integrated business planning template

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Collection of best practices planning view templates for the SAP Integrated Business Planning (IBP) Add-In for Microsoft Excel.

SAP-samples/integrated-business-planning-excel-add-in-templates

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Planning View Templates for the SAP IBP, Add-In for Microsoft Excel

Collection of best practices planning view templates for the SAP Integrated Business Planning (IBP), add-in for Microsoft Excel (Excel add-in).

Template development is an important task during an IBP implementation. Useful and easy-to use templates will contribute significantly to end user adoption and implementation project success. This repository contains a collection of best practices planning view templates for the Excel add-in. For more general information have a look at SAP note 1790530 .

Download and Installation

Download the best practice planning view template that fits to your need here .

For more information have a look at SAP note 1790530 .

A prerequisite to use the planning view templates is the installation of the Excel add-in and the access to an IBP system.

For more information about installing the Excel add-in have a look at SAP note 2135948 .

After downloading the sample files, the Excel templates may not load properly, if their location isn’t set to be part of the Trusted Locations. You can add a Trusted Location in Excel by going to File > Options > Trust Center > Trust Center Settings … Trusted Locations > Add new location… > Browse.

Limitations

Chart in the formula based template only looks at 300 rows and they only work in English.
The best practices templates are designed just for the SAP IBP, add-in for Microsoft Excel.

Known Issues

copy/move sheet: Users might want to copy sheets containing planning views using the native Excel copy/move function. For planning view sheets the native Excel copy/move is not supported: The Excel add-in will not recognize the sheet and omit it in the Edit View dialog. However, the template admin can copy the empty template sheets from the empty templates attached here - before they are filled with a planning view - and then proceed as with the first sheet with New View > Without Template on Current Sheet.

For more restrictions or known issues have a look at SAP note 1790530 .

How to obtain support

The best practices planning view templates are provided "as-is", no support is provided.

The best practices templates are not meant for production use. They are meant as an inspiration and as a stepping stone to get you started.

For additional support, ask a question in SAP Community .

Code of conduct

Security policy, contributors 8.

Integrated Business Plan Template

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