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Purpose After the data are loaded in SAP Integrated Business Planning, you can check them in Microsoft

Microsoft Excel vi

Procedure
Test Step # Test Step Name Instruction
Log on to SAP Integrated Log on to SAP Integrated
1.         Business Planning add-in for Business Planning add-in for
Microsoft Excel Microsoft Excel.
On the IBP tab, in the Master
Choose Master Data
2.         Data group, choose Master
Workbook → Create….
Data Workbook → Create….
In the Create Master Data
Workbook dialog box, on the
3.         Choose Master Data
lower part of the screen,
choose Master Data.
Select Master Data Type:
4.         Select Master Data Type
Product.
Select Version: Base
Version.
 Note
This field is only
5.         Select Version visible if your
planning area
has a version
with Version-
Specific Master
Choose the Data selected.
New tab (next to
6.         Choose New tab
the Product tab).
Select Master Data Type:
7.         Select Master Data Type
Location.
Select Version: Base
Version
 Note
This field is only
8.         Select Version visible if your
planning area
has a version
with Version-
Specific Master
Repeat steps 6–8selected.
Data and create
new tabs, one for each of
the following master data
types:
Master Data Type:
Location Product
Resource
Repeat steps 6–8 to select
9.         Location Resource
other master data types
Subnetwork
Customer
Production Source
Header
Production Source
Item

In the Create Master Data


10.      Choose OK Workbook dialog box,
choose OK.
Check the master data
integrated from your SAP
S/4HANA system via CPI-DS.
 Note
can use the Data
Integration SAP
Fiori app to have
a further check.
Open the app
from the SAP
Integrated
11.      Check the result Business
Planning web
user interface.
Then, find your
<task> in the
Data Integration
Jobs list. You can
now check in
detail the
number of
successful
records as well
as rejection
anning, you can check them in Microsoft Excel via the master data workbooks.

Expected Result Pass / Fail / Comment


The IBP tab appears in
Microsoft Excel with the
active ribbon.

A new tab appears.

Master data workbooks are


created for the master data
selected above. On the
different workbooks, you can
check data in SAP IBP.
The master data are
displayed correctly in the
SAP IBP Excel add-in.

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