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xP&A CX Commercial Planning (Marketing) - Add a new Version

Beginner
30 min.
SAP Analytics Cloud, Beginner, Tutorial, SAP Analytics Cloud, analytics designer
This tutorial provides information on how to add a new version and use it inside the different applications.
You will learn
  • Which steps are required in order to add and use a new version
  • This includes…
  • adding a new version via the version management function
  • which options are available to use the new version for your planning activities
Hendrik GrobbelAugust 7, 2024
Created by
HeGro
November 9, 2023
Contributors
jmmargo
HeGro

Prerequisites

The SAP Commercial Planning (CX) Marketing Planning content package comes with a number of pre-defined versions which can be used for your planning activities. Nevertheless you might want to add more versions according to your own business needs. In this case, you would need to adjust the planning applications as well as the reporting stories, so the planning grids and objects initialize with the correct version member.

In this tutorial, you will learn how to add a new version and how to make it available in the planning applications and reporting stories of this content package.

  • Step 1

    In the first step, it is necessary to add a new member to the Version dimension. In order to do so, you need to enter the Version Management section.

    1. In the SAP Analytics Cloud Menu, navigate to the Files section.

    2. Search for any application with a table. In this example, we will look for the SAP_MKT_MarketingCampaignPlanning application and Open in Story Edit Mode.

      analytic_application

    3. Click on the table and open the Version Management section in the Tools section.

      INFORMATION:

      Version Management is greyed out as long as you have not selected the table beforehand.

      canvas_story
  • Step 2

    After clicking on the Version Management icon, a new section on the right-hand side expands, where public and private versions are listed. By default, there is a filter applied to only display Versions currently in use in the selected table. If you prefer, you can deselect that switch in the right-hand side panel in order to display all versions. In this step, that will not be necessary as you proceed to add a new public version to the data model based upon the currently selected Plan version.

    1. Duplicate an existing version.

      • Choose a version and click on the copy icon next to it. In this example, you will create a copy of the version public.Plan.

      copy_version

    2. Define the version properties.

      • Choose a valid name for your new version. In this example we will call it Baseline.
      • Ensure to choose Planning as your version category.
      • Choose one of the options provided for your copy operation. In this example, we will Copy all data from the public.Plan version to the new version.
      • Click on OK to create the copy.
      copy_version
  • Step 3

    Now that you created the new version, you need to publish it as it is initially created as a private version.

    1. Click on the Publish icon next to your new version. Select the option Publish As.

      publish_version

    2. Specify the version properties.

      • Specify the version name once more. In this example, we will stick to the name Baseline.
      • Specify the version category once more. Ensure to select Planning.
      • Click on the Publish button when done.
      publish_version

    3. Close your story.

      • You may now close your story.
      • There is no need to save it as it only served as an entry point for the version management section.
  • Step 4

    Now that you created your new version, you can make a couple of adjustments which are relevant for the planning activities. This includes changing the plan horizon or the reference period for instance.

    1. In the SAP Analytics Cloud Menu, navigate to the Files section.

    2. Search for the SAP_MKT_IM_MarketingPlanning data model and open it.

      Data_Model

    3. Click on the dimension Version or on the Navigate to Dimension-button.

      Version_Dim

    4. Adjust the version properties.

      • As your new version Baseline was created based on a copy of the version Plan, all properties were copied.
      • In this particular case, the version Plan does not have any property.
      • In case you want to add a property, you can do it here.
      Version_Dim

      The below table offers an overview on the different properties and their impact.

      Column Explanation
      ID Not editable. Displays the ID of the version member.
      Description Not editable. Represents the description of the version member.
      Category Not editable. Defines the category of the version member.
      Rate Version Used when planning with currency conversion and multiple sets of exchange rates.

    5. Save your changes in case you have done any.

  • Step 5
  • Step 6

    Congratulations! You have now successfully created a new version and embedded it into the planning applications and stories!

    If you want to learn more about the modules of this content package, check out the following tutorials:

    If you want to customize the content and adjust it according to your own business requirements, the following resources might be helpful:

    If you want to get an overview of the entire xP&A Commercial Planning content package, make sure to check out the Mission.

    Interested in more xP&A topics and related business content packages? Visit our community page Extended Planning & Analysis Business Content.

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