Sap Sac Planning

SAP Analytics Cloud Planning Skill

Related Skills

• sap-sac-scripting: Use for Analytics Designer/OSE scripts that automate planning interactions
• sap-datasphere: Use for Seamless Planning with Datasphere and data foundation design
• sap-sac-custom-widget: Use when planning applications include custom widgets
• sap-dependency-security: Use for source-pinned SAC MCP setup and local tooling trust

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

Reference Add-Ons (2026)

• 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
• Browser triage: shared sap-browser-automation for manual in-app authentication, approved Edge profile copying, fresh Edge/CDP setup, DevToolsActivePort fallback, and target selection; local references/edge-cdp-control.md retains planning writeback safety
• Added in 2025: references/seamless-planning-datasphere.md, references/bpc-live-connection.md, references/value-driver-trees.md, references/data-action-tracing.md
• New in 2026: references/whats-new-2026-planning.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.

For authenticated SAC planning browser inspection, use sap-browser-automation for the browser/authentication layer and load local references/edge-cdp-control.md for planning-specific boundaries. Use CDP for local read-only triage of planning tables, console errors, data action status, and approved screenshots; require explicit approval before any writeback, publish, data action, multi action, or lock-changing interaction.

Table of Contents

• When to Use This Skill
• Quick Start
• Core Concepts
• Data Actions
• Seamless Planning with Datasphere
• BPC Live Connection
• Value Driver Trees
• Data Action Tracing
• What's New in 2026
• 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

1. Add Table Widget to story and link to planning model

1. Enable Planning on the table:

• Select table → Planning panel → Enable Planning
• Configure version selection (public or private)

1. 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:

// 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:

// 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