC
Content Package User Guide Industries
3.14 Professional Services for SAP S/4HANA Cloud (SAP BEST PRACTICES)
3.14.1 Architecture
SAP S/4HANA Cloud Professional Services content with SAP Analytics Cloud (28W) is using live connections. Before importing the content, please read the documentation carefully and set up the required connections.
Find all details and documentation about this scope item in SAP Best Practices Explorer: SAP Best Practices for Analytics Professional Services Content.
3.15 Public Sector (PS)
3.15.1 Architecture and Abstract
The Public Sector Boardroom is an overview for management of public sector organizations in all segments. The Financial Perspective provides the user with the ability to navigate across the Funds Management to understand budget definition and budget consumption for the year and compare year over year.
Content Package User Guide Industries
PUBLIC
735
In addition, revenue, expenditure, and receivables/payables can be analysed. The Program Perspective includes a sampling of constituent service and program execution analyses and the People Perspective an understanding of an organization's workforce.
The data for the models is generated primarily from existing SAP BW Queries that are public sector specific. The People perspective is taken from a generic story created for all the industries and based on SuccessFactors data sources.
3.15.2 Dashboard
The dashboard which is used to obtain insights is: SAP_PS_Dashboard.
3.15.3 Stories
SAP Public Sector: General - Overview (SAP__PS_GEN_OVERVIEW) SAP Public Sector: Finance (SAP__PS_GEN_FINANCE) SAP Public Sector: Program & Constituent (SAP__PS_GEN_PROGRAM)
736
PUBLIC
Content Package User Guide Industries
3.15.4 Models
3.15.4.1 General - Commitments/Actuals and Budget (SAP__PS_BCS_IM_COMMIT_ACT_BUD)
Model Name: SAP__PS_BCS_IM_COMMIT_ACT_BUD
Model Description: SAP Public Sector: General - Commitments/Actuals and Budget Planning Enabled: No
Commitments/Actuals and Budget Account*
ID
Description
0C02_RK001
Current budget
0C02_RK002
Original budget
0C02_RK003
Returns
0C02_RK004
Supplements
0C02_RK005
Transfer - sender
0C02_RK006
Transfer - receiver
0C02_RK007
Budget for assigned funds
0C02_RK008
Assigned amount (assigned budget)
0C02_CK001
Available budget
0C02_RK009
Commitment and actual
Dimensions ID SAP_PS_BCS_FUND SAP_PS_BCS_FUNDSCENTER
SAP_PS_BCS_Grant
Description Fund Funds Center
Grant
Connection
Connection Types: Im port Data Connection > SAP BW
Connection Queries: 0PSM_C02_Q0002, 0PSM_C02_Q0003
Formula/Mapping 0C02_RK001 (Query 0PSM_C02_Q0002) 0C02_RK002 (Query 0PSM_C02_Q0002) 0C02_RK003 (Query 0PSM_C02_Q0002) 0C02_RK004 (Query 0PSM_C02_Q0002) 0C02_RK005 (Query 0PSM_C02_Q0002) 0C02_RK006 (Query 0PSM_C02_Q0002) 0C02_RK007 (Query 0PSM_C02_Q0003) 0C02_RK008 (Query 0PSM_C02_Q0003) 0C02_CK001 (Query 0PSM_C02_Q0003)
0C02_RK009 (Query 0PSM_C02_Q0003)
Mapping 0FUND (Fund) 0FUNDS_CTR (Funds Cen ter) 0GRANT_NBR (Grant)
Content Package User Guide Industries
PUBLIC
737
Model Name: SAP__PS_BCS_IM_COMMIT_ACT_BUD SAP_PS_BCS_COMMITMENTITEM SAP_PS_BCS_FUNCTIONALAREA SAP_PS_BCS_FUNDEDPROGRAM
Commitment Item Functional Area Funded Program
Note
* Private dimension and other dimensions are public.
Connection
0CMMT_ITEM (Commitment Item)
0FUNC_AREA (Functional Area)
0PU_MEASURE (Funded Pro gram)
3.15.4.2 CRM Grantor Lifecycle (SAP__PS_CRM_IM_GRANTOR_LC)
Model Name: SAP__PS_CRM_IM_GRANTOR_LC
Model Description: SAP Public Sector: CRM Grantor Lifecycle Planning Enabled: No
Account* ID 0GTR_TOTREQ 0GTR_TOTELG 0GTR_TOTAGR 0FC_OI 0FC_CI Dimensions ID SAP_PS_FM_PROGRAMTYPE SAP_PS_BCS_FUNDEDPROGRAM
Description Total Requested Amount Total Eligible Amount Total Authorized Amount Open Items Cleared Items
Description Funded Program Type Funded Program
Note
* Private dimension and other dimensions are public.
Connection Connection Types: Import Data
Connection > SAP BW Connection Query:
0GTR_MC01_Q0001
Formula/Mapping 0GTR_TOTREQ 0GTR_TOTELG 0GTR_TOTAGR 0FC_OI 0FC_CI
Mapping 0GTR_GPMELM__0GTR_PRGTYP 0GTR_GPMELM__0GTR_GPM_ID
738
PUBLIC
Content Package User Guide Industries
3.15.4.3 CRM Case Management (SAP__PS_CRM_IM_CASES)
Model Name: SAP__PS_CRM_IM_CASES
Connection
Model Description: SAP Public Sector: CRM Case Management Planning Enabled: No
Connection Types: Import Data Connection > SAP BW
Connection Query: 0CRM_CASE_Q0102
Account* ID NUM Dimensions ID SAP_PS_CRM_CASETYPE SAP_PS_CRM_CASEPRIO SAP_PS_CRM_CASESTATUS Additional Notes about the model
Description
Description Case Type Case Priority Case Status
Formula/Mapping See comment below¹
Mapping 0CSM_TYPE 0CSM_PRIO 0CRM_CSKEY__0CSM_STAT
¹There is no corresponding measure in the data source. In order to fill the NUM (Number) account ID follow this approach:
1. After finishing all the mappings during the Data Integration step, duplicate one of the existing columns: open the menu for this column and choose Duplicate Column (Remark: Ideally, choose a column which has only few distinct values).
2. Now replace all values of this column by value "1": Open the Details panel for this column and find the Record Sum mary. Click on a value listed there and replace the value by the numeric value 1, continue with all other values.
3. For this new duplicated column select the mapping Measure and choose the account member with ID NUM.
Note
* Private dimension and other dimensions are public.
3.15.4.4 General Constituent Survey (SAP__PS_GEN_IM_SURVEY)
Model Name: SAP__PS_GEN_IM_SURVEY
Model Description: SAP Public Sector: General Constituent Survey Planning Enabled: No
Account* ID
Description
Connection Connection Type: Local file
Formula/Mapping
Content Package User Guide Industries
PUBLIC
739
Model Name: SAP__PS_GEN_IM_SURVEY
Connection
PRIO
Priority
Suitable column in local file
EVAL
Evaluation
Suitable column in local file
Dimensions
ID
Description
Mapping
Time*
Time
Suitable column in local file
SAP_PS_GEN_SURVEY
Survey Questions
Suitable column in local file
Additional Notes about the model
There is no standard SAP data source to fill this model but you can upload the data from a local file.
Note
* Private dimension and other dimensions are public.
3.15.4.5 General Social Media (SAP__PS_GEN_IM_SOCIAL_MEDIA)
Model Name: SAP__PS_GEN_IM_SOCIAL_MEDIA
Connection
Model Description: SAP Public Sector: General Social Media Planning Enabled: No
Connection Type: Local file
Account*
ID
Description
Formula/Mapping
PAR
Participation
Suitable column in local file
Dimensions
ID
Description
Mapping
Time*
Time
Suitable column in local file
SAP_PS_GEN_SOCIAL_MEDIA_TYPE Social Media Type
Suitable column in local file
Additional Notes about the model
There is no standard SAP data source to fill this model but you can upload the data from a local file.
Note
* Private dimension and other dimensions are public.
740
PUBLIC
Content Package User Guide Industries
3.16 Public Services - Higher Education and Research
3.16.1 Architecture and Abstract
The Boardroom for Higher Education and Research is aiming at providing an overview for universities. It gives them insight into their financial situation as well as their students demographic and enrolment distribution. Architecture
3.16.2 Dashboard
The model which can be used ot obtain the insight is: SAP_PS_HER_Dashboard
3.16.3 Stories
SAP Public Services: HE&R - Overview (SAP__PS_HER_OVERVIEW) SAP Public Services: HE&R - Demographics (SAP__PS_HER_DEMOGRAPHICS)
Content Package User Guide Industries
PUBLIC
741
Calculated measures in story Average Age Avg SAT Avg SAT Math Avg SAT Writing
Average age aggregated on students Average SAT Score aggregated on students Average SAT Math Score aggregated on students Average SAT Writing Score aggregated on students
SAP Public Services: HE&R - Enrolment (SAP__PS_HER_ENROLMENT)
Calculated Measures in Story Enrolled Students Waitlisted Students Associate Degree Students Bachelor Degree Students Master Degree Students Doctoral Degree Students College Availability Capacity Utilization A B C D F Total # of Grades % of Top Grades % of Bottom Grades Units Attempted Units Passed
Restricted measure on student headcount over enrolment dimension
Restricted measure on student headcount over waitlist di mension
Restricted measure on student headcount for Associate of Arts and Science students
Restricted measure on student headcount for Bachelor of Arts and Science students
Restricted measure on student headcount for Master of Arts and Science students
Restricted measure on student headcount for PhD stu dents
[SAP__PS_HER_IM_STUDENTACTIVITY:COL_CAP] [#Enrolled Students]
[#Enrolled Students] / [SAP__PS_HER_IM_STUDENTAC TIVITY:COL_CAP]
Restricted measure on student headcount for students with grade `A'
Restricted measure on student headcount for students with grade `B'
Restricted measure on student headcount for students with grade `C'
Restricted measure on student headcount for students with grade `D'
Restricted measure on student headcount for students with grade `F'
[#A] + [#B] + [#C] + [#D] + [#F]
[#A] / [#Total # of Grades]
[#F] / [#Total # of Grades]
Restricted Measure on Student Headcount with grades ABCDF
Restricted Measure on Student Headcount with grades ABC
742
PUBLIC
Content Package User Guide Industries
Calculated Measures in Story Attempted to Passed Ratio
: [#Units Attempted] / [#Units Passed]
SAP Public Services: HE&R - Finance (SAP__PS_HER_FINANCE) SAP Public Services: HE&R - Grants (SAP__PS_HER_GRANTS)
Calculated measures in story Released Budget Supplement
Transfer
Return
Original Budget
Current Budget
Available Budget % Released Commitments and Actuals % Available % Commitment and Actuals Commitments Actuals
Restricted measure on Amount with GM value type `R1'
Restricted measure on Amount with Business Transaction -> Supplement
Restricted measure on Amount with Business Transaction -> Receive
Restricted measure on Amount with Business Transaction -> Return
Restricted measure on Amount with Business Transaction -> Enter
[#Original Budget] + [#Supplement] + [#Transfer] + [#Return]
[#Current Budget] - [#Commitments and Actuals]
[#Released Budget] / [#Original Budget]
[#Commitments] + [#Actuals]
[#Available Budget] / [#Current Budget]
[#Commitments and Actuals] / [#Current Budget]
Restricted Measure on amount for 50, 51, and 52
Restricted Measure on amount for 61, 64, and 66
SAP Public Services: HE&R Grants Lifecycle (SAP__PS_HER_GRANTS_LIFECYCLE)
Calculated measures in story # of Grants Proposal Status # of Grants Application Status
# of Grants Award Status # of Grants Closeout Status # of Grants Closed Status Proposal /Count
Application/Proposal
Award/Application
Number of grants with the Grant life cycle status: Proposal
Number of grants with the Grant life cycle status: Applica tion
Number of grants with the Grant life cycle status: Award
Number of grants with the Grant life cycle status: Closeout
Number of grants with the Grant life cycle status: Closed
[## of Grants Proposal Status] / [SAP__PS_HER_IM_GRANTSLIFECYCLE:Count]
[## of Grants Application Status] / [## of Grants Pro posal Status]
[## of Grants Award Status] / [## of Grants Application Status]
Content Package User Guide Industries
PUBLIC
743
Calculated measures in story Award/Proposal Closeout/Award Closeout/Proposal Closed/Closeout Closed/Proposal Rejected/Application Completed/Award Closed with Assets/Closeout
[## of Grants Award Status] / [## of Grants Proposal Status]
[## of Grants Closeout Status] / [## of Grants Award Status]
[## of Grants Closeout Status] / [## of Grants Proposal Status]
[## of Grants Closed Status] / [## of Grants Closeout Status]
[## of Grants Closed Status] / [## of Grants Proposal Status]
[## of Grants Appl Rejected] / [## of Grants Application Status]
[## of Grants Award Completed] / [## of Grants Award Status]
[## of Grants Closeout Closed] / [## of Grants Closeout Status]
3.16.4 Models
3.16.4.1 Funds (SAP__PS_HER_IM_FUNDS)
This model is a copy of SAP__PS_BCS_IM_COMMIT_ACT_BUD documented in chapter: SAP Public Sector: General - Commitments/Actuals and Budget (SAP__PS_BCS_IM_COMMIT_ACT_BUD)
3.16.4.2 Grants (SAP__PS_HER_IM_GRANTS)
Model Name: SAP__PS_HER_IM_GRANTS
Model Description: SAP Public Services: HE&R Grants Planning Enabled: No
Grants Account* ID AMT Dimensions
Description Amount
Connection
Import Data Connection to an SAP BW System
Connection Query: Slight modifica tion of Commitment/Actual Detail (0GM_C01_Q01)¹
Formula/Mapping Amount
744
PUBLIC
Content Package User Guide Industries
Model Name: SAP__PS_HER_IM_GRANTS
ID
Description
Time*
Time
SAP_PS_HER_GRANT
Grant
SAP_PS_HER_SPONSORED_PRO GRAM
Sponsored Program
SAP_PS_HER_SPONSORED_CLASS Sponsored Class
SAP_PS_HER_FUND
Fund
SAP_PS_HER_BUDGET_RLS_STATUS Budget Release Status
SAP_PS_HER_BUDGET_PHASE
Budget phase
SAP_PS_HER_BUDGET_VALIDITY_NR Budget Validity Number
SAP_PS_HER_CURRENCY_TYPE
Currency Type
SAP_ALL_FISCALYEAR
Fiscal Year
SAP_ALL_COMPANY_CODE
Legal Entity
SAP_PS_HER_FM_AREA
FM area
SAP_PS_HER_BUDGET_VER
Budget version
SAP_PS_HER_GM_VALUE_TYPE
GM Value Type
SAP_PS_HER_BUSINESSTRANSAC TION
Business Transaction
SAP_PS_HER_GM_STATISTICALINDIC GM Statistical Indicator
Additional Notes about the model
Connection Mapping 0FISCPER² 0GRANT_NBR 0GM_SPNPG
0GM_SPNCL 0FUND 0GM_BDRLS 0GM_BDPH 0GM_BDVLN 0CURTYPE 0FISCALYEAR 0COMP_CODE 0FM_AREA 0GM_BDVER 0GM_VLTYP 0GM_RTRAN
0GM_STATI
¹Modification of Commitment/Actual Detail (0GM_C01_Q01)
Copy query 0GM_C01_Q01 first. Open the copy with the SAP BEx Query Designer and navigate to the Rows/Columns Tab. In the Rows area, add the four characteristics Necessary 0GM_BDVER Budget Version 0GM_RTRAN Business Transaction 0FISCPER Fiscal year/period 0FISCALYEAR Fiscal Year 0COMP_CODE Legal Entity Optional (while Mapping, assign to # if not existing in query) 0CURTYPE Currency Type 0GM_STATI GM Statistical Indic Suppress the Results Rows for all characteristics (Properties Display)
Save your work.
²The Fiscal Period can be mapped to the Time Dimension if the Fiscal Period is similar to a YYYY/MM Structure. In the data wrangling view, you can adjust the Fiscal Period to the time dimension by using the replace function.
For columns in the BW Query which are not mentioned in this table and cannot be mapped to the SAP Analytics Cloud model, chose the Do not map option.
Content Package User Guide Industries
PUBLIC
745
Note
* Private dimension and other dimensions are public.
3.16.4.3 Grants Lifecycle (SAP__PS_HER_IM_GRANTSLIFECYCLE)
Model Name: SAP__PS_HER_IM_GRANTSLIFECYCLE
Model Description: SAP Public Services: HE&R Grants Lifecycle Planning Enabled: No
Grants Lifecycle Account* ID Count
Description Count
Dimensions ID Time* SAP_PS_HER_GRANT SAP_PS_HER_GRANT_TYPE SAP_PS_HER_LIFECYCLE_STATUS SAP_PS_HER_USER_STATUS
Description Time Grant Grant Type Grant Lifecycle Status Grant User Status
Note
* Private dimension and other dimensions are public.
Connection Connection Type: Import Data
Connection to an SAP BW System Query: 0GM_C04_Q01
Formula/Mapping Counter Field, fill in SAP Analytics Cloud with "1"
Mapping 0GM_Date 0GRANT_NBR 0GM_GRNTP 0GM_LFSTA 0GM_USSTA
3.16.4.4 Student Activity (SAP__PS_HER_IM_STUDENT_ACTIVITY)
Model Name: SAP__PS_HER_IM_STUDENT_ACTIVITY Model Description: SAP Public Services: HE&R - Student Activity Planning Enabled: No
Account*Mapping
Connection
Connection Type: Hana Live connectivity Connection Hana View: Calculation View
based on Industry Specific View Enrollment sah.curatedViews:materialized.Enrollment
746
PUBLIC
Content Package User Guide Industries
Model Name: SAP__PS_HER_IM_STUDENT_ACTIVITY
Connection
ID STD_HDCNT
INST_HDCNT
COL_CAP Dimensions ID Time*
Description Student Headcount
Instructor Headcount
College Capacity
Exception Aggregation, Dimension
Mapping
COUNT, SAP_PS_HER_STUDENT
Counter Field, fill in SAP Analytics Cloud with "1"
COUNT, SAP_PS_HER_PRIMARY_INSTRUCTOR Counter Field, fill in SAP Analytics Cloud with "1"
Do not map, See next table
Description Time
Mapping
Can be mapped to: En rollmentStatusEffecti veDate
However, in the con tent "Academic Year" is used as a primary time filter
SAP_PS_HER_STUDENT SAP_PS_HER_ACADEMIC_YEAR SAP_PS_HER_ACADEMIC_TERM SAP_PS_HER_ACADEMIC_TERM SAP_PS_HER_CLASSCOLLEGE SAP_PS_HER_CLASSCOLLEGE SAP_PS_HER_CLASS_DEPARTMENT SAP_PS_HER_CLASS_DEPARTMENT SAP_PS_HER_CLASSID SAP_PS_HER_CLASSID SAP_PS_HER_ENROLLMENT SAP_PS_HER_WAITLISTED SAP_PS_HER_ONLINE_COURSE SAP_PS_HER_IS_RETAKE SAP_PS_HER_GRADE SAP_PS_HER_GRADE_SCALE SAP_PS_HER_GRADE_VALUE SAP_PS_HER_PRIMARYDELIVERYMODE
Student Academic Year Academic Term ID Academic Term Description Class College ID Class College Description Class Department ID Class Department Description Class ID Class Description Enrolment Student is on the waitlist Online Course Course is Retake Grade Grade Scale Grade Value Primary Delivery Mode ID
StudentID AcademicYear AcademicTerm AcademicTermName ClassCollegeShort ClassCollege ClassDepartmentID ClassDepartment ClassID Class Enrollment Waitlisted IsOnlineCourse IsRetake Grade GradeScale GradeValue PrimaryDeliveryMo deID
SAP_PS_HER_PRIMARYDELIVERYMODE
Primary Delivery Mode Description
PrimaryDeliveryMode
Content Package User Guide Industries
PUBLIC
747
Model Name: SAP__PS_HER_IM_STUDENT_ACTIVITY
Connection
SAP_PS_HER_PRIMARY_INSTRUCTOR
Primary Instructor
SAP_PS_HER_PRIMARY_INS_DEPT
Primary Instructor Department ID
SAP_PS_HER_PRIMARY_INS_DEPT
Primary Instructor Department Description
SAP_PS_HER_PRIM_STUD_COLLEGE
Primary Student College
SAP_PS_HER_PRIM_STUD_DEPT
Primary Student Department ID
SAP_PS_HER_PRIM_STUD_DEPT
Primary Student Department Description
SAP_PS_HER_PRIM_STUD_DEGREE
Primary Student Degree ID
SAP_PS_HER_PRIM_STUD_DEGREE
Primary Student Degree Description
SAP_PS_HER_PRIM_STUD_MAJOR
Primary Student Major ID
SAP_PS_HER_PRIM_STUD_MAJOR
Primary Student Major Description
SAP_PS_HER_PRIMARY_INS_TITLE
Primary Instructor Title Series ID
Additional Notes about the model
PrimaryInstructorID
PrimaryInstructorDe partmentID
PrimaryInstructorDe partment
PrimaryStudentCol lege
PrimaryStudentDe partmentID
PrimaryStudentDe partment
PrimaryStudentDe greeName
PrimaryStudentDe gree
PrimaryStudentMa jorID
PrimaryStudentMajor Name
PrimaryInstructorTi tleSeries
Connection type:
SAP Student Activity Hub can be connected to SAC via a Hana Live connectivity.
Calculation views need to be created on top of the materialized tables of SAP Student Activity Hub.
The complete Student Activity Hub content is built with the data acquisition models to provide sample data. Data from SAP Hana views cannot be used to stage data into data acquisition models.
For those cases, new live data connection models need to be created. The following documentation describes the required SAP HANA views and their fields in detail. The structure of the live models corresponds to the delivered data acquisition models. Thus, stories can easily be switched to run on the live data models once these are created.
Note
* Private dimension and other dimensions are public.
748
PUBLIC
Content Package User Guide Industries
Model Name: SAP__PS_HER_IM_STUDENT_ACTIVITY
Connection
Model Description: SAP Public Services: HE&R - Student Activity Planning Enabled: No
To add information on the capacity of colleges, which cannot be re trieved from the original data source, an addi tional excel file needs to be uploaded.
Connection type: Import data from Excel
Account
ID
Description
STD_HDCNT
Student Headcount
INST_HDCNT
Instructor Headcount
COL_CAP
College Capacity
Dimensions
ID
Time
SAP_PS_HER_STUDENT
SAP_PS_HER_ACADEMIC_YEAR
SAP_PS_HER_ACADEMIC_TERM
SAP_PS_HER_CLASSCOLLEGE
SAP_PS_HER_CLASS_DEPARTMENT
SAP_PS_HER_CLASSID
SAP_PS_HER_ENROLLMENT
SAP_PS_HER_WAITLISTED
SAP_PS_HER_ONLINE_COURSE
SAP_PS_HER_IS_RETAKE
SAP_PS_HER_GRADE
SAP_PS_HER_GRADE_SCALE
SAP_PS_HER_GRADE_VALUE
SAP_PS_HER_PRIMARYDELIVERYMODE
SAP_PS_HER_PRIMARY_INSTRUCTOR
SAP_PS_HER_PRIMARY_INS_DEPT
SAP_PS_HER_PRIM_STUD_COLLEGE SAP_PS_HER_PRIM_STUD_DEPT
Mapping Do not map Do not map College Capacity Column
Description
Mapping
Time
Time
Student
Assign to #
Academic Year
AcademicYear
Academic Term ID
AcademicTerm
Class College ID
ClassCollegeShort
Class Department ID
Assign to #
Class ID
Assign to #
Enrolment
Assign to #
Student is on the waitlist
Assign to #
Online Course
Assign to #
Course is Retake
Assign to #
Grade
Assign to #
Grade Scale
Assign to #
Grade Value
Assign to #
Primary Delivery Mode ID
Assign to #
Primary Instructor
Assign to #
Primary Instructor Depart ment ID
Assign to #
Primary Student College
PrimaryStudentCollege
Primary Student Department Assign to # ID
Content Package User Guide Industries
PUBLIC
749
Model Name: SAP__PS_HER_IM_STUDENT_ACTIVITY SAP_PS_HER_PRIM_STUD_DEGREE SAP_PS_HER_PRIM_STUD_MAJOR SAP_PS_HER_PRIMARY_INS_TITLE
Additional Notes about the model
Connection
Primary Student Degree ID Assign to #
Primary Student Major ID
Assign to #
Primary Instructor Title Ser Assign to # ies ID
Create an excel sheet with the following columns, 1 row for every College in a specific year/term and add college capacity for that college in that year/term.
AcademicTerm
AcademicYear
PrimaryStudent College
ClassCollege Short
College Capacity
3.16.4.5 Student Demographics (SAP__PS_HER_IM_STUD_DEMOGRAPH)
Model Name: SAP__PS_HER_IM_STUD_DEMOGRAPH
Model Description: SAP Public Services: HE&R - Student Demographics Planning Enabled: No
Account*
ID
Description
ActiveHoldsAcademicCur rent
Academic Holds
ActiveHoldsAdministrative Current
Administrative Holds
ActiveHoldsFinancialCurrent Financial Holds
AgeCurrent
Age
SAT
SAT Score
SATMath
SAT Math Score
SATMax
SAT Max Score
SATWriting
SAT Writing Score
Connection
Connection Type: Hana Live connectivity
Connection Hana View: Calculation View based on Industry Specific View Student Demo graphics sah.curated Views:material ized.Demographics
Formula/Mapping ActiveHoldsAcademicCur rent ActiveHoldsAdministrative Current ActiveHoldsFinancialCurrent AgeCurrent SAT SATMath SATMax SATWriting
750
PUBLIC
Content Package User Guide Industries
NumberOfPellTerms count
Number of Pell Terms
Number of Students Exception Aggregation COUNT, Dimension: SAP_PS_HER_STUDENT
NumberOfPellTerms
Counter Field, fill in SAP Ana lytics Cloud with "1"
Dimensions ID Time*
Description Time
Mapping
Can be mapped to GRADGra duationEffectiveDate or UG GraduationEffectiveDate
but in the content Academic Year is used as the primary time filter
CountyOfOrigin_6s6e6y0737² CountryOfOriginCode² SAP_PS_HER_COUNTY_OF_ORIGIN² SAP_PS_HER_ETHNICITY SAP_PS_HER_GENDERIDENTITY_CUR SAP_PS_HER_HIGHSCHOOL SAP_PS_HER_RESIDENCY_STATUS SAP_PS_HER_IS_ATHLETE SAP_PS_HER_HAS_PELL_CURRENT SAP_PS_HER_HAS_PELL_EVER SAP_PS_HER_LATEST_PELL_AWARDED SAP_PS_HER_LATEST_PELL_AWARDED
SAP_PS_HER_LATEST_PELL_YEAR SAP_PS_HER_STUDENT SAP_PS_HER_STATEOFORIGIN SAP_PS_HER_ACADEMIC_TERM SAP_PS_HER_ACADEMIC_TERM SAP_PS_HER_ACADEMIC_YEAR Additional Notes about the model
County State of Origin
CountyOfOriginName
Country of Origin Geo
CountryOfOriginCode
County of Origin
CountyOfOriginCode
Ethnicity
Ethnicity
Gender Identity Current
GenderIdentityCurrent
High School
HighSchoolID
Residency Status Current
ResidencyStatusCurrent
Student is Athlete
IsAthleteCurrent
Has Pell Current
HasPellCurrent
Has Pell Ever
HasPellEver
Latest Pell Awarded Term ID LatestPellAwardedTerm
Latest Pell Awarded Term De LatestPellAwardedTerm
scription
Name
Latest Pell Awarded Year
LatestPellAwardedYear
Student
StudentID
State of Origin
StateOfOriginCurrent
Academic Term ID
AcademicTerm
Academic Term Description AcademicTermName
Academic Year
AcademicYear
Content Package User Guide Industries
PUBLIC
751
Connection type: SAP Student Activity Hub can be connected to SAP Analytics Cloud via a HANA Live connectivity. Calculation views need to be created on top of the materialized tables of SAP Student Activity Hub. The complete Student Activity Hub content is built with data acquisition models to provide sample data. Data from SAP HANA views cannot be used to stage data into data acquisition models. For those cases, new live data connection models need to be created. The following documentation describes the required SAP HANA views and their fields in detail. The structure of the live models corresponds to the delivered data acquisition models. Thus, stories can easily be switched to run on the live data models once these are created. ²The Geo capabilities vary by connection type that is used. If you are using a live HANA Connection instead of a data import connection, find information how to create a Geo Model in the Official SAP Analytics Cloud Documentation.
Note
* Private dimension and other dimensions are public.
3.17 Public Services - Volunteer Workforce Management
3.17.1 Architecture and Abstract
The content package consists out of the 1 story Volunteer Workforce. This story consists of six pages which provide a public agency user with a few dashboards to get a quick overview of the agency's volunteers and their readiness, i.e. qualifications, to help with a certain type of an emergency incident. The data acquisition of the Volunteer Workforce is based on a flat file.
752
PUBLIC
Content Package User Guide Industries
3.17.2 Stories
SAP__PS_WFM_IM_VOLUNTEER WORKFORCE_DAQ In the Volunteers overview a public sector agency user gets transparency about the number of the agency's volunteers and the number of professional qualifications they possess as well as sees the percentage of volunteers who did not yet acquire a certification. A public sector agency user gets a closer insight into the gender, geographical, age, etc. diversity of volunteers. She/he is also provided with an opportunity to inspect qualifications attainment depending on different volunteer groups formed using the above-mentioned social grouping. A public sector agency user can also see historic trends in attainment of different qualifications for both males and females. She/he is provided with a closer look on the time trend per current fiscal year. A user can quickly react to the real time incidents by selecting a pair of required volunteer skills and drilling to the individual names of volunteer members qualified to assist.
Calculations
The following table contains the calculations, that are provided in the story to display all charts properly.
Measure Name 100%
Type Calculated Measure
Command a medium scale incident
Restricted Measure
Command a small incident
Restricted Measure
Formula/Properties
Formula 1
- Measure: - Members with Qualification Count - Dimension: - Service Standard Function / Role - Values or Input Controls: - Command a medium scale incident, or a sector of multiple strike teams
- Measure: - Members with Qualification Count - Dimension: - Service Standard Function / Role - Values or Input Controls: - Command a small incident, or a strike team
Content Package User Guide Industries
PUBLIC
753
Measure Name
Type
Fight a bush / grass fire under supervi Restricted Measure sion
Fight a fire without direct supervision Restricted Measure
Fight a village type fire (structure/vehi Restricted Measure cle)
Lead a crew fighting a bush fire
Restricted Measure
Lead a crew fighting a village type fire Restricted Measure
754
PUBLIC
Formula/Properties - Measure: - Members with Qualification Count - Dimension: - Service Standard Function / Role - Values or Input Controls: - Fight a bush / grass fire under super vision
- Measure: - Members with Qualification Count - Dimension: - Service Standard Function / Role - Values or Input Controls: - Fight a fire without direct supervision
- Measure: - Members with Qualification Count - Dimension: - Service Standard Function / Role - Values or Input Controls: - Fight a village type fire (structure/ vehicle)
- Measure: - Members with Qualification Count - Dimensions: - Service Standard Function / Role - Values or Input Controls: - Lead a crew fighting a bush fire
- Measure: - Members with Qualification Count - Dimensions: - Service Standard Function / Role - Values or Input Controls: - Lead a crew fighting a village type fire
Content Package User Guide Industries
Measure Name Member %
Type Calculated Measure
Members Aged 25 and Under
Calculated Measure
Members Aged 25 Under
Restricted Measure
Members Aged 55 and Over
Restricted Measure
Members Aged 55 and Over
Calculated Measure
Member Subset
Calculated Measure
Members where Age is Known
Restricted Measure
Formula/Properties
- Formula - %GrandTotal (["SAP__PS_WFM_IM_VOLWF_VOLQ UAL": Member Count])
- Formula: - #Members Aged 25 Under / #Mem bers where Age is Known
- Measure: - Member Count - Dimension: - Member Age Range - Values of Input Controls: - 16-17, Under 16, 18-25
- Measure: - Member Count - Dimension: - Member Age Range - Values or Input Controls: - 55-64, 65-74, 75 and older
- Formula: - #Members Aged 55 and Over / #Members where Age is Known
- Formula: ["SAP__PS_WFM_IM_VOLWF_VOLQ UAL": Member Count])/18343
- Measure: - Member Count - Dimension: - Member Age Range
Content Package User Guide Industries
PUBLIC
755
Measure Name Qualifications Attained YTD
Type Restricted Measure
Formula/Properties
- Measure: - Qualifications Count - Dimension: - Qual Assigned On - Values or Input Controls - Current Year
3.17.3 Models
SAP Public Services: Volunteer Workforce Management: Volunteer Workforce: Volunteer Qualifications
Model Name: SAP__PS_WFM_IM_VOLWF_VOLQUAL
Connection
Model Description: SAP Public Services: Volunteer Workforce Management: Volunteer Workforce: Volunteer Qualifications
Planning Enabled: No
Data File
Account ID SAP_PS_WFM_VOLUNTEERQUALS Dimensions Name Reporting_Date Vol_Start_Date Qual_Start_Date_FY Qual_Start_Date_Cal Qual_Assigned_On SAP_PS_WFM_PERAREA SAP_PS_WFM_PERSUBAREA SAP_PS_WFM_EMPLGROUP SAP_PS_WFM_EMPLSUBGROUP SAP_PS_WFM_ORGSTRUCTURE SAP_PS_WFM_GENDER SAP_PS_WFM_VOLMASTER SAP_PS_WFM_MEMSTAT SAP_PS_WFM_MEMTYPE
Description Measures
Description Reporting Date Member Start Date Qual. Start Date Fiscal Year Qual Start Date Calendar Qual Start Date Calendar Region Personnel Subarea Employee Group Employee Subgroup Organizational Structure Gender Members Member Status Member Type
Formula/Mapping Mapping
756
PUBLIC
Content Package User Guide Industries
Model Name: SAP__PS_WFM_IM_VOLWF_VOLQUAL
SAP_PS_WFM_VOLROLE
Member Role
SAP_PS_WFM_VOLSTATUS
Volunteer Status
SAP_PS_WFM_VOTINGRIGHTS
Member Voting Rights
SAP_PS_WFM_MOVETYPE
Move Type
SAP_PS_WFM_MOVEREASON
Reason for Movement
SAP_PS_WFM_VOLRANK
Member Rank
SAP_PS_WFM_QUALIFICATION
Qualification
SAP_PS_WFM_ENDDATE
End Date
SAP_PS_WFM_ZZADF
ADF
SAP_PS_WFM_ZZADF_OPER
ADF Operational
SAP_PS_WFM_ZZHIGH_ED
Higher Education Qualification
SAP_PS_WFM_HR_ATSI
ATSI Status
SAP_PS_WFM_HR_MOVEC
Racial / Ethnic Status
SAP_PS_WFM_HR_FSLNG
Employee Group
SAP_PS_WFM_HR_DISAP
Disability Status
SAP_PS_WFM_VOLAGERANGE
Employee Group
SAP_PS_WFM_HR_QUAL_EXP_RANGE Qualifaction Expiry
SAP_PS_WFM_HR_LENGTH_SERVICE Length of Service
SAP_PS_WFM_MAIN_NON_ENGLISH Main Language Spoken
SAP_PS_WFM_COUNTRY_BIRTH
County of Birth
SAP_PS_WFM_HR_PERSSUBAFLAT District
Connection
Content Package User Guide Industries
PUBLIC
757
3.18 Real Estate Management (RE)
3.18.1 Architecture and Abstract
3.18.1.1 Introduction
The content package consists out of the 3 stories and a dashboard "Real Estate Management". 1. Location Management 2. Workspace Utilization Management 3. Contract & Lease Management Depending on your Real Estate products in use, only some of them might be relevant for you. The stories differ in data acquisition but also demonstrate how different sources contribute into the same analytical environment: SAP Analytics Cloud and the Digital Boardroom.
Location Management
This story is based on "SAP Cloud for Real Estate, Location Management". It is a new Software as a Service solution on SAP Cloud Platform that supports our customers in their corporate real estate management. The application focuses on location management, providing insights you need to expertly manage your enterprise real estate portfolio. A predefined analytical story gives transparency on the global portfolio compositions, area management, workplace management & workspace occupancy. Data acquisition is recommended to be run once a month, examples show the last day of a month.
Workspace Utilization Management
This story is based on the SAP Cloud for Real Estate Workspace Utilization Management Solution. The Workspace Utilization Management Solution is a component of SAP Cloud for Real Estate and provides transparency and insights on actual office workspace utilization to corporate real estate managers. The solution integrates a variety of sensor platform providers, stores and processes their sensor measurement data and consolidates everything on dashboards based on live data connections in SAP Analytics Cloud.
Contract & Lease Management
This story is based on the classic RE-FX. It offers Real Estate customers analyses about their contracts, their conditions, renewal options and cash flow valuations by various dimensions, for example, country, time, company, status, and type.
It is an improved reporting solution, based on SAP guidelines and Best Practices. Also it is a major step towards IFRS 16 compliancy for lease contract and property asset reporting.
758
PUBLIC
Content Package User Guide Industries
The following chapters explain both parts in detail.
Location Management Live
As the Location Management story based on OData data aquisition, this story is based on SAP Cloud for Real Estate, Location Management. It is a new Software as a Service solution on SAP Cloud Platform that supports our customers in their corporate real estate management. The Location Management Live story is based on a live data connection, that enables the customer to always have a contemporary overview on you real estate porfolio. The predefined analytical story gives
3.18.1.2 Architecture
Location Management
The data acquisition of the Location Management is based on OData connection. The OData service provides three entities, each of which corresponds to one model.
Content Package User Guide Industries
PUBLIC
759
Workspace Utilization Management Solution
The data access of the Workspace Utilization Management is based on a live data connection to the SAP Cloud Foundry subscription of the Workspace Utilization Management application. The application exposes two entities, which each correspond to one model.
Contract & Lease Management
The data acquisition of the Contract and Lease Management is based on a SAP BW/4HANA Live Data Connection
760
PUBLIC
Content Package User Guide Industries
Location Management Live
The data access of the Location Management Live is based on a live data connection to the Cloud for Real Estate HDI Container. The application exposes five entities, which each correspond to one model.
Content Package User Guide Industries
PUBLIC
761
3.18.2 Dashboard
The name of the Real Estate Dashboard is SAP_RE_Dashboard. Both Story (Location Management as well as Contract & Lease Management) are included.
3.18.3 Stories
3.18.3.1 SAP__RE_GEN_C4RE_LOCATION_MANAGEMENT1
SAP Real Estate: General-Cloud for Real Estate Location Management In the Portfolio Overview a global real estate portfolio manager gets transparency about the most relevant key figures, like numbers of sites & buildings, occupancy rate or average portfolio age. His portfolio is visualized on a map which can be used as a filter too. Various filters on the top support detailed insights. One objective of a real estate manager lies in the most efficient space management. That's why the Area Details page provides various perspectives on how square meters are used. Variances in comparison to previous month indicate positive or negative changes. Corporate Real Estate Management requires active workspace management to manage buildings in the most efficient manner. Thereof the total occupancy rate as well as detailed views on the workplace types are indicators of action required or opportunities to leverage. Another important element that a real estate manager has to consider is the age of his portfolio. The Age Details page visualises the most important statements that apply to the age.
3.18.3.1.1 Calculations
The following table contains the calculations, that are provided in the story to display all charts properly
Measure Name Sites
Buildings
Workplaces Area per Workplace Average Age
Type Aggregation
Aggregation
Calculated Measure Calculated Measure Calculated Measure
Formula/Properties
Operation: COUNT DIMENSION Dimension: Sitename
Operation: COUNT DIMENSION Dimension: BuildingShortname Formula: AvailableWorkplaces+Occu pied Workplaces Formula: Area/Workplaces Formula: Age / Buildings
762
PUBLIC
Content Package User Guide Industries
Measure Name Workplace Area
Type Restricted Measure
Non Workplace Area Workplace Area (percentage) Occupancy Proportion
Calculated Measure Calculated Measure Calculated Measure
Available Proportion
Occupancy Proportion (shared work places only)
Available Proportion (shared workpla ces only)
Calculated Measure Calculated Measure
Calculated Measure
Delta to Target Capacity
Calculated Measure
Formula/Properties
Measure: Area Dimensions: AreaComponent Formula Area - WorkspaceArea Formula - Workplace Area (percentage) Formula - Occupancy Proportion / Workplaces Formula - 1 - Occupancy Proportion Formula - Occupancy Proportion / #Spaces
Operation - COUNT DIMENSION Dimensions: Spacename BuildingShortName Formula: TargetCapacity - Workplaces
Explanation:
Area per Workplace This calculation shows the average area for each workplace.
WorkspaceArea The calculation shows the area, that is only categorized as Workspace.
Workplace Area Efficiency Shows the WorkspaceArea in relation to the Grossarea
Occupancy Proportion The amount of occupied workplaces in percent.
Delta to Target Capacity Describes the gap between used workplaces and workplaces which would ideally fit in these spaces.
Note
The aggregation and representation of the data, like it is in the story, won't work if you trigger it more often than once in a month. Append the data only once per month. Do not load multiple times in a month, otherwise align variance period to your trigger period
3.18.3.2 SAP__RE_GEN_WORKSPACE_UTILIZATION_MANAGE MENT_LIVE
SAP Real Estate: General - Workspace Utilization Management In the Workspace Utilization Management Overview, a corporate real estate manager gets transparency about the actual utilization of office workplaces and spaces.
Content Package User Guide Industries
PUBLIC
763
3.18.3.2.1 Calculations
Measure Name Average Daily Workplace Utilization
Type Aggregation
Average Daily Space Utilization
Aggregation
Formula/Properties
Operation: Average Measure: Daily Workplace Utilization Dimensions: Year, Month, DAYOF MONTH
Operation: Average Measure: Connected Devices per Work space Area Dimensions: DAYNAME
3.18.3.3 SAP__RE_Contract_and_Lease_Mgmnt
SAP Real Estate: General -Contract and Lease Management The Contract and Lease Management story offers Real Estate customers analyses about their contracts, their conditions, renewal options and cash flow valuations by various dimensions, e.g. country, time, company, status, and type.
3.18.3.3.1 Calculations
Measure Name Condititon per Year (*12) Operational Costs
Type Calculated Measure Restricted Measure
Base Rent
Restricted Measure
Formula/Properties
Condition per Month *12
Measure [Condition per Month] re stricted by [Condition Type] on [Operat ing Cost LI]
Measure [Condition per Month] re stricted by [Condition Type] on [Rent Lease In]
3.18.3.4 SAP__RE_GEN_LOCATIONMANAGEMENT_LIVE
In the Portfolio Overview a global real estate portfolio manager gets transparency about the most relevant key figures, like numbers of sites and buildings, occupancy rate or average portfolio age. His portfolio is visualized on a map.
764
PUBLIC
Content Package User Guide Industries
Corporate Real Estate Management requires active workspace management to manage buildings in the most efficient manner. Thereof the total occupancy rate as well as detailed views on the workplace types are indicators of action required or opportunities to leverage.
In large companies, the occupancy of workplaces is changing very frequently. With the Location Management Live a Real Estate Manager is always able to look into current details.
Further parts a real estate manager has to examine are the details of his buildings.
In the Building Details page, he is able to investigate the most important details, which include but are not limited to charts based on the age or the region.
3.18.3.4.1 Calculations
The following table contains the calculations that are provided in the story to display all charts properly.
Measure Name Occupied workplaces in %
Delta to Target Capacity
Age
Type Calculated Measure
Calculated Measure
Aggregation
Building_Count
Aggregation
Age AVG
Calculated Measure
Formula/Properties
Formula: count workplaces which are occupied / count workplaces
Formula: TargetCapacity / count work places
- Operation: SUM - Measure: age of building in years - Dimensions: Building Name
- Operation: COUNT excluding 0, NULL - Measure: Age - Dimensions: Building Name
Formula: Age / Building_Count
Explanation: - Occupancy Proportion The amount of occupied workplaces in percent. - Delta to Target Capacity Describes the gap between used workplaces and workplaces which would ideally fit in this spaces.
Content Package User Guide Industries
PUBLIC
765
3.18.4 Models 3.18.4.1 General-Cloud for Real Estate Space
Model Name: SAP__RE_GEN_IM_C4RE_SPACEMODEL
Model Description: SAP Real Estate: General-Cloud for Real Estate Space Planning Enabled: Yes
Account ID
Latitude Longitude
Description
Latitude Longitude
TargetCapacity Age Dimensions Name
Account* BuildingShortname* Date*
TargetCapacity Age Description
Account Date
SAP_RE_GEN_C4RE_AGEINTERVAL SAP_RE_GEN_C4RE_BUILDINGSTA TUS SAP_RE_GEN_C4RE_BUILDINGTYPE SAP_RE_GEN_C4RE_CONSTRUCTI ONY SAP_RE_GEN_C4RE_COUNTRY SAP_RE_GEN_C4RE_COUNTRYSUB SAP_RE_GEN_C4RE_FLOORNAME SAP_RE_GEN_C4RE_FLOORSTATUS
AgeInterval Building Status
Building Type Construction Year
Country Country Subdivision Floorname Floor Status
Connection Connection Type: OData Services Connection Queries:
AnalyticsSpacesQuery AnalyticsSpacesDataQuery
Mapping/Formula OData Services: AnalyticsSpacesQuery Latitude Longitude OData Services: AnalyticsSpacesData Query TargetCapacity BuildingAge
Mapping OData Services: AnalyticsSpacesQuery
BuildingShortname Date OData Services: AnalyticsSpacesData Query BuildingAgeGroup BuildingStatus
BuildingType BuildingConstructionYear
CountryAlpha2Code CountrySubdivisionId FloorShortName FloorStatus
766
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RE_GEN_IM_C4RE_SPACEMODEL
Connection
SAP_RE_GEN_C4RE_OWNERSHIP
Ownership Status
BuildingOwnershipStatus
SAP_RE_GEN_C4RE_REGION
Region
RegionId
SAP_RE_GEN_C4RE_SITENAME
Sitename
SiteShortName
SAP_RE_GEN_C4RE_SPACENAME
Spacename
SpaceShortName
SAP_RE_GEN_C4RE_SPACESTATUS Space Status
SpaceStatus
SAP_RE_GEN_C4RE_SPACETYPE
Space Type
SpaceUsageType
SAP_RE_GEN_C4RE_SUBREGION
Subregion
SubregionId
Additional Notes about the Model
Please append the data of both queries only once per month, if you have representative values for each month.
*Private dimension, other dimensions are public.
3.18.4.2 General-Cloud for Real Estate SpaceArea (SAP__RE_GEN_IM_C4RE_SAREAMODEL)
Model Name: SAP__RE_GEN_IM_C4RE_SAREAMODEL
Model Description: SAP Real Estate: General-Cloud for Real Estate Space Area
Planning Enabled: Yes
Account ID
Description
Latitude Longitude
Latitude Longitude
Area Age Dimensions Name
Area Age
Description
Connection Connection Type: OData Services Connection Queries:
AnalyticsSpaceAreasQuery AnalyticsSpaceAreasData
Query
Mapping/Formula OData Services: AnalyticsSpaceAreas Query Latitude Longitude OData Services: AnalyticsSpaceAreas DataQuery Area BuildingAge
Mapping
Content Package User Guide Industries
PUBLIC
767
Model Name: SAP__RE_GEN_IM_C4RE_SAREAMODEL
Connection
Account* BuildingShortname* Date*
Account Date
OData Services: AnalyticsSpaceAreas Query
BuildingShortname Date
OData Services: AnalyticsSpaceAreas DataQuery
SAP_RE_GEN_C4RE_AGEINTERVAL AgeInterval
BuildingAgeGroup
SAP_RE_GEN_C4RE_BUILDINGSTA TUS
Building Status
BuildingStatus
SAP_RE_GEN_C4RE_BUILDINGTYPE Building Type
BuildingType
SAP_RE_GEN_C4RE_CONSTRUCTI ONY
Construction Year
BuildingConstructionYear
SAP_RE_GEN_C4RE_COUNTRY
Country
CountryAlpha2Code
SAP_RE_GEN_C4RE_COUNTRYSUB Country Subdivision
CountrySubdivisionId
SAP_RE_GEN_C4RE_FLOORNAME
Floorname
FloorShortName
SAP_RE_GEN_C4RE_FLOORSTATUS Floor Status
FloorStatus
SAP_RE_GEN_C4RE_OWNERSHIP
Ownership Status
BuildingOwnershipStatus
SAP_RE_GEN_C4RE_REGION
Region
RegionId
SAP_RE_GEN_C4RE_SITENAME
Sitename
SiteShortName
SAP_RE_GEN_C4RE_SPACENAME
Spacename
SpaceShortName
SAP_RE_GEN_C4RE_SPACESTATUS Space Status
SpaceStatus
SAP_RE_GEN_C4RE_SPACETYPE
Space Type
SpaceUsageType
SAP_RE_GEN_C4RE_SUBREGION
Subregion
SubregionId
SAP_RE_GEN_C4RE_AREACOMPO NENT
Area Component
AreaComponent
SAP_RE_GEN_C4RE_AREASUBCOM PONENT
Area Subcomponent
AreaSubComponent
Additional Notes about the Model
Please append the data of both queries only once per month, if you have representative values for each month.
*Private dimension, other dimensions are public.
768
PUBLIC
Content Package User Guide Industries
3.18.4.3 General-Cloud for Real Estate Workplace
Model Name: SAP__RE_GEN_IM_C4RE_WPMODEL
Model Description: SAP Real Estate: General-Cloud for Real Estate Work place
Planning Enabled: Yes
Account ID
Description
Latitude Longitude
Latitude Longitude
Available Workplace Occupied Workplaces Occupancy Proportion Age Dimensions Name
Available Workplaces Occupied Workplaces Occupancy Proportion Age
Description
Account* BuildingShortname* Date*
Account Date*
SAP_RE_GEN_C4RE_AGEINTERVAL
SAP_RE_GEN_C4RE_BUILDINGSTA TUS
SAP_RE_GEN_C4RE_BUILDINGTYPE
SAP_RE_GEN_C4RE_CONSTRUCTI ONY
SAP_RE_GEN_C4RE_COUNTRY
SAP_RE_GEN_C4RE_COUNTRYSUB
AgeInterval Building Status
Building Type Construction Year
Country Country Subdivision
Connection Connection Type: OData Services Connection Queries:
AnalyticsWorkplaceQuery AnalyticsWorkplaceData
Query
Mapping/Formula OData Services: AnalyticsWorkplaces Query Latitude Longitude OData Services: AnalyticsWorkplaces DataQuery AvailableWorkplaces OccupiedWorkplaces OccupancyProportion BuildingAge
Mapping OData Services: AnalyticsWorkplaces Query
BuildingShortname Date* OData Services: AnalyticsWorkplaces DataQuery BuildingAgeGroup BuildingStatus
BuildingType BuildingConstructionYear
CountryAlpha2Code CountrySubdivisionId
Content Package User Guide Industries
PUBLIC
769
Model Name: SAP__RE_GEN_IM_C4RE_WPMODEL
Connection
SAP_RE_GEN_C4RE_FLOORNAME
Floorname
FloorShortName
SAP_RE_GEN_C4RE_FLOORSTATUS Floor Status
FloorStatus
SAP_RE_GEN_C4RE_OWNERSHIP
Ownership Status
BuildingOwnershipStatus
SAP_RE_GEN_C4RE_REGION
Region
RegionId
SAP_RE_GEN_C4RE_SITENAME
Sitename
SiteShortName
SAP_RE_GEN_C4RE_SPACENAME
Spacename
SpaceShortName
SAP_RE_GEN_C4RE_SPACESTATUS Space Status
SpaceStatus
SAP_RE_GEN_C4RE_SPACETYPE
Space Type
SpaceUsageType
SAP_RE_GEN_C4RE_SUBREGION
Subregion
SubregionId
SAP_RE_GEN_C4RE_WORKPLACE TYPE
Workplace Type
WorkplaceType
Additional Notes about the model
Please append the data of both queries only once per month, if you have representative values for each month.
*Private dimension, other dimensions are public.
3.18.4.4 General- Workplace Utiilization
Model Name: SAP__RE_GEN_LH_ WORKPLACEUTILIZATION Model Description: SAP Real Estate: General - Workplace Utilization
Account Dimension ID
Description
TOTALWORKPLACES UTILIZEDWORKPLACES DAILYWORKPLACEUTILIZATION
Dimensions Name
Number of Total Workplaces Number of Utilized Workplaces Daily Workplace Utilization
Description
COUNTRYCODE
Country
Connection
Live Data Connection to SAP SCP CF with SSO (Simple URLs)
Name of SAP HANA View: WORK PLACEUTILIZATION
Mapping/Formula Live Connection WORKPLACEUTILIZATION TOTALWORKPLACES UTILIZEDWORKPLACES [UTILIZEDWORKPLACES]/[TOTAL WORKPLACES]
Mapping Live Connection: WORKPLACEUTILIZA TION COUNTRYCODE
770
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RE_GEN_LH_ WORKPLACEUTILIZATION
DAYNAME
Name of the Day
DAYOFMONTH
Day of the Month
MONTH
Month
QUARTER
Quarter
SITENAME
Sitename
YEAR
Year
REGIONID
Region
Connection DAYNAME DAYOFMONTH MONTH QUARTER SITENAME YEAR REGIONID
3.18.4.5 General Space Utilization (SAP__RE_GEN_LH_SPACEUTILIZATION)
Model Name: SAP__RE_GEN_LH_SAP__RE_GEN_LH_SPACEUTILIZATION Model Description: SAP Real Estate: General - Space Utilization
Connection
Live Data Connection to SAP SCP CF with SSO (Simple URLs)
Name of SAP HANA View: SPACE UTILIZATION
Account Dimension ID
MEASUREVALUE
WORKSPACEAREA SAP_RE_CONNECTED_DEVI CES_PER_WORKSPACE_AREA Dimensions Name
COUNTRYCODE DAYNAME DAYOFMONTH MONTH QUARTER SITENAME YEAR
Description
Mapping/Formula
Live Connection: SPACEUTILIZATION
Measured Number of Connected Devi MEASUREVALUE ces
Size of Workspace Area
WORKSPACEAREA
Connected Devices per Workspace Area
[MEASUREVALUE]/[WORKSPA CEAREA]
Description
Country Name of the Day Day of the Month Month Quarter Sitename Year
Mapping Live Connection: SPACEUTILIZATION COUNTRYCODE DAYNAME DAYOFMONTH MONTH QUARTER SITENAME YEAR
Content Package User Guide Industries
PUBLIC
771
Model Name: SAP__RE_GEN_LH_SAP__RE_GEN_LH_SPACEUTILIZATION
REGIONID
Region
WORKSPACEAREAUNIT
Workspace Area Unit
Connection REGIONID WORKSPACEAREAUNIT
3.18.4.6 General - Contract and Lease Management Contract List (SAP__RE_GEN_LB_REIO50_Q01000)
Model Name: SAP__RE_GEN_LB_REIO50_Q0100
Model Description: SAP Real Estate: General Contract and Lease Management Contract List
Measures ID 00O2TFIS8KH9NX7CI0633UERO Dimensions See Screen Shot below
Description Number of Records
Connection
Live Data Connection to SAP BW/ 4HANA
Connection name: SAPREBW /IMO/V_REIO50_Q0100 https://help.sap.com/viewer/
06e872f914a44d77b6c692b0273c a400/1.0.7/en-US/ cbf48fbfdb64464a8ec9eda61dc4d d65.html
Mapping/Formula
772
PUBLIC
Content Package User Guide Industries
Content Package User Guide Industries
PUBLIC
773
3.18.4.7 General - Contract and Lease Management Conditions List Contract (SAP__RE_GEN_LB_RETD01_Q0100)
Model Name: SAP__RE_GEN_LB_RETD01_Q0100
Model Description: SAP Real Estate: General Contract and Lease Management Conditions List Contract
Measures ID 00O2TFIS8KH7XMRI9T4T9GVV9 00O2TGHPRZ53NWVHQ8MB5CG4I 00O2TGHPRZ53NWVI8OJIP3BIJ Dimensions See Screen Shot below
Description Condition per Month Cumulated Percentage
Connection
Live Data Connection to SAP BW/ 4HANA
Connection name: SAPREBW /IMO/V_RETD01_Q0100 https://help.sap.com/viewer/
06e872f914a44d77b6c692b0273c a400/1.0.7/en-US/ f420dc0943f34cf2bc2c0619885b e952.html
Mapping/Formula
774
PUBLIC
Content Package User Guide Industries
3.18.4.8 General - Contract and Lease Management Cash Flow Valuation (SAP__RE_GEN_LB_RETD06_Q0100)
Model Name: SAP__RE_GEN_LB_RETD06_Q0100
Model Description: SAP Real Estate: General Contract and Lease Management Cash Flow Valuation
Measures ID 00O2TFIS8KH7XMRJAB4DFG5LP 00O2TFIS8KH7XMRJAB4DFGBX9 00O2TFIS8KH7XMRJAB4DFGI8T 00O2TFIS8KH7XMRJAB4DFGOKD 00O2TFIS8KH7XMRJAB4DFGUVX 00O2TFIS8KH7XMRJAB4DFH17H Dimensions See Screen Shot below
Description Assets Depreciation Interest Repayment Transfer Posting Clearing
Connection
Live Data Connection to SAP BW/ 4HANA
Connection name: SAPREBW /IMO/V_RETD06_Q0100 https://help.sap.com/viewer/
06e872f914a44d77b6c692b0273c a400/1.0.7/en-US/ 9a4078097f9146adaf2bc732029d 0ab3.html
Mapping/Formula
Content Package User Guide Industries
PUBLIC
775
776
PUBLIC
Content Package User Guide Industries
3.18.4.9 General - Contract and Lease Management Renewal Options (SAP__RE_GEN_LB_RETD21_Q0100)
Model Name: SAP__RE_GEN_LB_RETD21_Q0100
Model Description: SAP Real Estate: General Contract and Lease Management Renewal Options
Measures ID 00O2TFIS8KH9NXQTRE8RNKQOU Dimensions See Screen Shot below
Description Counter
Connection
Live Data Connection to SAP BW/ 4HANA
Connection name: SAPREBW /IMO/V_RETD21_Q0100 https://help.sap.com/viewer/
06e872f914a44d77b6c692b0273c a400/1.0.7/en-US/ 67d9013f1baa4d6ba08c6046ea53 d4c2.html
Mapping/Formula
Content Package User Guide Industries
PUBLIC
777
3.18.4.10 General - Cloud for Real Estate Sites
Model Name: SAP__RE_GEN_LH_ SITE Model Description: SAP Real Estate: General - Sites
Account Dimension ID
Description
Site ID Alpha2Code Base Unit Conversion Factor Country Subdivision Assignable Site Long Name Measurement Standard Text Measurement System Measurement Unit Category Text Measurement Unit Text Country Subdivision Name Country Name Subregion Name Site Status Active Flag Region Name Site Short Name Site Status Text Value
Connection
Live Data Connection to SAP SCP CF with SSO (Simple URLs)
Name of SAP HANA View: CV_C_Site
Mapping/Formula Live Connection Sites
778
PUBLIC
Content Package User Guide Industries
3.18.4.11 General - Cloud for Real Estate Building
Model Name: SAP__RE_GEN_LH_ Building Model Description: SAP Real Estate: General - Building
Account Dimension ID
Description
Alpha2Code Alpha3Code Base Unit Conversion Factor Building Short Name Building Address Locator Building Status Building Usage Building Active Status Flag Building ID Latitude Longitude Building Long Name Building Omni Class Name Omni Class Number Ownership Status Site Long Name Measurement Standard Text Measurement System Measurement Unit Category Text
Connection
Live Data Connection to SAP SCP CF with SSO (Simple URLs)
Name of SAP HANA View: CV_C_Building
Mapping/Formula Live Connection Building
Content Package User Guide Industries
PUBLIC
779
Model Name: SAP__RE_GEN_LH_ Building Measurement Unit Text Country Subdivision Name Country Name Subregion Name Site Status Active Flag Region Name Site Short Name Site Status Text Value
Connection
3.18.4.12 General - Cloud for Real Estate Workplace
Model Name: SAP__RE_GEN_LH_ WORKPLACE Model Description: SAP Real Estate: General - Workplace
Account Dimension ID
Alpha2Code Alpha3Code Floor ID Floor Level Floor Long Name Floor Short Name Workplace is Enabled Flag Building Short Name
Description
Connection
Live Data Connection to SAP SCP CF with SSO (Simple URLs)
Name of SAP HANA View: CV_C_Workplace
Mapping/Formula Live Connection Workplace
780
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RE_GEN_LH_ WORKPLACE Building ID Building Long Name Site Long Name Country Subdivision Name Country Name Subregion Name Region Name Site Short Name Site ID Space ID Space Long Name Space Short Name Space Status is Active Space Status Text Value Space Usage Type Text Value Target Capacity Workplace ID WorkplaceId Occupied Workplace Name Workplace Type Workplace Type Text
Connection
Content Package User Guide Industries
PUBLIC
781
3.18.4.13 General - Cloud for Real Estate Geo
Model Name: SAP__RE_GEN_LH_ SQM Model Description: SAP Real Estate: General - SQM
Account Dimension ID
Account Dimension ID
Description Description
ComponentId SubcomponentId Measurement Space Net Area Id Measurement Unit Category Text Measurement Unit Category Measurement Unit Text Base Unit Conversion Factor Measurement Unit Measurement Unit Category Text Measurement System Measurement Space Net Area Measurement Space Net Area Text Area Category Area Category Text Area BuildingIRN
Connection Live Data Connection to SAP SCP
CF with SSO (Simple URLs) Name of SAP HANA View:
CV_C_Squaremeter
Mapping/Formula Live Connection Squaremeter
Mapping Live Connection Squaremeter
782
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RE_GEN_LH_ SQM FloorIRN SpaceIRN SiteIRN
Connection
3.18.4.14 General - Cloud for Real Estate Space
Model Name: SAP__RE_GEN_LH_ SPACE Model Description: SAP Real Estate: General - Space
Account Dimension ID
Description
Space is Enabled Flag Occupancy Proportion Occupant Type Space Long Name Space Short Name Space Status is Active Space Status Text Value Space Usage Type Text Value
Connection
Live Data Connection to SAP SCP CF with SSO (Simple URLs)
Name of SAP HANA View: CV_C_Space
Mapping/Formula Live Connection Space
3.18.5 Customization 3.18.5.1 Changing Default Variable Setting (Optional)
Default variables are set in the SAP Analytics Cloud Stories. Follow the steps below to change them to the appropriate value according to your requirements.
Content Package User Guide Industries
PUBLIC
783
Procedure Perform the activities on the SAP Analytics Cloud platform. 1. Log on to the SAP Analytics Cloud. 2. Open the Browser Stories in the main menu. 3. Access the Public folder and find the SAP Analytics Cloud Story. 4. Enter the credentials. The story is displayed. 5. On the menu bar, choose Data Edit Prompts <your datasource> . In the Set Variables for <your
datasource> dialog box, navigate to Display Currency (or other variables you want to adjust), change it to a proper value for the variable and then choose Set. 6. Story data will be refreshed. Result The default variable setting has been configured for the SAP Analytics Cloud Story.
3.18.5.2 Changing Data source (Optional)
Default Data Source can be changed according to your requirements. Follow the steps below to make the update. 1. Log on the SAP Analytics Cloud. 2. Create a new connection with the new data source. 3. Open the Browser Model to find the model whose data source you want to update. 4. Choose Change Data Source to open this model. 5. Choose the new connection that you created on Step 2. 6. Find the new data source and save it. 7. Open the aim story and you can see that the database has been switched successfully. Result The data source has been updated.
3.19 Retail - Model Company Core Retail (RT-MC)
3.19.1 Retail - Model Company Core Retail (RT-MC)
In the retail industry, it is important to have immediate insights into consumer behaviour and business-critical data. This need of insights is spread within the organization and goes from board level through management into the regions to local market managers. The SAP Model Company for Core Retail is offered as a SAP predefined service with all the benefits of this new SAP brand category. It provides a complete SAP S/4HANA Retail for Merchandise Management system landscape for retailers and contains example data and configuration out of the box.
784
PUBLIC
Content Package User Guide Industries
The SAP Model Company is technically built on a retail specific reference architecture based on additional sample master data, configuration and developments. This is the basis for implementation projects.
SAP Analytics Cloud content is available, visualizing the example data that comes with the deployment. Ticket details and regional components play a significant role when reporting non-aggregated sales data. The data foundation is SAP Customer Activity Repository (SAP CAR), specifically the POS data processed by the POS DTA application. This data structure is the basis for the given story.
3.19.1.1 Architecture and Abstract
The SAP Analytics Cloud content for the Retail Model Company story is based on a live connection to the SAP CAR data with dedicated HANA views. The generated POS sample data set is consumed by all the pages within this story. It shows examples of how a real time view on sales data within different dimensions (region cluster) as well as different use cases (sales by category vs. basket analysis) can be set up.
Content Package User Guide Industries
PUBLIC
785
3.19.1.2 Stories
The following story is included in the content package:
SAP Model Company Core Retail: Sales Analysis (SAP__RT_MC_RC_SALESANALYSIS)
The story contains the following pages:
Sales Analytics Homepage This landing page shows one chart from each page together with a generic RSS feed from SAP. The regions views show the regions cluster for the current year where the sales chart shows the top 10 stores. The Basket Analysis chart shows the top 5 weeks turnover, where the second basket view shows the details of one day only with the breakdown to hourly levels for the top five stores.
Sales Analytics by Region To get insights into regions' performances, this page gives insights into top regions as well as the top 10 material groups. In case you are operating omnichannel, the sales channel split (walk in vs web) is shown as well.
Sales Analytics by Location The location view shows the top ten locations as heat map as well as indicators on a map. The map allows to drill-down a given area and to set filters with an easy to use selection (lasso) to drill into selections of interest.
Basket analysis by Week
786
PUBLIC
Content Package User Guide Industries
The basket Analysis on time dimensions often starts with a week by week view. On this page, you can select multiple weeks to compare the average sales per transaction, net sales amount on best, and slow sellers as well as sales items by weekdays For insights into consumer behaviour that is correlated to special events or local activities, you need to drill-down sales figures to hourly level. Average sales by the hour allows you to understand the customer clusters based on their day plan as well as to understand at what time of day high priced items are sold better.
3.19.1.3 Models
As already mentioned, this content package is based on a live connection to SAP CAR (SAP HANA). The following models are connected to a corresponding HANA calculation as follows:
SAC Model name SAP__RT_MC_RC_SALESANALYSIS SAP__RT_MC_RC_BASKETANALYSIS SAP__RT_MC_RC_BASKET_PER_HOUR
SAP CAR - SAP HANA calculation view name SALESANALYSIS_VIEW1 BASKET_ANALYSIS BASKET_ANALYSIS_PER_HOUR
The documentation of the underlying HANA views of the above-mentioned SAP Analytics Cloud models is part of the documentation delivered with the SAP Model Company for Core Retail.
3.20 Retail - Model Company Fashion for Vertical Business
3.20.1 Retail - Model Company Fashion for Vertical Business
In the retail industry it is key to have immediate insights into consumer behaviour and business critical data. This need of insights is spread within the organization and goes from board level, through management into the regions and to local market managers. The SAP Model Company for Core Retail is offered as a "SAP predefined service" with all benefits of this new SAP brand category. It provides a complete SAP S/4HANA Retail for Merchandise Management system landscape for retailers and contains example data and configuration out of the box. The SAP Model Company is technically built on a retail specific reference architecture based on additional sample master data, configuration and developments. This is the basis for implementation projects.
Content Package User Guide Industries
PUBLIC
787
The user interface for analytical content is the SAP Analytics Cloud consuming example data that comes with the deployment. In this context reporting on non-aggregated sales data, ticket details, regional components play a significant role. The data foundation allows to make those kinds of reporting based on SAP Customer Activity Repository (SAP CAR), and the POS data that are processed by the POS DTA application. This data structure is the basis for the given story.
3.20.1.1 Architecture and Abstract
The SAP Analytics Cloud for the Model Company story is set up as live connection to the SAP CAR data with dedicated HANA views. The generated POS sample data set is consumed for all sites within this story and shows examples of how a real time view on sales data within different dimensions (region cluster) as well as different use cases (sales by division vs. shopping bag analysis) can be set up.
788
PUBLIC
Content Package User Guide Industries
The colored objects are documented in this chapter.
3.20.1.2 Stories
The following story is included in the content package:
SAP Model Company Fashion for Vertical Business: Sales Analysis (SAP__RT_MC_FVB_SALESANALYSIS)
The story contains the following pages:
"Sales Analytics Homepage" This landing page shows one chart from each page together with a generic RSS feed from SAP. The regions views show the regions cluster. The Sales Analysis by Gender chart visualizes the share within the article hierarchy node gender. Sales Analysis by Product shows the ratio of Net Sales and Gross Margin % by top 10 products. The Affinity Analysis by Top 15 Products visualizes the affinity by product and shows key performance indicators and key attributes of those. The affinity is telling you in percentage how often the listed top 15 products were sold together in the same shopping bag. The right section shows a RSS feed for SAP related information. This would typically be used to show Retail specific content or content from the own business.
"Sales Analytics by Region & Location" To get insights into regions performances this page gives insights into top regions as well as the top 10 article hierarchy nodes on the level gender. In case you are operating omnichannel the sales channel split (walk in vs web) is shown as well. The location hierarchy can drill down to the lowest level and shows the top ten locations as heat map as well as indicators on a map. The map allows to drill down a given area and to set filters with an easy use selection (lasso) to drill into selections of interest. The lower left chart brings the top 10 gender nodes into relation to the regions to visualize their dependencies and ratios. How is a gender node performing in specific region?
"Sales Analysis by Division" The upper left chart shows the share of gross margin % per article hierarchy node gender.
Content Package User Guide Industries
PUBLIC
789
The upper middle chart visualizes the year over year ratio of gross margin % per top 15 article hierarchy nodes which is preselected to gender. The navigation can be adjusted to show this ratio for other nodes of the article hierarchy. The upper right chart splits up the net sales per order channel. The given setup sets all POS related sales as store sales and all sales orders as web channel. The lower column & line chart gives an overview how gross margin % in dependency to net sales evolves across the different article hierarchy nodes.
"Sales Analysis by Product" Sales Analysis by Product adds an additional indicator to the main KPIs Average Sales Price and Discounts. The charts on top identify the top and slow selling 5 products within selected nodes of the article hierarchy. Furthermore, the top 5 analyzing colors and brands. The chart in the middle provides a weekly comparison of the net sales revenue originally set across all the dates and helps to select individual weeks in order to slice down the time selection.
"Sales Analysis by Shopping Bag" Sales Analysis by Shopping Bag comes with the net sales revenue, cost, average sales price, discounts and number of products per transaction as KPIs. The POS data is shown at a shopping bag level and discovers the affinity relationship of items across various attributes. The analysis helps to better understand what items occur to be purchased together and predict shopping behaviour of end customers. This gives you insights on how to set the marketing strategy to drive revenue.
3.20.1.3 Models
This content package is based on a live connection to SAP CAR (SAP HANA). The following models are connected to a corresponding HANA calculation as follows:
SAC Model Name SAP__RT_MC_FVB_SALESANALYSIS_V2 SAP__RT_MC_FVB_AFFINITYANALYSIS_AREPORT SAP__RT_MC_FVB_AFFINITYANALYSIS_CAT_CMP
SAP CAR - SAP HANA Calcination view name FSH_SALESANALYSIS_VIEW AFNTY_REPORT FSH_SALESANALYSIS_VIEW_NINETY_DAYS_HIER5
790
PUBLIC
Content Package User Guide Industries
SAC Model Name SAP__RT_MC_FVB_AFFINITYANALYSIS_CAT_CMP_2 SAP__RT_MC_FVB_SALESANALYSIS_DRIVER SAP__RT_MC_FVB_SALESANALYSIS_DRAG SAP__RT_MC_FVB_SALESANALYSIS_CROSSSALES
SAP CAR - SAP HANA Calcination view name FSH_SALESANALYSIS_VIEW_NINETY_DAYS_HIER5 FSH_SALESANALYSIS_VIEW_NINETY_DAYS FSH_SALESANALYSIS_VIEW_NINETY_DAYS FSH_SALESANALYSIS_VIEW_NINETY_DAYS_CROSSSALES
The documentation of the underlying HANA views of the above-mentioned SAP Analytics Cloud models is part of the documentation delivered with the SAP Model Company for Core Retail.
3.21 Retail - POS Analysis for Retail 3.21.1 Architecture and Abstract
Analyze point-of-sale (POS) transactions all in one place, from anywhere, and in real time with the SAP Data Warehouse solution.
Content Package User Guide Industries
PUBLIC
791
3.21.2 POS Analysis for Retail for SAP Data Warehouse Cloud (SAP__RT_POS_ANALYSIS)
The story "POS Analysis for Retail for SAP Data Warehouse Cloud" contains the following pages:
Page Cockpit:
Analyze point-of-sale (POS) transactions in a condensed overview of your current business: Compare year-todate values (YTD) by last-year-to-date values (LYTD). Immediately understand the TOP and FLOP merchandise categories and sites for each KPI.
Compare net sales amount, sales quantity and number of transactions between last year and this year over month.
Included KPIs are net sales amount, sales quantity, number of transactions and average basket value.
POS Sales Analysis:
Analyze data of the current and last year by countries, regions and cities. Directly understand the TOP and FLOP merchandise categories, products, and sites.
Included KPIs are net sales amount, sales quantity, number of transactions, average basket value and average number of items per basket.
Store Analysis
Drill into the shopping basket to the sales hour per site, to get a detailed understanding of the consumer behavior. Review best and slow seller. Get an overview of the traffic load per workstation, operator and merchandise category for number of transactions.
Data Connectivity
Based on SAP Data Warehouse Cloud live connection (local tables).
Measure Name Average # of Items per Basket Average # of Items per Basket YTD Average # of Items per Basket LYTD
Average Basket Value Average Basket Value YTD Average Basket Value LYTD
Type Calculated Measure
Calculated Measure
Formula/Properties [Sales Quantity (Actual, YTD, LYTD)] / [# Transactions (Actual, YTD, LYTD)]
[Sales Amount (Actual, YTD, LYTD)] / [# Transactions (Actual, YTD, LYTD)]
792
PUBLIC
Content Package User Guide Industries
3.21.3 Models
The story is using the following Data Warehouse Cloud models. It is based on a live connection to the SAP Data Warehouse Cloud system. Setup the connection with the name SAPDWC if not already available.
You can go to the SAP Data Warehouse Cloud content documentation for details.
Business Name SAP POS Analysis Report
Technical Model Name SAP_POS_L_Analysis
Connection - SAPDWC
3.22 Retail - Omnichannel Article Availability and Sourcing
3.22.1 Architecture
The SAP Analytics Cloud content for the Omnichannel Article Availability and Sourcing (OAA) stories are based on a SAP BW live connection to SAP Customer Activity Repository (CAR) data with dedicated CDS views exposed via BICS/InA interface.
Content Package User Guide Industries
PUBLIC
793
794
PUBLIC
Content Package User Guide Industries
3.22.2 Stories
The sourcing overview and detail, live and demo stories are included in the content package: SAP Retail Omnichannel Article Availability and Sourcing. The documentation of the underlying dimensions and measures of the SAP Analytics Cloud models mentioned below is part of the documentation delivered with SAP CARAB 4.0 FPS01. In addition, the chart details are described there as well.
3.22.2.1 OAA - Sourcing Overview (SAP__RT_OAA_SOURCING_OVERVIEW_LIVE)
Name: SAP__RT_OAA_SOURCING_OVERVIEW_LIVE
Description: SAP Retail: OAA - Sourcing Overview
The story provides a list of analyses that gives an overview of how successful the sourcing was in your online store. The analyses is grouped by tab. The data analysed is always restricted to the sales channel. You can select the time frame you set (sales channel story filter, model: SAP__RT_OAA_LB_SALESCHANNEL and the time frame page filter, model: SAP__RT_OAA_LB_DATE).
Page: Sourcing Success
Charts
Title
Models Used
Sourcing Key Figures
SAP__RT_OAA_LB_TRACEHEADER
SAP__RT_OAA_LB_CARTHEADER
Sourcing Success Rate Carts with Successful Sourcing, Converted to Orders Sourcing Success Rate: Details Page: Failed Sourcing Charts Title Sourcing Key Figures Total Value for Carts with Failed Sourcing Failed Sourcing per Country and Region (Top 5) Page: Successful Sourcing Charts Title Sourcing Key Figures
SAP__RT_OAA_LB_TRACEHEADER SAP__RT_OAA_LB_TRACEHEADER SAP__RT_OAA_LB_TRACEHEADER
Models Used SAP__RT_OAA_LB_TRACEHEADER SAP__RT_OAA_LB_CARTHEADER SAP__RT_OAA_LB_TRACEHEADER
Models Used SAP__RT_OAA_LB_TRACEHEADER
SAP__RT_OAA_LB_SOURCINGRESULT
Content Package User Guide Industries
PUBLIC
795
Name: SAP__RT_OAA_SOURCING_OVERVIEW_LIVE Total Value for Carts with Successful Sourcing Cart-to-Order Conversion Rate Carts with Successful Sourcing, Not Converted to Orders Top 5 Sources Used in Sourcing Result
SAP__RT_OAA_LB_CARTHEADER SAP__RT_OAA_LB_TRACEHEADER SAP__RT_OAA_LB_TRACEHEADER SAP__RT_OAA_LB_SOURCINGRESULT
3.22.2.2 OAA - Sourcing Details (SAP__RT_OAA_SOURCING_DETAILS_LIVE)
Name: SAP__RT_OAA_SOURCING_DETAILS_LIVE
Description: SAP Retail: OAA - Sourcing Details
The story provides a list of analyses that provide further insight into the reasons for failed sourcing. The analyses are grouped by tab. The data analysed is always restricted to the sales channel you select and the time frame you set (sales channel story filter, model: SAP__RT_OAA_LB_SALESCHANNEL and time frame page filter, model: SAP__RT_OAA_LB_DATE).
Page: Sourcing Success
Charts
Title
Models Used
Sourcing Key Figures
SAP__RT_OAA_LB_TRACEHEADER
Sources Used in Sourcing Result, per Priority
SAP_RT_OAA_LB_SOURCINGPRIO
Top 5 Sources Used in Sourcing Result, on Item Level
SAP__RT_OAA_LB_SOURCINGRESULT
First Successful Business Objective
SAP__RT_OAA_LB_SOURCINGBO
Page: Business Objectives
Charts
Title
Models Used
Business Objective Success
SAP__RT_OAA_LB_SOURCINGBO
Failure Reasons
SAP__RT_OAA_LB_BOFAILUREREASON
Page: Sources: Cart Level
Charts
Title
Models Used
Sourcing Key Figures
SAP__RT_OAA_LB_TRACEHEADER
Top 5 Sources Not Used in Sourcing Result (Successful Sourcing Only)
SAP__RT_OAA_LB_SOURCESTATUS
Top 5 Sources Filtered Out by Distance
SAP__RT_OAA_LB_SOURCESTATUS
Top 5 Blocked Sources
SAP__RT_OAA_LB_SOURCESTATUS
Top 5 Sources Filtered Out by Capacity
SAP__RT_OAA_LB_SOURCESTATUS
796
PUBLIC
Content Package User Guide Industries
Name: SAP__RT_OAA_SOURCING_DETAILS_LIVE
Page: Sources: Details
The page content depends on the selected source (page filter, model: SAP__RT_OAA_LB_SOURCESTATUS).
Charts
Title
Models Used
Sourcing Key Figures
SAP__RT_OAA_LB_SOURCINGRESULT
Source Prioritization
SAP__RT_OAA_LB_SOURCEPRIORITY
Reasons Why Source Was Not Considered in Sourcing Call SAP__RT_OAA_LB_SOURCESTATUS
Page: Articles Not Available
Charts
Title
Models Used
Top 5 Articles Not Available
SAP__RT_OAA_LB_ARTICLENOTAVL
Top 5 Articles Not Available by Source (using filter: Source) SAP__RT_OAA_LB_ARTNOTAVLDETAIL
Top 5 Sources Where Article is Not Available (using filter: Ar SAP__RT_OAA_LB_ARTNOTAVLDETAIL ticle)
Page: Articles Not Avail. In Time
The page content depends on the selected Business Objective and Sourcing Success (page filter, model: SAP__RT_OAA_LB_ARTNOTAVLINTIME)
Charts
Title
Top 5 Articles Not Available in Time
Top 5 Articles Not Available in Time by Source (using filter: Source)
Top 5 Sources Where Article is Not Available in Time (using filter: Article)
Models Used SAP__RT_OAA_LB_ARTNOTAVLINTIME SAP__RT_OAA_LB_ARTNOTAVLTMEDET
SAP__RT_OAA_LB_ARTNOTAVLTMEDET
Page: Consignments
The page content depends on the selected Business Objective and Sourcing Success (page filter, model: SAP__RT_OAA_LB_BOCONSIGNEXCEED)
Charts Title Carts Where Allowed No. of Consignments Exceeded Allowed No. of Consignments
Models Used SAP__RT_OAA_LB_BOCONSIGNEXCEED SAP__RT_OAA_LB_BOCONSIGNMENT
3.22.3 General Remarks
If you want to see the models a story is based on, use the Save as PDF functionality in the story, including the attachment.
Content Package User Guide Industries
PUBLIC
797
Describe how to Assign to #.
Note
*Other dimensions are public.
3.23 SAP Retail: Replenishment Planning
3.23.1 Abstract and Architecture
The SAP Analytics Cloud content for the Replenishment Planning story helps retailers analyze their replenishment data with reference to order dates over certain time periods to identify patterns and monitor trends that influence their business. This story is based on a live connection to the SAP Customer Activity Repository data with dedicated HANA views. Alerts indicate that certain aspects of the SAP Replenishment Planning processes are not in a good condition and need urgent attention. Alerts can be triggered by the occurrence of certain exceptions, evolvement of KPIs beyond threshold, or other unexpected situations. Based on alerts, planners check the details of orders to make calculated decisions on the order plan items and change them, if necessary. To support the process, this story has the Orders model, which not only provides an analytical overview of changed order quantities and items, it also offers detailed analyses of order quantities and rate of changed items based on the order date for product locations. Planners can further use this model in combination with the Sales and Forecasts model in the Unified Demand Forecast story to analyze how well the order quantities compare with the actual sales and forecasts.
798
PUBLIC
Content Package User Guide Industries
3.23.2 Replenishment Planning (SAP__RT_RPL_REPLENISHMENTPLANNING_LIVE)
This story allows planners to assess the overall situation with regards to order plan items, such as, rate of changed items, proposed order quantity, changed order quantity, additional order quantity, and stocks and drill down to details (by location, by product, and by order date) and take necessary actions where required.
In this story, the following page filters apply to every chart:
Page Filters Location Hierarchy Product Hierarchy
Supplier Replenishment Type Date
Description
Location hierarchy - filter by region/city/location
Product hierarchy - filter by product category down to the products
Suppliers - filter by suppliers
Replenishment type - filter by replenishment types
Date - filter by Date (A date range to include 90 days in the past and 30 days in the future is set as default)
The story consists of several charts. They are organized in three sections as explained below.
Content Package User Guide Industries
PUBLIC
799
Changed Order Quantities and Items section Order Quantities chart Changed Items (%) chart
Chart Description Order Quantities
Changed Items (%)
Type
Description
Comparison - Combination Column and A planner can see and compare the
Line
quantities proposed by the system with
the changed order quantities, additional
order quantities and stocks on specific
dates, over a time period, as lines on
the chart and the percentage of
changed items per day are displayed as
columns. This chart allows to quickly
visualize big changes in order quanti
ties.
Distribution - Heat Map
The heat map allows a planner to quickly identify product locations with high or low order change rates.
Detailed Analysis of Order Quantities and Changed Items section [Measure] by [Dimension 1] chart [Measure] by [Dimension 2] chart
For these two charts, the user can display information related to one of the following measures: Changed Order Quantity (Cumulative) Positive Order Adjustments Negative Order Adjustments Changed Items (%) Additional Order Quantity (Cumulative) Proposed Order Quantity (Cumulative)
The selected measure is applied to both the charts in the section.
Chart Description
Type
[Measure] by [Dimension 1] Trend - Line
[Measure] by [Dimension 2] Comparison - Bar/Column
Description
Dimensions
A planner can look at differ ent measures at a product or location hierarchy node for a time period.
[Dimension 1] is either Prod uct Hierarchy or Location Hi erarchy
A planner can analyze spe [Dimension 2] is either Prod cific products or locations for uct or Location measures on individual order dates for a time period. Prod uct and location results are ranked (top or bottom) for more clarity. This chart al lows drill down to understand exact locations with discrep ancies in product quantities.
Comparison of Changed Order Quantities for Different Order Dates section Difference in Changed Order Quantities by Location Hierarchy chart
800
PUBLIC
Content Package User Guide Industries
Difference in Changed Order Quantities by Product Hierarchy chart
Chart Description
Type
Difference in Changed Order Quantities by Location Hier archy
Comparison - Bar/Column
Difference in Changed Order Comparison - Bar/Column Quantities by Product Hierar chy
Description
Dimensions
A planner can analyze the dif Difference between two
ference in changed order
dates (Order Date 1 and Or
quantities between two dates der Date 2) is calculated
at a location hierarchy node.
A planner can analyze the dif Difference between two
ference in changed order
dates (Order Date 1 and Or
quantities between two dates der Date 2) is calculated
at a product hierarchy node.
The measures defined in this story are listed in the following table:
Measure Name Changed Items (%)
Type Calculated
Changed Order Quantity for Order Date Restricted 1
Changed Order Quantity for Order Date Restricted 2
Difference in Changed Order Quantities Calculated Between Order Dates
Formula/Properties
([Total Number of Changed Orders] / ([Total Number of Orders]) * 100
Measure: Total Number of Changed Or ders
Input Controlled Dimension: Order Date
Input Control: Order Date 1 (By mem ber, single selection)
Measure: Total Number of Changed Or ders
Input Controlled Dimension: Order Date
Input Control: Order Date 2 (By mem ber, single selection)
[#Changed Order Quantity for Order Date 1] - [#Changed Order Quantity for Order Date 2]
Calculated measures similar measures 2,3, and 4 in the above table are created for the following: - Additional Order Quantity (Cumulative) - Negative Order Adjustments - Positive Order Adjustments - Proposed Order Quantity (Cumulative) - Changed Items (%)
Content Package User Guide Industries
PUBLIC
801
3.23.3 Models 3.23.3.1 SAP CARAB: Orders (SAP__RT_RPL_LH_ORDERS)
Model Name: SAP__RT_RPL_LH_OR
DERS
Connection
- Model Description: SAP CARAB: Or ders - Planning Enabled: No Measures ID AdditionalOrderQuantity AdjustedOrderQuantity NegativeOrderAdjustmentQuantity PositiveOrderAdjustmentQuantity ProposedOrderQuantity TotalNumberOfAdjustedOrders TotalNumberOfOrders OrderChangeRate
Dimensions Name OrderDate ProductHierarchyChildNode LocationHierarchyChildNode ProductHierarchyChildNodeName
ProductHierarchyParentNodeName
ProductHierarchyParentNode Product ProductName MRPType MRPTypeName LocationHierarchyChildNodeName
LocationHierarchyParentNode
- Live data connection to SAP HANA: SAPRTCARAB - sap.is.retail.analytics.ddf.replenishment.Order.Orders view
Description
Aggregation(A)/Formula(F)
Additional Order Quantity (Cumulative) A: SUM
Changed Order Quantity (Cumulative) A: SUM
Negative Order Adjustments
A: SUM
Positive Order Adjustments
A: SUM
Proposed Order Quantity (Cumulative) A: SUM
Total Number of Changed Orders
A: SUM
Total Number of Orders
A: SUM
Changed Items (%)
F: ([Total Number of Changed Orders] / ([Total Number of Orders]) * 100
Description Order date Product hierarchy child node Location hierarchy child node Name of the product hierarchy child node Name of the product hierarchy parent node Product hierarchy parent node Product Product name Replenishment type Replenishment type description Name of the location hierarchy child node Location hierarchy parent node
Mapping
802
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RT_RPL_LH_OR
DERS
Connection
LocationHierarchyParentNodeName
Name of the location hierarchy parent node
Supplier
Supplier
SupplierName
Supplier name
Additional Notes about the model
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) These are input fields that must be entered by the user to execute the SAC story.
3.23.3.2 SAP CARAB: Stocks (SAP__RT_RPL_LH_STOCKS)
Model Name: SAP__RT_RPL_LH_Stocks
Connection
- Model Description: SAP CARAB: Or ders - Planning Enabled: No
Measures ID Stocks Dimensions Name Date Additional Notes about the model
- Live data connection to SAP HANA: SAPRTCARAB - - sap.is.retail.analytics.ddf.replenishment.Reporting.Stocks view
Description Stocks
Description Date
Aggregation(A)/Formula(F) A: SUM
Mapping
Content Package User Guide Industries
PUBLIC
803
Model Name: SAP__RT_RPL_LH_Stocks
Connection
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) These are input fields that must be entered by the user to execute the SAC story.
3.23.4 Known Issues
Issue
The measure label for Changed Items (%) is not translated in any other language and available only in English
Solution
To be fixed by SAC Translation service as they do not support translation of the Calculated Measures created in a model based on HANA Live Connection.
3.24 SAP Retail: Replenishment Planning and Unified Demand Forecast Dashboard
3.24.1 Architecture and Abstract
The SAP Analytics Cloud content for the Replenishment Planning and Unified Demand Forecast Dashboard story helps retailers analyze forecast data over certain time periods to identify patterns and monitor trends that influence the business. The story is based on a live connection to the SAP Customer Activity Repository data with dedicated HANA views.
Alerts are collections of one or more similar exceptions that are very important and need urgent attention. Based on alerts, planners check planners check the details of orders as well as sales and forecast details to make calculated judgements on order plan items and forecasted quantities and to change them, if necessary. To aid the process, this story has the Dashboard model, which provides an analytical overview of changed order quantities and items, actual sales and system forecasts along with the out-of-stock rate for product locations, and alerts by alert type based on products and locations.
804
PUBLIC
Content Package User Guide Industries
3.24.2 Retail: Replenishment Planning and Unified Demand Forecast scenario (SAP__RT_RPL_UDF_DASHBOARD_LIVE)
This story is designed to give the planners the overview of the key retail KPI's related to replenishment orders, sales forecasts, and alerts.
In this story, the following page filters apply to the widget:
Page Filters Location Hierarchy Product Hierarchy Replenishment Type Date
This story consists of the following charts:
Description
Filter by region/city/location
Filter by product category down to the products
Filter by replenishment type
Filter by date on Order Quantities and Forecasts (A date range to include 90 days in the past and 30 days in the fu ture is set as default)
Content Package User Guide Industries
PUBLIC
805
Page Filters Order Quantities
Forecasts Alerts by Alert Type
Alerts by Product Alerts by Location
Description
Comparison - Combination Column and A planner can see and compare the
Line
quantities proposed by the system with
the changed order quantities, additional
order quantities and stocks on specific
dates, over a time period, as lines on
the chart and the percentage of
changed items per day are displayed as
columns. This chart allows to quickly
visualize big changes in order quanti
ties.
Comparison - Combination Column and A planner can assess the overall situa
Line
tion with regards to actual sales and
system forecasts by looking at out-of-
stock rate in product locations over a
time period.
Column Chart
A planner can see the number of alerts as columns against the alert types.
Note
Only alerts that are new or in proc ess for the product locations are considered.
Marimekko Chart Marimekko Chart
A planner can see products with alerts based on alert types.
A planner can see locations with alerts based on alert types.
3.24.3 Models 3.24.3.1 Forecasts (SAP__RT_UDF_LH_FORECAST
Model Name: SAP__RT_UDF_LH_FORECAST - Model Description: SAP CARAB: Sales and Forecasts - Planning Enabled: No
Dimensions ID Date
Description Date
806
PUBLIC
Connection - Live data connection to SAP HANA: SAPRTCARAB - sap.is.retail.analytics.ddf.replenish ment.reporting/SalesForecast view
Mapping/Formula
Content Package User Guide Industries
Model Name: SAP__RT_UDF_LH_FORECAST
Connection
LocationHierarchyChildNode
Location hierarchy child node
LocationHierarchyChildNodeName
Name of the location hierarchy child node
ProductHierarchyChildNode
Product hierarchy child node
ProductHierarchyChildNodeName
Name of the product hierarchy child node
LocationHierarchyParentNode
Location hierarchy parent node
LocationHierarchyParentNodeName
Name of the location hierarchy parent node
ProductHierarchyParentNode
Product hierarchy parent node
ProductHierarchyParentNodeName
Name of the product hierarchy parent node
Location
Location
LocationName
Name of the location
OrderChannel_ATTRIBUTE
Order channel
OrderChannelName
Name of the order channel
DistributionChannel_ATTRIBUTE
Distribution channel
DistributionChannelName
Name of the distribution channel
SalesOrganization_ATTRIBUTE
Sales organization
SalesOrgDescription
Description of the sales organization
MRPType
Replenishment type
MRPTypeName
Replenishment type description
Product
Product
ProductName Additional Notes About the Model
Name of the product
Content Package User Guide Industries
PUBLIC
807
Model Name: SAP__RT_UDF_LH_FORECAST
The model contains the following varia bles:
- SAP Client (P_SAPClient)
- Logical System (P_LogicalSystem)
- Product Hierarchy (P_ProductHierar chy)
- Location Hierarchy (P_LocationHierar chy)
- Time Series Source (P_TSSource)
These are input fields that must be en tered by the user to execute the SAC story.
Connection
3.24.3.2 Orders (SAP__RT_RPL_LH_ORDERS)
Model Name: SAP__RT_UDF_LH_ORDERS - Model Description: SAP CARAB: Orders - Planning Enabled: No
Dimensions ID OrderDate LocationHierachyChildNode ProductHierarchyChildNode LocationHierarchyParentNode ProductHierarchyParentNode Supplier Location_ATTRIBUTE Product_ATTRIBUTE
Description Order Date
Location hierarchy child node Product hierarchy child node Location hierarchy parent node Product hierarchy parent node Supplier Location Product
Connection
- Live data connection to SAP HANA: SAPRTCARAB - sap.is.retail.analytics.ddf.replenish ment.reporting/ReplenishmentOrder view
Mapping/Formula
808
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RT_UDF_LH_ORDERS
MRPType
Replenishment Type
Additional Notes About the Model
Connection
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) These are input fields that must be entered by the user to execute the SAC story.
3.24.3.3 Stocks
Model Name: SAP__RT_UDF_LH_STOCKS - Model Description: SAP CARAB: Stocks - Planning Enabled: No
Dimensions ID Date LocationHierachyChildNode ProductHierarchyChildNode LocationHierarchyParentNode ProductHierarchyParentNode Location_ATTRIBUTE Product_ATTRIBUTE MRPType Additional Notes About the Model
Description Date
Location hierarchy child node Product hierarchy child node Location hierarchy parent node Product hierarchy parent node Location Product Replenishment Type
Connection
- Live data connection to SAP HANA: SAPRTCARAB - sap.is.retail.analytics.ddf.replenish ment.reporting/ReplenishmentOrder view
Mapping/Formula
Content Package User Guide Industries
PUBLIC
809
Model Name: SAP__RT_UDF_LH_STOCKS
Connection
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) These are input fields that must be entered by the user to execute the SAC story.
3.24.3.4 Out of Stock (UDF)
Model Name: SAP__RT_UDF_LH_OUTOFSTOCK - Model Description: SAP CARAB: OutofStock (UDF) - Planning Enabled: No
Dimensions ID Date LocationHierachyChildNode ProductHierarchyChildNode LocationHierarchyParentNode ProductHierarchyParentNode Location Product MRPType OrderChannel_ATTRIBUTE DistributionChannel_ATTRIBUTE SalesOrganization_ATTRIBUTE SalesOrgDescription
Description Date
Location hierarchy child node Product hierarchy child node Location hierarchy parent node Product hierarchy parent node Location Product Replenishment Type Order channel Distribution channel Sales organization Description of the sales organization
Connection - Live data connection to SAP HANA: SAPRTCARAB - sap.is.retail.analytics.ddf.replenish ment.reporting/OutOfStock view
Mapping/Formula
810
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RT_UDF_LH_OUTOFSTOCK Additional Notes About the Model
Connection
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) - Time Series Source (P_TSSource) These are input fields that must be entered by the user to execute the SAC story.
3.24.3.5 Sales
Model Name: SAP__RT_UDF_LH_SALES - Model Description: SAP CARAB: SALES - Planning Enabled: No
Dimensions ID Date LocationHierachyChildNode ProductHierarchyChildNode LocationHierarchyParentNode ProductHierarchyParentNode Location Product MRPType OrderChannel_ATTRIBUTE DistributionChannel_ATTRIBUTE SalesOrganization_ATTRIBUTE
Description Date
Location hierarchy child node Product hierarchy child node Location hierarchy parent node Product hierarchy parent node Location Product Replenishment Type Order channel Distribution channel Sales organization
Connection - Live data connection to SAP HANA: SAPRTCARAB - sap.is.retail.analytics.ddf.replenish ment.reporting/UnitSales view
Mapping/Formula
Content Package User Guide Industries
PUBLIC
811
Model Name: SAP__RT_UDF_LH_SALES
SalesOrgDescription
Description of the sales organization
Additional Notes About the Model
Connection
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) - Time Series Source (P_TSSource) These are input fields that must be entered by the user to execute the SAC story.
3.24.3.6 Alerts
Model Name: SAP__RT_UDF_LH_ALERTS - Model Description: SAP CARAB: Alerts - Planning Enabled: No
Dimensions ID CreatedOn LocationHierachyChildNode ProductHierarchyChildNode LocationHierarchyParentNode ProductHierarchyParentNode Location Product_ATTRIBUTE MRPType OrderChannel_ATTRIBUTE DistributionChannel_ATTRIBUTE
Description Created On
Location hierarchy child node Product hierarchy child node Location hierarchy parent node Product hierarchy parent node Location Product Replenishment Type Order channel Distribution channel
Connection - Live data connection to SAP HANA: SAPRTCARAB - sap.is.retail.analytics.ddf.replenish ment.reporting/Alerts view
Mapping/Formula
812
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RT_UDF_LH_ALERTS
SalesOrganization_ATTRIBUTE
Sales organization
AlertStatusID
Alert Status
AlertTypeID
Alert Type
Additional Notes About the Model
Connection
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) These are input fields that must be entered by the user to execute the SAC story.
3.25 Rural Sourcing Management (RSM)
3.25.1 General Remarks
The SAP Rural Sourcing Management content provides two independent analytical scenarios: Cotton Reports Palm Oil Reports The two scenarios will be explained individually in the following chapters.
3.25.2 Architecture and Abstract
Cotton Reports
The SAP Rural Sourcing Management provides cotton production and training details of smallholder farmers for the perspectives of cotton companies, sustainability standards, government entities, and smallholder farmers. Each perspective is visualized through an according SAP Analytics Cloud story which base on models that apply data from local files. These stories are then presented as a dashboard in a digital boardroom.
Content Package User Guide Industries
PUBLIC
813
Architecture
Palm Oil Reports
The SAP Rural Sourcing Management provides palm oil production and performances analysis for the perspectives of palm oil companies, smallholder farmer groups and individuals. Each analysis is visualized through an according SAP Analytics Cloud story which base on models that apply data from local files.
814
PUBLIC
Content Package User Guide Industries
Architecture
3.25.3 Dashboard
Cotton Reports
SAP Rural Sourcing Management: Dashboard (SAP_RSM_Dashboard) Cotton Company Regional Productivity and Ginning Operations Training Information Smallholder Farmer Information Smallholder Farmer Data Cotton Smallholder Farmer Cotton Smallholder Farmer Report Cotton Sustainability Standard Company Information Sustainability Criteria Rating Exclusion Criteria and Input Supply Cotton Government Entities
Content Package User Guide Industries
PUBLIC
815
SAP Rural Sourcing Management: Dashboard (SAP_RSM_Dashboard) Productivity and Input Supplies Regional Training Information
Palm Oil Reports
SAP_RSM_PALM_Dashboard > Palm Oil Operations Production Overview Process Traceability Process Traceability Farmers Production Traceability Transfers Analysis FFB Transfers Transfers Table >Palm Oil Performances Field usage and productivity Farmers Information Workforce Information Farmer Information Table Entities Efficiency Block Productivity Unit Comparisons
3.25.4 Stories
SAP RSM: General - Cotton Report Company (SAP__RSM_GEN_COTTONREPORTCOMP) SAP RSM: General - Cotton Report Government Entity (SAP__RSM_GEN_COTTONREPORTGOVENT) SAP RSM: General - Cotton Report Smallholder Farmer (SAP__RSM_GEN_COTTONREPORTSMFARM) SAP RSM: General - Cotton Report Sustainability Standard (SAP__RSM_GEN_COTTONREPORTSUSTST) SAP RSM: General - Palm Oil Operations (SAP__RSM_GEN_PALMOPERATIONS) SAP RSM: General - Palm Oil Performances (SAP__RSM_GEN_PALMPERFORMANCES)
816
PUBLIC
Content Package User Guide Industries
3.25.4.1 General - Cotton Report Company (SAP__RSM_GEN_COTTONREPORTCOMP)
Measure Name
Type
Accumulated Amount of Input Supplies Calculated Measure
Agricultural Training
Calculated Measure
Ginning Performance
Calculated Measure
Formula/Properties
[SAP__RSM_GEN_IM_COTTON FARMER:Judo_5_EC_]
+[SAP__RSM_GEN_IM_COTTON FARMER:Ester_20_SC_]
+[SAP__RSM_GEN_IM_COTTON FARMER:Snowmethrin]+ [SAP__RSM_GEN_IM_COTTON FARMER:Snowkill]
+[SAP__RSM_GEN_IM_COTTON FARMER:Glyphon_480]
+[SAP__RSM_GEN_IM_COTTON FARMER:Treated_Cotton_Seed]
+[SAP__RSM_GEN_IM_COTTON FARMER:Untreated_Cotton_Seed]
+[SAP__RSM_GEN_IM_COTTON FARMER:Agrofeed_NPK
[SAP__RSM_GEN_IM_COTTON FARMER:Basic_Agricult_5jp1305y4n]
+[SAP__RSM_GEN_IM_COTTON FARMER:Conservation_A_3g215t4w5f]
+[SAP__RSM_GEN_IM_COTTON FARMER:Integrated_Pla_2061510546]
+[SAP__RSM_GEN_IM_COTTON FARMER:Proper_Use_and_Stor age_of_Pesticides]
+[SAP__RSM_GEN_IM_COTTON FARMER:Cotton_Storage]
[SAP__RSM_GEN_IM_COTTONRE GIONAL:Lint_Cotton_Production]
/[SAP__RSM_GEN_IM_COTTONRE GIONAL:Seed_Cotton_Production]
Content Package User Guide Industries
PUBLIC
817
Measure Name Number of Female Participants
Type Calculated Measure
Number of Male Participants
Calculated Measure
Rejected Seed Cotton per Farmer
Calculated Measure
Number of Smallholder Farmers
Aggregation
818
PUBLIC
Formula/Properties
[SAP__RSM_GEN_IM_COTTONTRAIN ING:Number_of_Trained_Fe male_Lead_Farmers]
+[SAP__RSM_GEN_IM_COTTON TRAINING:Number_of_ReTrained_Fe male_Farmers]
+[SAP__RSM_GEN_IM_COTTON TRAINING:Number_of_Trained_Fe male_Farmers]
+[SAP__RSM_GEN_IM_COTTON TRAINING:Number_of_ReTrained_Fe male_Farmers]
+[SAP__RSM_GEN_IM_COTTON TRAINING:Num ber_of_ReTr_2c6ya06d4s]+ [SAP__RSM_GEN_IM_COTTONTRAIN ING:Number_of_Trai_3v1n5d03d1]
[SAP__RSM_GEN_IM_COTTONTRAIN ING:Num ber_of_Trained_Male_Lead_Farmers]
+[SAP__RSM_GEN_IM_COTTON TRAINING:Number_of_Re Trained_Male_Lead_Farmer]
+[SAP__RSM_GEN_IM_COTTON TRAINING:Num ber_of_Trained_Male_Farmers]
+[SAP__RSM_GEN_IM_COTTON TRAINING:Number_of_Re Trained_Male_Farmers]
+[SAP__RSM_GEN_IM_COTTON TRAINING:Num ber_of_Trai_3w701305h1]
+[SAP__RSM_GEN_IM_COTTON TRAINING:Num ber_of_ReTr_3j4v4y04zi]
[SAP__RSM_GEN_IM_COTTON FARMER:Rejected_Seed_Cotton]
/[#Number of Smallholder Farmers]
[COUNT DIMENSION] Farmer
Content Package User Guide Industries
3.25.4.2 General - Cotton Report Government Entity (SAP__RSM_GEN_COTTONREPORTGOVENT)
Measure Name Total Number of Female Participants
Type Calculated Measure
Total Number of Male Participants
Calculated Measure
Formula/Properties
[SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_Trained_Fe male_Lead_Farmers]
+[SAP__RSM_GEN_IM_COTTONTRAI NADD:Num ber_of_ReTr_4n634y05v3]+ [SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_Trained_Fe male_Farmers]
+[SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_ReTrained_Fe male_Farmers]
+[SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_Trai_2p601q01x2]
+[SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_ReTr_72l5k05372]
[SAP__RSM_GEN_IM_COTTONTRAI NADD:Num ber_of_Trained_Male_Lead_Farmers]
+[SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_Re Trained_Male_Lead_Farmer]
+[SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_Trained_Male_Farm ers]
+[SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_Re Trained_Male_Farmers]
+[SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_Trai_r4k2s04o29]
+[SAP__RSM_GEN_IM_COTTONTRAI NADD:Number_of_ReTr_231c4n0j3q]
Content Package User Guide Industries
PUBLIC
819
3.25.4.3 General - Cotton Report Smallholder Farmer (SAP__RSM_GEN_COTTONREPORTSMFARM)
No calculated key figures in this story.
3.25.4.4 General - Cotton Report Sustainability Standard (SAP__RSM_GEN_COTTONREPORTSUSTST)
Measure Name Warning
Type Calculated Measure
Formula/Properties
IF([SAP__RSM_GEN_IM_COTTONSUS TINPU:Dosage_per_Hec tare]>[SAP__RSM_GEN_IM_COTTON SUSTINPU:Recommended_Dos age_per_Hectare],1 ,0)
3.25.4.5 General - Palm Oil Operations (SAP__RSM_GEN_PALMOPERATIONS)
No calculated key figures in this story.
3.25.4.6 General - Palm Oil Performances (SAP__RSM_GEN_PALMPERFORMANCES)
Measure Name Warning
Type Calculated Measure
Formula/Properties
IF([SAP__RSM_GEN_IM_COTTONSUS TINPU:Dosage_per_Hec tare]>[SAP__RSM_GEN_IM_COTTON SUSTINPU:Recommended_Dos age_per_Hectare],1 ,0)
820
PUBLIC
Content Package User Guide Industries
3.25.5 Models
3.25.5.1 General - Cotton Reports Smallholder Farmer Information (SAP__RSM_GEN_IM_COTTONFARMER)
Model Name: SAP_RSM_GEN_IM_COTTONFARMER
Connection
Model Description: SAP RSM: General - Cotton Reports Smallholder Farmer Information
Planning Enabled: No
Local File
Account Dimension ID Age Number_of_Dependents Field_Size Seed_Cotton_Delivered Seed_Cotton_Production Average_Yield Seed_Cotton_Delivery_Agreement Rejected_Seed_Cotton Basic_Agricult_5jp1305y4n Conservation_A_3g215t4w5f
Integrated_Pla_2061510546
Proper_Use_and_Storage_of_Pesti cides Certification_Child_Labor_Criteria Cotton_Storage Occupational_H_5f35580494
Other_Training_Topics Number_of_Attended_Trainings Judo_5_EC_ Ester_20_SC_ Snowmethrin Snowkill
Description
Mapping/Formula
Age
Number of Dependents
Field Size
Seed Cotton Delivered
Seed Cotton Production
Average Yield
Seed Cotton Delivery Agreement
Rejected Seed Cotton
Basic Agricultural Technologies /GAP
Conservation Agriculture Techniques to Increase Soil Fertility
Integrated Plant and Pest Management (IPPM)
Proper Use and Storage of Pesticides
Certification Child Labor Criteria Cotton Storage Occupational Health and Safety for Gin Staff Other Training Topics Number of Attended Trainings Judo 5 EC Ester 20 SC Snowmethrin Snowkill
Content Package User Guide Industries
PUBLIC
821
Model Name: SAP_RSM_GEN_IM_COTTONFARMER
Glyphon_480
Glyphon 480
Treated_Cotton_Seed
Treated Cotton Seed
Untreated_Cotton_Seed
Untreated Cotton Seed
Agrofeed_NPK
Agrofeed (NPK)
Home_LAT
Home_LAT
Home_LON
Home_LON
Field_LAT
Field_LAT
Field_LON
Field_LON
Dimensions
Name
Description
Farmer
Farmer
Farmer's First Name
Farmer's First Name
Gender
Gender
Region
Region
District
District
Village
Village
Lead Farmer
Lead Farmer
National Registration Number
National Registration Number
Languages Spoken
Languages Spoken
Highest Level of Schooling
Highest Level of Schooling
Season
Season
HOM_LOC
Home GPS Location
FIELD_LOC
Field GPS Location
Additional Notes about the model
Connection Mapping
3.25.5.2 General - Cotton Ginning Operations (SAP__RSM_GEN_IM_COTTONGINNINGO)
Model Name: SAP__RSM_GEN_IM_COTTONGINNINGO
Model Description: SAP RSM: General - Cotton Ginning Operations Planning Enabled: No
Account Dimension
ID
Description
Connection Local File
Mapping/Formula
822
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RSM_GEN_IM_COTTONGINNINGO
Ginning_Capacity_t_per_24h
Ginning Capacity (t per 24h)
Lint_Cotton_
Lint Cotton
Number_of_Permanent_Employees
Number of Permanent Employees
Number_of_Temporary_Employees
Number of Temporary Employees
Dimensions
Name
Description
Ginnery
Ginnery
Address of Ginnery
Address of Ginnery
Season
Season
Connection Mapping
3.25.5.3 General - Cotton Input Supply (SAP__RSM_GEN_IM_COTTONINPUT)
Model Name: SAP__RSM_GEN_IM_COTTONINPUT
Model Description: SAP RSM: General - Cotton Input Supply Planning Enabled: No
Account Dimension ID Net_Sales_to_Certified_Farmers Stocks Order_for_Season Region_LAT Region_LON Dimensions Name Region Input Supply Target of Input Supply Season KPI_LOC Additional Notes about the model
Description Net Sales to Certified Farmers Stocks Order for Season Region_LAT Region_LON
Description Region Input Supply Target of Input Supply Season GPS Coordinates of Region
Connection Local File Mapping/Formula
Mapping
General - Cotton Regional Information (SAP__RSM_GEN_IM_COTTONREGIONAL)
Content Package User Guide Industries
PUBLIC
823
Model Name: SAP__RSM_GEN_IM_COTTONREGIONAL
Model Description: SAP RSM: General - Cotton Regional Information Planning Enabled: No
Account Dimension ID Number_of_Female_Farmers Number_of_Male_Farmers Total_Number_of_Farmers Hectares_Planted_in_Cotton Average_Hectare_per_Farmer Seed_Cotton_Production Lint_Cotton_Production Average_Yield Region_LAT Region_LON Dimensions Name Region Ginnery Season KPI_LOC
Description Number of Female Farmers Number of Male Farmers Total Number of Farmers Hectares Planted in Cotton Average Hectare per Farmer Seed Cotton Production Lint Cotton Production Average Yield Region_LAT Region_LON
Description Region Ginnery Season KPI__LOC
Connection Local File Mapping/Formula
Mapping
3.25.5.4 General - Cotton Smallholder Farmer (SAP__RSM_GEN_IM_COTTONSMALLHOL)
Model Name: SAP__RSM_GEN_IM_COTTONSMALLHOL
Model Description: SAP RSM: General - Cotton Smallholder Farmer Planning Enabled: No
Account Dimension
ID
Description
Age
Age
Number_of_Dependents
Number of Dependents
Field_Size
Field Size
Seed_Cotton_Delivered
Seed Cotton Delivered
Connection Local File
Mapping/Formula
824
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RSM_GEN_IM_COTTONSMALLHOL
Connection
Seed_Cotton_Production
Seed Cotton Production
Average_Yield
Average Yield
Seed_Cotton_Delivery_Agreement
Seed Cotton Delivery Agreement
Rejected_Seed_Cotton
Rejected Seed Cotton
Basic_Agricult_4583z0454t
Basic Agricultural Technologies /GAP
Conservation_A_66s6g04x4d
Conservation Agriculture Techniques to Increase Soil Fertility
Integrated_Pla_nwm0a4z1i0
Integrated Plant and Pest Management (IPPM)
Proper_Use_and_Storage_of_Pesti cides
Proper Use and Storage of Pesticides
Certification_Child_Labor_Criteria
Certification Child Labor Criteria
Cotton_Storage
Cotton Storage
Occupational_H_3s01t03w64
Occupational Health and Safety for Gin Staff
Other_Training_Topics
Other Training Topics
Number_of_Attended_Trainings
Number of Attended Trainings
Judo_5_EC_
Judo 5 EC
Ester_20_SC_
Ester 20 SC
Snowmethrin
Snowmethrin
Snowkill
Snowkill
Glyphon_480
Glyphon 480
Treated_Cotton_Seed
Treated Cotton Seed
Untreated_Cotton_Seed
Untreated Cotton Seed
Agrofeed_NPK
Agrofeed (NPK)
Home_LAT
Home_LAT
Home_LON
Home_LON
Field_LAT
Field_LAT
Field_LON
Field_LON
Dimensions
Name
Description
Mapping
Farmer
Farmer
Farmer's First Name
Farmer's First Name
Gender
Gender
Region
Region
District
District
Content Package User Guide Industries
PUBLIC
825
Model Name: SAP__RSM_GEN_IM_COTTONSMALLHOL
Village
Village
Lead Farmer
Lead Farmer
National Registration Number
National Registration Number
Languages Spoken
Languages Spoken
Highest Level of Schooling
Highest Level of Schooling
Season
Season
Farmer_Homestead
GPS Location of Farmer's Home
Connection
3.25.5.5 General - Cotton Sustainability Input Supply (SAP__RSM_GEN_IM_COTTONSUSTINPU)
Model Name: SAP__RSM_GEN_IM_COTTONSUSTINPU
Model Description: SAP RSM: General - Cotton Sustainability Input Supply Planning Enabled: No
Account Dimension
ID
Description
Net_Sales_to_Certified_Farmers
Net Sales to Certified Farmers
Stocks_
Stocks
Order
Order
Dosage_per_Hectare
Dosage per Hectare
Recommended_Dosage_per_Hectare Recommended Dosage per Hectare
Dimensions
Name
Description
Input Supply
Input Supply
Season
Season
Target of Input Supply
Target of Input Supply
Field Size
Field Size
Connection Local File Mapping/Formula
Mapping
826
PUBLIC
Content Package User Guide Industries
3.25.5.6 General - Cotton Training Additional Regional Distribution (SAP__RSM_GEN_IM_COTTONTRAINADD)
Model Name: SAP__RSM_GEN_IM_COTTONSUSTINPU
Model Description: SAP RSM: General - Cotton Sustainability Input Supply Planning Enabled: No
Account Dimension
ID
Description
Net_Sales_to_Certified_Farmers
Net Sales to Certified Farmers
Stocks_
Stocks
Order
Order
Dosage_per_Hectare
Dosage per Hectare
Recommended_Dosage_per_Hectare Recommended Dosage per Hectare
Dimensions
Name
Description
Input Supply
Input Supply
Season
Season
Target of Input Supply
Target of Input Supply
Field Size
Field Size
Connection Local File Mapping/Formula
Mapping
3.25.5.7 General - Cotton Training Relative (SAP__RSM_GEN_IM_COTTONTRAININ)
Model Name: SAP__RSM_GEN_IM_COTTONTRAININ
Connection
Model Description: SAP RSM: General - Cotton Training Relative Planning Enabled: No
Local File
Account Dimension ID Basic_Agricult_531j3i01j1 Conservation_A_2s392a03a3
Integrated_Pla_13q6y0323c
Proper_Use_and_Storage_of_Pesti cides
Description
Mapping/Formula
Basic Agricultural Technologies /GAP
Conservation Agriculture Techniques to Increase Soil Fertility
Integrated Plant and Pest Management (IPPM)
Proper Use and Storage of Pesticides
Content Package User Guide Industries
PUBLIC
827
Model Name: SAP__RSM_GEN_IM_COTTONTRAININ
Connection
Certification_Child_Labor_Criteria
Certification Child Labor Criteria
Cotton_Storage
Cotton Storage
Occupational_H_i1ns006yo3
Occupational Health and Safety for Gin Staff
Other_Training_Topics
Other Training Topics
Dimensions
Name
Description
Mapping
Participant
Participant
Season
Season
3.25.5.8 General - Cotton Training Absolute (SAP__RSM_GEN_IM_COTTONTRAINING)
Model Name: SAP__RSM_GEN_IM_COTTONTRAINING
Connection
Model Description: SAP RSM: General - Cotton Training Absolute Planning Enabled: No
Local File
Account Dimension
ID
Description
Mapping/Formula
Number_of_Trained_Fe male_Lead_Farmers
Number of Trained Female Lead Farm ers
Number_of_Trained_Male_Lead_Farm Number of Trained Male Lead Farmers ers
Total_Num ber_of_Trained_Lead_Farmer
Total Number of Trained Lead Farmer
Number_of_ReTr_67183a02k3
Number of Re-Trained Female Lead Farmer
Number_of_Re Trained_Male_Lead_Farmer
Number of Re-Trained Male Lead Farmer
Total_Number_of_ReTrained_Farm ers_5f5aw02f63
Total Number of Re-Trained Lead Farm ers
Number_of_Trained_Female_Farmers Number of Trained Female Farmers
Number_of_Trained_Male_Farmers
Number of Trained Male Farmers
Total_Number_of_Trained_Farmers
Total Number of Trained Farmers
Number_of_ReTrained_Female_Farm Number of Re-Trained Female Farmers ers
Number_of_ReTrained_Male_Farmers Number of Re-Trained Male Farmers
828
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RSM_GEN_IM_COTTONTRAINING
Connection
Total_Number_of_ReTrained_Farm ers_x1j6q5c456
Total Number of Re-Trained Farmers
Number_of_ReTr_2c6ya06d4s
Number of Re-Trained Female Extension Agents
Number_of_ReTr_3j4v4y04zi
Number of Re-Trained Male Extension Agents
Total_Number_o_1l346h0f17
Total Number of Re-Trained Extension Agents
Number_of_Trai_3v1n5d03d1
Number of Trained Female Extension Agents
Number_of_Trai_3w701305h1
Number of Trained Male Extension Agents
Total_Number_o_6p6k2t05jf
Total Number of Trained Extension Agents
Total_Number_of_Participants
Total Number of Participants
Dimensions
Name
Description
Mapping
Training
Training
Season
Season
3.25.5.9 General - Cotton Training Regional Distribution (SAP__RSM_GEN_IM_COTTONTRAINREG)
Model Name: SAP__RSM_GEN_IM_COTTONTRAINREG
Connection
Model Description: SAP RSM: General - Cotton Training Regional Distribution Local File Planning Enabled: No
Account Dimension ID Basic_Agricult_394g1e0647 Conservation_A_722n2m01ju
Integrated_Pla_645y5i0s60
Proper_Use_and_Storage_of_Pesti cides Certification_Child_Labor_Criteria Cotton_Storage
Description
Mapping/Formula
Basic Agricultural Technologies /GAP
Conservation Agriculture Techniques to Increase Soil Fertility
Integrated Plant and Pest Management (IPPM)
Proper Use and Storage of Pesticides
Certification Child Labor Criteria Cotton Storage
Content Package User Guide Industries
PUBLIC
829
Model Name: SAP__RSM_GEN_IM_COTTONTRAINREG
Connection
Occupational_H_2g662b073d
Occupational Health and Safety for Gin Staff
Other_Training_Topics
Other Training Topics
Dimensions
Name
Description
Mapping
Participant
Participant
Season
Season
Region
Region
3.25.5.10 General - Smallholder Farmer Offloading (SAP__RSM_GEN_IM_FARMEROFFLOAD)
Model Name: SAP__RSM_GEN_IM_FARMEROFFLOAD
Model Description: SAP RSM: General - Smallholder Farmer Offloading Planning Enabled: No
Account Dimension
ID
Description
Delivered_Seed_Cotton
Delivered Seed Cotton
Rejected_Seed_Cotton
Rejected Seed Cotton
Sold_Seed_Cotton
Sold Seed Cotton
Earnings
Earnings
Dimensions
Name
Description
Transaction ID
Transaction ID
Region
Region
Buying Station
Buying Station
Year
Year
Month
Month
Month_num
Month_num
Season
Season
Day
Day
Connection Local File Mapping/Formula
Mapping
830
PUBLIC
Content Package User Guide Industries
3.25.5.11 General - Sustainability Criteria (SAP__RSM_GEN_IM_SUSTCRITERIA)
Model Name: SAP__RSM_GEN_IM_SUSTCRITERIA
Model Description: SAP RSM: General - Sustainability Criteria Planning Enabled: No
Account Dimension ID Rating Dimensions Name Sustainability Criterion Number Category Principle
Description Rating
Description Sustainability Criterion Number Category Principle
Connection Local File
Mapping/Formula
Mapping
3.25.5.12 General - Sustainability Exclusion Criteria (SAP__RSM_GEN_IM_SUSTEXCLU)
Model Name: SAP__RSM_GEN_IM_SUSTEXCLU
Model Description: SAP RSM: General - Sustainability Exclusion Criteria Planning Enabled: No
Account Dimension ID YesNo Dimensions Name Exclusion Criterion Number Principle
Description Rating
Description Exclusion Criterion Number Principle
Connection Local File
Mapping/Formula
Mapping
Content Package User Guide Industries
PUBLIC
831
3.25.5.13 General - Palm Oil Average Acre, with hierarchy (SAP__RSM_IM_GEN_PALMACREH)
Model Name: SAP_RSM_GEN_IM_PALMACREH
Model Description: SAP RSM: General - Palm Oil Average Acre, with hierar chy
Planning Enabled: No
Name of Account Dimension ID Counting Total_Field_size Total_Net_income Total_Unused_field_size Total_Field_size_in_use Block_Field_size Block_Net_income Block_Net_weight Block_Field_size_in_use Block_unused_field_size Unit_Field_size_in_use Unit_Net_weight Unit_Net_income Unit_Unused_field_size Unit_Field_size Unit_Average_n_u3i7201a65 Unit_Average_n_2l6r102d5m Block_Net_weight_per_acre Block_Average__5q6k5e0364 Average__2q4w3c01a1 Total_Average_net_income_per_acre Unit_latitude Unit_longitude Block_latitude Block_lon Dimensions Name
Description Counting Total Field size Total Net income Total Unused field size Total Field size in use Block Field size Block Net income Block Net weight Block Field size in use Block unused field size Unit Field size in use Unit Net weight Unit Net income Unit Unused field size Unit Field size Unit Average net weight per acre Unit Average net income per acre Block Net weight per acre Block Average net income per acre Total Average net weight per acre Total Average net income per acre Unit latitude Unit longitude Block latitude Block_lon
Description
Connection Local File Mapping/Formula
Mapping
832
PUBLIC
Content Package User Guide Industries
Model Name: SAP_RSM_GEN_IM_PALMACREH
Year
Year
Month number
Month number
Unit
Unit
Unit_location
Unit location
Block_location
Block location
Connection Hierarchy: Unit -> Block -> Total
3.25.5.14 General - Palm Oil Average Acre (SAP__RSM_GEN_IM_PALMACRE)
Model Name: SAP_RSM_GEN_IM_PALMACRE
Model Description: SAP RSM: General - Palm Oil Average Acre Planning Enabled: No
Name of Account Dimension ID Counting Total_Field_size Total_Net_income Total_Unused_field_size Total_Field_size_in_use Block_Field_size Block_Net_income Block_Net_weight Block_Field_size_in_use Block_unused_field_size Unit_Field_size_in_use Unit_Net_weight Unit_Net_income Unit_Unused_field_size Unit_Field_size Unit_Average_n_u3i7201a65 Unit_Average_n_2l6r102d5m Block_Net_weight_per_acre Block_Average__5q6k5e0364
Description Counting Total Field size Total Net income Total Unused field size Total Field size in use Block Field size Block Net income Block Net weight Block Field size in use Block unused field size Unit Field size in use Unit Net weight Unit Net income Unit Unused field size Unit Field size Unit Average net weight per acre Unit Average net income per acre Block Net weight per acre Block Average net income per acre
Connection Local File
Mapping/Formula
Content Package User Guide Industries
PUBLIC
833
Model Name: SAP_RSM_GEN_IM_PALMACRE
Average__2q4w3c01a1
Total Average net weight per acre
Total_Average_net_income_per_acre Total Average net income per acre
Unit_latitude
Unit latitude
Unit_longitude
Unit longitude
Block_latitude
Block latitude
Block_lon
Block_lon
Dimensions
Name
Description
Year
Year
Month number
Month number
Unit
Unit
Block
Block
Total
Total
Unit_location
Unit location
Block_location
Block location
Connection Mapping
3.25.5.15 General - Palm Oil Ffb Receipts (SAP__RSM_GEN_IM_PALMFFBRECEIPT)
Model Name: SAP__RSM_GEN_IM_PALMFFBRECEIPT
Model Description: SAP RSM: General - Palm Oil Ffb Receipts Planning Enabled: No
Name of Account Dimension ID Offloading_gross_weight Offloading_truck_net_weight Offloading_net_weight Field_weight_26541v3k21 Field_size_5x5m3m01g3 Number_of_farmers Transport_cost Farmer_offloading_contribution N_offloagings
Description Offloading gross weight Offloading truck net weight Offloading net weight Field weight Field size Number of farmers Transport cost Farmer offloading contribution Number of transfers
Connection Local File
Mapping/Formula
834
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RSM_GEN_IM_PALMFFBRECEIPT
Price_2
Price
Field_weight_6a6a1c05o5
Field Weight
Gross_weight
Gross weight
Net_weight
Net Weight
Truck_weight
Truck weight
Weight_before_grading
Weight before grading
Transportation_costs
Transportation costs
Gross_income
Gross income
Net_income
Net income
Net_income_67
Net income 67%
Net_income_33
Net income 33%
Net_value
Net value
Field_size_4o2h273k55
Field Size
Payment
Payment
Net_weight_per_acre
Net weight per acre
Net_income_per_acre_6l2b5q4o28
Net income per acre
Unit_latitude
Unit latitude
Unit_longitude
Unit longitude
Block_latitude
Block latitude
Block_longitude
Block longitude
Dimensions
Name
Description
Offloading_capture_date
Offloading capture date
Loading_capture_date
Loading capture date
Loading_transaction_date
Loading transaction date
Transaction_date
Transaction date
Price_start_date
Price start date
Total
Total
License plate
License plate
Representative
Representative
BUYING_TRANSTYPE
Buying transaction type
Farmer
Farmer
Gender
Gender
Unit
Unit
Connection Mapping
Content Package User Guide Industries
PUBLIC
835
Model Name: SAP__RSM_GEN_IM_PALMFFBRECEIPT
Block
Block
Driver
Driver
Price
Price
Price id
Price id
Year
Year
Month number
Month number
Payment purpose
Payment purpose
Month
Month
Buying CID
Buying CID
Buying ID
Buying ID
Offloading ID
Offloading ID
Garden entity
Garden entity
Buying person ID
Buying person ID
Loading CID
Loading CID
Day
Day
Unit_Location
Unit location
Block_Location
Block location
Additional Notes about the model
Connection
3.25.5.16 General - Palm Oil Offloadings (SAP__RSM_GEN_IM_PALMOFFLOAD)
Model Name: SAP__RSM_GEN_IM_PALMOFFLOAD
Model Description: SAP RSM: General - Palm Oil Offloadings Planning Enabled: No
Name of Account Dimension ID Estimated_ffb Average_bunch_weight Gross_weight Truck_weight Net_weight Deductions
Description Estimated ffb Average bunch weight Gross weight Truck weight Net weight Deductions
Connection Local File
Mapping/Formula
836
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RSM_GEN_IM_PALMOFFLOAD
Price_2
Price_2
Net_value
Net value
Unripe
Unripe
Underripe
Underripe
Overripe
Overripe
Old
Old
Empty
Empty
Rotten
Rotten
Sick
Sick
Partenocarpic
Partenocarpic
V_shape
V shape
Long_stalk
Long stalk
Dirt
Dirt
Stone
Stone
Number_of_buyings
Number of buyings
Weight_before_grading
Weight before grading
Count
Count
Dimensions
Name
Description
Date_6e1h4m0lno
Date
Year
Year
Month number
Month number
Driver
Driver
License plate
License plate
Price
Price
Mill
Mill
Block
Block
Day
Day
Additional Notes about the model
Connection Mapping
Content Package User Guide Industries
PUBLIC
837
3.25.5.17 General - Palm Oil Prices (SAP__RSM_GEN_IM_PALMPRICES)
Model Name: SAP__RSM_GEN_IM_PALMPRICES
Model Description: SAP RSM: General - Palm Oil Prices Planning Enabled: No
Name of Account Dimension ID Price Month Month_3 Dimensions Name Year Month
Description Price month Order
Description Year Month
Connection Local File Mapping/Formula
Mapping
3.26 SAP Aerospace and Defense TERMS Dashboard
3.26.1 Architecture and Abstract
This SAP Analytics Cloud (SAC) content for the Aerospace and Defense (A&D) industry is designed to provide small to medium businesses with a total enterprise view of their company across all major dimensions of KPI: from their people, customers, operations to finance. You simply map your data to our template, with whatever data you have - whether you're on a modern ERP or running your company on spreadsheets - either way, it works.
With SAC's built-in predictive capabilities, the SAP Total Enterprise Reporting for Medium / Small Businesses (TERMS) dashboard helps businesses analyze their performance over time, identify patterns and causal relationships, and forecast changes across their organization. Target thresholds for critical KPIs are adjusted out of the box to A&D industry standards, but they can be customized for your business with a simple slider. And predictive forecasting lets you plan your next move with algorithmic insight - no programming required.
838
PUBLIC
Content Package User Guide Industries
3.26.2 Stories
The package contains one story with 22 pages.
Story Name: SAP Total Enterprise Reporting for Medium to Small Businesses (TERMS) (SAP_A&D_GEN_TERMS_DAQ)
The story pages are:
KPI Summary (focusing on four main areas - Financials, Customer, Operations, and People) Quick Ratio Inventory Turnover Ratio Operating Cash Flow (OCF) Ratio Pretax Net Profit Margin Revenue Per Employee SG&A as a % of Sales Gross Margin Labor to Revenue Ratio Backlog On-Time Delivery Customer Escapes Customer Concentration Supplier OTD
Content Package User Guide Industries
PUBLIC
839
Machine Capability Strategic Spend SRR Labor Productivity Employee Turnover Rate Overtime Rate TRIR LDIR
In this story, the following page filters apply to the widget.
Page Filter Plant Filter Work center Filter Customer Name Filter Customer ID Filter Product Name Filter Product ID Filter Supplier Name Filter Supplier Part Number Filter
Description Filter by plant Filter by work center Filter by customer name Filter by customer ID Filter by product name Filter by product ID Filter by supplier name Filter by part number
The measures defined in this story are listed in the following table.
Measure Name Quick Ratio
Type Calculated Measure
Inventory Turnover Ratio Operating Cash Flow (OCF) Ratio
Calculated Measure Calculated Measure
Pretax Net Profit Margin Revenue per Employee
Calculated Measure Calculated Measure
SG&A as a % of Sales Gross Margin
Calculated Measure Calculated Measure
Direct Labor as a % of Sales (Labor to Revenue Ratio)
Backlog %
Calculated Measure Calculated Measure
Formula/Properties ([Current Assets] - [Inventory]) / [Cur rent Liabilities] [COGS] / [Inventory] [Operating Cash Flow] / [Current Liabil ities] [EBT] / [Gross Revenue] [Gross Revenue] / [Monthly Head count] [SGA] / [Gross Revenue] ([Gross Revenue] - [COGS]) / [Gross Revenue] [Total Labor Costs] / [Gross Revenue]
[Backlog] / [Gross Revenue]
840
PUBLIC
Content Package User Guide Industries
Measure Name On Time Delivery Ratio
Type Aggregation
Customer Concentration (by sales)
Aggregation
Supplier OTD
Aggregation
Machine Capacity
Calculated Measure
Strategic Spend
Calculated Measure
Labor Productivity Employee Turnover Rate
Calculated Measure Calculated Measure
Overtime Rate
Calculated Measure
TRIR (Total Recordable Incident Rate) Calculated Measure
LDIR (Lost Day Incident Rate)
Calculated Measure
Formula/Properties
- Operation [AVERAGE excl. 0, NULL] - Measure [On Time Delivery Precalc] by Aggregation Dimensions [Date] and [Customer Name] - Conditional Aggregation [No]
- Operation [MAX] - Measure [% of Revenue Precalc] by Aggregation Dimensions [Date], [Cus tomer ID], and [Customer Name] - Conditional Aggregation [No]
- Operation [AVERAGE excl. 0, NULL] - Measure [Supplier Delivery Perform ance] by Aggregation Dimension [Date], [Supplier Name], and [Supplier Part Number] - Conditional Aggregation [No]
[Actual Runtime] / [Overall Available Capacity]
[Strategic Managed Spend ($ Spend on LTA)] / [Total Spend]
[Utilized Hours] / [Scheduled Hours]
[Separations] / [Monthly Total Head Count]
([Total Hours Actual] / [Total Hours Planned]) - 1
[# of Recordable Incidents] * 200000 / ([Monthly Total Headcount] * 2080)
[# of Lost Days] * 200000 / ([Monthly Total Head Count] * 2080)
Content Package User Guide Industries
PUBLIC
841
3.26.3 Models 3.26.3.1 Data Source
To utilize this content package, you can simply load enterprise metrics into our pre-designed spreadsheet SAP_Content_A&D_TERMS_Dataset in the format listed, then upload each of the four (4) tabs into SAP Analytics Cloud models.
Delete the example records, and add a single row for every available column for each of the four (4) tabs.
If you want to enable drilldown and lower-level forecasting to any of the following dimensions, add a separate row per month in the spreadsheet for each of the dimensions:
- Plant, Workcenter, Supplier Name, Supplier Part Number, Customer ID, Customer Name, Product Line, Product ID, Product Name
For example, each tab consists of one row of data per month. If I want to enable drilldown and forecasting across every Customer Name, every Customer Name will require a single spreadsheet row for each month.
Please make sure that all rows and columns are aligned to the template as follows:
Model Name: SAP__A&D_OPS_IM_PEOPLEOPERATIONS
Tab Name
Column Name
People & Operations
Date
Category
Year
Month
Workcenter
Plant
Lost Days/Incidents
Note YYYY-MM-DD Actual/Plan YYYY Jan/Feb/...
Name or Number
Total Hours - Actual
(Total Hours - Planned) /Budgeted
Monthly Total Head Count
Monthly Direct Labor Head Count
Actual Run Time
Overall Available Capacity
Machine Capacity
Scrap, Repair, & Rework Rate
Overtime Rate
842
PUBLIC
Content Package User Guide Industries
Tab Name
Column Name Separations Production Run Time (Scheduled Hours) Total Labor Hours Total Overtime Hours Total PTO Hours
Note
Model Name: SAP__A&D_SUP_IM_SUPPLIERPERFORMANCE
Tab Name
Column Name
People & Operations
Date
Category
Year
Month
Note YYYY-MM-DD Actual/Plan YYYY Jan/Feb/...
Supplier Name
Supplier Part Number
Supplier Delivery Performance
Strategic Managed Spend ($ Spend on LTA)
Total Spend
Units Received
Units Returned
Units Scrapped
Model Name: SAP__A&D_SL_IM_SALESPERFORMANCE
Tab Name
Column Name
People & Operations
Date
Category
Year
Month
Customer ID
Note YYYY-MM-DD Actual/Plan YYYY Jan/Feb/...
Content Package User Guide Industries
PUBLIC
843
Tab Name
Column Name Customer Name Product Line Product ID Product Name Total # of Products Shipped Total # of Products Returned On Time Deliveries Customer Return Rate Backlog of Orders Gross Revenue COGS Gross Margin % Customer Escapes
Model Name: SAP__A&D_FIN_IM_FINANCIALRPERFORMANCE
Tab Name
Column Name
People & Operations
Date
Category
Year
Month Plant Gross Revenue
COGS
SG&A
EBT
Taxes
Depreciation
Net Income
Note
Note YYYY-MM-DD Actual/Plan YYYY Jan/Feb/... Name or Number
844
PUBLIC
Content Package User Guide Industries
Tab Name
Column Name Operating Cash Flow Total Labor Costs A/P Cash and Other Equivalents Inventory A/R Short-Term Investment Current Assets Current Liabilities Monthly Revenue Quick Ratio OCF Ratio Pretax Net Profit Margin Pretax Net Profit Margin Inventory Turnover Ratio Labor to Revenue Ratio Revenue Per Employee Gross Margin % Top Customer Revenue Ratio Strategically Managed Spend Ratio Overtime Rate
Note
Content Package User Guide Industries
PUBLIC
845
3.26.3.2 SAP A&D: Supplier Performance
Model Name: SAP__A&D_SUP_IM_SUPPLIERPERFORMANCE
Connection
- Model Description: SAP A&D: Supplier Performance
- Connection Type: Flat file
- Planning Enabled: No
Measures
ID
Description
Mapping/Formula
Strategic_M_2n6gi0685l
Strategic Managed Spend ($ Spend on LTA)
Supplier_De_2d51g01z5o
Supplier Delivery Performance
Total_Spend
Total Spend
Units_Received
Units Received
Units_Returned
Units Returned
Units_Scrapped
Units Scrapped
Dimensions
Name
Description
Mapping
Category
Data Category
Year
Year
Month
Month
Supplier_Name_
Name of Suppliers
Suppllier_Part_Number
Supplier Part Numbers
Name Dimension that only exists in SAC model and not in data source
N/A
Additional Notes about the model
Provide additional information about the model if needed
N/A
3.26.3.3 SAP A&D: Sales Performance
Model Name: SAP__A&D_SL_IM_SALESPERFORMANCE
- Model Description: SAP A&D: Sales Performance
- Planning Enabled: No
Measures ID
Description
Backlog_of_Orders
Backlog of Orders
Connection - Connection Type: Flat file
Mapping/Formula
846
PUBLIC
Content Package User Guide Industries
Model Name: SAP__A&D_SL_IM_SALESPERFORMANCE
COGS
COGS
Customer_Escapes
Customer Escapes
Customer_Return_Rate
Customer Return Rate
Gross_Margin_
Gross Margin %
Gross_Revenue
Gross Revenue
On_Time_Deliveries_
On Time Deliveries
Total__of_P_2i1r2h04yj
Total # of Products Returned
Total__of_P_372t2602k2 Dimensions Name Category Year Month
Customer_ID
Total # of Products Shipped
Description Data Category Year Month Customer ID
Customer_Name
Name of Customers
Product_Line
Name of product line
Product_ID
Product ID
Product_Name
Product Name
Name Dimension that only exists in SAC model and not in data source Additional Notes about the model Provide additional information about the model if needed
Connection
Mapping
N/A N/A
3.26.3.4 SAP A&D: People & Operations Performance
Model Name: SAP__A&D_OPS_IM_PEOPLEOPERATIONS - Model Description: SAP A&D: People & Operations Performance - Planning Enabled: No Measures
Content Package User Guide Industries
Connection - Connection Type: Flat file
PUBLIC
847
Model Name: SAP__A&D_OPS_IM_PEOPLEOPERATIONS
ID
Description
Actual_Run_Time
Actual Run Time
ID__Monthly_64q3m04x38
Monthly Total Head Count
Labor_Productivity
Labor Productivity
Lost_DaysIncidents
Lost Days/Incidents
Machine_Capacity
Machine Capacity
Monthly_Dir_2l5h1a05o5
Monthly Direct Labor Head Count
Overall_Ava_385p1m1s5c
Overall Available Capacity
Overtime_Rate
Overtime Rate
Production__3i1o4802y2
Production Run Time (Scheduled Hours)
Recordable_Incidents
Recordable Incidents
Scrap_Repai_5p1980556c
Scrap, Repair and Rework
Scrap_Repai_6j3q2406b6
Scrap, Repair, & Rework Rate
Separations
Separations
Total_Hours__Actual
Total Hours - Actual
Total_Hours_3z5f80396q
Total Hours - Planned/Budgeted
Total_Labor_Hours
Total Labor Hours
Total_Overtime_Hours
Total Overtime Hours
Total_PTO_Hours
Total PTO Hours
Dimensions
Name
Description
Category
Data Category
Year
Year
Month
Month
Workcenter
Work Center Name/Number
Plant
Plant Name/Number
Name Dimension that only exists in SAC model and not in data source
Additional Notes about the model
Provide additional information about the model if needed
Connection Mapping/Formula
Mapping N/A N/A
848
PUBLIC
Content Package User Guide Industries
3.26.3.5 SAP A&D: Financial Performance
Model Name: SAP__A&D_FIN_IM_FINANCIALRPERFORMANCE
- Model Description: SAP A&D: Financial Performance
- Planning Enabled: No
Measures ID
Description
AP
A/P
AR
A/R
Cash_and_Ot_6n2m2c02x2
Cash and Other Equivalents
COGS
COGS
Current_Assets
Current Assets
Depreciation
Depreciation
EBT
EBT
Gross_Margin_
Gross Margin %
Gross_Revenue
Gross Revenue
Inventory
Inventory
Inventory_T_r5j6301712
Inventory Turnover Ratio
Labor_to_Revenue_Ratio
Labor to Revenue Ratio
Monthly_Revenue
Monthly Revenue
Net_Income
Net Income
OCF_Ratio
OCF Ratio
Operating_Cash_Flow
Operating Cash Flow
Monthly_Revenue
Monthly Revenue
Net_Income
Net Income
OCF_Ratio
OCF Ratio
Operating_Cash_Flow
Operating Cash Flow
Overtime_Rate
Overtime Rate
Connection - Connection Type: Flat file
Mapping/Formula
Content Package User Guide Industries
PUBLIC
849
Model Name: SAP__A&D_FIN_IM_FINANCIALRPERFORMANCE
Pretax_Net__2e562x01u6
Pretax Net Profit Margin
Quick_Ratio
Quick Ratio
Revenue_Per_Employee
Revenue Per Employee
SGA
SG&A
ShortTerm_Investment
Short-Term Investment
Strategical_264s5g5k18
Strategically Managed Spend Ratio
Taxes
Taxes
Top_Custome_2u5f2m5c6r
Top Customer Revenue Ratio
Total_Labor_Costs
Total Labor Costs
Dimensions
Name
Description
Category
Data Category
Year
Year
Month
Month
Plant
Plant Name/Number
Name Dimension that only exists in SAC model and not in data source
Additional Notes about the model
Provide additional information about the model if needed
Connection
Mapping N/A N/A
3.27 SAP Automotive: Responsive Supply Network, Sales and Inventory
3.27.1 Overview
This package covers the business scenario the "Responsive Supply Networks" of the industry Automotive. It is based on data from S/4HANA source systems. The content consists of two packages:
a SAP Analytics Cloud content package (this package) for the visualizations a SAP Data Warehouse Cloud package for the data models, remote connection amongst others
You need both packages to setup this scenario. Check the Data Warehouse Cloud content package and SAP Data Warehouse Cloud content documentation on how to install the SAP Data Warehouse Cloud content.
850
PUBLIC
Content Package User Guide Industries
3.27.2 Architecture and Abstract
The first delivery will focus on stock and demand data, as a first building block aiming to build the complete scenario. The report will focus on sales and purchase orders with stock at current date at material/plant level, additionally product costing and production orders information is also available. The SAP Analytics Cloud story provides overviews and details pages for four sections, purchasing, sales, inventory stock and production costs. The user has access to a consequent panel of filters to play with the data as he wishes.
3.27.3 Stories
The package contains one story with 9 pages.
Story name: Automotive Dashboard Sales Scenario (SAP__AUT_SalesReport)
These are the 9 pages: Home Automotive Overview Purchasing Overview Purchasing Details Sales Overview Sales Details Inventory Stock Overview Inventory Stock Details Production Costs Details
3.27.4 Models
The following SAP Datawarehouse Cloud models are used in the Automotive Dashboard Sales Scenario (SAP_AUT_SalesReport) story:
Content Package User Guide Industries
PUBLIC
851
Purchase Orders (HL) (SAP_AUT_HL_Purchasing) Stock Inventory (HL) (SAP_AUT_HL_StockInventory) Sales Orders (HL) (SAP_AUT_HL_Sales) Material View from PP/PP-PI (HL) (SAP_AUT_HLOrderPP) Evaluation Stock (RL) (SAP_AUT_RL_EvalStock) Find more details on the Data Warehouse Cloud data models in the SAP Data Warehouse Cloud content documentation.
3.28 SAP Consumer Products: Revenue Growth Management Foundation
3.28.1 Overview
This package covers the business scenario the "Revenue Growth (Foundation)" of the industry consumer products It is based on data from S/4HANA source systems. The content consists of two packages: a SAP Analytics Cloud content package (this package) for the visualizations a SAP Data Warehouse Cloud package for the data models, remote connection amongst others. You need both packages to setup this scenario. Check the Data Warehouse Cloud content package and SAP Data Warehouse Cloud content documentation on how to install the SAP Data Warehouse Cloud content.
3.28.2 Architecture and Abstract
The Revenue Growth scenario is an analytical modeling to measure the effectiveness of past promotions and intelligent recommendations to adjust future promotions to meet sales objectives. Micro-testing to evaluate potential effectiveness of new promotions or existing promotions on new products. The SAC Content provides overviews and details pages for three sections: Sales Orders, Material Orders, and Promotions Sales. The user has access to a consequent panel of filters to play with the data as per their wish.
852
PUBLIC
Content Package User Guide Industries
3.28.3 Story
The package contains one story with 8 pages. Story name: CP Dashboard - Revenue Growth Management - Foundation (SAP__CP_RevenueGrowthManagement) These are the 8 pages: Home Utilities Overview Sales Orders Overview Sales Orders Details Material Sales Overview Material Sales Details Promotions Sales Overview Promotions Sales Details
3.28.4 Models
The following SAP Datawarehouse Cloud models are used in the story CP Dashboard - Revenue Growth Management - Foundation (SAP__CP_RevenueGrowthManagement): Harmonized Report View on Sales Orders (RL) (SAP_CP_RL_SalesOrder) Harmonized Report View on Material Sales (RL) (SAP_CP_RL_MaterialSales) Harmonized Report View on RGO Use Case (RL) (SAP_CP_RL_RGOUseCase) Find more details on the Data Warehouse Cloud data models in the SAP Data Warehouse Cloud content documentation.
3.29 SAP Cloud Platform Intelligent Returnable Packaging Dashboard
3.29.1 Architecture and Abstract
SAP Returnable packaging is a process of reusing the returnable containers. In this process the supplier delivers the requested components by OEM in a containers, racks, or pallets and after the consumption of components by OEM in the production supply line, the OEM's returns the containers back to supplier. The type of containers used might differs for different components.
This document helps in starting the analytics journey in SAC that is specific to Returnable packaging that gives the stock quantity overview of the Returnable Material.
Content Package User Guide Industries
PUBLIC
853
Usage in Industry specific Boardrooms Industry Industry cloud and Content Development
3.29.2 Dashboards
Returnable Packaging Material-Overview
3.29.3 Models
Model Name
854
PUBLIC
Story SAP__ICD_RPM_STOCKOVERVIEW_LIVE
Key Indicators Charts(Stock Quantity) Charts(Posting quantity) Number of Postings by Period
SAP__ICD_RPM_LS_POSTINGMODEL
Content Package User Guide Industries
Model Description Planning Enabled Connection
Model Name Model Description Planning Enabled Connection
SAP Returnable Packaging Posting Model no Live connection
SAP__ICD_RPM_LS_RETURNABLEMODEL SAP Returnable Packaging Returnable Model no Live connection
3.29.4 Stories
SAP__ICD_IRP_LS_POSTINGMODEL Measure Name Returnable Material Quantity Posting Documents with Error Days since last movement Total Postings
SAP__ICD_IRP_LS_RETURNABLEMODEL Measure Name Moving Price REORDERPOINT Standard Price Total Account Balance Partner Stock on Hand Stock with Partner Value of Partner Stock Value of Stock with Partner
SAP__ICD_RPM_STOCKOVERVIEW_LIVE Stock Overview The table provides a detailed description of the suppliers. Page: Stock Overview with Key Indicators Type: Canvas Charts Title
Type SUM SUM COUNT SUM
Type SUM SUM SUM SUM SUM SUM SUM SUM
Model Used
Content Package User Guide Industries
PUBLIC
855
Performance (Single Supplier) Value of Stock with Partner
SAP__ICD_IRP_LS_POSTINGMODEL SAP__ICD_IRP_LS_RETURNABLEMODEL SUM
Returnable Material description, Material code, Returnable Material Account Number and Period are dynamic filters.
Posting model Gives the details regarding posting types and number of postings.
3.30 SAP Telecommunication: Customer Value Management (CVM)
3.30.1 Architecture and Abstract
Customer Value Management (CVM) measures the behavior and performance of each product and service over time, at customer level. It can: - automatically identify the customers basket performance and percentage share for every service but also over all services. - highlight the best opportunity for every marketing action based on potential revenue. - identify automatically the next best action for each customer based on potential revenue. The solution minimizes the time to build the campaigns and provides a simple way to evaluate their impact by tracking the movement of the customer between the different target groups over time. The solution gives automated recommendations and insights either per product (above the line campaigns ATL) or tailored offers per customer (Below the line campaigns - BTL).
3.30.2 Stories 3.30.2.1 CVM KPIs Overview
The following details are displayed for the specified period in the header of the page: - Total number of customers. - Total number of active customers. - Current period Usage: Total revenue usage generated. - ARPU: Average revenue usage per user. - ARPAU: Average revenue usage per active user.
856
PUBLIC
Content Package User Guide Industries
- The CVM KPIs for each selected period (Date filter) can be viewed for each selected date and in our case the date refers to month (default).
- The end user can also choose different segments to display, by default all of them are preselected.
- The definition also of the service is provided as text in the first page of the story.
The following details are displayed for the charts shown in this page:
- Revenue usage and customer base comparison between the services for the specified period.
- Distribution of usage and number of active customers for each service and for each activation channel.
- The trend analysis of usage and active number of customers in time with the forecast for the future period. These charts can highlight immediately a potential trend for each service usage and also provide a future potential forecast of what can happen based on historical pattern.
3.30.2.2 Delta Management
This page provides the information related to elta calculations and the insights generated from the calculation for each customer segment and service for the specified period. The following filters are displayed in the header of the page: - Delta Performance Indicator: By default, the value ranges from -30 to 30. The delta performance indicator defines the percentage difference of the customer usage for the selected period compared to the previous. The end user can modify these ranges in order to view the full distribution of customers across all delta ranges. - Date (selected period): By default, is month. - Segment name: By default, all segments are selected. - Service name: By default, all services are selected. The following details are displayed for the charts shown in this page: - Delta distribution of segments based on number of customers, current period and historical usage for the specified period. - The distribution of the base (number of customers) and the usage for each segment and service.
3.30.2.3 Potential Incremental Revenue
Here the information related to the Potential Incremental Revenue calculated by CVM, the service configuration parameters and the insights generated from CVM for each customer segment and service for the specified period related to the potential incremental revenue is shown.
The following configuration measures and filters are displayed in the top of the page:
- Date (selected period): By default, is month.
- Service name: By default, all services are selected except TOTAL.
Content Package User Guide Industries
PUBLIC
857
- Weighted Average of Actual Historical Usage: Seasonality configuration per service. The end user has the option of increasing or decreasing the weight for specific period based on the market situation. - Start date of Service Validity is date parameter that defines the start date of the service. - End date of Service Validity is the expiry date for the service. - Total average of actual usage and Total weighted average are flags (0/1) enabling the user switching between the calculation from the normal historical average to the weighted average calculations for the CVM historical usage measures (only one of the flags can be 1 not both). - Total discount/increase factor for service usage is a parameter to enable the end user to decrease/increase the final expected target per service based on the marketing strategy and the CMO approval. The following details are displayed for the charts shown in this page: - Variance of Potential incremental usage versus the average usage per customer value segment group and compared to the total number of customers for this group. - Distribution of potential incremental usage across customer population and attributes by gender and customer value group. In these charts, anomalies of the customer base distribution can be easily highlighted. - Highlighted potential incremental usage for all customers (low, medium, high) per service and immediate comparison of total vs customer potential.
3.30.2.4 Campaign and Customer View
This page shows the information related to the CVM results for each and every customer linked to a specific marketing campaign and wave. The following filters are displayed in the header of the page: - Date (selected period): By default, is month. - Campaign Wave: By default, wave 1 is selected (only 1 option is available). - Marketing Action: By default, CROSS_SELL_HIGH_INTER is selected (only 1 option is available). The following details are displayed for the charts shown in this page: - Top 10 marketing campaigns with highest potential incremental usage in total and per customer for immediate comparison. The main filters of the page do not impact these charts. - Campaign KPIs dynamic view of the filters selected in the header of the story page. - Distribution of Potential incremental versus current period usage for the top N customers based on Potential incremental usage across customer value group. - Customer trend analysis for one selected customer (in this example is 99889) for potential incremental and current period usage and forecasts for the future period. - Customer attributes (gender, marital status, dealer activation and level of education) and potential incremental usage for the selected customer (in this example is 99889)
858
PUBLIC
Content Package User Guide Industries
3.30.2.5 Customer Value Management Insights for Telco
(SAP_TEL_CVM_INSIGHTS) Measure
No of active customers
Type Count excluding 0 and null
ARPAU
Calculated Measure
ARPU
Calculated Measure
Average current usage per customer
Calculated Measure
Pot Incr Usage per customer
Calculated Measure
Var (Pot.incr.revenue - Avg.usage)
Difference From
Pot Incr usage per customer against average usage per customer
Threshold
Formula/Properties
- Operation [COUNT]
- Measure [Current period usage] by Aggregation Dimension [Usage delta, segment, service, customer]
- Conditional Aggregation [No]
- [Current period usage] / [No of active customers] - [Current period usage] / [Number of customers] - [Current period usage] / [Total cus tomers] - [Potential Incremental Usage] / [Total customers]
- Measure A [Potential Incremental Us age]
- Measure B [Average Historical Usage]
- Compare (A) to (B)
- Set No Data as Zero [No]
- Calculate as Percentage [No]
- Measure A [Potential Incremental Us age per customer]
- Measure B [Average Usage per cus tomer]
- Compare (A) to (B)
- Calculate as Percentage [Yes]
3.30.3 Models
The Story is using the following Data Warehouse Cloud models. They are all based on a live connection to the SAP Data Warehouse Cloud system. Setup the connection with the name SAPDWC.
Content Package User Guide Industries
PUBLIC
859
Model Name Service Usage Segmentation (CVM_TEL) (RL) Service Configuration (CVM_TEL) (RL) Service Usage Insights (CVM_TEL) (RL)
Technical Name SAP_TEL_CVM_RL_SERVICE_SEGMENT SAP_TEL_CVM_RL_SERVICE_CONF SAP_TEL_CVM_RL_SERV_USG_INS
Please navigate to the SAP Data Warehouse Cloud content documentation for details.
3.31 SAP Unified Demand Forecast
3.31.1 Architecture and Abstract
The SAP Analytics Cloud content for the Unified Demand Forecast story helps retailers analyze forecast data over certain time periods to identify patterns and monitor trends that influence the business. The story is based on a live connection to the SAP Customer Activity Repository data with dedicated HANA views.
Alerts are collections of one or more similar exceptions that are very important and need urgent attention. Based on alerts, planners check sales and forecast details to make calculated judgements on forecasted quantities and to change them, if necessary. To aid the process, this story has the Sales and Forecasts model, which provides an analytical overview of actual sales and system forecasts along with the out-of-stock rate for product locations and with the Forecast Correction Classifier model, planners can get a detailed insight based on the different forecast adjustments made, like the forecast adjustments , absolute forecast adjustments, positive or negative forecast adjustments across various products and location hierarchies.
Planners can further use this model in combination with the Orders model in the Replenishment Planning story to analyze how well the actual sales and system forecasts compare with order quantities.
860
PUBLIC
Content Package User Guide Industries
3.31.2 Unified Demand Forecast (SAP__RT_UDF_DEMANDFORECASTING_LIVE)
This story allows planners to assess the overall situation with regards to actual sales and system forecasts by looking at out-of-stock rate in product locations. Planners can then ensure forecast quality is in alignment with the target.
In this story, the following page filters apply to the widget:
Page Filters Location Hierarchy Product Hierarchy Sales Organization Distribution Channel
Description Filter by region/city/location Filter by product category down to the products Filter by sales organizations Filter by distribution channels
Content Package User Guide Industries
PUBLIC
861
Page Filters Order Channel Replenishment Type Date
Description
Filter by order channels Filter by replenishment types Filter by date (A date range to include 90 days in the past and 30 days in the future is set as default)
The story consists of several charts. They are organized in two sections as explained below. - Forecasts section
Chart Forecasts
Type
Description
Comparison - Combination Column and A planner can assess the overall situa
Line
tion with regards to actual sales and
system forecasts by looking at out-of-
stock rate in product locations over a
time period.
- Detailed Analysis of Forecast Adjustments section
For the first four charts, planners can display information related to one of the following measures:
Forecast Adjustments (Cumulative) Absolute Forecast Adjustments (Cumulative) Positive Forecast Adjustments (Cumulative) Negative Forecast Adjustments (Cumulative)
The selected measure is applied to all four charts in the section.
Chart description [Measure] by [Dimension 1]
Type Trend - Line
[Measure] by Location Hier Distribution - Heat Map archy, Product Hierarchy [Measure] by Product, Date Comparison - Bar/Column
[Measure] by Date, Location Comparison - Bar/Column
Description
Dimensions
A planner can look at differ ent measures at a product or location hierarchy node for a time period.
[Dimension 1] is either Prod uct Hierarchy or Location Hi erarchy
A planner can analyze spe cific products or locations for measures.
A planner can analyze spe cific products on dates for measures.
A planner can analyze spe cific locations on dates for measures.
For the last two charts, planners can display information related to one of these two dimensions: Location Hierarchy Product Hierarchy
The selected dimension is applied to all four charts in the section.
862
PUBLIC
Content Package User Guide Industries
Chart description
Type
Forecast Adjustments (Cumulative) by Comparison - Bar/Column Classification, [Dimension 2]
Distribution of Absolute Forecast Ad justments (Cumulative) by Classifica tion, [Dimension 2]
Donut
The measures defined in this story are listed in the following table:
Measure Name Out of Stocks (%)
Type FORMULA
System Forecast
SUM
Unit Sales
SUM
Total Out of Stock Product Locations
SUM
Total Product Locations
SUM
Adjusted Forecast
SUM
Forecast Adjustments (Cumulative)
SUM
Absolute Forecast Adjustments (Cumu SUM lative)
Positive Forecast Adjustments (Cumu lative)
SUM
Negative Forecast Adjustments (Cumu SUM lative)
Forecast Adjustments (Cumulative)
SUM
Description A planner can look at forecast adjust ments by classification for the selected dimension. A planner can analyze the distribution of absolute forecast adjustments by classification for the selected dimen sion.
Formula/Properties ([Total Out of Stock Product Loca tions]) / ([Total Product Locations]) * 100
Content Package User Guide Industries
PUBLIC
863
3.31.3 Models 3.31.3.1 Forecasts (SAP__RT_UDF_LH_SALESFORECAST)
Model Name: SAP__RT_UDF_LH_SALESFORECAST
Connection
- Model Description: SAP CARAB: Sales and Forecasts - Planning Enabled: No
- Live data connection to SAP HANA: SAPRTCARAB
- sap.is.retail.analytics.ddf.replenish ment.reporting/SalesForecast view
Dimensions ID Date
Description Date
Mapping/Formula
LocationHierarchyChildNode
Location hierarchy child node
LocationHierarchyChildNodeName ProductHierarchyChildNode
Name of the location hierarchy child node
Product hierarchy child node
ProductHierarchyChildNodeName LocationHierarchyParentNode
Name of the product hierarchy child node
Location hierarchy parent node
LocationHierarchyParentNodeName ProductHierarchyParentNode
Name of the location hierarchy parent node
Product hierarchy parent node
ProductHierarchyParentNodeName
Name of the product hierarchy parent node
Location
Location
LocationName
Name of the location
OrderChannel_ATTRIBUTE
Order channel
OrderChannelName
Name of the order channel
DistributionChannel_ATTRIBUTE
Distribution channel
DistributionChannelName
Name of the distribution channel
SalesOrganization_ATTRIBUTE
Sales organization
SalesOrgDescription
Description of the sales organization
864
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RT_UDF_LH_SALESFORECAST
Connection
MRPType
Replenishment type
MRPTypeName
Replenishment type description
Product
Product
ProductName Additional Notes About the Model
Name of the product
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) - Time Series Source (P_TSSource) These are input fields that must be entered by the user to execute the SAC story.
3.31.3.2 Forecast Classifier (SAP__RT_UDF_LH_FORECAST_CLASSIFIER)
Model Name: SAP__RT_UDF_LH_FORECAST_CLASSIFIER - Model Description: SAP CARAB: Forecast Classifier - Planning Enabled: No
Dimensions ID Date LocationHierarchyChildNode ProductHierarchyChildNode LocationHierarchyParentNode ProductHierarchyParentNode
Description Date Location hierarchy child node Product hierarchy child node Location hierarchy parent node Product hierarchy parent node
Connection
- Live data connection to SAP HANA: SAPRTCARAB - sap.is.retail.analytics.ddf.replenish ment.reporting/ForecastCorrection Classifier view
Mapping/Formula
Content Package User Guide Industries
PUBLIC
865
Model Name: SAP__RT_UDF_LH_FORECAST_CLASSIFIER
Location
Location
Connection
OrderChannel_ATTRIBUTE
Order channel
DistributionChannel_ATTRIBUTE
Distribution channel
SalesOrganization_ATTRIBUTE
Sales organization
SalesOrgDescription
Description of the sales organization
MRPType
Replenishment type
Product
Product
CorrectionClassifier Additional Notes About the Model
Classification
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) - Time Series Source (P_TSSource) These are input fields that must be entered by the user to execute the SAC story.
3.31.3.3 Sales (SAP__RT_UDF_LH_SALES)
Model Name: SAP__RT_UDF_LH_SALES - Model Description: SAP CARAB: Sales - Planning Enabled: No
Dimensions Date LocationHierarchyChildNode ProductHierarchyChildNode
Date Location hierarchy child node Product hierarchy child node
Connection
- Live data connection to SAP HANA: SAPRTCARAB
- sap.is.retail.analytics.ddf.replenish ment.reporting/UnitSales view
866
PUBLIC
Content Package User Guide Industries
Model Name: SAP__RT_UDF_LH_SALES
LocationHierarchyParentNode
Location hierarchy parent node
ProductHierarchyParentNode
Product hierarchy parent node
Connection
Location
Location
OrderChannel_ATTRIBUTE
Order channel
DistributionChannel_ATTRIBUTE
Distribution channel
SalesOrganization_ATTRIBUTE
Sales organization
SalesOrgDescription MRPType Product Additional Notes About the Model
Description of the sales organization Replenishment type Product
The model contains the following variables: - SAP Client (P_SAPClient) - Logical System (P_LogicalSystem) - Product Hierarchy (P_ProductHierarchy) - Location Hierarchy (P_LocationHierarchy) - Time Series Source (P_TSSource) These are input fields that must be entered by the user to execute the SAC story.
3.31.3.4 Out of Stock(UDF) (SAP__RT_UDF_LH_OUTOFSTOCK)
Model Name: SAP__RT_UDF_LH_OUTOFSTOCK - Model Description: SAP CARAB: Sales - Planning Enabled: No
Dimensions ID Date
Description Date
Connection - Live data connection to SAP HANA: SAPRTCARAB - sap.is.retail.analytics.ddf.replenish ment.reporting/OutOfStock view
Mapping/Formula
Content Package User Guide Industries
PUBLIC
867
Model Name: SAP__RT_UDF_LH_OUTOFSTOCK
LocationHierarchyChildNode
Location hierarchy child node
ProductHierarchyChildNode
Product hierarchy child node
LocationHierarchyParentNode
Location hierarchy parent node
ProductHierarchyParentNode
Product hierarchy parent node
Location
Location
OrderChannel_ATTRIBUTE
Order channel
DistributionChannel_ATTRIBUTE
Distribution channel
SalesOrganization_ATTRIBUTE
Sales organization
SalesOrgDescription MRPType Product Additional Notes About the Model
Description of the sales organization Replenishment type Product
The model contains the following varia bles:
- SAP Client (P_SAPClient)
- Logical System (P_LogicalSystem)
- Product Hierarchy (P_ProductHierar chy)
- Location Hierarchy (P_LocationHierar chy)
- Time Series Source (P_TSSource)
The model contains the following varia bles:
- SAP Client (P_SAPClient)
- Logical System (P_LogicalSystem)
- Product Hierarchy (P_ProductHierar chy)
- Location Hierarchy (P_LocationHierar chy)
- Time Series Source (P_TSSource)
These are input fields that must be en tered by the user to execute the SAC story.
Connection
868
PUBLIC
Content Package User Guide Industries
3.32 SAP Utilities: Meter to Cash
3.32.1 Overview
This package covers the business scenario the Meter to Cash of the industry utilities. It is based on data from S/4HANA source systems. The content consists of two packages: a SAP Analytics Cloud content package (this package) for the visualizations and a SAP Data Warehouse Cloud package for the data models, remote connection etc. You need both packages to setup this scenario. Check the Data Warehouse Cloud content package and SAP Data Warehouse Cloud content documentation on how to install the SAP Data Warehouse Cloud content.
3.32.2 Architecture and Abstract
The Meter to Cash (M2C) business process is a relevant use case for the Utilities Industry as it allows the company to see its revenue cycle as well as the impact on the end customer. The goal is to ensure that the bills are created on reliable meter reading data and that the customer pays on due date. This SAP Analytics Cloud Content provides overviews and details pages for five sections, Meter Reading, Maintenance, Billing Orders, Payments and Account Receivables. The user has access to a consequent panel of filters to play with the data as per their wish.
Note
The colored objects are documented in this chapter. In SAP Data Warehouse Cloud, we defined three layers:
Inbound Layer (IL): A view that recalls only the extractors and no other view. Harmonization Layer (HL): A view that recalls other views. Reporting Layer (RL): A view that recalls Harmonization Layers.
Content Package User Guide Industries
PUBLIC
869
3.32.3 Story
The package contains one story with 12 pages.
Story name: Utilities Dashboard - Meter to Cash Scenario (SAP__UTL_MeterToCash)
These are the 12 pages:
Home Utilities Overview Reading Overview Reading Details Maintenance Overview Maintenance Details Billing Orders Overview Billing Orders Details Payments Overview Payments Details Account Receivables Overview Account Receivables Details
Measure Name
Billed VS Real Percentage in the Harmonized View on Meter Reading Data (HL)
Type Calculated Measure
Formula/Properties
(["Harmonized View on Meter Reading Data (HL)":MR_BILL]-["Harmonized View on Meter Reading Data (HL)":MRESULT])/["Harmonized View on Meter Reading Data (HL)":MRE SULT]
3.32.4 Models
The following SAP Datawarehouse Cloud models are used in the story Utilities Dashboard - Meter to Cash Scenario (SAP__UTL_MeterToCash): Harmonized View on Meter Reading Data (HL) (SAP_UTL__HL_MeterReadings) Billing Orders (IL) (SAP_UTL_IL_Billing_Orders) Maintenance Items (HL) (SAP_UTIL_HL_CDS_IMAINTITEMDATA) Payments (IL) (SAP_UTIL_IL_Payments) Business Partner Item (HL) (SAP_UTL_HL_BPItem)
Find more details on the Data Warehouse Cloud data models in the SAP Data Warehouse Cloud content documentation.
870
PUBLIC
Content Package User Guide Industries
3.33 Sports One Analytics Version 2
3.33.1 Sports One Analytics
SAP Sports One Analytics Contains two folders: SAP Sports One Analytics SAP Sports One Analytics (German)
Find the Details of the content below along with the links: Overall Transparency:
360-degree overview of all sports areas of a club, for example, Team Management, Health, Performance Diagnostics, Load, Training Planning, Scouting, and many others Deep Insights: 360-degree overview of a team, a position or a single player/athlete User Experience Fitting visualizations and context information Possibility of ad-hoc analyses to go even more into data details to find hidden results
For More Details please refer the below links: Sports One Documentation What's New?
3.34 Supply Chain Management for Life Sciences
3.34.1 Architecture and Abstract
The Life Sciences industry is currently at the center of everyone's attention. In a pandemic context it is more critical than ever that the supply chain supporting the industry works in a efficient way, guaranteeing maximum quality of supply in order to minimize risks, while at the same time keeping costs low. This initial release of the content provides broad Supply Chain Management models as well as an inbound quality model, in order to support the Supply Chain for Life Sciences Scenario. The data models are catered for further exploration and drill-downs into relevant dimensions and measures. It is based on data from SAP S/4HANA on premise source systems. This release will focus on a complete foundation for Supply Chain Management related concepts in terms of modelling. It also provides some additional quality metrics related to the inspection lots in order to evaluate the inbound delivery quality. The SAP Analytics Cloud story covers the following topics: - Inbound Deliveries with Inspection Lot quality - Goods Movements
Content Package User Guide Industries
PUBLIC
871
- Sales Documents - Purchase Orders - Transportation Orders - Manufacturing Orders - Warehouse Tasks - Outbound Deliveries
3.34.2 Stories
The package contains one story with 10 pages: Story name: Life Sciences Supply Chain Dashboard (SAP__SCM_LS_Dashboard) These are the 10 pages: - Home - Inbound Quality - Basic Inbound Scenario - Purchase Orders - Goods Movements - Manufacturing Orders - Sales Documents - Transportation Orders - Warehouse Task - Outbound Deliveries Depending on the data and the filters selection, some measures or calculations might show multiple currencies or units.
872
PUBLIC
Content Package User Guide Industries
All measures for the 'Home' page, and some presented at the top of the 'Inbound Quality' page are restricted by time (i.e. YTD or Previous Year).
3.34.3 Models
The following SAP Datawarehouse Cloud models are used in the Life Sciences Supply Chain Dashboard (SAP__SCM_LS_Dashboard) story: - Goods Movement (RL) ((SAP_SCM_RL_GoodsMvmt) - Inbound Scenario (RL) (SAP_SCM_RL_InboundScenarioBsc) - Sales Documents (HL) (SAP_SCM_HL_SalesDocument) - Purchase Orders (HL) (SAP_SCM_HL_PurchaseOrders) - Transportation Order Analytics (HL) (SAP_SCM_HL_TransportOrdersANL) - Manufacturing Order (HL) (SAP_SCM_HL_ManufactrgOrder) - Inbound Delivery (RL) (SAP_SCM_RL_InboundDelivery) - Warehouse Task (HL) (SAP_SCM_HL_WarehouseTask) - Outbound Delivery (RL) (SAP_SCM_RL_OutboundDelivery) - Warehouse Task (HL) (SAP_SCM_HL_InboundDelivery) Some details related to customer custom configurations or parametrizations will have to be added to the models and stories in order to be consumed, for example custom material classifications. Find more details on the Data Warehouse Cloud data models in the SAP Data Warehouse Cloud content documentation: https://help.sap.com/doc/4b618244ad5f4fbb8423d08996f8b891/cloud/en-US/ SAP_Data_Warehouse_Cloud_Content.pdf
3.35 Supply Demand Overview for SAP S/4HANA Fashion and Vertical Business
3.35.1 Prerequisites
The minimum requirement for SAC content should be connected to SAP S/4HANA 2020 FPS0. All prerequisites and details on SAC views for Supply and Demand Overview are mentioned in the SAP
Note 2979783 .
Content Package User Guide Industries
PUBLIC
873
3.35.2 Architecture and Abstract
With SAP Analytics Cloud content for the supply and demand overview, fashion companies can leverage consistent business intelligence to drive business decisions on fulfilling customer orders and supply planning based on better visibility into the demand and supply situation.
The content helps you to do the following: Analyze the overall demand situation and its fulfillment rates Analyze the supply availability and supply delivery delay and there by optimizing supply chain planning. Analyze reference rates of sales contracts. Analyze the reasons for customer returns and rejections.
The SAP Analytics Cloud content for the supply and demand overview is based on a live connection to the SAP S/4HANA Fashion and vertical business with dedicated CDS views.
3.35.3 Digital Boardroom
The following digital boardroom is available: SAP__RFM_SUPPLY_DEMAND_OVERVIEW (Supply Demand Overview Dashboard).
This digital boardroom provides insights into the overall supply and demand situation.
The key features of this digital boardroom are:
874
PUBLIC
Content Package User Guide Industries
Overall situation of open demand, open supply and assigned supply, and demand. Demand with exceptions such as incomplete orders, orders with billing block. Assignment status of the demand such as open demand, Ready for Delivery (F), on Reservation (R), and so
on. Visibility of supply availability (early/on-time/delay).
This digital boardroom consists of 2 stories:
Order Fulfillment Dashboard (SAP__RFM_ORDER_FULFILLMENT_DASHBOARD) Delivery Performance (SAP__RFM_SDO_DELIVERY_PERFORMANCE)
These stories are documented further in the Stories section.
3.35.4 Stories
The following stories are part of the Retail and Fashion Management - Supply Demand Overview (RFM_SDO) content package: Order Fulfillment Dashboard (SAP__RFM_ORDER_FULFILLMENT_DASHBOARD) Delivery Performance (SAP__RFM_SDO_DELIVERY_PERFORMANCE)
3.35.4.1 Order Fulfillment Dashboard (SAP__RFM_ORDER_FULFILLMENT_DASHBOARD)
This story provides visibility of the overall demand and supply situation. The story contains the following pages.
Supply Demand Overview by Location
This page contains information about the following: Distribution of demand from plant country to customer country Open demand and open supply per plant location Amount per country or region dimensions
Fulfillment Overview
This page contains information about the following: Order fulfillment % per selected dimension Delivered % per selected dimension Overall ordered, confirmed, assigned quantities
Supply Coverage Overview
This page contains information about the following: Supply availability and supply availability delay Assigned quantities per supply source
Content Package User Guide Industries
PUBLIC
875
Assigned quantities per supply availability Assigned quantities per dimension Assigned quantities with early or on-time supply per selected dimension
Sales Orders with Exceptions
This page contains information about the following:
Amount per exception Amount per selected dimension Number of items per exception Number of items per selected dimension
Contracts Overview
This page contains information about the following:
Open referenced, total assigned, open for reference Assignment % by supply source Open contracts, total assigned and total referenced % per selected dimension Open contracts per expiry range
Rejections and Returns
This page contains information about the following:
Amount per reason for rejections Amount per selected dimension Number of items per selected dimension Amount per reason for return Amount per plant Number of returns item per plant
Measure Name Amount Open Demand
Open Supply Open Demand (%)
Open Supply (%)
Overall Fulfillment (%)
Confirmed as Requested
Type CDS Measure CDS Measure
CDS Measure Calculated Measure
Calculated Measure
Calculated Measure
Calculated Measure
Formula/Properties
Amount
Ordered Quantity - [ Assigned Quantity + Delivered Quantity ]
Supply Quantity - Assigned Quantity
Open Demand Quantity / Ordered Quantity * 100
Open Supply Quantity / Total Supply Quantity * 100
[ Assigned Quantity + Delivered Quan tity ] / Ordered Quantity * 100
Confirmed Quantity / Ordered Quantity * 100
876
PUBLIC
Content Package User Guide Industries
Measure Name Delivered as Requested
Type Calculated Measure
Fulfilled Quantity Assigned By Physical Supply
Calculated Measure Calculated Measure
Assigned By Early / On Time Supply
Calculated Measure
Total Referenced % (Contracts) Ready for Delivery %
Calculated Measure Calculated Measure
Formula/Properties
Delivered Quantity / Ordered Quantity * 100
Assigned Quantity + Delivered Quantity
Assigned with Physical Supply / Or dered Quantity * 100
Assigned by Early and On Time Sup ply / Ordered Quantity * 100
Referenced / Ordered Quantity * 100
Ready for Delivery / Ordered Quantity * 100
3.35.4.2 Delivery Performance Overview ( SAP__RFM_SDO_DELIVERY_PERFORMANCE)
This story provides an overview of the current situation of demand documents that are ready for delivery and open for delivery. The story contains the following pages. Ready for Delivery This page contains information about the following: Ready for delivery for next 7 days.
Note
You can specify your own value for the number of days according to your requirements.
Ready for delivery per selected dimension Assigned quantities with Ready for Delivery (F), Open for Release Check (O), On Reservation (R) and On
Hold (H) statuses Open Deliveries This page contains information about the following: Open deliveries for next 15 days
Note
You can specify your own value for the number of days according to your requirements.
Delivered quantities per demand type Delivered quantities per delivery priority Delivered quantities per document type
Content Package User Guide Industries
PUBLIC
877
Delivered quantities per selected dimension
Measure Name Ready for Delivery %
Type Calculated Measure
3.35.5 Models
Formula/Properties
Ready for Delivery / Ordered Quantity * 100
Demand Overview
Model Name: SAP__RFM_SDO_DEMAND Model Description: Demand Overview Planning Enabled: No
Connection
Connection Type: Live connection SAP S/4HANA Connection Analytical Query: 2CCARNALYTSTOTDMND CDS Query view name: C_ARunAnlytsTotDmndQry
Supply Coverage
Model Name: SAP__RFM_SDO_SUPPLY_COVERAGE Model Description: Supply Coverage Planning Enabled: No
Connection
Connection Analytical Query: 2CCARNALYTSALLAGQ CDS Query view name: C_ARunAnlytsAllAssgmtQuery Connection Type: Live connection SAP S/4HANA
Demand and Supply Assignment Details
Model Name: SAP__RFM_SDO_ASSIGNMENT
Connection
Model Description: Demand and Supply Assignment Details Connection Type: Live connection SAP S/4HANA
Planning Enabled: No
Connection Analytical Query: 2CCARNALYTSASGMTQY
CDS Query view name: C_ARunAnlytsSupAssgmtQry
878
PUBLIC
Content Package User Guide Industries
Contracts Overview
Model Name: SAP__RFM_SDO_CONTRACTS Model Description: Contracts Overview Planning Enabled: No
Connection
Connection Type: Live connection SAP S/4HANA Connection Analytical Query: 2CCARNALYTSCONTR CDS Query view name: C_ARunAnlytsSlsContrQry
Overview of Demand and Supply
Model Name: SAP__RFM_SDO_OVERVIEW Model Description: Overview of Demand and Supply Planning Enabled: No
Connection
Connection Type: Live connection SAP S/4HANA Connection Analytical Query: 2CARNANLYTSADOVWQ CDS Query view name: C_ARunAnlytsSupDmndOvwQry
Sales Orders with Exceptions
Model Name: SAP__RFM_SDO_EXCEPTION_ORDERS Model Description: Sales Orders with Exceptions Planning Enabled: No
Connection
Connection Type: Live connection SAP S/4HANA Connection Analytical Query: 2CCARNALYTSOBLK CDS Query view name: C_ARunAnlytsBlkdSlsOrdQuery
Rejected Sales Orders
Model Name: SAP__RFM_SDO_REJECTION Model Description: Rejected Sales Orders Planning Enabled: No
Content Package User Guide Industries
Connection
Connection Type: Live connection SAP S/4HANA Connection Analytical Query: 2CCARNANLYTSREJSO CDS Query view name: C_ARunAnlytsSlsOrdRejection
PUBLIC
879
Return Sales Orders
Model Name: SAP__RFM_SDO_RETURNS Model Description: Return Sales Orders Planning Enabled: No
Open Deliveries
Model Name: SAP__RFM_OPEN_DELIVERIES Model Description: Open Deliveries Planning Enabled: No
Supply Overview
Model Name: SAP__RFM_SDO_SUPPLY Model Description: Supply Overview Planning Enabled: No
Connection Connection Type: Live connection SAP S/4HANA Connection Analytical Query: 2CCARNANLYTSRETSO CDS Query view name: C_ARunAnlytsSalesReturns
Connection Connection Type: Live connection SAP S/4HANA Connection Analytical Query: 2CCARNALYTSOPDLV CDS Query view name: C_ARunAnlytsOpenDelivQuery
Connection Connection Type: Live connection SAP S/4HANA Connection Analytical Query: 2CCARNANLYTSADSUPQ CDS Query view name: C_ARunAnlytsTotSupQry
3.36 Trade Management (TM)
3.36.1 Architecture and Abstract
Retailer View: Typically, in consumer products industries, the Key Account Manager (KAM) is frequently talking to the retailer to review the business plan progress as well as discuss upcoming and completed activities such as trade promotions. It is important that a KAM has key information on the plan from a retailer's perspective. That includes data such as retailer profit and retailer margin. Typically, the retailer uses a formula to calculate his margin that is different from the one the manufacturer uses. In addition, sell-out data is very important for this scenario.
880
PUBLIC
Content Package User Guide Industries
Architecture: SAP Trade Management Monthly Sales Review/ Sell-In SellOut Analysis / Retailer View
Content Package User Guide Industries
PUBLIC
881
Trade Management Sell-in/Sell Out Comparison Report
882
PUBLIC
Content Package User Guide Industries
Architecture: SAP Trade Management Retailer View
Content Package User Guide Industries
PUBLIC
883
Architecture: SAP Trade Management Historical Volume Decomposition / Holdout Report
Architecture: SAP Trade Management Historical Volume Decomposition / Holdout Report
884
PUBLIC
Content Package User Guide Industries
Architecture: SAP Trade Management Trade Promotion Details
Content Package User Guide Industries
PUBLIC
885
3.36.2 Stories
The following stories are included in the content package:
SAP Trade Management: General - Monthly Sales Review (SAP__TM_GEN_PROFIT_LOSS_MSR) SAP Trade Management: General - Sell-In Sell-Out Analysis (SAP__TM_GEN_SELL_IN_SELL_OUT) SAP Trade Management: General - Retailer View (SAP__TM_GEN_RETAILER_VIEW) SAP Trade Management: General - Holdout Test (SAP__TM_UDF_HOT) SAP Trade Management: General - Historical Volume Decomposition (SAP__TM_UDF_HVD) SAP Trade Management: General - Market Share - Live (SAP__TM_GEN_MARKETSHARE_LIVE) SAP Trade Management: General - Market Share - Acquisition (SAP__TM_GEN_MARKETSHARE_DAQ) Trade Management - Trade Promotion Details (SAP__TM_GEN_TRADE_DETAILS)
3.36.2.1 General - Monthly Sales Review (SAP__TM_GEN_PROFIT_LOSS_MSR)
The Monthly Sales Review Dashboard and the specific detailed KPI pages are used by consumer products manufacturers to review the performance of retailers and categories right down to product level. The key audience targeted comprises sales directors and key account managers.
Measure Name LE vs PY
Type Calculated Measure
LE vs PY (%) LE vs Target
Calculated Measure Calculated Measure
LE vs Target (%) Sell-In Total PY
Calculated Measure Restricted Measure
Promo Invest Over GSV (%) - LE
Restricted Measure
Promo Invest Over GSV (%) - Target
Restricted Measure
Formula/Properties
[SAP__TM_GEN_LH_PLAN_TRANS POSE_SDM:Latest_Estimates] [SAP__TM_GEN_LH_PLAN_TRANS POSE_SDM:Previous_Year]
LE vs PY / [Previous Year]
[SAP__TM_GEN_LH_PLAN_TRANS POSE_SDM:Latest_Estimates] [SAP__TM_GEN_LH_PLAN_TRANS POSE_SDM:Target]
LE vs Target / [Target]
[Sell_In_Total] restricted by [d/ Version_2] = ('Previous Year') ,[d/ VERSION] )
Promo Invest Over GSV (%) [Promo_In vest_Over_GSV_Percentage] restrict ed by [d/Version_2] on [Latest Estimates]
Promo Invest Over GSV (%) [Promo_In vest_Over_GSV_Percentage] restricted by [d/Version_2] on [Target]
886
PUBLIC
Content Package User Guide Industries
3.36.2.2 General - Sell-In Sell-Out Analysis (SAP__TM_GEN_SELL_IN_SELL_OUT)
This story allows the user to get an overview on the ratio of the Sell-In Volume (shipped to the retailer) and the Sell-Out Volume (sold to the consumer).
Measure Name Adjusted Sell-Out
Moving Avg Sell-In Moving Avg Sell-Out Retail Coverage Factor
Avg Coverage Factor
Type Calculated Measure
Calculated Measure Calculated Measure Calculated Measure
Calculated Measure
Formula/Properties
[SAP__TM_GEN_LH_PLAN_PROFIT LOSS:Sell_Out_Total_BaseUplift] * [Avg Coverage Factor]
Average ([Sell-In Total])
Average ([Sell-Out Total])
[Moving Avg Sell-Out] / [Moving Avg Sell-In]
Average ([Retail Coverage Factor])
3.36.2.3 General - Retailer View (SAP__TM_GEN_RETAILER_VIEW)
Typically, in consumer products industries, the Key Account Manager (KAM) is frequently talking to the retailer to review the business plan progress as well as discuss upcoming and completed activities such as trade promotions. It is important that a KAM has key information on the plan from a retailer's perspective. That includes data such as retailer profit and retailer margin. Typically, the retailer uses a formula to calculate his margin that is different from the one the manufacturer uses. In addition, sell-out data is very important for this scenario.
3.36.2.4 General - Holdout Test (SAP__TM_UDF_HOT)
Every time data is streamed into the UDF science engine and a new statistical model is created, the accuracy of the model itself and, most important of all, the forecast power needs to be evaluated. If the level of accuracy is not as high as expected, the data scientist or analyst will want to iterate on the customer product combinations that account for a substantial share of unit sales. It is often helpful to review the time series in order to identify data issues or what's known as model tweaking potential. It's essential in this step to focus on the most important items, that is products and customers with high unit sales paired with a high MAPE.
3.36.2.5 General - Historical Volume Decomposition (SAP__TM_UDF_HVD)
It is essential to know which merchandizing tactics, such as secondary displays or features, generate the best uplift. Of course, this is also true of the retailer shelf price because understanding how consumer price
Content Package User Guide Industries
PUBLIC
887
elasticity behaves allows better decisions to be made, for example, when a promotion is created. Having the right merchandizing tactics and retailer shelf prices in a promotion ultimately helps to cut costs because knowledge about a frontpage feature not generating more uplift than say a normal page keeps the investment smaller. Knowing the price elasticity can help to find the right price to generate the necessary uplift to meet sales targets, for example.
3.36.2.6 General - Market Share - Live (SAP__TM_GEN_MARKETSHARE_LIVE)
Provides an overview of current market shares across categories, sub-categories, manufacturers, brands, and sub-brands. See who wins and who loses in the market and where customers are moving to within the categories.
3.36.2.7 General - Market Share - Data Acquisition (SAP__TM_GEN_MARKETSHARE_DAQ)
This story is identical to story SAP__TM_GEN_MARKETSHARE_LIVE besides the underlying model. This story is based on a model with imported data.
3.36.2.8 Trade Promotion Details (SAP__TM_GEN_TRADE_DETAILS)
Measure Name Sell-In Total
Sell-Out Total
Average List Price Average Retailer Shelf Price
Type Calculated Measure
Calculated Measure
Calculated Measure Calculated Measure
Formula/Properties
[_JBPB_AVOLB_T] + [_JBPB_AVOLU_T]
[_JBPB_AVSOB_T] + [_JBPB_AV SOU_T]
Average ([List Price])
Average ([Retailer Shelf Price])
888
PUBLIC
Content Package User Guide Industries
3.36.2.9 Trade Promotion Details (SAP__TM_GEN_TRADE_DETAILS_SDM)
Measure Name Sell-In Total
Sell-Out Total
Average List Price Average Retailer Shelf Price
Type Calculated Measure
Calculated Measure
Calculated Measure Calculated Measure
Formula/Properties
[_JBPB_AVOLB_T] + [_JBPB_AVOLU_T]
[_JBPB_AVSOB_T] + [_JBPB_AV SOU_T]
Average ([List Price])
Average ([Retailer Shelf Price])
3.36.3 Models
3.36.3.1 SAP Analytics Cloud Reporting (SAP__TM_GEN_LH_PLAN_PROFITLOSS)
Model Name: SAP__TM_GEN_LH_PLAN_PROFITLOSS
Model Description: Trade Management: SAC Reporting Planning Enabled: No
Dimensions Name Time 0BP_GRP 0CRM_MKTELM 0CRM_PROD 0CRM_SALORG 0DISTR_CHAN 0DIVISION /JBPB/PLAN /JBPB/SCEN /JBPB/TUCUPRD /JBPB/VERSION /JBPB/TUCU
Description Time Dimension Account Marketing Element Product Sales Organization Distribution Channel Division Plan ID Scenario ID TU CU Product JBP Version Unit of Data
Connection
Connection Types: Live Data Con nection to SAP HANA or SAP HCP via Apache HTTP Server
Name of the HANA View: CV_PTGT_TPM_SAC
Mapping
Content Package User Guide Industries
PUBLIC
889
Model Name: SAP__TM_GEN_LH_PLAN_PROFITLOSS
Version
Version or Source of Data
Additional Notes about the model
N/A
Note
* Private dimension and other dimensions are public.
Trade Promotion SAC reporting: KPI's defined in Data source
Measure Name Sell-In Total
Type Calculated Measure
Sell-In Base Sell-In Uplift Sell-Out Total
Calculated Measure Calculated Measure Calculated Measure
Sell-Out Base Sell-Out Uplift List Price Gross Sales Value Net Net Value Total
Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure
Slotting Fee(ON)
Calculated Measure
Slotting_Fee_Discount_pU Slotting Fee Discount (%)
Calculated Measure Calculated Measure
Promo Discounts (ON)
Calculated Measure
Promo Discount (pU)
Calculated Measure
Promo Discount (%)
Calculated Measure
Connection
Formula/Properties [_JBPB_AVOLB_T] + [_JBPB_AVOLU_T] [_JBPB_AVOLB_T] [_JBPB_AVOLU_T] [_JBPB_AVSOB_T] + [_JBPB_AV SOU_T] [_JBPB_AVSOB_T] [_JBPB_AVSOU_T] [_JBPB_ARLIST] / [Sell_In_Total] [Sell_In_Total] * [List_Price] [Net_Invoice_Value_Total] [Off_In voice_Total] (([Slotting_Fee_Discount_pU] + [Slot ting_Fee_Discount_percentage] * [List_Price]/100)) * [Sell_In_Total] Case([Sell_In_Total],0,0, ([_JBPB_ARPLF_I]/[Sell_In_Total])) Case(abs([Gross_Sales_Value]),0,0, (([_JBPB_APPLF_I]*100)/ abs([Gross_Sales_Value]))) ([Promo_Discount_pU]+[Promo_Dis count_percentage]*[List_Price]/ 100)*[_JBPB_AVPRM_T] Case([_JBPB_AVPRM_T],0, 0 , ([_JBPB_AREXV_I]/ [_JBPB_AVPRM_T])) case(abs([Promo_GSV]),0,0, (([_JBPB_APEXV_I]*100)/ abs([Promo_GSV])))
890
PUBLIC
Content Package User Guide Industries
Measure Name Slotting Fee (OFF)
Slotting Fee Rebate (pU) Slotting Fee Rebate (%)
Slotting Fee Rebates (Fixed) Promo Rebates (OFF)
Promo Rebate (pU)
Promo Rebate (%)
Promo Rebate (Fixed) On Invoice Total Net Invoice Value Total Net Invoice Value (pU) Off Invoice Total Net Net Value Total Net Net Value (pU) Base Investment Total Promotion Investment Total Promoted RSP (per CU)
Regular RSP (per CU) Retailer Shelf Price (per CU)
Type Calculated Measure
Calculated Measure Calculated Measure
Calculated Measure Calculated Measure
Calculated Measure
Calculated Measure
Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure
Calculated Measure Calculated Measure
Content Package User Guide Industries
Formula/Properties
(([Slotting_Fee_Rebate_pU]+[Slot ting_Fee_Rebate_percent age])*([List_Price]/100))*[Sell_In_To tal]+[_JBPB_LPLF_O]
Case([Sell_In_Total],0,0, ([_JBPB_ARPLF_O]/[Sell_In_Total]))
case(abs([Gross_Sales_Value]),0,0, (([_JBPB_APPLF_O]*100)/ abs([Gross_Sales_Value])))
[_JBPB_LPLF_O]
(([Promo_Rebate_pU]+[Promo_Re bate_percentage])*([List_Price]/ 100))*[_JBPB_AVPRM_T]+ [_JBPB_LCPP_O]
Case([_JBPB_AVPRM_T],0,0, ([_JBPB_ARCPP_O]/ [_JBPB_AVPRM_T]))
Case([Promo_GSV],0,0, (([_JBPB_APCPP_O]*100)/ abs([Promo_GSV])))
[_JBPB_LCPP_O]
[Slotting_Fee_ON] + [Promo_Dis counts_ON]
[Gross_Sales_Value] [On_Invoice_To tal]
[Net_Invoice_Value_Total] / [Sell_In_Total]
[Slotting_Fee_OFF] + [Promo_Re bates_OFF]
[Net_Invoice_Value_Total] [Off_In voice_Total]
[Net_Net_Value_Total] / [Sell_In_Total]
[Slotting_Fee_ON] + [Slot ting_Fee_OFF]
[Promo_Discounts_ON] + [Promo_Re bates_OFF]
Case([Sell_In_Total_CU],0,0, ([_JBPB_ARSVPR]/[Sell_In_To tal_CU]))
Case([Sell_In_Total_CU],0,0, ([_JBPB_ARSV]/[Sell_In_Total_CU]))
If([Promoted_RSP_per_cU]=0,[Regu lar_RSP_per_cU],[Pro moted_RSP_per_cU])
PUBLIC
891
Measure Name Customer Profit (pU)
Customer Profit Total Customer Profit (%)
Type Calculated Measure
Calculated Measure Calculated Measure
Customer ROI (%)
Calculated Measure
Cost per Incremental Unit
Calculated Measure
Store Open/Close (%)
Calculated Measure
Store Open/Close Volume Change Distribution (%)
Calculated Measure Calculated Measure
Distribution Volume Change Base Volume Sub-Total
Calculated Measure Calculated Measure
Previous Year Baseline Sellout (CU)
Calculated Measure
Previous Year Uplift Sellout (CU)
Calculated Measure
PY Retail Price (per CU)
Calculated Measure
892
PUBLIC
Formula/Properties
[Cus tomer_profit_pu1]*Case([Sell_Out_To tal],0,0,([Sell_Out_Total_CU]/ [Sell_Out_Total]))
[Customer_Profit_pU]*[Sell_Out_Total]
Case(abs([Re tai ler_Shelf_Price_per_cU]*([4BJBPB_C_ PTGT_AVSONPC] +[4BJBPB_C_PTGT_AVSOP_C])),0,0, (([Customer_Profit_Total]*100)/ abs([Re tai ler_Shelf_Price_per_cU]*([4BJBPB_C_ PTGT_AVSONPC] +[4BJBPB_C_PTGT_AVSOP_C]))))
Case([Customer_ROI_1],0,0,([Cus tomer_ROI_2]*100/[Cus tomer_ROI_1]))
Case([_JBPB_AVOLU_T],0,0,([Promo tion_Investment_Total]/ [_JBPB_AVOLU_T]))
Case ([_JBPB_PY_VOLB], 0 , 0, ([_JBPB_ASGRWTH]/ [_JBPB_PY_VOLB]))
[Store_Open_Close_percent age]*[_JBPB_PY_VOLB]/100
Case ([_JBPB_PY_VOLB], 0 , 0, ([_JBPB_ADISTRI]/ [_JBPB_PY_VOLB]))
[_JBPB_PY_VOLB]*[Distribution_per centage]/ 100
[_JBPB_PY_VOLB]+ [Store_Open_Close_Volume_Change]+ [Distribution_Volume_Change]
[_JBPB_PY_SOB]*Case([_JBPB_CU FACTD],0,0,([_JBPB_CUFACTN]/ [_JBPB_CUFACTD]))
[_JBPB_PY_SOU]*Case([_JBPB_CU FACTD],0,0,([_JBPB_CUFACTN]/ [_JBPB_CUFACTD]))
CASe([PY_Sell_Out_Total_CU],0,0, [_JBPB_PY_RSP]/[PY_Sell_Out_To tal_CU])
Content Package User Guide Industries
Measure Name PY Sell-Out Total Vol CU
Retail Price Increase (%)
Type Calculated Measure
Calculated Measure
Every Day RSP Volume Change Category (%)
Category Volume Change Other Drivers (%)
Other Volume Change PY Base Volume Change (%)
Calculated Measure Calculated Measure
Calculated Measure Calculated Measure
Calculated Measure Calculated Measure
PY Uplift Volume Change (%)
Calculated Measure
PY Sell-Out Total Vol PY Sell-Out Total Change (%)
Calculated Measure Calculated Measure
PY Base Volume Advertising & Promotion (%)
Adv. & Promo Volume Change
Cost of Goods Sold Promo Invest Over GSV (%)
Internal Profit (pU)
Internal Profit Total Internal Profit (%)
Calculated Measure Calculated Measure
Calculated Measure
Calculated Measure Calculated Measure
Calculated Measure
Calculated Measure Calculated Measure
Content Package User Guide Industries
Formula/Properties
[Previous_Year_Baseline_Sellout_CU]+ [Previous_Year_Uplift_Sellout_CU]
Case([PY_Retail_Price_per_CU],0,0, (([Retailer_Shelf_Price_per_cU][PY_Retail_Price_per_CU])/([PY_Re tail_Price_per_CU]*100)))
[_JBPB_AVSOI_T]
Case([_JBPB_PY_VOLB],0,0, ([_JBPB_ACATEG]/ [_JBPB_PY_VOLB]))
[Base_Volume_Sub_Total]*[Cate gory_percentage]/100
Case([_JBPB_PY_VOLB],0,0, [_JBPB_AOTHERS]/ [_JBPB_PY_VOLB])
[Base_Volume_Sub_To tal]*[Other_Drivers_percentage]/100
Case([_JBPB_PY_VOLB],0,0, ([_JBPB_AVOLB_T][_JBPB_PY_VOLB])/ [_JBPB_PY_VOLB]*100)
Case([_JBPB_PY_VOLU],0,0, ([_JBPB_AVOLU_T][_JBPB_PY_VOLU])/ [_JBPB_PY_VOLU]*100)
[_JBPB_PY_SOB]+[_JBPB_PY_SOU]
Case([PY_Sell_Out_Total_Vol],0,0, ([Sell_Out_Total_BaseUplift][PY_Sell_Out_Total_Vol])/ [PY_Sell_Out_Total_Vol]*100)
[_JBPB_PY_VOLB]
Case([PY_Base_Volume],0,0, ([_JBPB_AADVP]/[PY_Base_Volume]))
([Base_Volume_Sub_Total]*[Advertis ing_and_Promotion_percentage])/100
[_JBPB_ACOGS] / [Sell_In_Total]
[Promotion_Investment_Total] / [Gross_Sales_Value]
[Net_Net_Value_pU] [Cost_of_Goods_Sold]
[Internal_Profit_pU] * [Sell_In_Total]
Case([Net_Net_Value_pU],0,0,(([Inter nal_Profit_pU]*100/ abs([Net_Net_Value_pU]))))
PUBLIC
893
Measure Name Total Investment
Innovation Baseline Return on Investment (%)
Type Calculated Measure
Calculated Measure Calculated Measure
Formula/Properties
[Base_Investment_Total]+[Promo tion_Investment_Total]
[_JBPB_AVINV_T]
(([Net_Net_Value_Total]] * 100) / abs([Base_Investment_Total] + [Pro motion_Investment_Total]))
3.36.3.2 SAC Reporting (SAP__TM_GEN_LH_PLAN_PROFITLOSS_SDM)
Model Name: SAP__TM_GEN_LH_PLAN_PROFITLOSS_SDM
Model Description: Trade Management: SAC Reporting Planning Enabled: No
Dimensions
Name
Description
Time
Time Dimension
0BP_GRP
Account
0CRM_MKTELM
Marketing Element
0CRM_PROD
Product
0CRM_SALORG
Sales Organization
0DISTR_CHAN
Distribution Channel
0DIVISION
Division
/JBPB/PLAN
Plan ID
/JBPB/SCEN
Scenario ID
/JBPB/TUCUPRD
TU CU Product
/JBPB/VERSION
JBP Version
/JBPB/TUCU
Unit of Data
Version
Version or Source of Data
Additional Notes about the model
Provide additional information about the model if needed
Connection
Connection Types: Live Data Con nection to SAP HANA or SAP HCP via Apache HTTP Server
Name of the HANA View: CV_PTGT_TPM_SAC_SDM
Mapping
894
PUBLIC
Content Package User Guide Industries
3.36.3.3 SAC Reporting Transpose Data (SAP__TM_GEN_LH_PLAN_TRANSPOSE_SDM)
Model Name: SAP__TM_GEN_LH_PLAN_TRANSPOSE_SDM
Model Description: Trade Management: SAC Reporting Transpose Data Planning Enabled: No
Account Dimension ID P&L Dimensions Name Time 0BP_GRP 0CRM_MKTELM 0CRM_PROD 0CRM_SALORG 0DISTR_CHAN 0DIVISION /JBPB/PLAN /JBPB/SCEN /JBPB/TUCUPRD /JBPB/VERSION /JBPB/TUCU Version Additional Notes about the model None
Description
Description Time Dimension Account Marketing Element Product Sales Organization Distribution Channel Division Plan ID Scenario ID TU CU Product JBP Version Unit of Data Version or Source of Data
Connection Connection Types: Live Data Con
nection to SAP HANA or SAP HCP via Apache HTTP Server Name of the HANA View: CV_PTGT_SAC_TRANSPOSE_SDM
Mapping/Formula
Mapping
Content Package User Guide Industries
PUBLIC
895
3.36.3.4 SAP Analytics Cloud Reporting Transpose Data (SAP__TM_GEN_LH_PLAN_TRANSPOSE)
Model Name: SAP__TM_GEN_LH_PLAN_TRANSPOSE
Model Description: Trade Management: SAC Reporting Transpose Data Planning Enabled: No
Account Dimension ID P&L Dimensions Name Time 0BP_GRP 0CRM_MKTELM 0CRM_PROD 0CRM_SALORG 0DISTR_CHAN 0DIVISION /JBPB/PLAN /JBPB/SCEN /JBPB/TUCUPRD /JBPB/VERSION /JBPB/TUCU Version Additional Notes about the model N/A
Description
Description Time Dimension Account Marketing Element Product Sales Organization Distribution Channel Division Plan ID Scenario ID TU CU Product JBP Version Unit of Data Version or Source of Data
Connection Connection Types: Live Data Con
nection to SAP HANA or SAP HCP via Apache HTTP Server Name of the HANA View: CV_PTGT_SAC_TRANSPOSE
Mapping/Formula
Mapping
Trade Promotion SAP Analytics Cloud Transpose: KPI's defined in Data source
Measure Name Latest_Estimate_RKF
Actuals_RKF
Type Restricted Measure
Restricted Measure
Formula/Properties
Restrict[Value] WHERE VERSION = 'Latest Estimates'
Restrict[Value] WHERE VERSION = 'Ac tuals
896
PUBLIC
Content Package User Guide Industries
Measure Name YTG_RKF Plan_RKF Previous Year Target_RKF Latest Estimates Actuals YTG Previous Year Plan Target
Type Restricted Measure Restricted Measure Restricted Measure Restricted Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure Calculated Measure
Formula/Properties
Restrict[Value] WHERE VERSION = 'YTG
Restrict[Value] WHERE VERSION = 'Plan'
Restrict[Value] WHERE VERSION = 'Previous Year'
Restrict[Value] WHERE VERSION = 'Target'
If(isnull([Latest_Estimate_RKF]),0,[Lat est_Estimate_RKF])
If(isnull([Actuals_RKF]),0,[Ac tuals_RKF])
If(isnull([YTG_RKF]),0,[YTG_RKF])
If(isnull([Previous_Year_RKF]),0,[Previ ous_Year_RKF])
If(isnull([Plan_RKF]),0,[Plan_RKF])
If(isnull([Target_RKF]),0,[Target_RKF])
3.36.3.5 MAPE histogram by product/location (SAP__TM_UDF_LH_MAPE_HIST_PL)
Model Name: SAP__TM_UDF_LH_MAPE_HIST_PL
Model Description: MAPE histogram by product/location Planning Enabled: No
Account Dimension ID AMOUNT_PROD_LOCS
SUM_UNIT_SALES MAPE_GROUP_SORT
Dimensions Name MANDT PROD_ID
Description Amount Product/Location Combina tions Unit Sales MAPE group the can be used in ad vanced sorting
Description Client Product GUID
Connection SAP HANA Live Connection Name of Report:
sap.is.ddf.tma.add_in sights.TMA_MAPE_HIST_PL_Q
Mapping/Formula Aggregation: Sum
Aggregation: Sum Aggregation: Min
Mapping
Content Package User Guide Industries
PUBLIC
897
Model Name: SAP__TM_UDF_LH_MAPE_HIST_PL
LOC_ID
Location GUID
MAPE_GROUP_MIN
MAPE Group Low
MAPE_GROUP_MAX
MAPE Group High
SALES_UOM
Unit of Measure
MAPE_GROUP
MAPE Group
EXT_PROD_ID
Product ID
EXT_LOC_ID
Location ID
EXT_PROD_NAME
Product Name
EXT_PRODLOC_ID
Product/Location Combination
Additional Notes about the model
N/A
Connection
3.36.3.6 Combined detailed model/forecast timeseries (SAP__TM_UDF_LH_COMB_TSD)
Model Name: SAP__TM_UDF_LH_COMB_TSD
Connection
Model Description: Combined detailed model/forecast timeseries Planning Enabled: No
SAP HANA Live Connection
Name of Report: sap.is.ddf.tma.add_in sights::TMA_COMB_TSD_Q
Account Dimension ID COUPON_INSTORECOUPON_ACV COUPON_INSTORECOUPON_UL DISPLAY_FOURWAY_ACV DISPLAY_FOURWAY_UL DUS_BASE DUS_CANN DUS_HOL DUS_OFR_TACTIC DUS_OTHER_DIF DUS_PRICE DUS_SEAS FC_VAL
Description
Mapping/Formula
Coupon/Instore Coupon Uplift ACV
Coupon/Instore Coupon Uplift Volume
Display/Fourway Uplift ACV
Display/Fourway Uplift Volume
Baseline Volume
Cannibalization Volume
Holiday Volume
Tactic Volume
Other Volume
Price Volume
Seasonality Volume
Total Demand From Forecast
898
PUBLIC
Content Package User Guide Industries
Model Name: SAP__TM_UDF_LH_COMB_TSD
FC_VAL_HIGH
Total Demand From Forecast High
FC_VAL_LOW
Total Demand From Forecast Low
FEATURE_ROLLBACK_ACV
Feature/Rollback Uplift ACV
FEATURE_ROLLBACK_UL
Feature/Rollback Uplift Volume
MOD_FC_VAL
Total Demand Combined
MOD_VAL
Total Demand From Model
MOD_VAL_HIGH
Total Demand From Model High
MOD_VAL_LOW
Total Demand From Model Low
PROMO_SHELF_PRICE
Promoted Shelf Price
REGULAR_SHELF_PRICE
Regular Shelf Price
STORE_ACV
Store ACV
TPR_ACV
TPR ACV
TPR_UL
TPR Uplift Volume
UNIT_SALES
Unit Sales
Dimensions
Name
Description
MANDT
Client
PROD_ID
Product GUID
LOC_ID
Location GUID
SALES_ORG_ID
Sales Organization
DISTR_CHNL_ID
Distribution Channel
ORDER_CHNL_ID
Order Channel
TSTMP_FR
Timestamp From
OFR_ID
Offer ID
EXT_EVENT_ID
Event ID
TSTMO_TO
Timestamp To
EXT_PROD_ID
Product ID
EXT_LOC_ID
Location ID
UOM
UoM
CURRENCY
Currency
PROD_NAME
Product Name
EXT_PRODLOC_ID
Product/Location Combination
FCST_FLAG
Forecast Flag
DATE_FR_DATS
Date From
Connection Mapping
Content Package User Guide Industries
PUBLIC
899
Model Name: SAP__TM_UDF_LH_COMB_TSD
DATE_TO_DATS
Date To
Additional Notes about the model
N/A
Connection
3.36.3.7 Model quality by product/location/week (SAP__TM_UDF_LH_MOD_QUAL)
Model Name: SAP__TM_UDF_LH_MOD_QUAL
Model Description: Model quality by product/location/week Planning Enabled: No
Account Dimension ID UNIT_SALES FC_VAL ABS_ERROR MAPE BIAS REGULAR_SHELF_PRICE PROMOTED_SHELF_PRICE Dimensions Name MANDT PROD_ID LOC_ID TSTMP_FR EXT_PROD_ID PROD_NAME EXT_LOC_ID TSTMP_TO SALES_UOM EXT_PRODLOC_ID DATE_FR_DATS
Description Unit Sales Total Demand From Forecast Absolute Error Mean Average Percentage Error Bias Regular Shelf Price Promoted Shelf Price
Description Client Product GUID Location GUID Timestamp From Product ID Product Name Location ID Timestamp To Unit of Measure Product/Location Combination Date From
Connection SAP HANA Live Connection Name of Report:
sap.is.ddf.tma.add_in sights.TMA_MOD_QUAL_Q
Mapping/Formula Aggregation: Sum Aggregation: Sum Aggregation: Sum Aggregation: Avg Aggregation: Avg Aggregation: Avg Aggregation: Avg
Mapping
900
PUBLIC
Content Package User Guide Industries
Model Name: SAP__TM_UDF_LH_MOD_QUAL
DATE_TO_DATS
Date To
FCST_FLAG
Forecast Flag
CURRENCY
Currency
Additional Notes about the model
N/A
Connection
3.36.3.8 Price demand function (SAP__TM_UDF_LH_PRC_FC)
Model Name: SAP__TM_UDF_LH_PRC_FC
Model Description: Price demand function Planning Enabled: No
Account Dimension ID PRICE_UPLIFT_VOLUME BASELINE_VOLUME TOTAL_VOLUME Dimensions Name MANDT PROD_ID LOC_ID SALES_ORG_ID DISTR_CHNL_ID ORDER_CHNL_ID RSP_PERCENTAGE UOM EXT_PROD_ID EXT_LOC_ID EXT_PRODLOC_ID Additional Notes about the model N/A
Description Price Uplift Volume Baseline Volume Total Volume
Description Client Product GUID Location GUID Sales Organization Distribution Channel Order Channel Retail Store Price Percentage Unit of Measure Product ID Location ID Product/Location Combination
Connection SAP HANA Live Connection Name of the Report:
sap.is.ddf.tma.add_in sights.TMA_PRC_FC_Q
Mapping/Formula Aggregation: Sum Aggregation: Sum Aggregation: Sum
Mapping
Content Package User Guide Industries
PUBLIC
901
3.36.3.9 Market Share (SAP__TM_GEN_LB_MARKET_SHARE_01)
Market Share (SAP__TM_GEN_LB_MARKET_SHARE_01) Connection
Model Description: The model shows sales and units, the value of products, the classification, and the share of each product.
Planning Enabled: No
LIVE Based on query /DDF/C01_GMRD_001
Additional Notes about the model Replicate the Query /DDF/C01_GMRD_001 as model into SAP Analytics Cloud.
Information on the query /DDF/C01_GMRD_001: The measures are built on a concept comprising a base measure and time periods.
Measure
Sales <Base Measure> <Time Periods> Sales <Base Measure> <Time Periods> % vs. PY Share <Base Measure> <Time Periods> Share <Base Measure> <Time Periods> % vs. PY
Base Measure
Sales (Value) Sales (Units)
Restrictions <Time Periods>
MAT: Current Month -11 Current Month MAT-1: Current Month -23 Current Month-12 P3M: Current Month -2 Current Month P3M-1: Current Month -14 Current Month-12 P1M: Current Month P1M-1: Current Month-12
Measure Name Baseline Sales (Units)
Baseline Sales (Value) Sales (Units) Sales (Value) Sales (Value) (MAT) Sales (Value) (MAT-1)
Type
Restricted Measure Restricted Measure
Formula/Properties
Current Month -11 Current Month Current Month -23 Current Month-12
902
PUBLIC
Content Package User Guide Industries
Measure Name Sales (Value) (MAT) % vs. PY
Type Calculated Measure
Share (Value) (MAT)
Calculated Measure
Share (Value) (MAT-1)
Calculated Measure
Share (Value) (MAT) % vs. PY
Calculated Measure
Sales (Value) (P3M) Sales (Value) (P3M-1) Sales (Value) (P3M) % vs. PY
Restricted Measure Restricted Measure Calculated Measure
Share (Value) (P3M)
Calculated Measure
Share (Value) (P3M-1)
Calculated Measure
Share (Value) (P3M) % vs. PY
Calculated Measure
Sales (Value) (P1M) Sales (Value) (P1M-1) Sales (Value) (P1M) % vs. PY
Restricted Measure Restricted Measure Calculated Measure
Share (Value) (P1M)
Calculated Measure
Content Package User Guide Industries
Formula/Properties
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Share (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Share (<Base Measure>) (<Time Period>)] [Share (<Base Measure>) (<Time Period-1>)]
Current Month -2 Current Month
Current Month -14 Current Month-12
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
- [Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
- [Share (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Share (<Base Measure>) (<Time Period>)] [Share (<Base Measure>) (<Time Period-1>)]
Current Month
Current Month-12
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
PUBLIC
903
Measure Name Share (Value) (P1M-1)
Type Calculated Measure
Share (Value) (P1M) % vs. PY
Calculated Measure
Sales (Unit) (MAT) Sales (Unit) (MAT-1) Sales (Unit) (MAT) % vs. PY
Restricted Measure Restricted Measure Calculated Measure
Share (Unit) (MAT)
Calculated Measure
Share (Unit) (MAT-1)
Calculated Measure
Share (Unit) (MAT) % vs. PY
Calculated Measure
Sales (Unit) (P3M) Sales (Unit) (P3M-1) Sales (Unit) (P3M) % vs. PY
Restricted Measure Restricted Measure Calculated Measure
Share (Unit) (P3M)
Calculated Measure
Share (Unit) (P3M-1)
Calculated Measure
Share (Unit) (P3M) % vs. PY
Calculated Measure
Sales (Unit) (P1M)
Restricted Measure
904
PUBLIC
Formula/Properties
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Share (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Share (<Base Measure>) (<Time Period>)] [Share (<Base Measure>) (<Time Period-1>)]
Current Month -11 Current Month
Current Month -23 Current Month-12
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Share (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Share (<Base Measure>) (<Time Period>)] - [Share (<Base Measure>) (<Time Period-1>)]
Current Month -2 Current Month
Current Month -14 Current Month-12
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Share (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Share (<Base Measure>) (<Time Period>)] - [Share (<Base Measure>) (<Time Period-1>)]
Current Month
Content Package User Guide Industries
Measure Name Sales (Unit) (P1M-1) Sales (Unit) (P1M) % vs. PY
Type Restricted Measure Calculated Measure
Share (Unit) (P1M)
Calculated Measure
Share (Unit) (P1M-1)
Calculated Measure
Share (Unit) (P1M) % vs. PY
Calculated Measure
Formula/Properties
Current Month-12
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
[Sales (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Sales (<Base Measure>) (<Time Period>)] [Sales (<Base Measure>) (<Time Period-1>)]
- [Share (<Base Measure>) (<Time Pe riod>) % vs. PY] = [Share (<Base Measure>) (<Time Period>)] - [Share (<Base Measure>) (<Time Period-1>)]
3.36.3.10 Market Share (SAP__TM_GEN_LB_MARKETSHARE)
Market Share (SAP__TM_GEN_LB_MARKETSHARE)
Connection
Model Description: The model shows sales and units, the value of products, the classification, and the share of each product.
Planning Enabled: No
DAQ Based on query /DDF/C01_GMRD_001
Account Dimension ID All measures from query /DDF/ C01_GMRD_001 Dimensions (DAQ) Name Harmonized Location ID
Description
Description Harmonized Location ID
Mapping/Formula
Mapping /DDF/LOCATION-/DDF/GLID - Key
<blank> needs renaming in download
Harmonized Location
Harmonized Location
/DDF/LOCATION-/DDF/GLID - Text
Harmonized Location
Category (Cons)
Category (Cons)
/DDF/GMPID-/DDF/PCAGM_TXT
Category (Cons)
Content Package User Guide Industries
PUBLIC
905
Market Share (SAP__TM_GEN_LB_MARKETSHARE)
Sub-Category (Cons)
Sub-Category (Cons)
Manufacturer (Cons)
Manufacturer (Cons)
Brand (Cons)
Brand (Cons)
Time
Time
Additional Notes about the model
Connection /DDF/GMPID-/DDF/PSCGM_TXT Sub-Category (Cons) /DDF/GMPID-/DDF/MANGM_TXT Manufacturer (Cons) /DDF/GMPID-/DDF/BRAGM_TXT Brand (Cons) /DDF/GTIMEREF-0CALMONTH Month (Split)
Download the query /DDF/C01_GMRD_001 with the Harmonized Location showing Key and Text. Have all Attributes/ Dimension in the rows and only the Key figures in the columns.
Typically, the Harmonized Location ID does have a blank header field, rename it to Harmonized Location ID. Key Figures names stay they are, make sure to show all of them in the download.
3.36.3.11 SAP Analytics Cloud Reporting (SAP__TM_GEN_LH_PNL_BUYDATE)
Model Name: SAP__TM_GEN_LH_PNL_BUYDATE
Model Description: Trade Management: SAP Analytics Cloud Reporting Transpose Data
Planning Enabled: No
Account Dimension ID P&L Dimensions Name Time 0BP_GRP 0CRM_MKTELM 0CRM_PROD 0CRM_SALORG
Description
Description Time Dimension Account Marketing Element Product Sales Organization
Connection Connection Types: Live Data Con
nection to SAP HANA or SAP HCP via Apache HTTP Server Name of the HANA View: CV_PRMO_TPM_SAC
Mapping/Formula
Mapping
906
PUBLIC
Content Package User Guide Industries
Model Name: SAP__TM_GEN_LH_PNL_BUYDATE
0DISTR_CHAN
Distribution Channel
0DIVISION
Division
/JBPB/PLAN
Plan ID
/JBPB/SCEN
Scenario ID
/JBPB/TUCUPRD
TU CU Product
/JBPB/VERSION
JBP Version
/JBPB/TUCU
Unit of Data
Version
Version or Source of Data
Additional Notes about the model
N/A
Connection
3.36.3.12 SAC Reporting (SAP__TM_GEN_LH_PNL_BUYDATE_SDM)
Model Name: SAP__TM_GEN_LH_PNL_BUYDATE_SDM
Model Description: Trade Management: SAC Reporting Transpose Data Planning Enabled: No
Account Dimension ID P&L Dimensions Name Time 0BP_GRP 0CRM_MKTELM 0CRM_PROD 0CRM_SALORG 0DISTR_CHAN 0DIVISION /JBPB/PLAN /JBPB/SCEN
Description
Description Time Dimension Account Marketing Element Product Sales Organization Distribution Channel Division Plan ID Scenario ID
Connection Connection Types: Live Data Con
nection to SAP HANA or SAP HCP via Apache HTTP Server Name of the HANA View: CV_PRMO_TPM_SAC_SDM
Mapping/Formula
Mapping
Content Package User Guide Industries
PUBLIC
907
Model Name: SAP__TM_GEN_LH_PNL_BUYDATE_SDM
/JBPB/TUCUPRD
TU CU Product
/JBPB/VERSION
JBP Version
/JBPB/TUCU
Unit of Data
Version
Version or Source of Data
Additional Notes about the model
N/A
Connection
3.36.3.13 SAP Analytics Cloud Planning Period (SAP__TM_GEN_LH_PNL_PLANDATE)
Model Name: SAP__TM_GEN_LH_PNL_PLANDATE
Model Description: Trade Management: SAP Analytics Cloud Reporting Transpose Data
Planning Enabled: No
Account Dimension ID P&L Dimensions Name Time 0BP_GRP 0CRM_MKTELM 0CRM_PROD 0CRM_SALORG 0DISTR_CHAN 0DIVISION /JBPB/PLAN /JBPB/SCEN /JBPB/TUCUPRD /JBPB/VERSION /JBPB/TUCU Version
Description
Description Time Dimension Account Marketing Element Product Sales Organization Distribution Channel Division Plan ID Scenario ID TU CU Product JBP Version Unit of Data Version or Source of Data
Connection Connection Types: Live Data Con
nection to SAP HANA or SAP HCP via Apache HTTP Server Name of the HANA View: CV_PTGT_SAC
Mapping/Formula
Mapping
908
PUBLIC
Content Package User Guide Industries
Model Name: SAP__TM_GEN_LH_PNL_PLANDATE Additional Notes about the model N/A
Connection
3.36.3.14 SAP Analytics Cloud Marketing Element Header (SAP__TM_GEN_LH_MKTELM_)
Model Name: SAP__TM_GEN_LH_PNL_PLANDATE
Model Description: Trade Management: SAP Analytics Cloud Reporting Transpose Data
Planning Enabled: No
Account Dimension ID P&L Dimensions Name Time 0CRM_MKTELM Planning Date From Planning Date To Buying Date From Buying Date To Additional Notes about the model N/A
Description
Description Time Dimension Marketing Element Planning Date From Planning Date To Buying Date From Buying Date To
Connection Connection Types: Live Data Con
nection to SAP HANA or SAP HCP via Apache HTTP Server Name of the HANA View: CV_PTGT_MKTELM
Mapping/Formula
Mapping
Content Package User Guide Industries
PUBLIC
909
3.36.3.15 SAC Marketing Element Header (SAP__TM_GEN_LH_MKTELM_SDM)
Model Name: SAP__TM_GEN_LH_MKTELM
Model Description: Trade Management: SAC Reporting Transpose Data Planning Enabled: No
Account Dimension ID P&L Dimensions Name Time 0CRM_MKTELM Planning Date From Planning Date To Buying Date From Buying Date To Additional Notes about the model N/A
Description
Description Time Dimension Marketing Element Planning Date From Planning Date To Buying Date From Buying Date To
Connection Connection Types: Live Data Con
nection to SAP HANA or SAP HCP via Apache HTTP Server Name of the HANA View: CV_PTGT_MKTELM_SDM
Mapping/Formula
Mapping
3.37 Utilities (UTL)
3.37.1 Architecture and Abstract
The Utilities Digital Boardroom content described in detail below provides information to the board of a fictional utility company named BestRun Utility. Here are a few of the BestRun Utility company statistics: 3 million customers. 2 divisions (Electricity & Gas). 3 regions (MI, OH & PA). 4.5 million contracts. Each customer gets one bill per quarter. 18 million bills issued every year. 350,000 bills issued every week. Average bill amount: $300. Electricity: Generation, Purchase, Distribution, and Sale to 3 million customers. Gas: Purchase, Storage, Transportation, Distribution, and Sale to 1.5 million customers. Seven perspectives are covered in the Utilities Digital Boardroom: Financial Performance
910
PUBLIC
Content Package User Guide Industries
Revenue Assurance Customer Engagement Renewable Energy Customer Engagement Renewable Energy Capital and STO (Shutdown - Turnaround - Outage) Projects Human Resources ( General & REcruitement) Environment, Health & Safety (Incidents & Emissions)
Architecture
Content Package User Guide Industries
PUBLIC
911
3.37.2 Dashboard
The dashboard which canbe used to obtain the insights is: SAP_UTL_Dashboard
3.37.3 Stories
SAP Utilities: General - Overview (SAP__UTL_GEN_OVERVIEW) SAP Utilities: Finance (SAP__UTL_GEN_FINANCE) This is a copy of the story SAP__FI_GEN_FINANCE (SAP Finance: Financial Boardroom). SAP Utilities: Human Resources - General (SAP__UTL_HR_HR) This is a copy of the story SAP__HR_GEN_HR (SAP Human Resources: General). SAP Utilities: Human Resources - Recruitment (SAP__UTL_HR_RECRUITMENT) This is a copy of the story SAP__HR_GEN_RECRUITMENT (SAP Human Resources: Recruitment). SAP Utilities: Environment, Health & Safety - Incidents (SAP__UTL_EHS_HS_INCIDENTS) This is a copy of the story SAP__EHS_HS_INCIDENTS (SAP Environ. Health & Safety: Health & Safety Incidents). SAP Utilities: Environment, Health & Safety Greenhouse Gas Emissions (SAP__UTL_EHS_EM_EMISSIONS) This is a copy of the story SAP__EHS_EM_EMISSIONS (SAP Environ. Health & Safety: Greenhouse Gas Emissions). SAP Utilities: Portfolio & Project Management - Analysis (SAP__UTL_PPM_PROJECTPORTFOLIO) This is a copy of the story SAP__PPM_PROJECTPORTFOLIO (SAP Portfolio & Project Management: Analysis). SAP Utilities: Revenue Assurance (SAP__UTL_RA_ANALYSIS)
Name: SAP__UTL_RA_ANALYSIS
Description: SAP Utilities: Revenue Assurance
Analyse the liquidity trend: Contract Accounts DSO & Overdue Items (from FI-CA). Billed/unbilled revenue (from IS-U Sales Statistics).
Page: Detail
Charts
Title
Models Used
DSO Trend
SAP__FI_CA_IM_DSOYR
Sub ledger Days Sales Outstanding by Year
DSO by Main Transaction
SAP__FI_CA_IM_DSOYRMT
Sub ledger Days Sales Outstanding by Main Transaction for Current year
Current Overdue Amounts
SAP__FI_CA_IM_OVERDUE
912
PUBLIC
Content Package User Guide Industries
Overdue amount by Time bucket (<1 day, 1 30 days, 31 60 days, 61 90 days, > 90 days) at Current date
Overdue Amount by Main Transaction
SAP__FI_CA_IM_OVERDUE
Total overdue amount by Main transaction at Current date
Clearing Analysis Last 12 Months
SAP__FI_CA_IM_CLEARING
Total clearing amount and Total number of cleared items by Clearing reason Last 12 months
Billed and Unbilled Revenue
SAP__UTL_GEN_IM_SALES
Billed and Unbilled Revenue by quarter across the last 2 years.
Top 100 Customers Overdue
SAP__FI_CA_IM_OVERDUEBP
Top 100 customers overdue amount by Division (Electricity or Gas) at Current date.
Page: Context
Charts Title
Models Used
Top 100 Customers Overdue
SAP__FI_CA_IM_OVERDUEBPGEO
Combination of Geomap and Grid visualizations allowing interactive analysis of Top 100 customers overdue by Geo loca tion.
SAP Utilities: Revenue Management - Renewable Energy (SAP__UTL_RM_RENEWABLE) SAP Utilities: Customer Engagement (SAP__UTL_CE_ANALYSIS)
Name: SAP__UTL_CE_ANALYSIS
Description: Sap Utilities: Customer Engagement
Analyse customer activities (from IS-U Partner Contacts) and sentiments (from SAP Marketing). Report on payment be haviour and dunning activities (from FI-CA).
Page: Detail
Charts
Title
Models Used
Social Media Posts Last 7 Days
SAP__CEC_MKT_SE_IM_SNTCOMM
Number of positive, neutral and negative posts on social media by day over the last 7 days.
Social Media Posts Last 7 Days by Comm. Medium
SAP__CEC_MKT_SE_IM_SNTCOMM
Number of positive, neutral and negative posts on social media by communication medium over the last 7 days.
All Divisions
SAP_FI_CA_IM_DUNEVA
Number of dunning notices, Dunning balance (USD) and Average dunning success (%) for All divisions
Electricity Division
SAP_FI_CA_IM_DUNEVA
Number of dunning notices, Dunning balance (USD) and Average dunning success (%) for Electricity division
Gas Division
SAP_FI_CA_IM_DUNEVA
Number of dunning notices, Dunning balance (USD) and Average dunning success (%) for Gas division
Content Package User Guide Industries
PUBLIC
913
Name: SAP__UTL_CE_ANALYSIS
Dunning Activities Last 12 Months
SAP__FI_CA_IM_DUNACT
Dunning activities by dunning procedure and dunning level for the last 12 months.
Customer Contacts Last 12 Months
SAP__UTL_GEN_IM_STOCK
Number of customer contacts by contact class for the last 12 months.
Page: Context
Charts
Title
Models Used
Top 5 Interests with Pos. Sentiments Last 7 Days
SAP__CEC_MKT_SE_IM_SNTCOMMINT
Top 5 items of interest with regards to number of positive posts over the last 7 days.
Top 5 Interests with Neg. Sentiments Last 7 Days
SAP__CEC_MKT_SE_IM_SNTCOMMINT
Top 5 items of interest with regards to number of negative posts over the last 7 days.
# Posts for Top 5 Int. with Pos. Sent. Last 7 Days
SAP__CEC_MKT_SE_IM_SNTCOMMINT
# of positive, neutral & negative posts for each of the Top 5 items of interest with regards to # of pos. posts over the last 7 days.
# of Customer Complaints Last 2 Quarters
SAP__UTL_GEN_IM_STOCK
Number of customer contacts by complaint action and by month for the last 2 quarters.
Overdue Amount Last 2 Quarters
SAP__FI_CA_IM_OVERDUE
Overdue amount by overdue bucket over the last 2 quarters.
Dunning Balance Last 2 Quarters
SAP__FI_CA_IM_DUNACT
Dunning balance by dunning level over the last 2 quarters.
3.37.4 Models
3.37.4.1 CRM Contract/Product Age (SAP__UTL_CRM_IM_CTPDTAGE)
Model Name: SAP__UTL_CRM_IM_CTPDTAGE
Model Description: SAP Utilities: CRM Contract/Product Age Planning Enabled: No
Account* ID Number_of_contracts
Description Number of contracts
Connection Connection Type: Import Data
Connection to an SAP BW System Connection Query: Custom Query
0UCCRMCONTR_Q0001_Z01
Formula/Mapping 1ROWCOUNT
914
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_CRM_IM_CTPDTAGE
Dimensions
ID
Description
Time
Time
SAP_ALL_DIVISION
Division
SAP_ALL_PRODUCT
Product
Additional Notes about the model
Connection
Mapping 0CRM_BEGDAT 0DIVISION 0CRM_PROD
Content Package User Guide Industries
PUBLIC
915
Model Name: SAP__UTL_CRM_IM_CTPDTAGE
Connection
Connection Query: Custom Query 0UCCRMCONTR_Q0001_Z01 Start a new query creation with SAP BEx Query Designer. Select 0UCCRMCONTR as InfoProvider to build this new query against. Navigate to the Rows/Columns tab. Rows Drag/Drop dimensions [0DIVISION] Division, [0CRM_PROD] Product, [0PROD_ID] Product ID and [0CRM_BEGDATE] Start Date from InfoProvider [0UCCRMCONTR] Utility Contract (CRM) Columns - Drag/Drop key figure [1ROWCOUNT] Number of Records from InfoProvider [0UCCRMCONTR] Utility Contract (CRM).
916
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_CRM_IM_CTPDTAGE
Connection
Save the query as 0UCCRMCONTR_Q0001_Z01. The result is shown in the screenshot below.
Content Package User Guide Industries
PUBLIC
917
Model Name: SAP__UTL_CRM_IM_CTPDTAGE
Connection
Navigate to the Filter tab Characteristic Restrictions Drag/Drop dimension [0CRM_ENDDAT] End Date from InfoProvider [0UCCRMCONTR] Utility Contract (CRM) Set variable [OP_CSDAT] to only select products that are still valid within the contracts. The result is shown in the screen shot below.
918
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_CRM_IM_CTPDTAGE
Connection
Content Package User Guide Industries
PUBLIC
919
Model Name: SAP__UTL_CRM_IM_CTPDTAGE - Save the query Connection Variables: Key Date of the Query (Manual Entry, Single Value, and Required) (0P_CSDAT) for example 20.10.2017.
Connection
Note
* Private dimension and, other dimensions are public.
3.37.4.2 CRM Contract/Product Allocation (SAP__UTL_CRM_IM_CTPDTALLOC)
Model Name: SAP__UTL_CRM_IM_CTPDTALLOC
Model Description: SAP Utilities: CRM Contract/Product Allocation Planning Enabled: No
Account* ID Number_of_contracts Dimensions ID Time* SAP_ALL_DIVISION SAP_ALL_PRODUCT Additional Notes about the model
Description Number of contracts
Description Time Division Product
Connection Connection type: Import Data Con
nection to an SAP BW System Connection Query: Custom Query
0UCCRMCONTR_Q0001_Z02
Formula/Mapping 1ROWCOUNT
Mapping Calendar Year 0DIVISION 0CRM_PROD
920
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_CRM_IM_CTPDTALLOC
Open 0UCCRMCONTR_Q0001_Z01 with SAP BEx Query Designer Save it as 0UCCRMCONTR_Q0001_Z02 Navigate to the Filter tab Characteristic Restriction Remove the restriction on CRM_ENDDAT Navigate to the Rows/Columns tab Rows Remove [OCRM_BEGDAT] Start Date Columns Create a new structure and name it Calendar Year Within this structure, create a selection 2014
Connection
Content Package User Guide Industries
PUBLIC
921
Model Name: SAP__UTL_CRM_IM_CTPDTALLOC Define selection 2014 as displayed in the screenshot below.
Connection
922
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_CRM_IM_CTPDTALLOC
Connection
Define selections 2015, 2016, and 2017 by replacing 2014 by 2015, 2016, and 2017 respectively.
Content Package User Guide Industries
PUBLIC
923
Model Name: SAP__UTL_CRM_IM_CTPDTALLOC The result is displayed in the screenshot below.
Connection
924
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_CRM_IM_CTPDTALLOC Save the query.
Note
* Private dimension and other dimensions are public.
Connection
3.37.4.3 Sales Statistics (SAP__UTL_GEN_IM_SALES)
Model Name: SAP__UTL_GEN_IM_SALES
Model Description: SAP Utilities: Sales Statistics Planning Enabled: No
Account* ID Variable_Amount Number_of_Billing_Docs Quantity Renewable_Revenue_Amount
Description Variable Amount Number of Billing Docs Quantity Renewable Revenue Amount
Billed_Revenue
Billed Revenue
Unbilled_Revenue
Unbilled Revenue
Renewable_Revenue_Ratio
Renewable Revenue Ratio
Dimensions
ID
Description
Time*
Time
SAP_ALL_COMPANYCODE
Company Code
SAP_ALL_DIVISION
Division
SAP_ALL_BUSINESSAREA
Business Area
SAP_UTL_GEN_BILLINGCLASS
Billing Class
SAP_UTL_GEN_SIMULATIONPERIODID Simulation Period ID
Connection
Connection Type: Import Data Connection to an SAP BW System
Connection Query: Custom Query V_UCSA01_Q0001_Z01
Formula/Mapping 0VAR_VR 0UCBILLING 0UCQUANT RESTRICT([Variable_Amount], [d/ SAP_UTL_GEN_RATECATEGORY]='UT GREEN') RESTRICT([Variable_Amount], [d/ SAP_UTL_GEN_SIMULATIONPERIO DID]='#') RESTRICT([Variable_Amount], [d/ SAP_UTL_GEN_SIMULATIONPERIO DID]='S17') [Renewable_Revenue_Amount]/[Varia ble_Amount]
Mapping 0CALMONTH 0COMP_CODE 0DIVISION 0BUS_AREA 0UCBILL_CLA 0UC_SIM_ID
Content Package User Guide Industries
PUBLIC
925
Model Name: SAP__UTL_GEN_IM_SALES
SAP_UTL_GEN_RATECATEGORY
Rate Category
SAP_ALL_CUSTOMERCOUNTRY
Customer Country
SAP_ALL_CUSTOMERREGION
Customer Region
Additional Notes about the model
Connection 0UCRATE_CAT 0COUNTRY 0REGION
926
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_GEN_IM_SALES
Connection
Connection Query: Custom Query V_UCSA01_Q0001_Z01 Open /IMO/V_UCSA01_Q0001 with BEx Query Designer Save it as V_UCSA01_Q0001_Z01 Navigate to the Rows/Columns tab Columns Drag/Drop [0UCQUANT] Quantity from InfoProvider /IMO/V_UCSA01 into the Columns area.
Content Package User Guide Industries
PUBLIC
927
Model Name: SAP__UTL_GEN_IM_SALES The result is displayed in the screenshot below.
Connection
928
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_GEN_IM_SALES Save the query. Connection Variables: Company Code (Manual Entry to set Company Code) (0CMPCODE) for example U100 Calendar Year (Manual Entry to set a range for Calendar Year) (0I_CALYE) for example 2014 - 2017 Simulation ID (Manual Entry to set Simulation ID value) (0P_SIMD1) for example S17
Note
* Private dimension and other dimensions are public.
Connection
3.37.4.4 Sales Statistics w/ Geo Data (SAP__UTL_GEN_IM_SALESGEO)
Model Name: SAP__UTL_GEN_IM_SALESGEO
Model Description: SAP Utilities: Sales Statistics w/ Geo Data Planning Enabled: No
Account* ID Variable_Amount Number_of_Billing_Docs Quantity Renewable_Revenue_Amount
Billed_Revenue
Unbilled_Revenue
Description Variable Amount Number of Billing Docs Quantity Renewable Revenue Amount
Billed Revenue
Unbilled Revenue
Connection
Connection type: Import Data Con nection to an SAP BW System
Connection Query: Custom Query V_UCSA01_Q0001_Z01
Formula/Mapping 0VAR_VR 0UCBILLING 0UCQUANT RESTRICT([Variable_Amount], [d/ SAP_UTL_GEN_RATECATEGORY]='UT GREEN' ) RESTRICT([Variable_Amount], [d/ SAP_UTL_GEN_SIMULATIONPERIO DID]='#' ) RESTRICT([Variable_Amount], [d/ SAP_UTL_GEN_SIMULATIONPERIO DID]='S17')
Content Package User Guide Industries
PUBLIC
929
Model Name: SAP__UTL_GEN_IM_SALESGEO
Renewable_Revenue_Ratio
Renewable Revenue Ratio
Dimensions
ID
Description
Time*
Time
SAP_ALL_COMPANYCODE
Company Code
SAP_ALL_DIVISION
Division
SAP_ALL_BUSINESSAREA
Business Area
SAP_UTL_GEN_BILLINGCLASS
Billing Class
SAP_UTL_GEN_SIMULATIONPERIODID Simulation Period ID
SAP_UTL_GEN_RATECATEGORY
Rate Category
SAP_ALL_CUSTOMERCOUNTRY
Customer Country
CustomerRegionGeo
Customer Region
Additional Notes about the model
Connection [Renewable_Revenue_Amount]/[Varia ble_Amount]
Mapping 0CALMONTH 0COMP_CODE 0DIVISION 0BUS_AREA 0UCBILL_CLA 0UC_SIM_ID 0UCRATE_CAT 0COUNTRY 0REGION
The model SAP__UTL_GEN_IM_SALESGEO is delivered as an example with geocoded data pertinent to the delivered sam ple data set. You need to manually create your own SAP__UTL_GEN_IM_SALESGEO model, as a derivative of model SAP__UTL_GEN_IM_SALES, by injecting your own geocoding information.
You can refer to the detailed documentation on how to create model SAP__FI_CA_OVERDUEBPGEO as a derivative of model SAP__FI_CA_OVERDUEBP for instructions.
Connection Variables:
Company Code (Manual Entry to set Company Code) (0CMPCODE): for example U100 Calendar Year (Manual Entry to set a range for Calendar Year) (0I_CALYE): for example 2014 - 2017 Simulation ID (Manual Entry to set Simulation ID value) (0P_SIMD1): for example S17
Note
* Private dimension and other dimensions are public.
3.37.4.5 Stock Statistics (SAP__UTL_GEN_IM_STOCK)
Model Name: SAP__UTL_GEN_IM_STOCK Model Description: SAP Utilities: Stock Statistics Planning Enabled: No
Account*
Connection
Connection Type: Import Data Connection to an SAP BW System
Connection Query: Custom Query 0UCSS_C09_Q0002_Z01
930
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_GEN_IM_STOCK
ID
Description
Change_in_Stock
Change in Stock
Dimensions
ID
Description
Time*
Time
SAP_ALL_COMPANYCODE
Company Code
SAP_ALL_DIVISION
Division
SAP_UTL_GEN_CONTACTCLASS
Contact Class
SAP_UTL_GEN_CONTACTACTION
Contact Action
SAP_UTL_GEN_CONTACTTYPE
Contact Type
SAP_UTL_GEN_CONTACTPRIORITY Contact Priority
SAP_UTL_GEN_CONTACTORIGIN
Contact Origin
Additional Notes about the model
Connection Formula/Mapping 0UCCOUNTDIF
Mapping 0CALMONTH 0COMP_CODE 0DIVISION 0UCCONT_CL 0UCCONT_ACT 0UCCONT_TY 0UCCT_PRIOR 0UCCONT_SRC
Content Package User Guide Industries
PUBLIC
931
Model Name: SAP__UTL_GEN_IM_STOCK
Connection
Connection Query: Custom Query 0UCSS_C09_Q0002_Z01 Open 0UCSS_C09_Q0002 with BEx Query Designer Save it as 0UCSS_C09_Q0002_Z01 Navigate to Rows/Columns Free Characteristics Drag/Drop [0COMPCODE] Company Code and [0DIVISION] Division in the Free Characteristics Area.
932
PUBLIC
Content Package User Guide Industries
Model Name: SAP__UTL_GEN_IM_STOCK The result is displayed in the screenshot below.
Connection
Save the query. Connection Variables: Calendar Year/Month (Manual Entry to set date range for analysis.) (0I_CMNTH)
Content Package User Guide Industries
PUBLIC
933
Model Name: SAP__UTL_GEN_IM_STOCK for example 01.2014 12.2017.
Note
*Private dimension and other dimensions are public
Connection
934
PUBLIC
Content Package User Guide Industries
Important Disclaimers and Legal Information
Hyperlinks
Some links are classified by an icon and/or a mouseover text. These links provide additional information. About the icons:
Links with the icon : You are entering a Web site that is not hosted by SAP. By using such links, you agree (unless expressly stated otherwise in your agreements with SAP) to this: The content of the linked-to site is not SAP documentation. You may not infer any product claims against SAP based on this information. SAP does not agree or disagree with the content on the linked-to site, nor does SAP warrant the availability and correctness. SAP shall not be liable for any damages caused by the use of such content unless damages have been caused by SAP's gross negligence or willful misconduct.
Links with the icon : You are leaving the documentation for that particular SAP product or service and are entering a SAP-hosted Web site. By using such links, you agree that (unless expressly stated otherwise in your agreements with SAP) you may not infer any product claims against SAP based on this information.
Videos Hosted on External Platforms
Some videos may point to third-party video hosting platforms. SAP cannot guarantee the future availability of videos stored on these platforms. Furthermore, any advertisements or other content hosted on these platforms (for example, suggested videos or by navigating to other videos hosted on the same site), are not within the control or responsibility of SAP.
Beta and Other Experimental Features
Experimental features are not part of the officially delivered scope that SAP guarantees for future releases. This means that experimental features may be changed by SAP at any time for any reason without notice. Experimental features are not for productive use. You may not demonstrate, test, examine, evaluate or otherwise use the experimental features in a live operating environment or with data that has not been sufficiently backed up. The purpose of experimental features is to get feedback early on, allowing customers and partners to influence the future product accordingly. By providing your feedback (e.g. in the SAP Community), you accept that intellectual property rights of the contributions or derivative works shall remain the exclusive property of SAP.
Example Code
Any software coding and/or code snippets are examples. They are not for productive use. The example code is only intended to better explain and visualize the syntax and phrasing rules. SAP does not warrant the correctness and completeness of the example code. SAP shall not be liable for errors or damages caused by the use of example code unless damages have been caused by SAP's gross negligence or willful misconduct.
Bias-Free Language
SAP supports a culture of diversity and inclusion. Whenever possible, we use unbiased language in our documentation to refer to people of all cultures, ethnicities, genders, and abilities.
Content Package User Guide Important Disclaimers and Legal Information
PUBLIC
935
www.sap.com/contactsap
© 2021 SAP SE or an SAP affiliate company. 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 or an SAP affiliate company. 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. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company 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. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. Please see https://www.sap.com/about/legal/trademark.html for additional trademark information and notices.
THE BEST RUN
AH XSL Formatter V6.3 MR5 for Windows (x64) : 6.3.6.26216 (2016/10/17 11:37JST) Antenna House PDF Output Library 6.3.855 (Windows (x64))