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

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_SD_SalesDemandPlanning application and Open in Story Edit Mode.

   

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.

   

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.

   

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.
   

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.

   

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.

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.
   • You can also leave this page open as you have to come back to it in a later step.

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_SD_IM_SalesPlanning data model and open it.

   

3. Open the Version dimension.

   

4. Adjust the version properties.

   
   • As your new version Baseline was created based on a copy of the version Actual, all properties were copied.
   • In case you want to adjust some of the properties, you can do it here.

   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.
   UserSelDriver Storage Date (Sales Planning)	Tracks the date on which the two main model drivers are stored (DRIVER_MAPPING measure, which is used to store the GLAccount-Tactic-SpendType mapping; ACT_USER_SELECTION measure, which is used to store product-customer selections impacted by each activity)

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

You need to make some adjustments in order for the applications to initialize all objects with the new version.

1. Incorporate new version into planning applications

   Here you learn how to set the new version as the default version for the initialization of the objects used in the planning applications by adjusting the scripts, filters and variances. You can skip step 1 and 2 in case you left the app SAP_SD_SalesDemandPlanning open.

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

   2. Search for the affected application, in which you want the objects to be initialized with new version. In this example, we will look for the SAP_SD_SalesDemandPlanning application and Open in Story Edit Mode.

      

      >INFORMATION:
      >
      Please note that the procedure is the exact same for any other application. Possible applications where the plan version can be changed either in script or at least in the charts are:

      • SAP_SD_SalesActivityAnalysis
      • SAP_SD_SalesActivityPlanning
      • SAP_SD_SalesActivityROI
      • SAP_SD_SalesDemandPlanning
      • SAP_SD_SalesPerformanceAnalysis
      • SAP_SD_SalesPlanning_AdminPage

   3. Open the Left Side Panel, open the Outline. Scroll down to the Scripting section and click on the More-button of the script variable pageFilter_Version. Click on Find Reference and get an overview in which scripts the variable is used.

      

   4. Select one of the references Script for Event "PageFilters_Update: ...". In line 9 of the ActionScripts.PageFilters_Update-script replace the first element of the array with your newly created version:

      `pageFilter_Version[0] = "Baseline"`;
      

      

      The first entry in the variable array pageFilter_Version is used for publishing and reverting data. However, it is not used to set the version filter to the planning table and charts and the variances for the charts. You change this in the next steps.

   5. Close the Info Panel and search for the table Table_content or select the table on page_1 manually.

      

   6. Select Right Side Panel and click on the Version filter.

      

   7. Unselect the current version Plan and select the new version Baseline. Click on OK.

      

   8. Follow step 5-7 for the remaining charts. You have to change the version filter for the following charts:

      • p1_chart_pageHeader_chartKPI_1
      • p1_chart_pageHeader_chartKPI_3

   9. Adjust the variance for both charts p1_chart_pageHeader_chartKPI_1 and p1_chart_pageHeader_chartKPI_3. Click on the Edit-button of All Accounts in Use (Variance) under Variance.

      

   10. Change the Version for COMPARE (A) from Plan to Baseline for both charts p1_chart_pageHeader_chartKPI_1 and p1_chart_pageHeader_chartKPI_3. Save your changes afterwards.

       

2. Adjust Version Input Controls in a Story

   You learn how to set the new version as an option in filter widgets inside the reporting story SAP_SD_SalesBudgetAnalysis.

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

   2. Search for the affected application SAP_SD_SalesBudgetAnalysis and Open in Story Edit Mode.

      

   3. Right-click on the input control Reference_Version1. Otherwise, you can hover over the input control to get the option to click on the three dots “…” (More Actions). Click on Edit Input Control in the context menu.

      

   4. In the Input Section of the Calculation Input Control click on the values to edit them.

      

   5. Select Baseline as additional value for your version. Press OK two times.

      

   6. Repeat step 3-5 for the input control Reference_Version2 below input control Reference_Version1. Save the story afterwards.

      

3. Adjust Version in Data Actions

   You learn how to set the new version in data action SAP_SD_IM_SalesPlanning_ActualActivityP&LCalculation. The baseline activity costs of goods sold and the incremental costs of good sold are calculated on the Plan version. Without the change in the data action, any change made on your Baseline version will not effect the calculated COGS. Hence, you need to change it to your new version.

   INFORMATION:

   The next advanced step not being shown here would be to introduce a parameter in the data action. Instead of hard-coding the version you would be able to feed your desired version into the data action. As this requires extensive changes to the data action and depended stories it is only mentioned as an outlook.

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

   2. Search for the affected data action SAP_SD_IM_SalesPlanning_ActualActivityP&LCalculation and open it.

      

   3. Click on the step Compute Baseline Activity COGS. Search for the previous version Plan and replace it in the data action on line 26 with the new version Baseline.

      

   4. Click on the next step Compute Incremental COGS and do the same as in step 4.

      

   5. Save the changes.

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 other modules of this content package, check out the following tutorials:

• xP&A Commercial Planning - Get to know the Marketing Planning module
• xP&A Commercial Planning - Get to know the Sales Planning module
• xP&A Commercial Planning - Get to know the Portfolio Planning module

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

• xP&A Commercial Planning - Introduction to the Data Model
• xP&A Commercial Planning - Understanding the technical structure of Stories
• xP&A Commercial Planning - Data Integration
• xP&A Commercial Planning - Manage data loads
• xP&A Commercial Planning - Add additional sections to a story
• xP&A Commercial Planning - Add an additional story to the Navigation Menu
• xP&A Commercial Planning - Customize Default Settings
• xP&A Commercial Planning - Customize Table Settings Dialogue
• xP&A Commercial Planning (Marketing) - Add a new Driver
• xP&A Commercial Planning (Marketing) - Add a new Version
• xP&A Commercial Planning (Marketing) - Extend activity spend dates
• xP&A Commercial Planning (Sales) - Add a new Spend Type
• xP&A Commercial Planning (Sales) - Add a new Tactic

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