Integrated Business Planning Administrator Guide

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Introduction
Configuration
Common
Application Variables
Creating Application Variable
Calendars overview
Calendars
Defining monthly calendars
Defining weekly calendars
Example of a custom calendar
Defining custom calendars
Validating custom calendar periods
Editing calendars
Formatting calendar hierarchy levels
Defining interpolation calendars
Code Lists
Creating code lists
Editing code lists
Importing code list elements
Exporting code list elements
Interface Services
Defining interface services
Editing interface services
Defining csv interface services
Defining transactional data interface services of type CSV or Excel
Defining transactional data interface services of type Database
Planning Engine Interface Service
Defining planning engine data interface services of type CSV
Interface Details tab
Data Source tab
Planning Engine tab
File Detail tab
File Processing tab
Import Behavior tab
Mappings tab
Export Constants tab
Export Filter tab
Defining planning engine data interface services of type database
Interface Details tab
Data Source tab
Planning Engine tab
Import Behavior tab
Export Behavior tab
Mappings tab
Export Constants tab
Export Filter tab
Defining planning engine data interface services of type excel
Interface Details tab
Data Source tab
Planning Engine tab
Import Behavior tab
Mappings tab
Export Constants tab
Export Filter tab
Import Interface Service
Export Interface Service
Validation of Planning Engine interface service
Data Sources
Defining data sources
Database data source
My SQL
Oracle
SQL Server
Internal SCV
Data Lake (Compass)
File data source
FTP data source
Amazon S3 data source
Editing data sources
Measures
Creating measures
Creating OLAP sets for measures
Measures and modules
Calculation Rules
Creating calculation rules
Editing calculation rules
Defining a simple rule
Defining an expert rule
Additional expert rule examples
Transactional data overview
Defining Transactional data of type Sum
Defining Transactional data of type Transfer
Note types
Adding note types
Editing note types
Planning hierarchies overview
Creating planning hierarchies
Editing planning hierarchies
Planning hierarchies example
Adding code lists to a planning hierarchy to create OLAP sets
Selecting the code list attributes for the OLAP cube
Scripts
Defining script
Validation of mapping
Validation of code
Tags
Defining tags
Deleting tags
Worksheet overview
Configuring standard worksheets
Filtered Detail
Query (MDX) report
Scenario Values report
Pivot Editor report
Market Intelligence report
Notes
Configuring multi-panel worksheets
Adding data to the Panel Links tab for a multi-panel worksheet
Cycles overview
Defining cycles
Defining cycles - Cycle Details tab
Defining cycles - Calendar tab
Defining cycles - Cycle Process tab
Defining cycles - Archive Settings tab
Defining cycles - Interpolation Calendar tab
Defining cycles - Planning Hierarchy tab
Defining cycles - Generate Scenario History tab
Defining cycles - Engines tab
Defining cycles - Rolling Periods tab
Defining cycles - Additional Pivot Attributes tab
Defining cycles - Business Metrics tab
Defining cycles - Data Security Rules tab
Creating cycle processes
Macros overview
Creating macros
Cycle Period macro commands
AddCyclePeriodNote macro
Validation and execution
CopyScenario macro
CreateScenario macro
Validation and execution
Validation and error messages
RunCodelistInterfaceService macro at cycle period level
Validation and execution
Validation and error messages
RunCommand macro at Cycle period level
RunInterfaceService (Export) - Bucket at cycle period level
Validation and error messages
RunInterfaceService (Export) - Current Bucket at cycle period level
RunInterfaceService (Export) - Start Bucket at cycle period level
RunScenarioMacro at cycle period level
Validation and execution
Validation and error messages
RunSCV macro at cycle period level
Validation and execution
Validation and error messages
Scenario macro commands
AddScenarioNote macro
CalculatePeriodWeigting macro
CallReplenishmentEngine macro
CallForecastEngine macro
ClearMeasure macro
CopyCyclePeriodData macro
CopyCyclePeriodData parameters
Validation and execution
Validation and error messages
CopyMIEvent macro
Validation and execution
Validation and error messages
CopyLastPeriodMeasure macro
Validation and Execution for CopyLastPeriodMeasure
Validation and error messages
CopyScenarioData macro
Validation and Execution for CopyScenarioData
Validation and error messages
CopyScenarioNote macro
DeleteMIEvent macro
DeleteMIEvent parameters
Validation and execution
EmailWorksheet macro
Filter Parameter syntax
RunCommand macro at Cycle period level
RunInterfaceService (Import) at scenario level
RunInterfaceService (Export) - Bucket at scenario level
Validation and error messages
RunInterfaceService (Export) - Current Bucket at scenario level
RunInterfaceService (Export) - Start Bucket at scenario level
RunSCV macro at scenario level
Validation and execution
Validation and error messages
SetAppVaribale macro at scenario level
Supersession macro commands
System macro commands
AbortCyclePeriod macro
Validation and execution
Validation and error messages
ArchiveCyclePeriod macro
Validation and execution
Validation and error messages
CompleteCyclePeriod macro
Validation and execution
Validation and error messages
CreateCyclePeriod macro
Validation and execution
Validation and error messages
DeleteScenarios macro
Validation and execution
Validation and error messages
EditShareScenarios macro
Validation and execution
Validation and error messages
ExportToDataLake macro
Validation and execution
Validation and error messages
PauseCyclePeriod macro
Validation and execution
Validation and error messages
PublishMetadataToION macro
Validation and execution
Validation and error messages
RestoreCyclePeriod macro
Validation and execution
Validation and error messages
ResumeCyclePeriod macro
Validation and execution
Validation and error messages
RunCodelistInterfaceService macro at system level
Validation and execution
Validation and error messages
RunCommand macro at system level
Validation and execution
RunCyclePeriodMacro macro
Validation and execution
Validation and error messages
RunScenarioMacro at system level
Validation and execution
Validation and error messages
RunSCV macro at system level
Validation and execution
Validation and error messages
RunSCVInterfaceService (Import) at system level
Validation and execution
Validation and error messages
RunSCVInterfaceService (Export) at system level
Validation and execution
Validation and error messages
RunSystemMacro macro
Validation and execution
Validation and error messages
SaveDiscardScenarios macro
Validation and execution
Validation and error messages
SetAppVariable macro at system level
StartCyclePeriod macro
Validation and execution
Validation and error messages
Executing system level macros
Using the external macro tool
Creating mappings
Scenario processes overview
Creating scenario processes
Editing scenario processes
Job scheduler overview
Defining a schedule for a job
Syntax for the schedule expression
Maintenance
Backup overview
Creating backups
Load Template
Template file requirements
Loading configuration settings
Save Template
Saving configuration settings
Configuring System Settings
ION Settings tab
Data Retention Settings tab
Reset Overrides tab
Resetting database
SCV
Creating SCV datasheets
Managing SCV datasheets
Creating SCV Database View
Creating SCV Validation LOVs
Creating SCV Mapping
Creating SCV Model Parameter
Creating SCV Constraint
Creating SCV Profile
Creating SCV BOI Group
Defining SCV Business Plans
Creating Production Plan
Creating Purchase Plan
Creating Transfer Plan
Creating Sales Plan
Generating XML template for publish views
Validation of SCV business plans
Creating SCV Table Group
Creating SCV Table Registry
Defining SCV BOI
Creating SCV Data Enhancement Rule
Managing SCV Configuration Parameter
SCV Currency Conversion
Defining SCV Currency Conversion
Creating SCV Entity
Creating Property in SCV entity
Creating Reference in SCV entity
Creating interface services
Adding new attribute
Adding new export constant
Adding new import constant
Creating SCV Hierarchy Level
Resetting the Order of the Hierarchy Levels
Creating SCV Hierarchy Table links
Validation of hierarchy table Link data
Defining data selection rules for SCV data
Defining SCV export profile
Validation of SCV export profile data
SCV Process overview
Save Plan Publish log
Creating SCV validation rule
Validation rules and error messages
SCV program
Purge planning data
Purge plan
Purge execution log
Purge snapshot log
Purge validation log
Security
Users overview
Creating users
Exporting User data
Roles overview
Creating roles
Standard SCP roles
Additional Demand Essential Roles
Additional Production Scheduling Roles
Additional SCV Roles
Utilities
SCV SQL Previewer
Process
Audit Log
Searching the audit log
Viewing SCV Audit Log
Apply security for a scenario
My Jobs
Canceling jobs
My Scheduled Jobs
Setup Checker
Setup checks and messages
Data Management
Editing code list elements
Importing code list elements
Exporting code list elements
Parameter variables
Analysis Cycle parameter variable substitution
Analysis Cycle parameter variables
Planning Engine parameter variable substitution
Planning Engine parameter variables
Production Scheduling parameter variable substitution
Production Scheduling parameter variables
Generic and SCV parameter variable substitution
Generic and SCV parameter variables
Cycle or Cycle Module tab options
Use the spread measure to edit scenario values
Use the rv_measure_calc to edit scenario values
Examples of measure formats
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