Leveraging Advanced Features in SAP Analytics Cloud for Planning
This course builds on the core planning skills developed in the Performing Manual Planning with SAP Analytics Cloud. This course focuses on advanced planning, including data actions, planning functions, allocations,…
Last Updated: March 2026
Overview
This course builds on the core planning skills developed in the Performing Manual Planning with SAP Analytics Cloud. This course focuses on advanced planning, including data actions, planning functions, allocations, and currency translations. Additional units will cover the forecasting and…
Course Goals
- Automate the processing of plan data using data actions.
- Set up planning functions that execute calculations within a model or between models.
- Set up and perform allocation of plan data.
- Set up and perform currency translations.
- Work with forecasting and data simulation functionality (Smart Predict, value driver trees, and compass).
- Set up data access controls to prevent data changes by either data entry or by planning operations in a story.
- Track the planning process using the calendar process tool.
Lessons and Topics
- Using Data Actions to Copy Data Within a Model and Between Models
- Creating Advanced Formula Data Actions using the Visual Editor and Script Editor
- Creating and Running Multi Actions
- Creating Data Actions to Perform Allocations
- Configuring and Performing Currency Translation
- Configuring Rolling Forecast Layouts
- Forecasting with Predictive Analytics
- Simulating with Value Driver Trees
- Simulating Data with SAP Analytics Compass
- Implementing Data Locking to Control Data Access in a Model and Story
- Using Calendar Processes
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