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/sap-sac-planning

@620a19a
by Eddiesecondsky/sap-skills456 stars
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SAP Analytics Cloud (SAC) planning guidance for planning models, planning-enabled stories, data actions, multi actions, version management, data locking, calendar/input workflows, allocations, value driver trees, BPC live planning, and Seamless Planning with SAP Datasphere. Use this for planning design, planning APIs, data action debugging, planning performance reviews, and authenticated SAC planning story triage in Microsoft Edge via CDP; use sap-sac-scripting for non-planning SAC scripts and sap-datasphere for Datasphere modeling.

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Use this Skill: https://skilld.dev/gh/secondsky/sap-skills/sap-sac-planning

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README.md

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SAP Analytics Cloud Planning Skill

Portable, documentation-audited skill for building SAP Analytics Cloud (SAC) planning applications. Claude agents, commands, and hooks are optional activation helpers; in Codex, OpenCode, and similar harnesses, use them as main-thread guidance and manual validators.

Capability Index

Capability Status
Commands 3: /data-action-template, /sac-planning-checklist, /seamless-planning-guide
Agents 3: data-action-debugger, planning-api-assistant, planning-model-architect
Hooks Yes: hooks/hooks.json
MCP No
LSP No
Source Freshness last_verified: 2026-06-11; 2026-06-16 pass corrected portability and deprecated S/4HANA export wording.
Verification npm run validate; live SAC planning/model checks pending.

Overview

This skill provides comprehensive guidance for SAP Analytics Cloud planning development, including:

  • Planning-enabled stories and applications
  • Data actions and multi actions
  • Version management workflows
  • Calendar-based planning processes
  • JavaScript API for planning automation
  • Data locking and approval workflows
  • Seamless Planning with SAP Datasphere (Added in 2025)
  • BPC Live Connection for BW on HANA (Added in 2025)
  • Value Driver Trees for what-if analysis (Added in 2025)
  • Data Action Tracing and debugging (Added in 2025)
  • What's New 2026 Planning Features (New in 2026)

Keywords for Auto-Discovery

This skill should be triggered when users mention:

SAP Analytics Cloud Planning

  • SAP Analytics Cloud planning
  • SAC planning
  • SAP SAC planning
  • SAC budget
  • SAC forecast
  • SAC planning model
  • SAP Analytics Cloud budgeting
  • SAP Analytics Cloud forecasting
  • enterprise planning SAC

Analytics Designer Planning

  • Analytics Designer planning
  • SAC analytics designer
  • planning application SAC
  • planning story SAC
  • input form SAC
  • data entry SAC
  • planning table SAC

Data Actions

  • SAC data action
  • SAP Analytics Cloud data action
  • data action step
  • copy step data action
  • advanced formula SAC
  • allocation step SAC
  • data action parameter

Multi Actions

  • SAC multi action
  • multi action SAP Analytics Cloud
  • multi action step
  • orchestrate planning
  • planning workflow automation
  • predictive step SAC
  • API step multi action
  • version management step

Version Management

  • SAC version management
  • private version SAC
  • public version SAC
  • publish version SAC
  • edit mode SAC
  • version dimension
  • publish as SAC

Planning Workflows

  • SAC calendar
  • planning process SAC
  • general task SAC
  • review task SAC
  • composite task SAC
  • approval workflow SAC
  • multi-level approval SAC
  • planning calendar

Data Locking

  • SAC data locking
  • data lock SAC
  • lock planning data
  • data locking task
  • restricted mode SAC

JavaScript Planning APIs

  • getPlanning API
  • PlanningModel API
  • getMembers SAC
  • setDimensionFilter SAC
  • setUserInput SAC
  • submitData SAC
  • getPublicVersions
  • getPrivateVersion
  • Analytics Designer scripting
  • SAC JavaScript

Spreading and Allocation

  • spreading SAC
  • distribution SAC
  • allocation SAC
  • copy paste planning
  • value distribution
  • driver-based allocation

Planning Model

  • planning model SAC
  • analytic model vs planning model
  • Version dimension
  • Date dimension
  • planning enabled model

Legacy S/4HANA Integration & Export

  • legacy SAC S/4HANA export
  • deprecated ACDOCP export path
  • existing API_PLPACDOCPDATA_SRV maintenance
  • legacy planning data export S/4HANA
  • native planning write-back alternative
  • S/4HANA plan data migration assessment

Seamless Planning with Datasphere

  • Seamless Planning SAC
  • SAC Datasphere integration
  • SAC HANA Cloud storage
  • planning data persistence Datasphere
  • tenant linkage SAC Datasphere
  • unified data SAC
  • cross-model planning Datasphere
  • fact object Datasphere

BPC Live Connection

  • BPC live connection SAC
  • BW on HANA planning
  • BPC Embedded SAC
  • planning sequence BPC
  • BPC planning function
  • master data planning BPC
  • BPC input mode
  • live data BPC SAC

Value Driver Trees

  • value driver tree SAC
  • VDT SAC
  • what-if analysis SAC
  • simulation SAC planning
  • driver node SAC
  • calculated node VDT
  • planning simulation SAC
  • scenario analysis VDT

Data Action Tracing

  • data action tracing SAC
  • debug data action
  • tracepoint SAC
  • trace mode data action
  • troubleshoot data action
  • data action debugging
  • analyze data action execution

File Structure

plugins/sap-sac-planning/
├── .claude-plugin/
│   └── plugin.json                   # Plugin manifest (v2.2.0)
├── agents/                           # Specialized subagents
│   ├── planning-model-architect.md   # Architecture decisions
│   ├── data-action-debugger.md       # Data action troubleshooting
│   └── planning-api-assistant.md     # JavaScript API help
├── commands/                         # Slash commands
│   ├── sac-planning-checklist.md     # Implementation checklist
│   ├── data-action-template.md       # Data action template
│   └── seamless-planning-guide.md    # Quick Seamless Planning guide
├── hooks/
│   └── hooks.json                    # Validation hooks
└── skills/sap-sac-planning/
    ├── .claude-plugin/plugin.json    # Skill manifest
    ├── SKILL.md                      # Main skill instructions
    ├── README.md                     # This file
    ├── references/                   # 25 reference files
    │   ├── api-reference.md          # Analytics Designer API
    │   ├── data-actions.md           # Data Actions & Multi Actions
    │   ├── planning-workflows.md     # Calendar, Tasks, Approvals
    │   ├── version-management.md     # Versions, Publishing
    │   ├── javascript-patterns.md    # Code snippets & patterns
    │   ├── s4hana-acdocp-export.md   # Legacy/deprecated S/4HANA ACDOCP export
    │   ├── seamless-planning-datasphere.md  # NEW: Datasphere integration
    │   ├── bpc-live-connection.md    # NEW: BPC Live Connection
    │   ├── value-driver-trees.md     # NEW: VDT configuration
    │   ├── data-action-tracing.md    # NEW: Tracing & debugging
    │   ├── whats-new-2026-planning.md # NEW: 2026 QRC1/QRC2 features
    │   └── ... (14 more reference files)
    └── templates/                    # (Reserved for future templates)

Key Features

Comprehensive API Coverage

  • Application class methods
  • DataSource API (getMembers, setDimensionFilter)
  • Planning API (getPlanning, setUserInput, submitData)
  • PlanningModel API (createMembers, updateMembers, deleteMembers)
  • Data Action and Multi Action execution

Planning Workflow Support

  • Calendar task configuration
  • Multi-level approval workflows
  • Data locking integration
  • Task dependencies

Ready-to-Use Patterns

  • Member filtering by attribute
  • Version management workflows
  • Data entry validation
  • Error handling patterns
  • Performance optimization

Usage Examples

When to Use This Skill

Planning Application Development:

"Help me create a budget entry application in SAC"
"How do I enable planning on a table in Analytics Designer?"
"Create a planning model with Version and Date dimensions"

Data Actions:

"How do I create a copy data action in SAC?"
"Write an advanced formula for allocation"
"Set up a multi action to orchestrate planning"

Version Management:

"How do I publish a private version in SAC?"
"Help me set up version management workflow"
"Script to get all public versions"

Planning Workflows:

"Set up a budget approval workflow in SAC calendar"
"Configure multi-level approval tasks"
"Automate data locking after approval"

JavaScript Scripting:

"How do I use getPlanning() API?"
"Script to filter by member attribute"
"Submit planning data via JavaScript"

Documentation Sources

This skill is based on official SAP documentation and verified community resources:

Official SAP Documentation

SAP Learning

Community Resources

Compatibility

  • SAP Analytics Cloud Version: 2026.8+
  • Analytics Designer: Supported
  • Optimized Story Experience: Partial (some APIs differ)
  • Seamless Planning: Requires HANA Cloud + Datasphere tenant linkage
  • BPC Live Connection: Requires BW/4HANA or BW on HANA

Maintenance

This skill follows quarterly update cycle:

  • Last Verified: 2026-06-11
  • Next Review: 2026-09-11
  • Plugin Version: 2.2.0

Update Checklist

  1. Check Analytics Designer API Reference for new version
  2. Review SAP What's New releases
  3. Verify documentation links
  4. Test code examples
  5. Update version in SKILL.md metadata
  6. Check Seamless Planning and BPC Live Connection changes
  7. Verify Value Driver Trees API updates

License

GPL-3.0 License - See repository LICENSE file.

Contributing

Contributions welcome! Please follow the repository guidelines in CLAUDE.md and verify changes with the manual quality review process before submitting.

Maintained by: Eduard Jiglau Email: hello@sap-ai-skills.com Website: https://sap-ai-skills.com Repository: https://github.com/secondsky/sap-skills

Source: SKILL.md on GitHub

Third-party checks

1 warning16d5 checks · Risk SAFE
  • Gen Agent Trust Hub16d

    The skill provides comprehensive documentation and automation for SAP Analytics Cloud (SAC) planning applications. It includes guidance on planning models, data actions, and JavaScript APIs. A low-severity risk of indirect prompt injection exists because the skill processes data from external SAP models which could theoretically contain adversarial content.

  • Socket16d

    No alerts

  • Snyk16d

    Risk: LOW · No issues

  • Runlayer6mo

    19/30 files flagged

  • ZeroLeaks5mo

    Score: 93/100 · 2 sections analyzed

Provenance

Signed by skilld at 620a19a. This ties the file your Agent reads to that commit on GitHub. It does not review the instructions.

Last checked against GitHub 2 weeks ago.

Activeupdated 2 months ago

Capability

Other metadata
metadata
{
  "maintainer": "Eduard Jiglau",
  "maintainer_email": "hello@sap-ai-skills.com",
  "website": "https://sap-ai-skills.com",
  "version": "2.4.1",
  "last_verified": "2026-06-11",
  "sac_version": "2026.8",
  "documentation_source": "https://help.sap.com/docs/SAP_ANALYTICS_CLOUD/00f68c2e08b941f081002fd3691d86a7",
  "api_reference": "https://help.sap.com/doc/958d4c11261f42e992e8d01a4c0dde25/2026.8/en-US/index.html",
  "reference_files": 26,
  "status": "docs_audited_runtime_pending"
}

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