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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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referencesbpc-live-connection.md

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BPC Live Connection for Planning

Overview

SAP Analytics Cloud supports live data connections to SAP Business Planning and Consolidation (BPC) systems, enabling organizations to leverage the powerful planning engine in BPC Embedded while using SAC's modern visualization and user experience capabilities.

Key Benefit: Perform BPC planning activities directly in SAC stories without replicating data, maintaining a single source of truth in BPC.

Supported BPC Versions

BPC Version Connection Type Planning Support
BPC for NetWeaver Live Data Connection Limited (read-only)
BPC Embedded (S/4HANA) Live Data Connection Full planning features
BPC Standard Import Connection Export to BPC required

Note: This reference focuses on BPC Embedded, which offers the most comprehensive planning integration.

Architecture

Live Connection Architecture

┌─────────────────────────────────────────────────────────────────┐
│                    SAP Analytics Cloud                          │
│  ┌─────────────────┐  ┌─────────────────┐  ┌─────────────────┐ │
│  │ Stories/Apps    │  │ Input Forms     │  │ Planning        │ │
│  │ Visualization   │  │ Data Entry      │  │ Sequences       │ │
│  └─────────────────┘  └─────────────────┘  └─────────────────┘ │
│                              │                                   │
│                    Live Data Connection                         │
│                              │                                   │
└──────────────────────────────┼──────────────────────────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────────┐
│              SAP BPC Embedded (on S/4HANA or BW/4HANA)          │
│  ┌─────────────────┐  ┌─────────────────┐  ┌─────────────────┐ │
│  │ Planning        │  │ BPC Models      │  │ Planning        │ │
│  │ Engine          │  │ (InfoProviders) │  │ Sequences       │ │
│  └─────────────────┘  └─────────────────┘  └─────────────────┘ │
│                                                                  │
│  Data persisted in HANA / BW                                    │
└─────────────────────────────────────────────────────────────────┘

Connection Components

Component Purpose
SAP HANA Cloud Connector Secure tunnel for on-premise BPC
OData Service Standard interface for data access
CORS Configuration Cross-origin resource sharing settings
SSO/SAML Single sign-on authentication

Planning Features via BPC Live Connection

Supported Planning Operations

Feature SAC with BPC Live Native SAC Planning
Data Entry Yes Yes
Spreading Yes (BPC engine) Yes
Planning Sequences Yes No (Data Actions)
Version Management BPC-controlled SAC-controlled
Data Locking BPC locks SAC locks
Master Data Planning Yes Yes
Comments BPC comments SAC comments

Planning Sequences from BPC

Run BPC planning sequences (FOX scripts, planning functions) directly from SAC:

  1. Create a BPC planning sequence in BPC Administration
  2. Expose via OData service
  3. Add Planning Sequence Starter widget in SAC story
  4. Configure parameters and filters
  5. Execute from SAC interface
// Example: Triggering BPC planning sequence from Analytics Designer
var params = {
    FISCAL_YEAR: "2025",
    VERSION: "PLAN",
    CATEGORY: "FORECAST"
};

// Planning sequence execution is handled by the BPC backend
PlanningSequence_1.execute(params);

Dimension Properties and Texts

Update BPC dimension properties and texts from SAC:

  1. Configure Master Data Provider model type in BPC (SAP Note 2824099)
  2. Create query based on InfoObject flagged as InfoProvider
  3. Enable master data planning in SAC
  4. Update dimension properties via table input

Supported Operations:

  • Update member descriptions
  • Modify member attributes
  • Change hierarchy assignments

Prerequisites

BPC System Configuration

Requirement Details
BPC Version SAP BPC 11.0+ or BPC Embedded
Backend S/4HANA, BW/4HANA, or BW on HANA
OData Services Activated and configured
SSO Configuration SAML 2.0 identity provider setup

SAC Configuration

Requirement Details
Connection Type Live Data Connection
System Mapping BPC system mapped to SAC tenant
User Mapping SSO or technical user configured
Permissions Planning read/write on BPC models

Network Requirements

Component Requirement
Cloud Connector Required for on-premise BPC
CORS Properly configured for cross-origin requests
Firewall BPC OData endpoints accessible
SSL HTTPS required for all connections

Configuration Workflow

Step 1: Configure BPC for Live Connection

In BPC Administration:

  1. Create or configure BPC models
  2. Define planning functions and sequences
  3. Set up authorization profiles
  4. Expose OData services

Activate Required OData Services:

/IWBEP/SB_MODELMETADATA_V2
/IWFND/ANALYTICS_SRV

Step 2: Set Up Cloud Connector (On-Premise)

For on-premise BPC systems:

  1. Install SAP Cloud Connector
  2. Configure virtual host mapping
  3. Add access control for BPC backend
  4. Test connectivity from SAC

Step 3: Create Live Connection in SAC

  1. Navigate to Connections → Add Connection
  2. Select Live Data Connection
  3. Choose SAP BW or SAP BPC connection type
  4. Enter connection details:
Field Value
Host Virtual host or direct URL
HTTPS Port 443 (recommended)
Client SAP system client
Authentication SAML SSO or Basic

Step 4: Create Story with BPC Model

  1. Create new story
  2. Add table widget
  3. Select BPC live connection as data source
  4. Choose BPC model/query
  5. Enable planning mode (if supported)

Input Mode for Tables

Configure input mode for BPC live connection tables:

Enable Input Mode

  1. Select table widget
  2. Open Builder Panel → Planning
  3. Toggle Enable Planning on
  4. Configure input settings

Input Mode Options

Option Description
Manual Input User types values directly
Comments Enable BPC comments
Planning Functions Trigger from context menu

Important: Tables built on BW live connection models (without BPC) do not support input mode.

Differences from Native SAC Planning

Aspect BPC Live Connection Native SAC Planning
Data Storage BPC/HANA SAC HANA
Planning Engine BPC (FOX, functions) SAC (Data Actions)
Version Management BPC categories SAC versions
Calculations FOX scripts Advanced formulas
Workflows BPC work status SAC calendar
Master Data BPC dimensions SAC dimensions
Real-time Yes (live) Yes (native)
Offline No No

When to Use BPC Live vs Native SAC

Use BPC Live Connection when:

  • Existing BPC investment to leverage
  • Complex planning logic in FOX scripts
  • Integrated with SAP BW reporting
  • Compliance requires BPC audit trails
  • Multi-dimensional planning with complex hierarchies

Use Native SAC Planning when:

  • New planning implementation
  • Simpler planning requirements
  • Want modern SAC features (calendar, data locking)
  • Seamless Planning with Datasphere desired
  • Mobile-first planning applications

JavaScript API for BPC Planning

Planning Sequence Execution

// Execute planning sequence with parameters
PlanningSequence_1.setParameterValue("FISCAL_YEAR", "2025");
PlanningSequence_1.setParameterValue("VERSION", "PLAN");
PlanningSequence_1.execute();

// Execute with callback
PlanningSequence_1.execute().then(function() {
    Application.showMessage("Planning sequence completed");
    Table_1.getDataSource().refreshData();
});

Data Entry in BPC Tables

// Set user input on BPC model table
var selection = {
    "@MeasureDimension": "AMOUNT",
    "0FISCPER": "2025001",
    "0VERSION": "PLAN"
};

Table_1.getPlanning().setUserInput(selection, 1000000);

Refresh After BPC Changes

// Refresh data source after BPC planning operations
Table_1.getDataSource().refreshData();

// Or refresh entire application
Application.refreshData();

Performance Considerations

Live Connection Performance

Factor Impact Recommendation
Network Latency High Use Cloud Connector caching
Query Complexity Medium Optimize BEx queries
Data Volume High Apply filters, use aggregations
Concurrent Users Medium Scale BPC backend

Optimization Tips

  1. Filter early - Apply filters at connection level
  2. Limit dimensions - Show only required dimensions
  3. Use hierarchies - Leverage BPC hierarchies for drill-down
  4. Cache queries - Enable query caching in BW
  5. Batch updates - Group planning changes before submit

Troubleshooting

Connection Issues

Issue Possible Cause Solution
Connection timeout Cloud Connector down Restart Cloud Connector
Authentication failed SSO misconfigured Check SAML settings
No data returned Missing authorizations Verify BPC roles
CORS error Cross-origin blocked Configure CORS headers

Planning Issues

Issue Possible Cause Solution
Input mode disabled Not BPC model Verify model type
Planning sequence fails Parameters missing Check required parameters
Data not saved Work status locked Check BPC work status
Wrong values Currency conversion Verify conversion settings

Official Documentation Links

Version: 1.0.0 Last Updated: 2025-12-27 SAC Version: 2025.25

Source: SKILL.md on GitHub

Third-party checks

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  • 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

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    Risk: LOW · No issues

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  • 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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