/sap-sac-planning

name: sap-sac-planning
description: |
  SAP Analytics Cloud (SAC) planning guidance for planning models, planning-enabled stories, data actions, multi actions, version management, data locking, calendar/input workflows, allocations, value driver trees, BPC live planning, and Seamless Planning with SAP Datasphere. Use this for planning design, planning APIs, data action debugging, planning performance reviews, and authenticated SAC planning story triage in Microsoft Edge via CDP; use sap-sac-scripting for non-planning SAC scripts and sap-datasphere for Datasphere modeling.
license: GPL-3.0
metadata:
  maintainer: "Eduard Jiglau"
  maintainer_email: "hello@sap-ai-skills.com"
  website: "https://sap-ai-skills.com"
  version: "2.4.1"
  last_verified: 2026-06-11
  sac_version: "2026.8"
  documentation_source: "https://help.sap.com/docs/SAP_ANALYTICS_CLOUD/00f68c2e08b941f081002fd3691d86a7"
  api_reference: "https://help.sap.com/doc/958d4c11261f42e992e8d01a4c0dde25/2026.8/en-US/index.html"
  reference_files: 26
  status: docs_audited_runtime_pending

SAP Analytics Cloud Planning Skill

Related Skills

• **sap-sac-scripting**: Use for Analytics Designer/OSE scripts that automate planning interactions
• **sap-datasphere**: Use for Seamless Planning with Datasphere and data foundation design
• **sap-sac-custom-widget**: Use when planning applications include custom widgets
• **sap-dependency-security**: Use for source-pinned SAC MCP setup and local tooling trust

Comprehensive skill for building enterprise planning applications with SAP Analytics Cloud.

---

Reference Add-Ons (2026)

• Execution guides: `references/data-actions.md`, `references/multi-actions.md`, `references/allocations.md`, `references/scheduling-calendar.md`, `references/data-locking.md`
• Modeling & governance: `references/modeling-basics.md`, `references/version-management.md`, `references/version-edit-modes.md`, `references/version-publishing-notes.md`
• Calculations & intelligence: `references/advanced-formulas.md`, `references/predictive-conversion.md`, `references/ai-planning-analytics.md`, `references/api-snippets.md`
• Workflow aids: `references/input-tasks.md`, `references/job-monitoring.md`
• Browser triage: shared `sap-browser-automation` for manual in-app authentication, approved Edge profile copying, fresh Edge/CDP setup, `DevToolsActivePort` fallback, and target selection; local `references/edge-cdp-control.md` retains planning writeback safety
• **Added in 2025**: `references/seamless-planning-datasphere.md`, `references/bpc-live-connection.md`, `references/value-driver-trees.md`, `references/data-action-tracing.md`
• **New in 2026**: `references/whats-new-2026-planning.md`
• Ready-to-use templates: `templates/data-action-checklist.md`, `templates/multi-action-checklist.md`, `templates/parameter-table.md`

Use these to keep instructions concise in this file while deep-dives remain one click away.

For authenticated SAC planning browser inspection, use `sap-browser-automation` for the browser/authentication layer and load local `references/edge-cdp-control.md` for planning-specific boundaries. Use CDP for local read-only triage of planning tables, console errors, data action status, and approved screenshots; require explicit approval before any writeback, publish, data action, multi action, or lock-changing interaction.

---

Table of Contents

• [When to Use This Skill](#when-to-use-this-skill)
• [Quick Start](#quick-start)
• [Core Concepts](#core-concepts)
• [Data Actions](#data-actions)
• [Seamless Planning with Datasphere](#seamless-planning-with-datasphere)
• [BPC Live Connection](#bpc-live-connection)
• [Value Driver Trees](#value-driver-trees)
• [Data Action Tracing](#data-action-tracing)
• [What's New in 2026](#whats-new-in-2026)
• [Bundled Resources](#bundled-resources)

When to Use This Skill

Use this skill when working on tasks involving:

**Planning Application Development**:

• Creating planning-enabled stories with data entry
• Building analytics designer applications for planning
• Implementing input forms and planning tables
• Configuring planning models with Version and Date dimensions
• Setting up data sources for planning scenarios

**Data Actions & Multi Actions**:

• Creating data actions for copy, allocation, and calculations
• Building multi actions to orchestrate planning operations
• Configuring parameters (member, number, string, datetime types)
• Implementing embedded data actions
• Setting up API steps for external integrations

**Version Management**:

• Managing public and private versions
• Publishing workflows (Publish As, Publish Private Data)
• Sharing private versions with collaborators
• Version creation and deletion via API

**Planning Workflows**:

• Setting up calendar-based planning processes
• Creating general tasks, review tasks, and composite tasks
• Implementing multi-level approval workflows
• Configuring data locking tasks
• Managing task dependencies

**JavaScript Planning APIs**:

• Using getPlanning() API for data entry
• Working with PlanningModel API for master data
• Implementing DataSource API for filtering and querying
• Writing scripts for planning automation
• Handling version management via API

**Data Entry & Allocation**:

• Implementing spreading (to child members)
• Configuring distribution (between siblings)
• Setting up rule-based allocations
• Copy/paste operations in planning tables
• Using advanced formulas for calculations

**Data Locking**:

• Configuring data locking on models
• Setting up lock states (locked, restricted, open)
• Creating data locking tasks in calendar
• Implementing event-based data locking
• Integrating data locking in multi actions

**Seamless Planning with Datasphere** (2025):

• Planning models with Datasphere storage
• Cross-model planning with unified data
• Direct persistence to Datasphere
• Enterprise data governance for planning

**BPC Live Connection**:

• Planning with BPC Embedded on S/4HANA
• Running BP