Change from SAP IP to SAC Planning

Mindchanges when switching from SAP IP to SAC Planning SAP IP auf SAC Planung

If you change from the IP - Planning application to the SAC - Planning programme from SAP with your previous experience, you first have to get used to the following new philosophy:

  • Account model (with account as dimension), no more key figures
  • No more locks while a user is entering planning figures (this does not mean opening and closing the planning).
  • Data model predefined
  • All partial plans in one data model
  • Differentiation plan / actual now via an attribute lastActual in the plan version

Account model

Up to now, planning has often been recorded in a key figure model (e.g. sales volume, freight costs, production costs, etc. are in their own key figures). In order to integrate all sub-planning in one model (see below), planning is now done on an account model, i.e. the sales volume is in the same key figure as the freight costs etc. and only differs by the account used.

For this purpose, new accounts can be defined using formulas or lookups. Everything required is modelled in the accounts. This also replaces the calculated and restricted key figure. Once you get used to this, you save yourself a lot of discussions and tightening up when doing comprehensive reporting.

 

Blocking concept

Up to now, the blocking concept ensured that two users could not edit the same plan figures at the same time. This lock is no longer in place! Whoever saves last - wins. This solves the problem that, for example, when planning via a web interface, locks "get stuck" if the connection is interrupted. However, this sounds a bit frightening at first! But in the end, the lock only prevented users from changing the same numbers at the same time. However, it did not prevent the next user from overwriting the numbers again a few minutes later. So the system also applied until now: the last one wins.

Once you have overcome your initial fears of this change, you realise that it eliminates many problems (lock conflicts, stuck locks) without losing any important functionality!

Data model predefined and uniform

The data model used is identical across all sub-planning! Not all characteristics are filled in all planning steps, but there is a common list of characteristics in all plans. This makes it possible to integrate the different plans immediately. However, it must be ensured in each planning that at least one common set of characteristics is filled (e.g. the account). The planning version is now in the Category dimension.

This ensures from the outset that comprehensive reporting is possible!

Plan / actual distinction

Until now, it was easy to distinguish in a forecast version which months were filled with actual figures and which were filled with plan figures using the Value-Type characteristic.

In the rudimentary SAC model, this feature is no longer available. This difference is made via the attribute lastActual of the plan version. How practical this is for report generation remains to be seen, or it is up to the user to take this into account via a separate characteristic.

Conclusion: As an "old hand", there are some things you have to get used to, but after the first moment of shock, the changes are not really that big.

Author:

Dr. Ulrich Meseth
Senior Consultant
biX Consulting GmbH & Co. KG

Data Products Setup

I’ll start with Data Products setup. If you’re new to the concept, this recent video is a great starting point, but here’s a short summary. A data product is a well-described, easily discoverable, and consumable collection of data sets.

Creating a Data Product in Datasphere

Note that in this article I create Data Products in the Data Sharing Cockpit in Datasphere. This functionality is expected to move into the Data Product Studio, but that had not taken place at the time writing.

Before creating a Data Product in Datasphere, I need to set up a Data Provider profile, collecting descriptive metadata like contact and address details, industry, regional coverage, and importantly define Data Product Visibility. Enabling Formations allows me to share the Data Product with systems across your BDC Formation – Databricks, in this case.

With the Data Provider set up, I can go ahead and create a Data Product. As with the Data Provider, I’ll need to add metadata about the product and define its artifacts – the datasets it contains. Only datasets from a space of SAP HANA Data Lake Files type can be selected. Since this Data Product is visible across the Formation, it is available free of charge.

For this demo, the artifact is a local table containing ten years of Ice Cream sales data. Since this is a File type space, importing a CSV file directly to create a local table isn’t an option (see documentation).

I used a Replication Flow to perform an initial load from a BW aDSO table into a local table.

Once Data Product is created and listed, it becomes available in the Catalog & Marketplace, from where it can be shared with Databricks by selecting the appropriate connection details.

Jump into Databricks

To use the shared object In Databricks, I need to mount it to the Catalog – either by creating a new Catalog or using an existing one.

Databricks appends a version number to the end of the schema – ‘:v1’ – to maintain versioning in case of any future changes to the Data Product.

Once the share is mounted, the schema is created automatically, and the Sales actual data table becomes available within it. From there, I can access the shared table directly in a Notebook.

Creating a Data Product in Databricks

To create a Data Product in Databricks, I first need to create a Share – which I can either do via the Delta Sharing settings in the Catalog:

Or directly out of the table which is going to become a part of the Share:

Since a single Share can contain multiple tables, I have the option to either add the table to an existing Share, or create a new one:

To publish the Share as a Data Product, I run a Python script where I define the target table for the forecast and describe the Share in CSN notation, setting the Primary Keys. Primary Keys are required for installing Data Products in Datasphere.

Jump back into Datasphere

Once the Databricks Data Product is available in Datasphere, I install it into a Space configured as a HANA Database space – since my intention is to build a view on top of the table and use it for planning in SAC.

There are two installation options: as a Remote table for live data access, or as a Replication Flow, in which case the data is physically copied into the object store in Datasphere.

Since I want live access, I install it as a Remote Table:

and build a Graphical view of type Fact on top:

Forecast calculation

With my Data Products set up and Sales actual data are available in Databricks, I create a Notebook to calculate the Sales Forecast.

The approach combines Sales and Weather data to train a Linear Regression model. I import the Weather data *https://zenodo.org/records/4770937 from an external server directly into Databricks, select the relevant features from the weather dataset, and combine them with the Sales actual data:

* Klein Tank, A.M.G. and Coauthors, 2002. Daily dataset of 20th-century surface
air temperature and precipitation series for the European Climate Assessment.
Int. J. of Climatol., 22, 1441-1453.
Data and metadata available at http://www.ecad.eu

Using the “sklearn” library, I build and train a Linear regression model:

Once trained, the model predicts the Sales forecast for Rome in June 2026 based on the weather forecast, and I save the results to my Catalog table:

Seamless planning data model

Seamless planning concept is built around physically storing planning data and public dimensions directly in Datasphere, keeping them alongside the actual data.

Since the QRC4 2025 SAC release, it has also been possible to use live versions and bring reference data into planning models without replication.

In this scenario, I build a seamless planning model on top of the Graphical view I created over the Remote table. This lets me use the forecast generated in Databricks as a reference for the final SAC Forecast version.

 

The model setup follows these steps:

Create a new model:

Start with data:

Select Datasphere as the data storage:

From there, I define the model structure and can review the data in the preview.

For a deeper dive into Seamless Planning, I recommend this biX blog.

Process Flow automation

Multi-action triggers Datasphere task chain

The final step is automating the entire forecast generation by using SAC Multi-actions and a Task-Chain in Datasphere – so that my user can trigger the calculation with a single button click from an SAC Story.

The model setup follows these steps:

Create a new model:

Triggering Task Chains from Multi-actions is a recent release. This blog post walks through how to set it up.

For details on how to trigger a Databricks Notebook from Datasphere, I recommend referring to this blog.

With everything in place, I create a Story, add my Seamless planning Model, and attach the Multi-action:

Running the Multi-action triggers the Task Chain, which in turn triggers the Databricks Notebook.

I can monitor the execution details in Datasphere:

and in Databricks:

Once the calculation completes, the updated forecast appears in the Story:

The end-to-end calculation took 2 minutes 45 seconds in total. The Task Chain in Datasphere is triggered almost instantly by the Multi-action, the Databricks Notebook execution itself took 1 minute 29 seconds, with the remaining time spent on Serverless Cluster startup.   

 

From here, I can copy the calculated forecast into a new private version:

adjust the numbers as needed, and publish it as a new public version to Datasphere:

Conclusion

With SAP Business Data Cloud, it is possible to build a forecasting workflow that feels seamless to the end user — even though it spans multiple systems under the hood.

Companies using BW as the main Data Warehouse and Databricks for ML calculations or Data Science tasks can benefit from using the platform, as the data no longer needs to be physically copied out of BW.

What this scenario demonstrates is that once wrapped as a Data Product, BW sales data can be shared with Databricks via the Delta Share protocol. Databricks, in turn, can then create its own Data Products on top of the calculation results and share them back with Datasphere as a Remote Table.

A Seamless Planning model in SAC sits on top of that Remote Table, giving planners live access to the generated forecast. A single Multi-action in an SAC Story ties it all together, triggering a Datasphere Task Chain that kicks off the Databricks Notebook — completing the full cycle in under three minutes.

As SAP Business Data Cloud continues to mature, scenarios like this one are becoming achievable – leaving the complexity in the architecture and not in the workflow.

Contact

Ilya Kirzner
Consultant
biX Consulting
Privacy overview

This website uses cookies so that we can provide you with the best possible user experience. Cookie information is stored in your browser and performs functions such as recognizing you when you return to our website and helps our team to understand which sections of the website are most interesting and useful to you.