SAP Analytics Cloud: Financial Planning and Analysis

FP&A is now in the cloud! In this comprehensive guide, begin by provisioning your data for financial planning and analysis in SAP Analytics Cloud. Then follow step-by-step instructions to set up the planning process and use SAP Analytics Cloud's automated planning logic to calculate key metrics. Learn how to perform simulations to model what-if scenarios, streamline your planning workflow, and share results with stakeholders. With details on implementation best practices, this is your all-in-one resource!

In this book, you'll learn about:

a. Defining and Modeling Data
Provision and model your FP&A data in SAP Analytics Cloud. Evaluate and configure source connectors, step by step; then model your data metrics and dimensions for planning and analysis.

b. Planning Process
Get planning up and running! Manage your planning versions and inject your own inputs and assumptions into SAP Analytics Cloud. Learn how to run driver-based planning and perform allocations and currency conversion.

c. Analysis
Assess your financial data in SAP Analytics Cloud. Explore your reporting and analysis options, use simulations for what-if analysis, and leverage augmented analytics capabilities and predictive scenarios.

Highlights include:

1) Data modeling
2) Planning versions and inputs
3) Automated planning
4) Planning allocations
5) Currency conversion
6) Reporting
7) What-if analysis
8) Simulations
9) Planning workflows
10) Stakeholder groups
11) Implementation

List of contents

... Foreword ... 11

... Preface ... 13

... How This Book Is Organized ... 13

... Acknowledgments ... 15

... Conclusion ... 15

1 ... Collaborative Enterprise Planning in SAP Analytics Cloud ... 17

1.1 ... Collaborative Enterprise Planning ... 17

1.2 ... Why Perform Enterprise Planning in the Cloud? ... 26

1.3 ... What Is SAP Analytics Cloud? ... 29

1.4 ... Sample Business Planning Process ... 38

1.5 ... Summary ... 41

2 ... Data Acquisition and Modeling ... 43

2.1 ... Defining the Data ... 43

2.2 ... Modeling the Data ... 65

2.3 ... Summary ... 136

3 ... Setting Up the Planning Process ... 137

3.1 ... Managing Planning Versions ... 137

3.2 ... Initializing and Seeding Planning Versions ... 142

3.3 ... Inputting Planning Assumptions ... 154

3.4 ... Collaboration and Harmonization of Planning Inputs ... 165

3.5 ... Summary ... 182

4 ... Automated Planning Logic ... 185

4.1 ... Driver-Based Planning ... 185

4.2 ... On-the-Fly Calculations ... 189

4.3 ... Persisted Logic Calculations ... 201

4.4 ... Value Driver Trees ... 238

4.5 ... Allocations ... 246

4.6 ... Currency Conversion ... 253

4.7 ... Summary ... 265

5 ... Analysis and Simulations ... 267

5.1 ... Key Analytic Goals and Reporting Strategy ... 268

5.2 ... User Experience ... 270

5.3 ... Simulations and What-If Analyses ... 311

5.4 ... Augmented Analytics ... 321

5.5 ... Predictive Analytics ... 331

5.6 ... Summary ... 345

6 ... Organizing Your Planning Processes ... 347

6.1 ... Planning Workflows ... 347

6.2 ... Sharing and Collaboration ... 368

6.3 ... Summary ... 375

7 ... Publishing to Stakeholders ... 377

7.1 ... Sample Profiles of Key Stakeholder Groups ... 377

7.2 ... Data Export and Submission Approaches ... 380

7.3 ... Summary ... 392

8 ... Implementation Best Practices ... 395

8.1 ... Predelivered Business Content and Accelerators ... 395

8.2 ... Best Practices for Performance Optimization ... 404

8.3 ... Summary ... 423

9 ... Sustaining Your SAP Analytics Cloud Investment ... 425

9.1 ... Release Management ... 425

9.2 ... Maintenance and Rollouts ... 428

9.3 ... Summary ... 451

... The Authors ... 453

... Index ... 455

About the author

Satwik Das is an associate partner at TruQua, an IBM company. He has more than 15 years of experience leading and managing large-scale SAP analytics, financial planning, and finance transformation projects. He has extensive experience in SAP Business Warehouse, SAP Business Planning and Consolidation, and various reporting tools, and he has worked with clients to implement SAP Analytics Cloud as the platform for their financial planning and analytics (FP&A) processes. He has also managed blueprinting involving SAP S/4HANA and Central Finance. Satwik enjoys architecting and designing solutions to manage clients' complex reporting and planning needs.

Summary

FP&A is now in the cloud! In this comprehensive guide, begin by provisioning your data for financial planning and analysis in SAP Analytics Cloud. Then follow step-by-step instructions to set up the planning process and use SAP Analytics Cloud’s automated planning logic to calculate key metrics. Learn how to perform simulations to model what-if scenarios, streamline your planning workflow, and share results with stakeholders. With details on implementation best practices, this is your all-in-one resource!


In this book, you’ll learn about:


a. Defining and Modeling Data


Provision and model your FP&A data in SAP Analytics Cloud. Evaluate and configure source connectors, step by step; then model your data metrics and dimensions for planning and analysis.


b. Planning Process


Get planning up and running! Manage your planning versions and inject your own inputs and assumptions into SAP Analytics Cloud. Learn how to run driver-based planning and perform allocations and currency conversion.


c. Analysis


Assess your financial data in SAP Analytics Cloud. Explore your reporting and analysis options, use simulations for what-if analysis, and leverage augmented analytics capabilities and predictive scenarios.


Highlights include:


1) Data modeling


2) Planning versions and inputs


3) Automated planning


4) Planning allocations


5) Currency conversion


6) Reporting


7) What-if analysis


8) Simulations


9) Planning workflows


10) Stakeholder groups


11) Implementation

Product details

• Authors: Marius Berner, Satwik Das, Ankit Harish, Suvir Shahani, Suvir et al Shahani
• Publisher: Rheinwerk Verlag
• Languages: English
• Product format: Hardback
• Released: 01.11.2022
• EAN: 9781493222360
• ISBN: 978-1-4932-2236-0
• No. of pages: 468
• Dimensions: 184 mm x 32 mm x 266 mm
• Weight: 1141 g
• Series: SAP PRESS Englisch
• Subjects: Natural sciences, medicine, IT, technology > IT, data processing > Data communication, networks; SAP Cloud for Analytics (SAP C4A), SAP SAC, SAP BusinessObjects Cloud (SAP BOC), Simulations, SAP AC, FP&A, Currency conversion, Planning workflows, Planning allocations, What-if analysis