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🎓 About This Video - SAC Planning Data Action Tutorial
This training session walks you through key Data Action concepts in SAP Analytics Cloud (SAC) Planning, one of the most powerful tools for financial planning, forecasting, and driver-based simulations in the cloud.
Ideal for consultants and planners who want to learn how to automate planning logic, trigger calculations, and update forecast versions using data actions in real-world projects.
📌 Key Topics Covered:
✅ What is a Data Action in SAC Planning?
✅ Creating and Configuring a Data Action
✅ Using Advanced Formulas in Data Actions
✅ Version Management and Simulation
✅ Best Practices in Planning Models
✅ Real-World Examples and Use Cases
💼 Who Should Watch:
✔ Financial Planning Analysts & Controllers
✔ SAP BI & Analytics Professionals
✔ SAC Consultants (BI + Planning)
✔ S/4HANA Planning Consultants
✔ Functional Consultants moving into SAC
📘 Popular Courses Offered by Mentors Pool:
1. SAP Analytics Cloud Planning – 30 Hours
2. SAP Datasphere – 30 Hours
3. SAP BTP Security & IAM – 18 Hours
4. SAP BTP Integration Suite – 30 Hours
5. SAP CAPM + RAP Development – 54 Hours
6. SAP BPA (Workflow + RPA) – 24 Hours
TimeStamp of the Video
00:00 - Introduction to SAC Planning Workspace and Data Actions
00:38 - HR and Consolidation Model Overview
01:14 - Understanding the Planning Story Setup
01:59 - Creating a Simple Data Action for Data Copy
02:35 - Planning Data Flow from HR to Expense Model
03:12 - Creating and Publishing a Forecast Version
04:06 - Mass Data Entry in SAC
06:14 - Saving the Plan and Exploring Copy Options
06:55 - Creating Data Action with Parameters for Copying
08:28 - Parameter Setup: Source and Target Months
10:01 - Setting Filters and Finalizing Data Copy Rule
11:37 - Running the Data Action: Copy Between Months
13:09 - Improving Parameter Controls for Month Selection
14:00 - Summary of Data Copy Within Model
14:37 - Assignment: Try Out the Copy Within Model
23:24 - Creating Data Action to Copy Across Models
24:15 - Parameter Setup: Source Version for Cross Model Copy
25:34 - Filtering Accounts and Matching Dimensions
27:32 - Mapping Dimensions and Setting Defaults
28:48 - Creating Date Filter Parameter for Cross Model
31:54 - Running Cross-Model Copy Data Action
34:14 - Assignment: Try Out Cross Model Copy
36:15 - Introduction to Lookup and Link Between Models
37:28 - Lookup Formula: Labor Hours x Labor Rate
39:06 - Script Editor Walkthrough for Data Action
41:02 - Writing to Labor Cost Account
42:49 - Using ResultLookup and Currency Filter
44:10 - Linking to HR Model for Labor Rate
46:01 - Finalizing Lookup Formula with Filters
47:39 - Visual Editor Overview vs Script Editor
48:53 - Triggering the Lookup-Based Data Action
50:06 - Validating and Running Calculation for Labor Cost
50:48 - Assignment: Create Benefits Calculation Using Parameters
52:03 - Wrap-Up: Summary of All Data Actions
01:01:46 - Micro Cube vs Consolidation Cube Strategy
01:02:21 - Final Assignment Reminder and Tomorrow's Agenda
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