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. 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