IBP600

SAP IBP for Demand

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EXERCISES AND SOLUTIONS
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Course Version: 2208
Course Duration: 2 Hours
Material Number: 50160428
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Contents

Unit 1: Introduction to SAP IBP for Demand

1 Exercise 1: Use SAP IBP for Demand in Excel

Unit 2: Data Preparation

4 Exercise 2: Clean Historical Sales Data

Unit 3: Forecasting

7 Exercise 3: Use Statistical Forecasting

12 Exercise 4: Create a Forecast Profile Using the Best Model
17 Exercise 5: Assign Forecast Models
20 Exercise 6: Use a Composite Forecast
23 Exercise 7: Incorporate Market Input into the Forecast

Unit 4: Lifecycle Planning

26 Exercise 8: Forecast a New Product

30 Exercise 9: Use Phase-in and Phase-out Profiles
33 Exercise 10: Realign Data
36 Exercise 11: Perform Manual Forecast

Unit 5: Promotion Planning

No exercises

Unit 6: Demand Plan Release

39 Exercise 12: Convert Quantities to Financial Figures

41 Exercise 13: Release a Demand Plan
43 Exercise 14: Measure Forecast Performance
46 Exercise 15: Work with Snapshots
49 Exercise 16: Plan Promotions

Unit 7: Forecast Accuracy

54 Exercise 17: Use Time Series Automation Analysis

Unit 8: Demand Sensing

57 Exercise 18: Use Demand Sensing

62 Exercise 19: Review Demand Sensing Results
64 Exercise 20: Run a Demand Sensing Update
69 Exercise 21: Approve the Demand Sensing Result

© Copyright. All rights reserved. v

© Copyright. All rights reserved. vi
 Unit 1
Exercise 1
Use SAP IBP for Demand in Excel

The purpose of this exercise is to prepare the add-in for Microsoft Excel for working with SAP
IBP for demand.

1. In Microsoft Excel, create an IBP connection and log on to the system using the
credentials supplied by the instructor.

2. Create a Favorite called Demand Planning by using the Demand Planning Quantities
template as the starting point and choose the relevant key figures and planning view
settings given in the following table.
Selection Value

Template Demand Planning Quantities

Time Setting Weekly

Current week - 10 to Current week + 10

Attributes Product ID, Customer ID

Key Figures Actuals Qty

Delivered Qty Adjusted
Statistical Forecast Qty
Sales Forecast Qty
Demand Planning Qty
Consensus Demand without Promotions

Unit of Measure KG

3. Create a filter for the product number provided by the instructor. Use the information in
the following table.
Attribute Value

Product ID HT_0##, HT_1##, and HT_2##

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 Unit 1
Solution 1
Use SAP IBP for Demand in Excel

The purpose of this exercise is to prepare the add-in for Microsoft Excel for working with SAP
IBP for demand.

1. In Microsoft Excel, create an IBP connection and log on to the system using the
credentials supplied by the instructor.
a) Open Microsoft Excel and choose the SAP IBP tab.

b) Choose Log On Connection. The Logon dialog box appears.

The Logon dialog box appears.

c) Choose the ... button to the right of the Connection field.

The Connection Manager dialog box appears.

d) Choose Create to create the connection with the logon credentials supplied by your
instructor.

e) In the Connection Name field, enter ZSAP6.

f) In the Server URL field, enter the server address provided by your instructor and
choose the Look Up Planning Area button.

g) Enter ID and password and Choose planning area ZSAP6 in the dropdown when all
available PAs will be listed.

h) Make sure that the SAML-Based Connection is enabled.

i) Choose OK in the Edit Connections window.

j) Choose OK and then Log On.

2. Create a Favorite called Demand Planning by using the Demand Planning Quantities
template as the starting point and choose the relevant key figures and planning view
settings given in the following table.
Selection Value

Template Demand Planning Quantities

Time Setting Weekly

Current week - 10 to Current week + 10

Attributes Product ID, Customer ID

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 Solution 1: Use SAP IBP for Demand in Excel

Selection Value

Key Figures Actuals Qty

Delivered Qty Adjusted
Statistical Forecast Qty
Sales Forecast Qty
Demand Planning Qty
Consensus Demand without Promotions

Unit of Measure KG

a) Logon to the connection that you created.

b) In the Planning View section of the ribbon, choose New View → From Template, and
choose the Demand Planning Quantities template.

c) Choose Time Setting Weekly.

d) Choose Attributes Product ID and Customer ID.

e) Choose the following Key Figures: Actuals Qty, Delivered Qty Adjusted,
Statistical Forecast Qty, Sales Forecast Qty, Demand Planning Qty and
Consensus Demand without Promotions.

f) If there are other key figures in the template, remove them.

3. Create a filter for the product number provided by the instructor. Use the information in
the following table.
Attribute Value

Product ID HT_0##, HT_1##, and HT_2##

a) In the Filter tab, create the filter with the information in the table provided.

b) Save the filter settings by choosing Add, enter Prod ## as the name of your filter, and
choose Add.

c) Choose OK.

d) Save the view as a favorite. Choose Planning View → Favorite → Add. Name the view
Demand Planning.

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 Unit 2
Exercise 2
Clean Historical Sales Data

Task 1: Create a Model for Automatic Outlier Cleaning

Besides manual cleaning, SAP IBP comes with functionality that can clean the outliers
automatically. We set this up in this task.

1. Create a new forecast profile called OutlierCorrection## that detects outliers using
the variance test in 12 periods of weekly history and correct them using the mean method.
Detect outliers in the Actuals Qty key figure and store the corrections in the ADJDELIVQTY
key figure.
Field Value

Model Name OutlierCorrection##

Periodicity Weekly

Historical Periods 12

Outlier Detection Method Variance Test

Multiplier 1

Input for Algorithm Actuals Qty

Save Result in Delivered Qty. Adjusted

Outlier Correction Method Correction with Mean

2. Enter the details of the new forecast profile using information from the table provided.

Task 2: Execute the Model for Outlier Cleaning

After we have configured our outlier correction model, we need to execute the calculation.

1. Log in to the add-in for Microsoft Excel and choose your planning view favorite.

2. Run the outlier correction calculation and observe the result.

Field Value

Time Period Weekly

Planning Level Product ID, Customer ID

Forecast model to be used OutlierCorrection##

UoM to ID KG

Filter HT_0##

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 Unit 2
Solution 2
Clean Historical Sales Data

Task 1: Create a Model for Automatic Outlier Cleaning

Besides manual cleaning, SAP IBP comes with functionality that can clean the outliers
automatically. We set this up in this task.

1. Create a new forecast profile called OutlierCorrection## that detects outliers using
the variance test in 12 periods of weekly history and correct them using the mean method.
Detect outliers in the Actuals Qty key figure and store the corrections in the ADJDELIVQTY
key figure.
Field Value

Model Name OutlierCorrection##

Periodicity Weekly

Historical Periods 12

Outlier Detection Method Variance Test

Multiplier 1

Input for Algorithm Actuals Qty

Save Result in Delivered Qty. Adjusted

Outlier Correction Method Correction with Mean

a) Log in to the SAP Fiori User Interface with the login credentials provided by the
instructor.

b) In the Demand Planner group, choose the Manage Forecast Model app.

c) Choose Create, and select the planning area ZSAP6.

2. Enter the details of the new forecast profile using information from the table provided.
a) Enter the model name OutlierCorrection##, and a description.

b) Set Periodicity to Weekly.

c) Set Historical Periods to 12.

d) Choose the PREPROCESSING STEPS tab.

e) Add a new algorithm by choosing the + icon on the right of the screen.

f) In the displayed dialog box, choose Outlier correction.

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Unit 2: Data Preparation

g) In the Outlier Detection Method field, choose Variance Test, and in the Multiplier
field, enter 1.

h) Choose Actuals Qty as the input key figure.

i) In the Save result in field, choose Delivered Qty Adjusted.

j) In the Outlier Correction Method field, choose Correction with Mean.

k) Choose Save.

Task 2: Execute the Model for Outlier Cleaning

After we have configured our outlier correction model, we need to execute the calculation.

1. Log in to the add-in for Microsoft Excel and choose your planning view favorite.
a) Log in to the add-in for Microsoft Excel with the login credentials provided by the
instructor.

b) Choose your favorite Demand Planning.

2. Run the outlier correction calculation and observe the result.

Field Value

Time Period Weekly

Planning Level Product ID, Customer ID

Forecast model to be used OutlierCorrection##

UoM to ID KG

Filter HT_0##

a) In the Application Jobs part of the ribbon, choose Statistical Forecast → Run.

b) Set the Time Period to Weekly.

c) Set the Planning Level to Product ID and Customer ID.

d) In the Forecast model to be used field, choose OutlierCorrection##.

e) In the Unit of Measure field, choose KG.

f) Go to the Filter tab, and filter on your specific product ID HT_0##.

g) Choose Next, and then choose Run.

h) Choose the small arrow next to Statistical Forecast in the ribbon, and choose Status.
Wait for the job to complete.

i) Refresh the data in the planning view and notice any outlier values that have been
adjusted.

j) Check the Business Log in the Status for a list of all outliers that have been corrected.

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 Unit 3
Exercise 3
Use Statistical Forecasting

You need to create a statistical forecast profile.

1. Create a three week moving average forecast profile, called SimpleMovingAvg## using
the data in the following table.

Table 1:
Field Value

General

Model Name SimpleMovingAvg##

Description Simple Moving Average GR##

Periodicity Weekly

Historical Periods 12

Forecast Periods 12

Forecasting Steps

Main Input for Forecasting Steps Delivered Qty Adjusted

Target Key Figure for Forecast Statistical Forecast Qty

Target Key Figure for Ex-Post Forecast Expost Forecast Qty

Algorithms

Simple Moving Average

Number of Periods 3

Extended Calculation to Future Periods Selected

Post-processing Steps

Mean Absolute Percentage Error Selected

(MAPE)
Target Key Figure for MAPE Mode Fit Error: MAPE

Mean Absolute Scaled Error (MASE) Selected

Target Key Figure for MASE Model Fit: MASE

2. Try out your forecast profile in your demand planning favorite for your HT_0## Product ID
at the Product ID, Location ID, and Customer ID level.

3. Refresh your planning view to see the results of the forecasting run.

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Unit 3: Forecasting

4. Check the values of MAPE and MASE in the business log.

5. Execute your Forecast Profile in your Demand Planning favorite for all of your Product IDs
ending in your ## at the Product ID, Location ID, and Customer ID level.

6. Refresh your planning view to see the results of the forecasting run.

7. Check the values of MAPE and MASE in the business log.

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 Unit 3
Solution 3
Use Statistical Forecasting

You need to create a statistical forecast profile.

1. Create a three week moving average forecast profile, called SimpleMovingAvg## using
the data in the following table.

Table 1:
Field Value

General

Model Name SimpleMovingAvg##

Description Simple Moving Average GR##

Periodicity Weekly

Historical Periods 12

Forecast Periods 12

Forecasting Steps

Main Input for Forecasting Steps Delivered Qty Adjusted

Target Key Figure for Forecast Statistical Forecast Qty

Target Key Figure for Ex-Post Forecast Expost Forecast Qty

Algorithms

Simple Moving Average

Number of Periods 3

Extended Calculation to Future Periods Selected

Post-processing Steps

Mean Absolute Percentage Error Selected

(MAPE)
Target Key Figure for MAPE Mode Fit Error: MAPE

Mean Absolute Scaled Error (MASE) Selected

Target Key Figure for MASE Model Fit: MASE

a) In the Web UI, in the Demand Planner group, choose the Manage Forecast Models tile.

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Unit 3: Forecasting

b) Choose Create in the lower right of the screen and choose planning area ZSAP6 in the
dialog box that appears.

c) Enter the data from the table on the appropriate tabs and choose Save.

2. Try out your forecast profile in your demand planning favorite for your HT_0## Product ID
at the Product ID, Location ID, and Customer ID level.
a) In the add-in for Microsoft Excel, choose Favorites → Demand Planning.

b) In the Application Jobs section, choose Statistical Forecasting → Run.

c) Ensure that the Product ID, Location ID, and Customer ID attributes are selected.

d) Choose a time period of Weekly.

e) Select your SimpleMovingAvg## forecast profile.

f) Choose UOM To ID KG and Baseline.

g) Select the Filter tab and select the attribute Product ID and value HT_0##.

h) Choose Next and Run (the Reason Code and Comment are optional).

i) You can check the planning run by choosing the Statistical Forecasting → Status
option.

j) When the status shows Finished, go to the next exercise step.

3. Refresh your planning view to see the results of the forecasting run.
a) In the Data Input section, choose the Refresh icon.

b) Observe the update of the Statistical Forecast Qty key figure values in future weeks.

c) Set both the Delivered Qty Adjusted and Statistical Forecast Qty key figures to be lines
in the chart and ensure that you are displaying at least three periods in the past.

d) Observe that the forecast does not immediately start as a constant, but only future
periods are constant. This is due to the Extend Calculation to Future Periods indicator
being set in the forecast profile.

4. Check the values of MAPE and MASE in the business log.

a) In the add-in for Microsoft Excel, in the Application Jobs section, choose Status →
Statistical Forecasting.

b) Locate your planning run and choose Show Business Log.

c) You do not need to filter the list, just choose OK.

What was the MAPE value for each Product, Location, Customer combination?
What was the MASE value for each Product, Location, Customer combination?

5. Execute your Forecast Profile in your Demand Planning favorite for all of your Product IDs
ending in your ## at the Product ID, Location ID, and Customer ID level.
a) In the add-in for Microsoft Excel, choose Favorites → Demand Planning.

b) In the Application Jobs section, choose Statistical Forecasting → Run.

c) Ensure that the Product ID, Location ID, and Customer ID attributes are selected.

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 Solution 3: Use Statistical Forecasting

d) Choose a Time Period of Weekly.

e) Select your SimpleMovingAvg## forecast profile.

f) Choose UOM To ID KG and Baseline.

g) Select the Filter tab and select your Prod ## filter.

h) Choose Next and Run (the Reason Code and Comment are optional).

i) You can check the planning run by choosing the Statistical Forecasting → Status
option.

j) When the status shows Finished, go to the next exercise step.

6. Refresh your planning view to see the results of the forecasting run.
a) In the Data Input section, choose the Refresh icon.

b) Observe the update of the Statistical Forecast Qty key figure values in future weeks for
all three of your Product, Location, Customer combinations.

7. Check the values of MAPE and MASE in the business log.

a) In the add-in for Microsoft Excel, in the Application Jobs section, choose Status →
Statistical Forecasting.

b) Locate your planning run and choose Show Business Log.

c) You do not need to filter the list, just choose OK.

What was the MAPE value for each Product, Location, Customer combination?
What was the MASE value for each Product, Location, Customer combination?

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 Unit 3
Exercise 4
Create a Forecast Profile Using the Best Model

We need to create a good and robust statistical forecast that we use for automatically
creating our forecast projections. SAP IBP for demand offers a variety of different statistical
forecast algorithms. We create one profile with different forecast models and let the system
choose the best model.

Task 1: Create a Forecast Profile and Add Three Forecasting Algorithms

1. Create a new forecast profile called PickBestModel## that picks the best of three
different algorithms using the information from the following table.
Field Value

Model Name PickBestModel##

Description Pick Best Model ##

Periodicity Weekly

Historical Periods 28

Forecast Periods 28

2. Add forecasting step information for Single Exponential Smoothing, Automated

Exponential Smoothing and Simple Average Algorithms. Use MAPE in the post-processing
step.
Field Value
Scope of Optimizaiton Smoothing Algorithm with Best Re-
sults

Measure Used for Optimization MAPE

Periods in a Season 12

Limit for Alpha 0.2 – 0.6

Limit for Beta 0.2 – 0.6

Limit for Gamma 0.2 – 0.6

Field Value

Method Choose Best Forecast

Measure Used for Forecast Comparison MAPE

Test Phase Periods 3

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 Exercise 4: Create a Forecast Profile Using the Best Model

Task 2: Task 2: Execute Statistical Forecasting in the Add-in for Microsoft Excel
The add-in for Microsoft Excel is used to execute the statistical forecast. In this exercise, we
run the statistical forecast and view the results. Since the forecast model was created using
the Fiori app, it is necessary to log off and log back on to the Add-In for Microsoft Excel to
synchronize the objects.

1. Run your PickBestModel## statistical model in your Demand Planning favorite for all of
your Product IDs ending in your ## at the Product ID, Location ID, Customer ID level and
view the results.
Field Value

Time Period Weekly

Planning Level Product ID, Location ID, Customer

ID

Forecast model to be used PickBestModel##

UoM to ID KG

Versions Baseline

Filter, Prod ##

2. Determine which algorithms were selected for each Product, Location, Customer
combination.

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 Unit 3
Solution 4
Create a Forecast Profile Using the Best Model

We need to create a good and robust statistical forecast that we use for automatically
creating our forecast projections. SAP IBP for demand offers a variety of different statistical
forecast algorithms. We create one profile with different forecast models and let the system
choose the best model.

Task 1: Create a Forecast Profile and Add Three Forecasting Algorithms

1. Create a new forecast profile called PickBestModel## that picks the best of three
different algorithms using the information from the following table.
Field Value

Model Name PickBestModel##

Description Pick Best Model ##

Periodicity Weekly

Historical Periods 28

Forecast Periods 28

a) Choose the Manage Forecast Models app.

b) Choose Create, and choose the planning area ZSAP6.

c) Enter the model name PickBestModel##.

d) Set the periodicity is to Weekly if not already set.

e) Set the Historical periods value to 28, if not already set.

f) Set the Forecast periods values to 28, if not already set.

2. Add forecasting step information for Single Exponential Smoothing, Automated

Exponential Smoothing and Simple Average Algorithms. Use MAPE in the post-processing
step.
Field Value
Scope of Optimizaiton Smoothing Algorithm with Best Re-
sults

Measure Used for Optimization MAPE

Periods in a Season 12

Limit for Alpha 0.2 – 0.6

Limit for Beta 0.2 – 0.6

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 Solution 4: Create a Forecast Profile Using the Best Model

Field Value
Limit for Gamma 0.2 – 0.6

Field Value

Method Choose Best Forecast

Measure Used for Forecast Comparison MAPE

Test Phase Periods 3

a) Choose the FORECASTING STEPS tab.

b) Set the main input key figure to Delivered Qty Adjusted, and the Target key
figure to Statistical Forecast Qty.

c) In the Target Key Figure for Ex-Post Forecast, choose Expost Forecast Qty.

d) Choose the + sign to add the Single Exponential Smoothing algorithm.

e) Choose the + sign to add the Automated Exponential Smoothing algorithm with the
settings in the first table provided.

f) Choose the + sign to add the Simple Average algorithm. You do not need to maintain
any further settings for this algorithm.

g) In the Utilize Multiple Forecasts section, choose the values given in the second table
provided.

h) Go to the POSTPROCESSING STEPS tab.

i) Choose the target key figure for MAPE: Model Fit Error: MAPE.

j) Choose Save.

Task 2: Task 2: Execute Statistical Forecasting in the Add-in for Microsoft Excel
The add-in for Microsoft Excel is used to execute the statistical forecast. In this exercise, we
run the statistical forecast and view the results. Since the forecast model was created using
the Fiori app, it is necessary to log off and log back on to the Add-In for Microsoft Excel to
synchronize the objects.

1. Run your PickBestModel## statistical model in your Demand Planning favorite for all of
your Product IDs ending in your ## at the Product ID, Location ID, Customer ID level and
view the results.
Field Value

Time Period Weekly

Planning Level Product ID, Location ID, Customer

ID

Forecast model to be used PickBestModel##

UoM to ID KG

Versions Baseline

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Unit 3: Forecasting

Field Value

Filter, Prod ##

a) In the Application Jobs part of the ribbon, choose Statistical Forecast and choose Run.

b) Set the Time Period to Weekly.

c) Set the Planning Level to Product ID, Location ID, and Customer ID.

d) In the Forecast model to be used field, choose the PickBestModel##, just created.

e) Choose Baseline and set KG for the UOM To ID value.

f) Choose the Filter tab and choose your Prod ## filter.

g) Choose Next.

h) Choose Run (the Reason Code and Comment are optional).

i) Check the status of your job by choosing Statistical Forecasting → Status .

j) Follow the status of the execution of the forecasting job in the log. Wait until it
completes.

k) Choose Refresh in the Data Input section of the ribbon and view the forecast in the
add-in for Microsoft Excel.

2. Determine which algorithms were selected for each Product, Location, Customer
combination.
a) Choose Statistical Forecasting → Status in the Application Jobs subsection.

b) Locate your forecasting job in the list and choose Show Business Log.

c) Observe the results provided by the system and see how the system chose the model.
An analysis of the business log shows the values in the test phase and how each
algorithm was selected.

d) For each Product ID, Location ID, and Customer ID combination, list the forecast
algorithm that was used along with the MAPE.

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 Unit 3
Exercise 5
Assign Forecast Models

We need to make an assignment for planning combinations because we want to execute

some specified forecast models for them.

Task 1: Assign Forecast Models to Planning Combinations

1. Assign the newly created statistical PickBestModel## forecast model to your planning
combinations and explore the use of the filtering possibilities in the app.

Task 2: Execute Statistical Forecasting in Add-in for Microsoft Excel

The add-in for Microsoft Excel is used to execute the statistical forecast. In this exercise, we
run the statistical forecast and view the results.

1. Run the statistical forecast using the PickBestModel## for all of the Product IDs ending in
your ## and be sure to select Consider Forecast Model Assignments at the Product ID,
Customer ID, Location ID level.
Field Value

Time Period Weekly

Planning Level Product ID, Customer ID, Location

ID

Consider Forecast Model Assignment Selected

Planning Level for Assignments Location | Product | Customer |
Calendar Weekly

Forecast model to be used PickBestModel##

UoM to ID KG

Versions Baseline

Filter Prod ##

2. Analyze the business log to see how the forecast was executed and which forecast
algorithms were used.

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 Unit 3
Solution 5
Assign Forecast Models

We need to make an assignment for planning combinations because we want to execute

some specified forecast models for them.

Task 1: Assign Forecast Models to Planning Combinations

1. Assign the newly created statistical PickBestModel## forecast model to your planning
combinations and explore the use of the filtering possibilities in the app.
a) In the SAP Fiori launchpad, in the Demand Planner group, choose the Assign Forecast
Models tile.

b) Choose planning area ZSAP6 and planning level LOCPRODCUSTCALWEEKLY.

c) Choose Save.

d) In the filter at the top, enter all three of your Product IDs, HT_0##, HT_1##, and
HT_2## and choose Go.

e) Select all of the Product ID, Location ID, and Customer ID items in the list.

f) Choose Edit Assignment.

g) Choose the PickBestModel## forecast model and choose Assign.

h) Approve the nine planning objects that will be edited if the dialog box appears. The
forecast model is now assigned to each of the selected planning objects.

Task 2: Execute Statistical Forecasting in Add-in for Microsoft Excel

The add-in for Microsoft Excel is used to execute the statistical forecast. In this exercise, we
run the statistical forecast and view the results.

1. Run the statistical forecast using the PickBestModel## for all of the Product IDs ending in
your ## and be sure to select Consider Forecast Model Assignments at the Product ID,
Customer ID, Location ID level.
Field Value

Time Period Weekly

Planning Level Product ID, Customer ID, Location

ID

Consider Forecast Model Assignment Selected

Planning Level for Assignments Location | Product | Customer |
Calendar Weekly

Forecast model to be used PickBestModel##

UoM to ID KG

Versions Baseline

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 Solution 5: Assign Forecast Models

Field Value

Filter Prod ##

a) In the add-in for Microsoft Excel, in the Application Jobs part of the ribbon, choose
Statistical Forecast -> Run.

b) Set the Time period to Weekly.

c) Set the Planning Level to Product ID, Customer ID, and Location ID.

d) Select Consider Forecast Model Assignment and choose the Planning Level for
Assignments: Location | Product | Customer | Calendar Weekly.

e) Choose the filter tab and assign your Prod ## filter.

f) Choose Next.

g) Choose Run (the Reason Code and Comment are optional).

2. Analyze the business log to see how the forecast was executed and which forecast
algorithms were used.
a) Choose Status → Statistical Forecasting in the Application Jobs subsection.

b) Follow the status of the execution of the forecasting job in the log. Wait until it
completes.

c) Choose Show Business Log.

d) Analyze the log to see how the system calculated the forecast.

e) Choose Refresh in Data Input subsection and view the forecast in the add-in for
Microsoft Excel.

f) Identify the products for which the PickBestModel## was executed.

g) Identify the Forecast profile that was used on the rest of the products.

© Copyright. All rights reserved. 19

 Unit 3
Exercise 6
Use a Composite Forecast

We need to create a composite forecast that uses the strength of each algorithm.

1. Create a composite forecast profile called CompFcst## by copying your existing

PickBestModel## profile.

2. Change your CompFcst## profile by making the appropriate adjustments to use the
simple average 60% and each of the other algorithms 20%.

3. Try out your forecast profile in your Demand Planning favorite for your HT_0## Product
ID at the Product ID, Location ID, and Customer ID level.

4. Refresh your planning view to see the results of the forecasting run.

5. Check the values of MAPE and MASE in the business log. Compare these measures
between different algorithms.

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 Unit 3
Solution 6
Use a Composite Forecast

We need to create a composite forecast that uses the strength of each algorithm.

1. Create a composite forecast profile called CompFcst## by copying your existing

PickBestModel## profile.
a) In the Web UI, in the Demand Planner group, choose the Manage Forecast Models tile.

b) Select your PickBestModel## profile and choose Copy in the upper right of the
screen.

c) Enter the name CompFcst## and choose OK.

2. Change your CompFcst## profile by making the appropriate adjustments to use the
simple average 60% and each of the other algorithms 20%.
a) In the Web UI, in the Demand Planner group, choose the Manage Forecast Models tile.

b) Select your CompFcst## profile and choose Edit in the lower right of the screen.

c) On the General tab, enter CompFcst## as the description.

d) On the FORECASTING STEPS tab, in the Utilize Multiple Forecasts section, choose
Method Calculated Weighted Average Forecast and enter the values for the
percentages.

e) Save your profile.

3. Try out your forecast profile in your Demand Planning favorite for your HT_0## Product
ID at the Product ID, Location ID, and Customer ID level.
a) In the add-in for Microsoft Excel, choose Favorites → Demand Planning.

b) In the Application Jobs section, choose Run ->Statistical Forecasting.

c) Ensure that the Product ID, Location ID, and Customer ID attributes are
selected.

d) Choose Weekly as the Time Period.

e) Select your CompFcst## forecast profile.

f) Choose KG as the UOM To ID and Baseleine in the Versions field.

g) Select the Filter tab and choose Product ID in the Attribute field and HT_0## in the
Values field.

h) Choose Next and Run (the Reason Code and Comment are optional).

i) You can check the planning run by choosing Statistical Forecasting - > Status.

j) When the status shows as Finished, go to the next exercise step.

4. Refresh your planning view to see the results of the forecasting run.

© Copyright. All rights reserved. 21

Unit 3: Forecasting

a) In the Data Input section, choose the Refresh icon.

b) Observe the update of the Statistical Forecast Qty key figure values in future weeks.

5. Check the values of MAPE and MASE in the business log. Compare these measures
between different algorithms.
a) In the add-in for Microsoft Excel, in the Application Job section, choose Statistical
Forecasting → Status.

b) Locate your planning run and choose Show Business Log.

c) You do not need to filter the list, just choose OK.

© Copyright. All rights reserved. 22

 Unit 3
Exercise 7
Incorporate Market Input into the Forecast

We cannot only rely on the statistical forecast, when something happens in the future that did
not happen in the past. This can be special events, promotions, or other market changes. For
these, we need to adjust the forecast.

1. Log in to the add-in for Microsoft Excel, choose your Demand Planning favorite, and
ensure that you have the following key figures available: Sales Forecast Qty, Demand
Planning Qty, and Consensus Demand without Promotions.

2. Change the value in the Sales Forecast Qty key figure to 2000 KG four weeks from now for
Product ID HT_0##, Location ID HD_DC_CA, and Customer ID NA100, and simulate the
result.

3. Change the value in the Consensus Demand without Promotions key figure to 3000 KG
four weeks from now for Product ID HT_0##, Location ID HD_DC_CA, and Customer ID
NA100, and simulate the result.

4. Using the SAP Fiori UI, observe how the calculations for these key figures are configured.

© Copyright. All rights reserved. 23

 Unit 3
Solution 7
Incorporate Market Input into the Forecast

We cannot only rely on the statistical forecast, when something happens in the future that did
not happen in the past. This can be special events, promotions, or other market changes. For
these, we need to adjust the forecast.

1. Log in to the add-in for Microsoft Excel, choose your Demand Planning favorite, and
ensure that you have the following key figures available: Sales Forecast Qty, Demand
Planning Qty, and Consensus Demand without Promotions.
a) Log in to the add-in for Microsoft Excel with the login credentials provided by the
instructor.

b) Choose your favorite Demand Planning.

c) Notice that the key figures Sales Forecast Qty, Demand Planning Qty and Consensus
Demand without Promotions are the same as the Statistical Forecast Qty unless a
manual override has been entered.

2. Change the value in the Sales Forecast Qty key figure to 2000 KG four weeks from now for
Product ID HT_0##, Location ID HD_DC_CA, and Customer ID NA100, and simulate the
result.
a) Locate the Sales Forecast Qty key figure for Product ID HT_0##, Location ID
HD_DC_CA, and Customer ID NA100.

b) Change the value in that row to 2000 KG four weeks from the current week.

c) In the Data input section, choosing the Simulate → Simulate (basic) to simulate the
result.

d) Notice that the Demand Planning Qty key figure has changed and is now equal to the
Sales Forecast Qty.

3. Change the value in the Consensus Demand without Promotions key figure to 3000 KG
four weeks from now for Product ID HT_0##, Location ID HD_DC_CA, and Customer ID
NA100, and simulate the result.
a) Locate the Consensus Demand without Promotions key figure for Product ID HT_0##,
Location ID HD_DC_CA, and Customer ID NA100.

b) Change the value in that row to 3000 KG four weeks from the current week.

c) In the Data input section, choose Simulate → Simulate (basic) to simulate the result.

d) Observe that the value remains 3000 KG.

4. Using the SAP Fiori UI, observe how the calculations for these key figures are configured.
a) Log in to the SAP Fiori UI with the login credentials provided by the instructor.

b) In the Model Configuration group, choose the Planning Areas Model Configuration tile.

© Copyright. All rights reserved. 24

 Solution 7: Incorporate Market Input into the Forecast

c) Choose the ZSAP6 planning area and review the calculation of the key figures.
What is the calculation of SALESFCSTQTY@LOCPRODCUSTWEEKLY?
What is the calculation of DEMANDPLANNINGQTY@LOCPRODCUSTWEEKLY?
What is the calculation of CONSENSUSDEMAND@LOCPRODCUSTWEEKLY?

© Copyright. All rights reserved. 25

 Unit 4
Exercise 8
Forecast a New Product

The Demand Planner wants to start forecasting for a new product that has never been sold
before and therefore has no historical data. A similar product with history can be used to
provide the historical data for forecasting.

1. Since this product has not yet been created in the source system and it is critical to start
forecasting immediately, we need to create the required master data directly in SAP IBP.
Use the functionality of Master Data Workbook to create the Product ID and associated
attributes.

2. Use the functionality of Master Data Workbook to create the Location Product
combinations for your new product NEW-##.

3. Create the master data for Unit of Measure (UoM) conversion.

4. Create a Lifecycle Profile to forecast your new product using HT_0## as a reference
product.

5. Create the planning combinations needed to plan your NEW-## product.

6. Ensure that the forecast model SimpleMovingAvg## created in a previous step takes into
account the product lifecycle information.

7. In your Demand Planning favorite, update your Prod ## filter to include your NEW-##
Product ID.

8. Use the SimpleMovingAvg## Forecast Profile you updated previously to execute a

forecast for your Prod ## selection at the Product ID and Customer ID level.

9. Refresh your planning view to see the results of the forecasting run.

10. Check the values of MAPE and MASE in the Business Log.

© Copyright. All rights reserved. 26

 Unit 4
Solution 8
Forecast a New Product

The Demand Planner wants to start forecasting for a new product that has never been sold
before and therefore has no historical data. A similar product with history can be used to
provide the historical data for forecasting.

1. Since this product has not yet been created in the source system and it is critical to start
forecasting immediately, we need to create the required master data directly in SAP IBP.
Use the functionality of Master Data Workbook to create the Product ID and associated
attributes.
a) In the add-in for Microsoft Excel, navigate to Master Data section.

b) Choose Master Data Workbook → Create.

c) Select the Product tab, select the Edit checkbox, and choose OK.

d) Select the row for one of your ## Products and do an Excel copy.

e) Paste this in the first blank row.

f) Change the Product ID to NEW## and ensure that all other non-required fields are also
copied.

g) Choose Save Changes. A comment is optional.

2. Use the functionality of Master Data Workbook to create the Location Product
combinations for your new product NEW-##.
a) In to the add-in for Microsoft Excel, navigate to Master Data section.

b) Choose Master Data Workbook → Edit.

c) Select the Location Product tab, select the Edit checkbox, and choose OK.

d) On the Location Product tab, select the rows for one of your ## Products and all three
locations and do an Excel copy.

e) Paste this in the first three blank rows.

f) Change the Product ID to NEW## and ensure that all other non-required fields also
copied.

g) Choose Save Changes. A comment is optional.

3. Create the master data for Unit of Measure (UoM) conversion.

a) In to the add-in for Microsoft Excel, navigate to Master Data section.

b) Choose Master Data Workbook → Edit.

c) Select Unit of Measure Conversion tab, select the Edit checkbox, and choose OK.

d) On the Unit of Measure Conversion tab, select the rows for one of your ## Products for
both UOM conversion entries and do an Excel copy.

© Copyright. All rights reserved. 27

Unit 4: Lifecycle Planning

e) Paste this in the first two blank rows.

f) Change the Product ID to NEW## and ensure that all other non-required fields also
copied.

g) Choose Save Changes. A comment is optional.

h) Close this workbook, but do not save a local copy.

4. Create a Lifecycle Profile to forecast your new product using HT_0## as a reference
product.
a) Log in to the SAP Fiori Web UI.

b) In the Demand Planner group, choose the Manage Product Lifecycle tile.

c) Choose Add → Single Product Assignment. Choose planning area ZSAP6, the new
product just created, and the launch dimension, for example, CustomerID. Choose
OK.

d) In the Product Assignments section, choose Add, select your HT_0## product and add
weight = 100% of the assigned product. Choose OK.

e) In the Forecast Dates section choose Add. Choose the NA100 customer and set the
current date as the forecast date.

f) Choose OK and then Save.

5. Create the planning combinations needed to plan your NEW-## product.

a) In the main screen of Manage Product Lifecycles, select the NEW## row and choose
Planning Object Actions → Create planning Objects for Selected Assignments on the
toolbar.

b) Select key figure Statistical Forecast Qty and Actuals Qty.

c) Choose Create.

6. Ensure that the forecast model SimpleMovingAvg## created in a previous step takes into
account the product lifecycle information.
a) Log in to the SAP Fiori launchpad and in the Demand Planner group, choose the
Manage forecast models tile.

b) Choose your SimpleMovingAvg## forecast profile and choose Edit.

c) On the General tab, select the Consider Product Lifecycle Information checkbox.

d) Select the Manual Forecasting checkbox (we will be using that in the subsequent
exercise).

e) Change the number of Forecast Periods to 60.

f) Save your profile.

7. In your Demand Planning favorite, update your Prod ## filter to include your NEW-##
Product ID.
a) In the add-in for Microsoft Excel, choose Favorites → Demand Planning.

b) In the Planning View section, choose Filter → Edit.

© Copyright. All rights reserved. 28

 Solution 8: Forecast a New Product

c) Add your NEW-## Product ID and choose Update.

d) Choose OK to display your planning view and stay in the planning view for the next
step.

8. Use the SimpleMovingAvg## Forecast Profile you updated previously to execute a

forecast for your Prod ## selection at the Product ID and Customer ID level.
a) In the Application Jobs section, choose Run → Statistical Forecasting.

b) Ensure the Product ID and Customer ID attributes are selected.

c) Choose Weekly as the Time Period.

d) Select your SimpleMovingAvg## forecast profile.

e) Choose UOM To ID KG and Baseline.

f) Select the Filter tab and select your Prod ## filter.

g) Choose Next and Run (the Reason Code and Comment are optional).

h) Optionally, check the planning run by choosing Statistical Forecasting → Status.

i) When the status shows as completed, go to the next exercise step.

9. Refresh your planning view to see the results of the forecasting run.
a) In the Data Input section, choose the Refresh icon.

b) Observe that your NEW-## product now appears and has values in the Statistical
Forecast Qty key figure in the future weeks, but no historical data.

10. Check the values of MAPE and MASE in the Business Log.
a) In the add-in for Microsoft Excel, in the Application Job section, choose Status →
Statistical Forecasting.

b) Locate your planning run and choose Show Business Log.

c) You do not need to filter the list, just choose OK.

What was the MAPE value for your NEW-## Product for each Location, Customer
combination?
What was the MASE value for NEW-## Product for each Location, Customer
combination?

© Copyright. All rights reserved. 29

 Unit 4
Exercise 9
Use Phase-in and Phase-out Profiles

The Demand Planner wants to start forecasting for new products as well as stop forecasting
for older products. The planner can create some custom curves if standard curves are not
good enough for the processes and introduce new products or discontinue older products.

1. Add Phase-in and Phase-out settings to your NEW-## product lifecycle profile to start the
phase-in the first day of next month and end it on the last day four months from the start
date with a superlinear curve.

2. Use the SimpleMovingAvg## Forecast Profile that you updated earlier to execute a
forecast for your Prod ## selection at the Product ID and Customer ID level.

3. Refresh your planning view to see the results of the forecasting run.

© Copyright. All rights reserved. 30

 Unit 4
Solution 9
Use Phase-in and Phase-out Profiles

The Demand Planner wants to start forecasting for new products as well as stop forecasting
for older products. The planner can create some custom curves if standard curves are not
good enough for the processes and introduce new products or discontinue older products.

1. Add Phase-in and Phase-out settings to your NEW-## product lifecycle profile to start the
phase-in the first day of next month and end it on the last day four months from the start
date with a superlinear curve.
a) Log in to the SAP Fiori Web UI.

b) In the Demand Planner group, choose the Manage Product Lifecycle tile.

c) Choose the line for your NEW-## product and choose Edit.

d) On the Forecast Dates tab select NEW-## with Dimension Value NA100, and enter a
phase-in start date of the first day of next month and a phase-In end date of the last
day of the month that is four months from the start date.

e) In the Phase-In Curve field, choose Superlinear.

f) In the Phase-Out Curve field, choose Superlinear and enter the start and end dates 6
months after respective dates of the Phase-In curve.

g) Choose OK, then choose Save.

h) Use the SAP IBP Back arrow to return to the main screen.

i) Now you see a new entry for the HT_0## product. Select this line and in the Forecast
Dates section, check out the Phase-Out Curve and the Start and End dates that were
generated.

j) Open the phase-out profile. Go to Forecast dates and check the phase-out start and
end dates.

2. Use the SimpleMovingAvg## Forecast Profile that you updated earlier to execute a
forecast for your Prod ## selection at the Product ID and Customer ID level.
a) In the add-in for Microsoft Excel, in the Application Jobs section, choose Statistical
Forecasting → Run.

b) Ensure that the Product ID and Customer ID attributes are selected.

c) Choose Weekly as the Time Period.

d) Select your SimpleMovingAvg## forecast profile.

e) Choose UOM To ID KG and Baseline.

f) Select the Filter tab and choose your Prod ## filter.

g) Choose Next and Run (the Reason Code and Comment are optional).

© Copyright. All rights reserved. 31

Unit 4: Lifecycle Planning

h) You can check the planning run by choosing Statistical Forecasting → Status.

i) When the status shows Finished, go to the next exercise step.

3. Refresh your planning view to see the results of the forecasting run.
a) In the Data Input section, choose the Refresh icon.

b) Observe that your NEW-## product now has values that phase in over time.

c) Observe also that the Statistical Forecast Qty values for your HT_0## product are
phased out in the specified period.

d) Using the graphical functionality of the planning view, chart the Statistical Forecast Qty
key figure as lines for both Product IDs, HT_0## and NEW-##, to visually see the
phase in and phase out curves.

© Copyright. All rights reserved. 32

 Unit 4
Exercise 10
Realign Data

While operating your organization, a number of business changes can occur, for example,
changes in your organization's structures, new and discontinued products, changes in the
locations of your plants or distribution centers. Such changes must be reflected in the
planning data in your SAP IBP system. Realignment is the process of adjusting planning data,
such as planning objects and key figure values, to reflect such business changes.

1. Set up a realignment project and define realignment rules.

2. In the Application jobs app, simulate the realignment project.

3. In the Application Jobs app, run the realignment project.

4. Check results in the add-in for Microsoft Excel.

5. Check the status of the realignment project.

© Copyright. All rights reserved. 33

 Unit 4
Solution 10
Realign Data

While operating your organization, a number of business changes can occur, for example,
changes in your organization's structures, new and discontinued products, changes in the
locations of your plants or distribution centers. Such changes must be reflected in the
planning data in your SAP IBP system. Realignment is the process of adjusting planning data,
such as planning objects and key figure values, to reflect such business changes.

1. Set up a realignment project and define realignment rules.

a) Log in to the SAP Fiori Web UI.

b) In the Demand Planner group, choose the Manage Realignment Rules tile.

c) Choose Create Realignment Project.

d) In the General section of realignment project, enter Realignment_## as the Project

name and choose planning area ZSAP6.

e) Go to the Realignment steps section and choose Create.

f) In the General section of the realignment step, enter Step01 as the Step name.

g) Go to the Attribute mapping section and choose Create.

h) Choose Product ID as the attribute, HT_0## as the source value, and NEW## as the
target value.

i) Under Processing section, choose selection option Adjust Key Figure values and then
Generate Missing Target Planning Objects.

j) Under Key Figures section, choose selection option All Key Figures and for key
figure processing options choose Adjust Source Key Figure Values → Keep Values.

k) Leave the rest of the values at their default values and choose Apply and Create to save
the project.

l) In the upper right, set the status to Set to In Review, then set it to Set to
Approved.

2. In the Application jobs app, simulate the realignment project.

a) Go to the main SAP Fiori Web UI page.

b) In the General Planner section, choose the Application Jobs tile.

c) Choose Create and choose Realign Planning Data in the Job Template field.

d) Choose your project name and specify version Base Version.

e) Ensure that the Simulate indicator is selected and choose Schedule.

f) Check the status on the main screen of the application.

g) When finished, view the log to see what the realignment job would have done.

© Copyright. All rights reserved. 34

 Solution 10: Realign Data

3. In the Application Jobs app, run the realignment project.

a) In the Application jobs tile, select your Realign Planning Data job and choose Copy.

b) Ensure that the Simulate indicator is not selected and choose Schedule.

c) Check the status on the main screen of the application until it finishes.

4. Check results in the add-in for Microsoft Excel.

a) In the add-in for Microsoft Excel, in the Planning View section, choose
Favorites → Demand Planning.

b) Check the data for the NEW-## product.

The values from the HT_0## product are now copied to the NEW-## product for the
attribute values included in the Realignment Project.

5. Check the status of the realignment project.

a) In the SAP Fiori launchpad, in the Demand Planner section, choose the Manage
realignment rules tile.

b) Locate your realignment project and check the status, which should be Succesfully
Executed.

© Copyright. All rights reserved. 35

 Unit 4
Exercise 11
Perform Manual Forecast

The Demand Planner wants to perform manual forecasting based on his/her planning
experience because there is no reference product available to forecast this new product.

1. Set up Manual forecasting and define Product and Launch dimensions.

2. Use the SimpleMovingAvg## Forecast Profile you updated previously to execute a

forecast for your HT_0## product at the Product ID and Location ID level.

3. In your demand planning favorite, update your Prod ## filter.

4. Review the STATISTICALFCSTQTY (Statistical Forecast Qty) KF values.

The values should be updated with the Quantity for Product HT_0## and location
HD_DC_FR combination that you entered in step 1(h).

© Copyright. All rights reserved. 36

 Unit 4
Solution 11
Perform Manual Forecast

The Demand Planner wants to perform manual forecasting based on his/her planning
experience because there is no reference product available to forecast this new product.

1. Set up Manual forecasting and define Product and Launch dimensions.

a) Log in to the SAP Fiori Web UI.

b) In the Demand Planner group, choose the Manual Forecasting tile.

c) Choose Single Forecast Date from the drop-down under Add menu.

d) Choose planning area ZSAP6, select your HT_0## product and the launch dimension,
for example, Location ID.

e) Choose unit of measure for Base and Trend value as KG and periodicity Weekly.

f) Choose OK.

g) Choose location HD_DC_FR, and set the Forecast Start Date to Today's date, Phase-
In Start Date to Today's date, and Phase-In End Date to Today's date + 6
months.

h) Select the Base Value radio button and enter a quantity of 15.

i) Choose Save.

2. Use the SimpleMovingAvg## Forecast Profile you updated previously to execute a

forecast for your HT_0## product at the Product ID and Location ID level.
a) In the Excel UI Application Jobs section, choose Run → Statistical Forecasting.

b) Ensure the Product ID and LocationID attributes are selected.

c) Choose Weekly as the Time Period.

d) Select your SimpleMovingAvg## forecast profile.

e) Choose UOM To ID KG and Baseline.

f) Select the Filter tab and select your HT_0## product.

g) Choose Next and Run (the Reason Code and Comment are optional).

h) Optionally, check the planning run by choosing Statistical Forecasting → Status.

i) When the status shows as completed, go to the next exercise step.

3. In your demand planning favorite, update your Prod ## filter.

a) In the add-in for Microsoft Excel, choose Favorites → Demand Planning.

b) In the Planning View section, choose Filter → Edit.

© Copyright. All rights reserved. 37

Unit 4: Lifecycle Planning

c) Add your HT_0## Product ID and HD_DC_FR location ID and choose Update.

d) Add STATISTICALFCSTQTY (Statistical Forecast Qty) KF to the planning view.

e) Choose OK to display your planning view and stay in the planning view for the next
step.

4. Review the STATISTICALFCSTQTY (Statistical Forecast Qty) KF values.

The values should be updated with the Quantity for Product HT_0## and location
HD_DC_FR combination that you entered in step 1(h).

© Copyright. All rights reserved. 38

 Unit 6
Exercise 12
Convert Quantities to Financial Figures

Converting quantities to financial figures can be very beneficial to sales and marketing people
who work with budgets and revenues. Real-time conversion is supported by SAP IBP for
demand, and is explored in this exercise.

1. Log on to the add-in for Microsoft Excel, choose your planning view favorite, edit the first
tab by deselecting all key figures, and choose the following three new settings. Delete all
other worksheets and save this view as a new favorite called Demand Revenue.

Selection Value

Time Setting Weekly

Planning Level Product ID, Customer ID

Key Figures Consensus Demand without Promotions, Statisti-

cal Forecast Price, and Consensus Demand Plan
Revenue

Currency USD

2. Observe how the price influences the Consensus Demand Revenue calculations.

3. Observe how key figure calculations are configured using the SAP Fiori UI.

© Copyright. All rights reserved. 39

 Unit 6
Solution 12
Convert Quantities to Financial Figures

Converting quantities to financial figures can be very beneficial to sales and marketing people
who work with budgets and revenues. Real-time conversion is supported by SAP IBP for
demand, and is explored in this exercise.

1. Log on to the add-in for Microsoft Excel, choose your planning view favorite, edit the first
tab by deselecting all key figures, and choose the following three new settings. Delete all
other worksheets and save this view as a new favorite called Demand Revenue.

Selection Value

Time Setting Weekly

Planning Level Product ID, Customer ID

Key Figures Consensus Demand without Promotions, Statisti-

cal Forecast Price, and Consensus Demand Plan
Revenue

Currency USD

a) Log in to the add-in for Microsoft Excel with the login credentials provided by the
instructor.

b) In the Planning View section, choose Favorites → Demand Planning.

c) Choose edit view, deselect all key figures, and choose the following three new key
figures: Consensus Demand without Promotions, Statistical Forecast
Price, and Consensus Demand Plan Revenue.

d) Select the currency USD.

e) Save the view as a new favorite called Demand Revenue.

2. Observe how the price influences the Consensus Demand Revenue calculations.
a) Change the price to 10 in the key figure Statistical Forecast Price four weeks
from now and choose Simulate.

b) Observe that the key figure Consensus Demand Revenue has now be calculated.

3. Observe how key figure calculations are configured using the SAP Fiori UI.
a) Log in to the SAP Fiori User Interface with the login credentials provided by the
instructor.

b) Choose the app Planning Areas Model Configuration and select the radio button for ID
ZSAP6.

c) Go to the Key figure tab and review the calculation on key figure
CONSENSUSDEMANDREV.

© Copyright. All rights reserved. 40

 Unit 6
Exercise 13
Release a Demand Plan

In an end-to-end process, the final demand plan must be released to Supply planning
processes.

1. Release your demand plan with Advanced Copy operator.

© Copyright. All rights reserved. 41

 Unit 6
Solution 13
Release a Demand Plan

In an end-to-end process, the final demand plan must be released to Supply planning
processes.

1. Release your demand plan with Advanced Copy operator.

a) Log in to the add-in for Microsoft Excel with the login credentials provided by your
instructor.

b) Create a new planning view using the Demand Planning Quantities template, apply your
Prod ## filter, and select only the following key figures:

● Consensus Demand without Promotions

● Demand plan (released)

c) Choose OK.

d) Choose run Copy operator (Advanced).

e) In the Application Jobs section, choose Copy Operator (Advanced) → Run

f) Select operator Consensus 2 Demand Plan

g) Select UOM to ID KG.

h) Select your filter.

i) Choose Next.

j) Choose Run.

k) Check the log for the status of the execution.

l) Refresh the data view and see that the values of Consensus Demand without
Promotions key figure were copied to Demand Plan (Release) key figure in the current
and future periods.
You see that all the values were copied into the target key figure.

© Copyright. All rights reserved. 42

 Unit 6
Exercise 14
Measure Forecast Performance

1. Create a forecast error calculation profile.

2. Calculate the forecast error.

3. Check the results with the Analytics app.

© Copyright. All rights reserved. 43

 Unit 6
Solution 14
Measure Forecast Performance

1. Create a forecast error calculation profile.

a) Log on to the SAP Fiori Web UI.

b) In the Demand Planner section, choose the Manage Forecast Error Calculations
Demand Planning tile, and choose New.

c) Enter Forecast_Error_## as both the profile name and the description.

d) Choose ZSAP6 as a planning area and LOCPRODCUSTMONTHLY as the planning level.

e) In the Groups of Forecast Error Measures section, choose Add.

f) Enter Forecast_Error_## as the name.

g) Choose Actuals Qty as the Sales History Key Figure and Statistical forecast
qty as the Forecast Key Figure. Choose KG as the UOM to ID.

h) Choose Past as a Time Scope and enter a Calculation Horizon of 12 Monthly

periods.

i) In the Output settings section, choose LOCPRODCUST in the Planning Level of Output
Key Figures.

j) As the necessary Measures to Calculate, choose Forecast Error Measures -

Mean Absolute Percentage Error (MAPE) and assign the relevant key figure
Model Fit Error: MAPE.

k) Choose Add and then choose Save.

2. Calculate the forecast error.

a) Log on to the SAP Fiori Web UI.

b) In the Application Jobs section, choose Create.

c) Select Forecast Error Calculation Operator, as the job template.

d) Proceed thru Step 2 of the Wizard

e) In Step 3 of the wizard, select planning area ZSAP6 and your profile
Forecast_Error_##.

f) Select Version Base Version and use your filter.

g) Select Schedule.

h) Monitor progress of your job.

3. Check the results with the Analytics app.

a) In the General Planner group, choose the Analytics Advanced tile.

© Copyright. All rights reserved. 44

 Solution 14: Measure Forecast Performance

b) Choose Create → Analytics Chart.

c) Choose the ZSAP6 planning area.

d) Enter Forecast error ## as the name and description.

e) Choose Model Fit Error: MAPE as the key figure.

f) Group by Product ID, Location ID, and Customer ID.

g) Choose KG as the UoM To value.

h) In the filter at the top, choose all your products that end with ##.

i) Enable Aut0o-Refresh.

j) Observe the results and choose Save.

© Copyright. All rights reserved. 45

 Unit 6
Exercise 15
Work with Snapshots

1. Create a new tab in your Demand Planning favorite in Microsoft Excel, using the data from
the following table.
Field Value

Time Weekly, 10 weeks in the past to 10 weeks in the

future

Planning Level Product ID,

Location ID,
Customer ID

Key Figures Consensus Demand without Promotions

Consensus Demand without Promotions Snapshot 1
Consensus Demand without Promotions Snapshot 2
Consensus Demand

Filter Prod ##

2. Name the new tab Snapshots and update your favorite.

3. Execute the snapshot operator from the Excel menu for your Prod ## filter.

4. Change Consensus Demand Qty to 2000 for the first two weekly buckets and save the
changes. Run the snapshot from the SAP IBP ribbon in Microsoft Excel.

Note:
Consensus Snapshot 2 gets its values from Consensus Snapshot 1.
Consensus Snapshot 1 gets its values from Consensus Demand Qty.

© Copyright. All rights reserved. 46

 Unit 6
Solution 15
Work with Snapshots

1. Create a new tab in your Demand Planning favorite in Microsoft Excel, using the data from
the following table.
Field Value

Time Weekly, 10 weeks in the past to 10 weeks in the

future

Planning Level Product ID,

Location ID,
Customer ID

Key Figures Consensus Demand without Promotions

Consensus Demand without Promotions Snapshot 1
Consensus Demand without Promotions Snapshot 2
Consensus Demand

Filter Prod ##

a) Log on to the SAP Integrated Business Planning add-in for Microsoft Excel and open
your Demand Planning favorite.

b) To create a new tab, choose New View → Copy Current Sheet.

c) Choose Edit View → Edit Planning View and enter the data provided in the table for this
exercise step.

d) To view the report, choose OK.

2. Name the new tab Snapshots and update your favorite.

a) Double-click the new tab and enter Snapshots as the name.

b) Choose Favorites → Update to save your changes.

3. Execute the snapshot operator from the Excel menu for your Prod ## filter.
a) In the Application Jobs section of SAP IBP ribbon in Microsoft Excel, choose
Snapshot → Run.

b) Choose Planning Operator: CONSDEMANDSNAP.

c) Choose Base Version.

d) Choose Next, and choose Run.

A Reason Code is not required.

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Unit 6: Demand Plan Release

e) A popup window displays to indicate that the job was scheduled successfully. Choose
OK to close the window.

f) Choose Snapshot → Status to see if the operator is completed.

g) To see your results, refresh the planning view.

4. Change Consensus Demand Qty to 2000 for the first two weekly buckets and save the
changes. Run the snapshot from the SAP IBP ribbon in Microsoft Excel.

Note:
Consensus Snapshot 2 gets its values from Consensus Snapshot 1.
Consensus Snapshot 1 gets its values from Consensus Demand Qty.

a) Change Consensus Demand Qty to 2000 for the first two weekly buckets (current week
and next week).

b) Choose Save Data.

c) In the Application Jobs section of SAP IBP ribbon in Microsoft Excel, choose
Snapshot → Run.

d) Choose Planning Operator: CONSDEMANDSNAP.

e) Choose Base Version.

f) Choose Next and choose Run.

g) A popup window displays to indicate that the job was scheduled successfully. Choose
OK to close the window.

h) Choose Snapshot → Status.

i) Refresh the planning view to see your results.

© Copyright. All rights reserved. 48

 Unit 6
Exercise 16
Plan Promotions

In your SAP IBP demand plan, you need to model externally planned promotions.

1. In SAP IBP, add-in for Microsoft Excel, add a tab to your Demand Planning favorite called
Promotions by copying the first tab. Use the data in the following table and be sure to
update your Favorite.
Field Value

Time Weekly, from current week to 20 weeks in the fu-

ture

Planning Level Product ID;

Location ID;
Customer ID

Key Figures Promotion Uplift (internal key figure)

Promotion Uplift
Promotion Uplift (Source)
Helper Key Figure for Promotion Split

Filter Product ID = HT_0##

2. Analyze the Promotion planning view to understand the key figures and record the current
values in the following table.
Key Figure Week 1 Week 2 Week 3

Promotion Uplift (Source)

Promotion Uplift
Promotion Uplift (Internal key figure)
Help Key Figure for Promotion Split

3. Run the Advanced Copy Operator Promo Split 2 Promo Uplift. To use the externally
planned promotions in our SAP IBP demand plan, we need to execute a copy job that
copies the values of the Help Key Figure for Promotion Split to the Promotion Uplift
(Internal key figure). Then, only the values of active promotions appear in the Promotion
Uplift key figure.

4. Refresh your planning view and record the values of the key figures in the following table.
Key Figure Week 1 Week 2 Week 3

Promotion Uplift (Source)

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Unit 6: Demand Plan Release

Key Figure Week 1 Week 2 Week 3

Promotion Uplift
Promotion Uplift (Internal key figure)
Help Key Figure for Promotion Split

5. Add a tab to your Demand Planning favorite called Final Forecast by copying the existing
Promotions tab. Use the data in the following table and be sure to update your Favorite.
Field Value

Time Weekly, Current week to 20 weeks in the

future

Planning Level Product ID;

Location ID;
Customer ID

Key Figures Consensus Demand

Promotion Uplift
Consensus Demand without Promotions

Filter Product ID = HT_0##

6. Locate a cell in which the Promotion Uplift key figure has values. Notice that Consensus
Demand = Promotion Uplift + Consensus Demand without Promotions. Now, all active
promotions are added into the Consensus Demand key figure, which becomes the final
forecast.

© Copyright. All rights reserved. 50

 Unit 6
Solution 16
Plan Promotions

In your SAP IBP demand plan, you need to model externally planned promotions.

1. In SAP IBP, add-in for Microsoft Excel, add a tab to your Demand Planning favorite called
Promotions by copying the first tab. Use the data in the following table and be sure to
update your Favorite.
Field Value

Time Weekly, from current week to 20 weeks in the fu-

ture

Planning Level Product ID;

Location ID;
Customer ID

Key Figures Promotion Uplift (internal key figure)

Promotion Uplift
Promotion Uplift (Source)
Helper Key Figure for Promotion Split

Filter Product ID = HT_0##

a) From the SAP IBP menu in Microsoft Excel, choose Favorites → Demand Planning.

b) Choose New View → Copy Current Sheet.

c) Change the tab name by double-clicking the name and entering Promotions.

d) Choose Edit View → Edit Planning View.

e) In the dialog box, enter the data from the table provided.

f) Choose OK.

g) Choose Favorites → Update to update your Demand Planning favorite.

2. Analyze the Promotion planning view to understand the key figures and record the current
values in the following table.
Key Figure Week 1 Week 2 Week 3

Promotion Uplift (Source)

Promotion Uplift
Promotion Uplift (Internal key figure)

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Unit 6: Demand Plan Release

Key Figure Week 1 Week 2 Week 3

Help Key Figure for Promotion Split

a) The Promotion Uplift (Source) key figure is used to import promotions from an
external promotion planning system. This key figure is at the product customer level.

b) The Help Key Figure for Promotion Split takes the Promotion Lift (Source) and splits it
to location by multiplying by the Promotion Location Split key figure, which is not in
this view.

c) The Promotion Uplift (Internal key figure) is used to show the result of all of the
promotions whether or not they are active.

d) The Promotion Uplift key figure shows the result of only the active promotions or those
with IBPPROMOSTATUS = 10.

3. Run the Advanced Copy Operator Promo Split 2 Promo Uplift. To use the externally
planned promotions in our SAP IBP demand plan, we need to execute a copy job that
copies the values of the Help Key Figure for Promotion Split to the Promotion Uplift
(Internal key figure). Then, only the values of active promotions appear in the Promotion
Uplift key figure.
a) On the Promotion tab of your Demand Planning favorite, in the Application Jobs
section, choose Advanced Copy Operator → Run.

b) Choose the Promo Split 2 Promo Uplift operator.

c) On the Filter tab, filter using Product ID attribute, choosing your HT-0## product.

d) Choose Next and Run. A reason code and comment are optional.

e) When the status of your job is Finished, in Copy Operator (Advanced) → Status, go to
the next step.

4. Refresh your planning view and record the values of the key figures in the following table.
Key Figure Week 1 Week 2 Week 3

Promotion Uplift (Source)

Promotion Uplift
Promotion Uplift (Internal key figure)
Help Key Figure for Promotion Split

5. Add a tab to your Demand Planning favorite called Final Forecast by copying the existing
Promotions tab. Use the data in the following table and be sure to update your Favorite.
Field Value

Time Weekly, Current week to 20 weeks in the

future

Planning Level Product ID;

Location ID;
Customer ID

© Copyright. All rights reserved. 52

 Solution 16: Plan Promotions

Field Value

Key Figures Consensus Demand

Promotion Uplift
Consensus Demand without Promotions

Filter Product ID = HT_0##

a) From the SAP IBP menu in Microsoft Excel, choose Favorites → Demand Planning.

b) Select the Promotions tab and choose New View → Copy Current Sheet.

c) Change the tab name by double-clicking the name and entering Final Forecast.

d) Choose Edit View → Edit Planning View.

e) In the dialog box, enter the data from the table provided.

f) Choose OK.

g) Choose Favorites → Update to update your Demand Planning favorite.

6. Locate a cell in which the Promotion Uplift key figure has values. Notice that Consensus
Demand = Promotion Uplift + Consensus Demand without Promotions. Now, all active
promotions are added into the Consensus Demand key figure, which becomes the final
forecast.

© Copyright. All rights reserved. 53

 Unit 7
Exercise 17
Use Time Series Automation Analysis

You want to perform a time-series analysis of your products. The automation of forecasting
processes allows efficient planning cycles that require less resource and often result in more
accurate forecasts than conventional forecast calculations.

1. Create a Forecast automation profile using the data in the table provided.
Parameter Value

Planning area ZSAP6

Input for analysis Actuals qty

Unit of Measure to ID KG

Calculation Level Customer ID, Location ID, and Product

ID

Periodicity Monthly

Frequency of reanalysis 0 Months

Sensitivity for the Seasonality Test 0.2

Separate Categories per Type of Sea- On

sonality
Significance of Trend Test 0.05

Separate Categories per Trend Direction On

Probability for the White Noise Test 0.9

Intermittency Detection Method Average demand interval = 1.33

Separate Categories for Lumpy Demand On

Attribute for Time Series Properties Time Series Property (TIMESERIE‐
SPROPERTY)

2. Execute the newly created Forecast automation profile.

3. View the results in the add-in for Microsoft Excel using Master Data Workbook.

© Copyright. All rights reserved. 54

 Unit 7
Solution 17
Use Time Series Automation Analysis

You want to perform a time-series analysis of your products. The automation of forecasting
processes allows efficient planning cycles that require less resource and often result in more
accurate forecasts than conventional forecast calculations.

1. Create a Forecast automation profile using the data in the table provided.
Parameter Value

Planning area ZSAP6

Input for analysis Actuals qty

Unit of Measure to ID KG

Calculation Level Customer ID, Location ID, and Product

ID

Periodicity Monthly

Frequency of reanalysis 0 Months

Sensitivity for the Seasonality Test 0.2

Separate Categories per Type of Sea- On

sonality
Significance of Trend Test 0.05

Separate Categories per Trend Direction On

Probability for the White Noise Test 0.9

Intermittency Detection Method Average demand interval = 1.33

Separate Categories for Lumpy Demand On

Attribute for Time Series Properties Time Series Property (TIMESERIE‐
SPROPERTY)

a) In the SAP Fiori launchpad, in the Demand Planner group, choose the Manage Forecast
Automation Profiles tile.

b) Choose Create and in the displayed screen, add the data from the table provided.

c) Choose Save and record the number ID assigned to your profile, next to the Planning
Area ZSAP6.

d) Choose Home to return to the SAP Fiori launchpad.

2. Execute the newly created Forecast automation profile.

a) In the General Planner group, choose the Application jobs tile and choose Create.

© Copyright. All rights reserved. 55

Unit 7: Forecast Accuracy

b) Choose the Forecast automation job template, select Start immediately, choose the
ZSAP6 planning area, and choose the forecast automation profile with the number ID
you recorded in the previous step.

c) Use your filter.

d) Choose Schedule.

3. View the results in the add-in for Microsoft Excel using Master Data Workbook.
a) In the add-in for Microsoft Excel, in the Master Data section of the SAP IBP ribbon,
choose Create.

b) Choose Master Data Type Customer Source.

c) Choose OK to view the report.

d) On the Customer Source tab, filter for your products ending in your ## number.

e) Scroll to locate the Time Series Property attribute column and view the type of demand
entered by the forecast analysis run.

f) When you finish your analysis, close the view without saving.

© Copyright. All rights reserved. 56

 Unit 8
Exercise 18
Use Demand Sensing

Task 1: Create a Demand Sensing Profile

Functionality of demand sensing in SAP IBP for Demand is about creating a short term
demand forecast, using demand streams.

1. Create a new forecast model consisting only of a Forecasting step. Use the data in the
following table.
Fields Value

Planning Area ZSAP6

Model name DemandSensingGB##

Periodicity Days

Historical periods 180

Forecast periods 42

2. Add the statistical algorithm, Demand Sensing with Gradient Boosting, and configure the
settings. Save the model. Discuss what the settings does.
Fields Value

Main Input for Forecasting Steps Delivered Qty Adjusted

Target Key Figure for Forecast Sensed Demand Qty

Delivered Qty Delivered Qty Adjusted

Minimum Data Points 27

Outlier Multiplier 2

Machine Learning Parameters Automatic

Aggregation Level for Demand Location|Product|Customer|Daily

Sensing
Categorical Variables for New Prod- Ignore All
ucts
Delivered Qty Delivered Qty Adjusted

Daily Disaggregation Signal Delivered Qty

Daily Average Calculation Horizon 4

Daily Disaggregation Profile Daily Disaggregation Profile

© Copyright. All rights reserved. 57

Unit 8: Demand Sensing

Fields Value

Weekly Optimized Sensed Demand Weekly Optimized Sensed Demand

Task 2: Execute Demand Sensing in the Add-in for Microsoft Excel

The add-in for Microsoft Excel is used to execute the Demand Sensing run. In this exercise, we
execute the Demand Sensing run and observe the results.

1. In the add-in for Microsoft Excel, use your Demand Planning favorite to create a Demand
Sensing favorite using the data in the following table.

Selection Value

Time setting Days

Planning level Product ID, Customer ID, and Location ID

Key figures Sensed Demand Qty

Sensed Demand Qty Adjusted
Sensed Demand Qty Final

2. Run your DemandSensingGB## and analyze the results.

Field Value

Time Period Daily

Planning Level Product ID, Customer ID, and Location ID

Forecast model to be used DemandSensingGB##

UoM to ID KG

Filter HT_0##

© Copyright. All rights reserved. 58

 Unit 8
Solution 18
Use Demand Sensing

Task 1: Create a Demand Sensing Profile

Functionality of demand sensing in SAP IBP for Demand is about creating a short term
demand forecast, using demand streams.

1. Create a new forecast model consisting only of a Forecasting step. Use the data in the
following table.
Fields Value

Planning Area ZSAP6

Model name DemandSensingGB##

Periodicity Days

Historical periods 180

Forecast periods 42

a) Log in to the SAP Fiori User Interface with the login credentials provided by the
instructor.

b) In the Demand Planner group, choose the Manage Forecast Model tile.

c) Choose Create, and choose planning area ZSAP6.

d) In the General tab, enter DemandSensingGB## as both the model name and
description.

e) Choose Daily as the Periodicity.

f) In the Historical periods field, enter 180.

g) In the Forecast periods field, enter 42.

2. Add the statistical algorithm, Demand Sensing with Gradient Boosting, and configure the
settings. Save the model. Discuss what the settings does.
Fields Value

Main Input for Forecasting Steps Delivered Qty Adjusted

Target Key Figure for Forecast Sensed Demand Qty

Delivered Qty Delivered Qty Adjusted

Minimum Data Points 27

Outlier Multiplier 2

Machine Learning Parameters Automatic

© Copyright. All rights reserved. 59

Unit 8: Demand Sensing

Fields Value

Aggregation Level for Demand Location|Product|Customer|Daily

Sensing
Categorical Variables for New Prod- Ignore All
ucts
Delivered Qty Delivered Qty Adjusted

Daily Disaggregation Signal Delivered Qty

Daily Average Calculation Horizon 4

Daily Disaggregation Profile Daily Disaggregation Profile

Weekly Optimized Sensed Demand Weekly Optimized Sensed Demand

a) Navigate to the Forecasting Steps tab.

b) Choose Delivered Qty Adjusted as the input key figure.

c) Choose Sensed Demand Qty as the target key figure.

d) Choose the algorithm Demand Sensing with Gradient Boosting.

e) Fill the required fields in the Demand Sensing with Gradient Boosting as per
the table above.

f) Choose Save.

Task 2: Execute Demand Sensing in the Add-in for Microsoft Excel

The add-in for Microsoft Excel is used to execute the Demand Sensing run. In this exercise, we
execute the Demand Sensing run and observe the results.

1. In the add-in for Microsoft Excel, use your Demand Planning favorite to create a Demand
Sensing favorite using the data in the following table.

Selection Value

Time setting Days

Planning level Product ID, Customer ID, and Location ID

Key figures Sensed Demand Qty

Sensed Demand Qty Adjusted
Sensed Demand Qty Final

a) Log in to the add-in for Microsoft Excel, if you are already logged in, you need to log out
and back in again.

b) In the Planning View section, choose Favorites → Demand Planning.

c) In the Planning View section, choose Edit View → Edit Planning View.

d) On the Time Settings tab, choose Daily.

e) Choose the Planning Levels Product ID, Customer ID, and Location ID.

© Copyright. All rights reserved. 60

 Solution 18: Use Demand Sensing

f) Select key figures Sensed Demand Qty, Sensed Demand Qty Adjusted, and
Sensed Demand Qty Final.

g) Choose OK.

h) Add this view as favorite Demand Sensing.

2. Run your DemandSensingGB## and analyze the results.

Field Value

Time Period Daily

Planning Level Product ID, Customer ID, and Location ID

Forecast model to be used DemandSensingGB##

UoM to ID KG

Filter HT_0##

a) Choose Run located in the Application Jobs subsection and choose Statistical
Forecasting → Run.

b) Choose the Time Period Daily.

c) Choose the Planning Level Product ID, Customer ID, and Location ID.

d) Choose the model DemandSensingGB##.

e) Filter on HT_0##.

f) Choose Next.

g) Choose Run.

h) Choose Status in the Application Jobs subsection.

i) Follow the status of the execution of the forecasting job in the log, waiting until it
completes.

j) Choose Refresh in the Data Input subsection and view the forecast in the add-in for
Microsoft Excel.

k) Notice the new Sensed Demand Qty value.

© Copyright. All rights reserved. 61

 Unit 8
Exercise 19
Review Demand Sensing Results

The demand planner wants to review the results of demand sensing and make some
adjustments.

1. Log in to the add-in for Microsoft Excel and open your favorite Demand Sensing planning
view.

2. Observe the results of the demand sensing run and make adjustments for Product ID
HT_0##, Customer ID EME200, and Location HD_DC_FR by entering 0 in the Demand
Sensing Adjusted key figure for each cell to the end of next week.

© Copyright. All rights reserved. 62

 Unit 8
Solution 19
Review Demand Sensing Results

The demand planner wants to review the results of demand sensing and make some
adjustments.

1. Log in to the add-in for Microsoft Excel and open your favorite Demand Sensing planning
view.
a) Log in to the add-in for Microsoft Excel with the login credentials provided by your
instructor.

b) Choose the Demand Sensing favorite that you have created.

2. Observe the results of the demand sensing run and make adjustments for Product ID
HT_0##, Customer ID EME200, and Location HD_DC_FR by entering 0 in the Demand
Sensing Adjusted key figure for each cell to the end of next week.
a) The result of the demand sensing process is shown in key figure Sensed Demand Qty.

b) Locate the Sensed Demand Qty Adjusted key figure for Product ID HT_0##, Customer
ID EME200, and Location HD_DC_FR and enter 0 for each day in the next full week's
cells.

c) Choose Simulate and observe the changes in Sensed Demand Qty Final.

d) Choose Save Data.

e) Close the planning view.

© Copyright. All rights reserved. 63

 Unit 8
Exercise 20
Run a Demand Sensing Update

In the case of changes in the sales order data, the demand planner needs to update demand
sensing results with the help of the Demand Sensing Update forecast model.

Task 1:

1. Create a new forecast model consisting of a Forecasting step only. Use the data in the
following table.
Fields Value

Planning Area ZSAP6

Model Name DemandSensingUpdateRun##

Periodicity Days

Historical Periods 180

Forecast Periods 42

2. Add the Demand Sensing (Update) statistical algorithm, configure the settings, and save
the model. Use the data from the following table.
Fields Value

Main Input for Forecasting Steps Requested Qty

Target Key Figure for Forecast Sensed Demand Qty

Consensus Forecast Consensus Demand without Promo-

tions

Delivered Quantity Delivered Qty Adjusted

Task 2: Execute the Demand Sensing (Update) Model in the Add-in for Microsoft Excel

1. Change your Demand Sensing favorite to include the data in the following table.
Selection Value

Time Days

Planning Level Product ID, Location ID, Customer ID

Key Figures Requested Qty

Sensed Demand Qty
Sensed Demand Qty Adjusted
Sensed Demand Qty Final

© Copyright. All rights reserved. 64

 Exercise 20: Run a Demand Sensing Update

Selection Value

Filter HT_0##

2. Run the Demand Sensing (Update) model in the add-in for Microsoft Excel by choosing
DemandSensingUpdateRun## and view the results. Use the data in the following table.

Fields Value

Time Period Days

Planning Level Product ID, Location ID, Customer ID

Forecast Model to be used DemandSensingUpdateRun##

Filter HT_0##

© Copyright. All rights reserved. 65

 Unit 8
Solution 20
Run a Demand Sensing Update

In the case of changes in the sales order data, the demand planner needs to update demand
sensing results with the help of the Demand Sensing Update forecast model.

Task 1:

1. Create a new forecast model consisting of a Forecasting step only. Use the data in the
following table.
Fields Value

Planning Area ZSAP6

Model Name DemandSensingUpdateRun##

Periodicity Days

Historical Periods 180

Forecast Periods 42

a) Log in to the SAP Fiori UI with the login credentials provided by your instructor.

b) In the Demand Planner group, choose the Manage Forecast Models tile.

c) Choose Create and choose the ZSAP6 planning area.

d) In the General tab, enter DemandSensingUpdateRun## as the Model Name and

Description.

e) In the Periodicity field, choose Daily.

f) In the Historical Periods field, enter 180.

g) In the Forecast Periods field, enter 42.

2. Add the Demand Sensing (Update) statistical algorithm, configure the settings, and save
the model. Use the data from the following table.
Fields Value

Main Input for Forecasting Steps Requested Qty

Target Key Figure for Forecast Sensed Demand Qty

Consensus Forecast Consensus Demand without Promo-

tions

Delivered Quantity Delivered Qty Adjusted

a) Select the Forecasting Steps tab.

© Copyright. All rights reserved. 66

 Solution 20: Run a Demand Sensing Update

b) Choose Requested Qty as the Main Input for Forecasting Steps key figure.

c) Choose Sensed Demand Qty as the Target Key Figure for Forecast.

d) Choose + Add Forecasting Algorithm and choose the Demand Sensing (Update)
algorithm.

e) In Consensus Forecast, choose Consensus Demand without Promotions.

f) In Delivered Quantity choose Delivered Qty Adjusted.

g) Accept the defaults for the rest of the fields and choose Save.

Task 2: Execute the Demand Sensing (Update) Model in the Add-in for Microsoft Excel

1. Change your Demand Sensing favorite to include the data in the following table.
Selection Value

Time Days

Planning Level Product ID, Location ID, Customer ID

Key Figures Requested Qty

Sensed Demand Qty
Sensed Demand Qty Adjusted
Sensed Demand Qty Final

Filter HT_0##

a) Log in to the add-in for Microsoft Excel. If you are already logged in, you need to log out
and back in again.

b) Choose your Demand Sensing favorite.

c) Click Edit View.

d) Choose the attributes and key figures from the table provided.

2. Run the Demand Sensing (Update) model in the add-in for Microsoft Excel by choosing
DemandSensingUpdateRun## and view the results. Use the data in the following table.

Fields Value

Time Period Days

Planning Level Product ID, Location ID, Customer ID

Forecast Model to be used DemandSensingUpdateRun##

Filter HT_0##

a) Choose Run located in the Application Jobs subsection and choose Statistical
Forecasting.

b) In the Time Period field, choose Days.

© Copyright. All rights reserved. 67

Unit 8: Demand Sensing

c) In the Planning Level field, choose Product ID, Location ID, and Customer ID.

d) In the Forecast Model to be used field, choose DemandSensingUpdateRun##.

e) Filter on HT_0##.

f) Choose Next.

g) Choose Run.

h) Click Status in the Application Jobs subsection to check on the status of the job.

i) Follow the execution status of the forecasting job in the log and wait until it completes.

j) Choose Refresh in Data Input subsection and view the changes to the forecast in the
add-in for Microsoft Excel.

k) View the changes in Sensed Demand Qty.

© Copyright. All rights reserved. 68

 Unit 8
Exercise 21
Approve the Demand Sensing Result

The final demand sensing forecast needs to be approved by management.

Approve the Demand Sensing Forecast as follows.

1. Using your Demand Sensing favorite, add key figure Sensed Demand Qty Approved to
match the data in the following table and update your favorite.
Selection Value

Time Daily

Planning Level Product ID, Location ID, Customer ID

Key figures Confirmed Qty

Sensed Demand Qty
Sensed Demand Qty Adjusted
Sensed Demand Qty Final
Sensed Demand Qty Approved

Filter HT_0##

2. Approve the demand sensing forecast.

© Copyright. All rights reserved. 69

 Unit 8
Solution 21
Approve the Demand Sensing Result

The final demand sensing forecast needs to be approved by management.

Approve the Demand Sensing Forecast as follows.

1. Using your Demand Sensing favorite, add key figure Sensed Demand Qty Approved to
match the data in the following table and update your favorite.
Selection Value

Time Daily

Planning Level Product ID, Location ID, Customer ID

Key figures Confirmed Qty

Sensed Demand Qty
Sensed Demand Qty Adjusted
Sensed Demand Qty Final
Sensed Demand Qty Approved

Filter HT_0##

a) Log in to the add-in for Microsoft Excel. If you are already logged in, you need to log out
and back in again.

b) In the Planning View section, choose Favorites → Demand Sensing.

c) Choose Edit View → Edit Planning View.

d) Add key figure Sensed Demand Qty Approved and make any changes to match the
data in the table provided.

2. Approve the demand sensing forecast.

a) In the Application Jobs section, choose Copy Operator (Advanced) → Run.

b) Choose the Demand Sensing Fcst Approval operator.

c) On the Filter tab, choose product HT_0##.

d) For UOM To ID, select KG.

e) Choose Next.

f) Choose Run.

g) When the operator execution is finished, you can see that the approved forecast is now
copied in the Sensed Demand Qty Approved key figure.

© Copyright. All rights reserved. 70