Budgeting and Integrated Planning? General Info and advice?

[Former Member]

Hello all,

I have a series of reports that I am working with a team on. Each of these reports contains historical figures (going back month by month for at least 2 years). Each report also contains Budgeted figures as well as a variance calculation.

I would like to ask you if you can any quick summarizing description for how to generated budget figures using Integrated Planner?

Thanks so much!

Kind regards,

Mike

[Former Member · Accepted solution]

If you get budgeted figures from a non-BI source ( for example SAP R/3 FI & CO modules), then you just have to build reports in BI.

If you wish to build budgetting in BI, then it involves a series of tasks and configurations.

Ravi Thothadri

[Former Member]

It is better to go with characteristic data model ( one key fig for actual and budget) but distinguish by a char usually value type.

Value type 10 will denote actual, 20 budget and so on.

Ravi Thothadri

[Former Member]

I agree,

To distinguish between actual and plan data use a characteristic and not a key figure. Also note that for performance reasons it is better to store the actual and plan data in seperate infocubes and create a multi-provider on top of it (reading on a real-time cube is not that performant compared to a cube for actual data!)

D

[Former Member]

Thanks very much for your help.... Can you clarify a basic modelling question about budget data?

Say I have actual sales revenue and budget sales revenue (coming from my planning system) can I create one infocube with key figures for actual sales revenue an budget sales revenue? Or do I just create one key figure for sales revenue and then have some kind of flag to point to actual or budget master data?

[Former Member]

1) create a real-time cube

2) in case actual data needs to be displayed as well for reference, include this cube into a mult-provider

3) create an aggregation level containing all the relevant characteristics and key figures for planning (to be done in the planning modeler -> transaction RSPLAN)

4) create a filter for your query restricting both actual and plan data. (planning modeler)

5) create a query based on the aggregation level, used the filter defined in 4 and make sure your plan keyfigures always have unique values (for exampel period 1 - 12 in one key figure is not plannable, because system does not know which period to post to). In other words, all characteristics which are not in the leading columns, should have a unique value (via the filter, or using restricted key figures).

6) create a workbook with your planquery, add some buttons, like save and start planning

D