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name: sap-sac-planning description: | This skill should be used when developing SAP Analytics Cloud (SAC) planning applications, including building planning-enabled stories, analytics designer applications with planning functionality, data actions, multi actions, version management, and planning workflows. Use when creating planning models, implementing data entry forms, configuring spreading/distribution/allocation, setting up data locking, building calendar-based planning processes with approval workflows, writing JavaScript scripts for planning automation, using the getPlanning() API, PlanningModel API, or DataSource API for planning scenarios, troubleshooting planning performance issues, or integrating predictive forecasting into planning workflows. license: GPL-3.0 metadata: version: 1.3.0 last_verified: 2025-11-26 sac_version: "2025.23" documentation_source: https://help.sap.com/docs/SAP_ANALYTICS_CLOUD/18850a0e13944f53aa8a8b7c094ea29e api_reference: https://help.sap.com/doc/958d4c11261f42e992e8d01a4c0dde25/2025.23/en-US/index.html reference_files: 20 status: production

SAP Analytics Cloud Planning Skill

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

Reference Add-Ons (2025.23)

  • 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
  • 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.

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

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:

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

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

DataSource API - Filtering and querying:

// 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:
  Account = Account (same)
  CostCenter = CostCenter (same)

Advanced Formula Example

// Calculate forecast = Actual + (Budget - Actual) * 0.5
[Version].[Forecast] = [Version].[Actual] +
    ([Version].[Budget] - [Version].[Actual]) * 0.5

Parameters

Add parameters to make data actions reusable:

  • Member Parameter: Select dimension member
  • Number Parameter: Enter numeric value
  • String Parameter: Enter text (2025+)
  • Datetime Parameter: Select date/time (2025+)

Reference: See references/data-actions.md for complete configuration guide.

Multi Actions

Multi actions orchestrate multiple planning operations across models and versions.

Available Step Types

  1. Data Action Step: Run data action with parameters
  2. Version Management Step: Publish versions
  3. Predictive Step: Run forecasting scenarios
  4. Data Import Step: Import from SAP sources
  5. API Step: Call external HTTP APIs
  6. Data Locking Step: Lock/unlock data slices
  7. PaPM Step: Run Profitability and Performance Management

Example Multi Action Flow

1. Clean target version (Data Action)
2. Import actuals (Data Import)
3. Run forecast (Predictive)
4. Calculate allocations (Data Action)
5. Publish to public version (Version Management)
6. Lock published data (Data Locking)

Cross-Model Parameters

When using public dimensions, create cross-model parameters to share values across steps in different models.

Reference: See references/data-actions.md for multi action configuration.

S/4HANA ACDOCP Export

Export native planning data from SAC to SAP S/4HANA's ACDOCP table (central ERP plan data storage).

Architecture

SAC Planning Model → Data Export Service → Cloud Connector → API_PLPACDOCPDATA_SRV → ACDOCP

Prerequisites

Requirement Details
Legacy Mode Must be enabled on planning model
OData Service Activate API_PLPACDOCPDATA_SRV in /IWFND/MAINT_SERVICE
Cloud Connector Required for on-premise S/4HANA

Required Dimensions for Export

  • Version (Plan Category): Only public versions can be exported
  • FiscalYearPeriod: Mandatory in export scope
  • Measure: Only ONE target measure per export job
  • G/L Account: Required for ACDOCP mapping

Export Behavior

  • Exported data overwrites existing data within scope
  • S/4HANA generates delta records for changes
  • Deletions don't propagate: Set values to 0 and re-export to clear ACDOCP data
  • Filters cannot be changed after export job creation—name jobs descriptively

Quick Setup

  1. Enable Legacy Mode on planning model
  2. Create S/4HANA connection with Cloud Connector
  3. Data Management → Create Data Export Job
  4. Map dimensions to ACDOCP fields
  5. Define export scope (FiscalYearPeriod + PlanningCategory mandatory)
  6. Schedule or run export

Reference: See references/s4hana-acdocp-export.md for complete configuration guide, troubleshooting, and SAP documentation links.

Planning Workflows (Calendar)

The SAP Analytics Cloud calendar organizes collaborative planning processes.

Task Types

General Task: Data entry by assignees

  • Attach work file (story/application)
  • Set due dates and notifications
  • Track completion status

Review Task: Approval workflow

  • Review results of general tasks
  • Approve or reject submissions
  • Automatic notification on status change

Composite Task: Combined entry and review

  • Simplified approval for single-level workflows
  • Driving dimension support for regional planning

Data Locking Task: Schedule lock changes

  • Specify data slice to lock/unlock
  • Set target lock state
  • Event-based triggering

Multi-Level Approval

Round 1: Regional Managers review regional plans
    ↓ (on approval)
Round 2: Finance Director reviews consolidated plan
    ↓ (on approval)
Round 3: CFO final approval
    ↓ (on approval)
Data Locking: Lock approved plan data

Task Dependencies

Configure predecessor tasks to create sequential workflows:

  • Review tasks automatically start when predecessor completes
  • Data locking tasks trigger on approval events

Reference: See references/planning-workflows.md for calendar configuration.

Spreading & Distribution

Spreading (Vertical)

Distributes values from parent to child members:

  • Equal Spread: Divide equally among children
  • Proportional Spread: Maintain existing ratios
  • Automatic: SAC determines best method
// Spreading happens automatically when entering at aggregate level
// Example: Enter 1000 at "Total Regions" spreads to child regions

Distribution (Horizontal)

Moves values between members at same hierarchy level:

  • Select source and target cells
  • Choose distribution method
  • Apply via context menu or script

Allocation by Rules

Configure structured allocations in data actions:

  • Define driver accounts for percentage distribution
  • Set allocation targets
  • Execute via data action or multi action

Data Locking

Protect planning data during and after planning cycles.

Lock States

State Data Entry Owner Can Edit
Open Yes Yes
Restricted No (except owner) Yes
Locked No No
Mixed Varies Varies (selection contains multiple states)

Configuration

  1. Enable Data Locking on planning model
  2. Define Driving Dimensions (e.g., Region, Version)
  3. Assign Owners to data slices
  4. Configure Lock Regions via model settings

Script Example

// Get data locking object
var dataLocking = Table_1.getPlanning().getDataLocking();

// Get lock state for selection
var selection = Table_1.getSelections()[0];
var lockState = dataLocking.getState(selection);

// Check if locked
if (lockState === DataLockingState.Locked) {
    Application.showMessage("This data is locked.");
}

Reference: See references/planning-workflows.md for data locking patterns.

Members on the Fly

Create, update, and delete dimension members dynamically at runtime.

Supported Operations

// Create new member
PlanningModel_1.createMembers("CostCenter", {
    id: "CC_NEW",
    description: "New Cost Center"
});

// Update existing member
PlanningModel_1.updateMembers("CostCenter", {
    id: "CC_NEW",
    description: "Updated Description"
});

// Get single member
var member = PlanningModel_1.getMember("CostCenter", "CC_NEW");

// Get members with pagination
var members = PlanningModel_1.getMembers("CostCenter", {
    offset: "0",
    limit: "100"
});

Important Restrictions

  • Dimension Type: Only "Generic" dimensions supported (NOT Account, Version, Time, Organization)
  • Refresh Required: Call Application.refreshData() after member changes
  • Custom Properties: Use prefixes to avoid naming conflicts (e.g., "CUSTOM_Region")

Reference: See references/analytics-designer-planning.md for complete API documentation.

Common JavaScript Patterns

Finding Active Version by Attribute

var allVersions = PlanningModel_1.getMembers("Version");
var activeVersion = "";

for (var i = 0; i < allVersions.length; i++) {
    if (allVersions[i].properties.Active === "X") {
        activeVersion = allVersions[i].id;
        break;
    }
}
console.log("Active Version: " + activeVersion);

Setting Filter from Planning Cycle

Application.showBusyIndicator();
Table_1.setVisible(false);

// Find active planning cycle
var cycles = PlanningModel_1.getMembers("PlanningCycle");
var activeCycle = "";

for (var i = 0; i < cycles.length; i++) {
    if (cycles[i].properties.Flag === "ACTIVE") {
        activeCycle = cycles[i].id;
        break;
    }
}

// Apply MDX filter
Table_1.getDataSource().setDimensionFilter("Date",
    "[Date].[YQM].&[" + activeCycle + "]");

Table_1.setVisible(true);
Application.hideBusyIndicator();

Version Publishing

// Get forecast version
var forecastVersion = Table_1.getPlanning().getPublicVersion("Forecast2025");

// Check if changes need publishing
if (forecastVersion.isDirty()) {
    forecastVersion.publish();
    Application.showMessage("Version published successfully.");
}

Data Action Execution

// Execute data action with parameters
DataAction_1.setParameterValue("Version", "Budget");
DataAction_1.setParameterValue("Year", "2025");

DataAction_1.execute();

// Or execute in background
DataAction_1.executeInBackground();

Reference: See references/javascript-patterns.md for more examples.

Performance Best Practices

Data Action Optimization

  1. Use Input Controls: Link to parameters to reduce data scope
  2. Embed Related Actions: Combine actions on same model/version
  3. Minimize Cross-Model Operations: Keep data in single model when possible
  4. Use Batch Processing: Group operations in single transaction

Story Performance

  1. Enable Data Locking Selectively: Only on models that need it
  2. Use Growing Mode: For large tables with pagination
  3. Limit Visible Dimensions: Reduce data cells displayed
  4. Optimize Filters: Apply story filters before data entry

API Performance

  1. Use Booked Values Filter: Retrieve only posted data
  2. Limit getMembers() Results: Set limit parameter
  3. Cache Member Lists: Store in script variables when reusing
  4. Use Busy Indicator: Improve perceived performance

Troubleshooting

Issue: Data not saving

Check:

  1. Planning enabled on table?
  2. User has planning permissions?
  3. Data locked?
  4. Validation rules failing?

Debug:

console.log("Planning enabled: " + Table_1.getPlanning().isEnabled());
var lockState = Table_1.getPlanning().getDataLocking().getState(selection);
console.log("Lock state: " + lockState);

Issue: Version not publishing

Check:

  1. Valid changes only? (Invalid changes discarded)
  2. Data access control allowing write?
  3. Version not already published?

Issue: Data action failing

Check:

  1. Source data exists?
  2. Target version writable?
  3. Dimension mappings correct?
  4. Parameters set correctly?

Debug: Use data action tracing table with "Show Only Leaves" option.

Issue: getMembers() returns empty

Check:

  1. Dimension name correct?
  2. Model connected?
  3. User has read access?
  4. Using correct API (PlanningModel vs DataSource)?

Official Documentation Links

Essential Resources:

Planning Model & Data:

Data Actions & Multi Actions:

Version Management:

Data Locking:

Calendar & Workflows:

Allocations & Spreading:

Learning Resources:

Bundled Reference Files

This skill includes comprehensive reference documentation (20 files):

API & Scripting:

  1. references/api-reference.md: Complete Analytics Designer API for planning
  2. references/analytics-designer-planning.md: Planning scripting, setUserInput, versions, data locking, members on the fly
  3. references/api-snippets.md: Quick API code examples and snippets

Core Planning Features: 4. references/data-actions.md: Data Actions, Multi Actions, parameters, steps 5. references/multi-actions.md: Orchestrate multiple planning operations 6. references/allocations.md: Rule-based distribution and allocations 7. references/advanced-formulas.md: Complex calculations and formulas 8. references/predictive-conversion.md: Predictive forecasting integration

Workflow & Collaboration: 9. references/planning-workflows.md: Calendar, tasks, approvals, data locking 10. references/scheduling-calendar.md: Planning calendar setup 11. references/input-tasks.md: Collaborative data entry tasks 12. references/job-monitoring.md: Track data action execution

Version Management: 13. references/version-management.md: Versions, publishing, sharing, edit mode 14. references/version-edit-modes.md: Version editing workflows 15. references/version-publishing-notes.md: Publishing best practices

Integration & Advanced: 16. references/s4hana-acdocp-export.md: S/4HANA integration, ACDOCP export, OData setup 17. references/ai-planning-analytics.md: AI-powered planning features

Development: 18. references/javascript-patterns.md: Code snippets, patterns, best practices 19. references/modeling-basics.md: Planning model fundamentals 20. references/data-locking.md: Configure and manage data locks

Instructions for Claude

When using this skill:

  1. Check model type first - Ensure planning model (not analytic) for write operations
  2. Verify planning enabled - Table must have planning enabled
  3. Use appropriate API - PlanningModel for master data, getPlanning() for transactions
  4. Handle versions correctly - Private for drafts, publish to public when ready
  5. Respect data locking - Check lock state before suggesting edits
  6. Use busy indicators - For long operations to improve UX
  7. Follow MDX syntax - For dimension filters: [Dim].[Hierarchy].&[Member]
  8. Test data actions - Use tracing before production deployment
  9. Consider performance - Apply filters to reduce data scope
  10. Link to documentation - Include relevant SAP Help links in responses

For troubleshooting:

  • Check console for script errors
  • Verify model connectivity
  • Review data action logs
  • Test with simplified scenarios first
  • Check user permissions and data access

License: GPL-3.0 Version: 1.3.0 Maintained by: SAP Skills Maintainers Repository: https://github.com/secondsky/sap-skills

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