2. Select Start with a blank model.
3. In the Create Model dialog, enter a name and description for the model. For a planning model, select Planning
Enabled, and then select Create.
4. The Time and Categories dimensions are built into planning models. You can modify the default settings as
a. Set the Lowest Granularity time period for the model – that is, the time period on which your data will be
based: year, quarter, month, or day.
b. Choose a start and end date for the timeline for the data.
c. Basic categories are predefined: actual, budget, planning, forecast, or rolling forecast. Choose the
frequency (year, quarter, month) that will be used as the basis for these categories.
d. For the Forecast category, choose the forecast range period (quarterly or yearly). The range for the
rolling forecast is defined in relation to the current date as a number of periods in the past (Look Back)
and a number of periods in the future (Look Ahead).
5. Set up the account dimension for the model either by selecting an account from the list of existing dimensions
or by creating a new one from scratch. Optionally, you can add an organizational dimension to your model and
also other generic dimensions. See Explore Dimensions for details of all dimension types.
6. Set the model preferences: from the menu of the wrench icon, choose Preferences, and enable all of the
specific features you need, such as data auditing. Note that only the Privacy setting can be changed later once
you have saved the model.
You can also set preferences (including Data Access restrictions) for each individual dimension.
Planning Models and Analytics Models [page 23]
Model Preferences [page 30]
Dimension Preferences: Data Access [page 59]
Explore Dimensions [page 34]
3.2.2 Creating Models Using the Planning Wizard
An additional method for creating models is the Planning Wizard, this is available on the Home screen for first time
users and is integrated into Stories as an option when adding a table to a grid.
The Model Planning Wizard provides a template to create one of three types of plan, when you create the plan the
model behind the wizard is also created on the fly at the same time. In Stories, you can enter data for the new
model directly in the grid of the table. The three types of plan are:
● Basic Financial Plan
● Headcount Plan
● Custom Plan
In Stories, a plan viewed in a table has a simple grid structure of columns and rows and the template prompts you
to enter text values which are added to each column. The Basic Financial Plan, for example, offers predefined
columns for Accounts, Regions and Products. The template does not limit you to using the predefined text, you
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SAP Cloud for Analytics User Guide