sap-sac-planning

What this skill does

# SAP Analytics Cloud Planning Skill

Comprehensive skill for building enterprise planning applications with SAP Analytics Cloud.

---

## Reference Add-Ons (2025.25)

- Execution guides: `references/data-actions.md`, `references/multi-actions.md`, `references/allocations.md`, `references/scheduling-calendar.md`, `references/data-locking.md`
- Modeling & governance: `references/modeling-basics.md`, `references/version-management.md`, `references/version-edit-modes.md`, `references/version-publishing-notes.md`
- Calculations & intelligence: `references/advanced-formulas.md`, `references/predictive-conversion.md`, `references/ai-planning-analytics.md`, `references/api-snippets.md`
- Workflow aids: `references/input-tasks.md`, `references/job-monitoring.md`
- **New in 2025**: `references/seamless-planning-datasphere.md`, `references/bpc-live-connection.md`, `references/value-driver-trees.md`, `references/data-action-tracing.md`
- Ready-to-use templates: `templates/data-action-checklist.md`, `templates/multi-action-checklist.md`, `templates/parameter-table.md`

Use these to keep instructions concise in this file while deep-dives remain one click away.

---

## Table of Contents
- [When to Use This Skill](#when-to-use-this-skill)
- [Quick Start](#quick-start)
- [Core Concepts](#core-concepts)
- [Data Actions](#data-actions)
- [Seamless Planning with Datasphere](#seamless-planning-with-datasphere)
- [BPC Live Connection](#bpc-live-connection)
- [Value Driver Trees](#value-driver-trees)
- [Data Action Tracing](#data-action-tracing)
- [Bundled Resources](#bundled-resources)

## When to Use This Skill

Use this skill when working on tasks involving:

**Planning Application Development**:
- Creating planning-enabled stories with data entry
- Building analytics designer applications for planning
- Implementing input forms and planning tables
- Configuring planning models with Version and Date dimensions
- Setting up data sources for planning scenarios

**Data Actions & Multi Actions**:
- Creating data actions for copy, allocation, and calculations
- Building multi actions to orchestrate planning operations
- Configuring parameters (member, number, string, datetime types)
- Implementing embedded data actions
- Setting up API steps for external integrations

**Version Management**:
- Managing public and private versions
- Publishing workflows (Publish As, Publish Private Data)
- Sharing private versions with collaborators
- Version creation and deletion via API

**Planning Workflows**:
- Setting up calendar-based planning processes
- Creating general tasks, review tasks, and composite tasks
- Implementing multi-level approval workflows
- Configuring data locking tasks
- Managing task dependencies

**JavaScript Planning APIs**:
- Using getPlanning() API for data entry
- Working with PlanningModel API for master data
- Implementing DataSource API for filtering and querying
- Writing scripts for planning automation
- Handling version management via API

**Data Entry & Allocation**:
- Implementing spreading (to child members)
- Configuring distribution (between siblings)
- Setting up rule-based allocations
- Copy/paste operations in planning tables
- Using advanced formulas for calculations

**Data Locking**:
- Configuring data locking on models
- Setting up lock states (locked, restricted, open)
- Creating data locking tasks in calendar
- Implementing event-based data locking
- Integrating data locking in multi actions

**Seamless Planning with Datasphere** (2025):
- Planning models with Datasphere storage
- Cross-model planning with unified data
- Direct persistence to Datasphere
- Enterprise data governance for planning

**BPC Live Connection**:
- Planning with BPC Embedded on S/4HANA
- Running BPC planning sequences from SAC
- Master data planning via BPC
- Live data connection configuration

**Value Driver Trees**:
- Building business value chain visualizations
- What-if analysis and scenario simulation
- Driver-based planning
- Interactive planning dashboards

**Data Action Debugging**:
- Tracing data action execution
- Adding tracepoints for debugging
- Analyzing intermediate results
- Troubleshooting allocation issues

---

## Quick Start

### Creating a Planning-Enabled Story

1. **Create Planning Model** with required dimensions:
   - Version dimension (required)
   - Date dimension (required)
   - Account dimension (recommended)
   - Other business dimensions

2. **Add Table Widget** to story and link to planning model

3. **Enable Planning** on the table:
   - Select table → Planning panel → Enable Planning
   - Configure version selection (public or private)

4. **Configure Data Entry**:
   - Set editable measures/accounts
   - Configure spreading behavior
   - Set up validation rules

### Creating an Analytics Designer Planning Application

1. **Create Analytic Application** (not Optimized Story)
2. **Add Planning Model** as data source
3. **Add Table Widget** and enable planning
4. **Write Scripts** for:
   - Version selection
   - Data submission
   - Custom validation
   - Workflow triggers

---

## Core Concepts

### Model Types

**Planning Model**:
- Supports data write-back
- Requires Version and Date dimensions
- Enables spreading, distribution, allocation
- Supports data locking
- Used for budgeting, forecasting, planning

**Analytic Model**:
- Read-only (no write-back)
- No required dimensions
- Better performance for reporting
- Use when planning not needed

### Version Management

**Public Versions**:
- Visible to all users with access
- Shared across the organization
- Require publish to update

**Private Versions**:
- Visible only to creator (unless shared)
- Used for simulation and what-if analysis
- Can be published to public or new version

**Edit Mode**:
- Temporary private copy when editing public version
- Changes visible only to editor until published
- Automatic validation on publish

**Reference**: See `references/version-management.md` for detailed workflows.

### Planning API Overview

**getPlanning() API** - Table planning operations:
```javascript
// Check if planning is enabled
var isEnabled = Table_1.getPlanning().isEnabled();

// Get public versions
var publicVersions = Table_1.getPlanning().getPublicVersions();

// Get private version
var privateVersion = Table_1.getPlanning().getPrivateVersion();

// Set user input (data entry)
Table_1.getPlanning().setUserInput(selection, value);

// Submit data changes
Table_1.getPlanning().submitData();
```

**PlanningModel API** - Master data operations:
```javascript
// Get dimension members with properties
var members = PlanningModel_1.getMembers("CostCenter");

// Create new members
PlanningModel_1.createMembers("CostCenter", [
    {id: "CC100", description: "Marketing"}
]);

// Update existing members
PlanningModel_1.updateMembers("CostCenter", [
    {id: "CC100", description: "Marketing Dept"}
]);

// Delete members
PlanningModel_1.deleteMembers("CostCenter", ["CC100"]);
```

**DataSource API** - Filtering and querying:
```javascript
// Set dimension filter
Table_1.getDataSource().setDimensionFilter("Version",
    "[Version].[parentId].&[public.Actual]");

// Get members with booked values only
var members = Table_1.getDataSource().getMembers("Account",
    {accessMode: MemberAccessMode.BookedValues});

// Remove filter
Table_1.getDataSource().removeDimensionFilter("Version");
```

**Reference**: See `references/api-reference.md` for complete API documentation.

---

## Data Actions

Data actions perform calculations and data manipulation on planning models.

### Step Types

| Step Type | Purpose |
|-----------|---------|
| Copy | Move data between dimensions/versions |
| Advanced Formula | Complex calculations |
| Allocation | Rule-based distribution |
| Currency Conversion | Convert currencies |
| Embedded Data Action | Run another data action |

### Creating a Copy Step

```
Source:
  Version = Actual
  Year = 2024

Target:
  Version = Budget
  Year = 2025

Mapping:
  Accoun