SAP PaPM Cloud UM – Enhancing Report Management with the power of generative AI copilot – Joule

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Welcome back to the fascinating realm of SAP Profitability and Performance Management Cloud – Universal Model (SAP PaPM Cloud UM). Your passion for cutting-edge insights is truly motivating, and today’s exploration promises to unveil exciting possibilities. Join us as we discover how Joule, our artificial intelligence, revolutionizes this process and unlocks new possibilities. 

Joule is an innovative AI designed to manage your personal chats, enter prompts, and delivers responses based on your reports’ content. Our AI can be conveniently accessed through the properties panel in reports. This powerful feature ensures that you have all the relevant information at your fingertips.  

Additionally, if you prefer not to navigate through reports, you can create chats directly from the ‘Manage Chats’ application and handle prompts via ‘Manage Chat Prompts’, engaging with AI seamlessly within the application. These features are conveniently located in the System section on our Home Page within SAP PaPM Cloud UM. 

Now that you are acquainted with Joule’s capabilities and where to locate ‘Manage Chats’ and ‘Manage Chat Prompts’, let’s delve deeper into our exploration of Artificial Intelligence in this blogpost. 

   1. Prerequisites for using Artificial Intelligence  

In this section, we will delve into the essentials needed for harnessing Artificial Intelligence (AI). We will rely on the SAP Business Technology Platform (SAP BTP) to cover these prerequisites. For comprehensive guidance on these requirements, visit the SAP Help Portal --> What Is SAP AI Launchpad? | SAP Help Portal. 

Integrating AI features into the SAP PaPM Cloud UM is a breeze, thanks to a streamlined setup process that involves just five key components. 

First, we establish an SAP AI Core instance, the dynamic engine that drives our AI workflows and models. 

Next, we deploy our predefined AI Models through the SAP AI Launchpad, a crucial step for their seamless integration into the SAP PaPM Cloud UM.  More information you can find on SAP Help Portal page -->  Create a Deployment for a Generative AI Model | SAP Help Portal (ondemand.com)

Then we configure the AI core and model settings within the SAP BTP destination, guaranteeing seamless connection. 

You can complete the following information and then save your changes: 

Field	Values
Destination Name	Unique name of destination in current subaccount.
Type	HTTP
Description	Any description for Destination Name.
URL	{AI_API_URL}/v2/inference - where v2/inference is standard that you need to add from AI_API_URL   (from credentials in AI Core Service)
Proxy Type	Internet
Client ID	Use from AI Core created service instance
Client Secret	Use from AI Core created service instance
Token Service URL type	Dedicated
Token Service URL	{URL}/oauth/token   (from credentials in AI Core Service)

Field	Values
Additional Properties	Input below values:  ai-resource-group – default  gpt-4-32k – get from AI Launchpad  text-embedding-ada-002 model – <deployment-id> from AI Launchpad (Refer the below image for your reference)

Manage Tenant Connections introduced a new Connection Target Type called "AI Core Service" which can be created to refer to a specific AI Core Service destination. This will allow communication between applications running in SAP BTP and Universal Model to be able to utilize Artificial Intelligence in the application. 

Finally, we elevate our reports by incorporating Joule into our screen, which allows for Interactive Data exploration and insightful analytics. 

With everything set, we’re primed to unleash the full potential of AI and transform our reports into powerful insights! 

   2. Managing Chats in SAP PaPM Cloud UM 

In the System section, dive into Manage Chats and embark on your chat creation journey. You hold the power to embed dynamic chat features directly into your Reports. Imagine crafting a report brimming with data and visuals- now, with just a few clicks, you can infuse it with a chat that turns each page into a vibrant, real-time hub of interaction powered by Artificial Intelligence. 

Spoiler

IMPORTANT:
Before setting up your chat, ensure that you’ve already created the runtime environment and pages.

But that’s not all. You can also set permissions to teams who can view a chat (read-only access) and teams who are authorized to write and edit a chat.  

On how to create a chat in SAP PaPM Cloud UM, please see detailed explanation of steps on SAP Help Portal --> Manage Chats | SAP Help Portal. 

With the chat set up, we are ready to dive into creating prompts and start engaging in conversations with AI. 

   3. Interaction with AI- Manage Chat Prompts 

This application is placed under System section of SAP PaPM Cloud UM. It holds the promise of transforming static reports into dynamic conversations with AI.  This journey begins with setting up chat prompt. These prompts were designed to guide the AI in generating insightful responses and they will be linked to created chat. 

Feel free to ask the AI any question related to the context provided on the Page and AI will give you quick response. 

Spoiler

IMPORTANT
Please make sure that chat in Manage Chat application is already created before you start creating chat prompts.

Let’s ask our first question: ‘What is this report about?’ Watch how we receive a detailed answer. 

User could engage with the AI directly, asking questions and receiving tailored insights based on their specific needs. The result is a report that doesn’t just display data but invites users to explore and discuss it.  

For detailed instructions on creating prompts, please refer to the SAP Help Portal à Manage Chat Prompts | SAP Help Portal. 

With a solid understanding of Manage Chats and Manage Chat Prompts, along with how to create them, let’s move to the Report screen to explore another method of interacting with AI. 

   4. Joule – Report Screen 

Finally, we elevate our reports by integrating Joule into our screen, enabling interactive data exploration and insightful analytics. Any chats created and linked to specific pages will appear in chat history on the left side of Joule, making it simple to revisit and continue discussion from any saved chat. 

The magic of Joule lay in its ability to understand the context of the report. It is not just answering random queries; it is providing insights that mattered right where they were needed. This made complex data much more accessible and actionable. The reports were no longer just numbers on a screen; they became interactive conversations with AI. Every chat you create in Joule is your personal space – completely private and visible only to you.  

We can try now, through examples, how Joule is giving us response to asked question. Let’s start with accessing already created chat and check effective tax rate per country by simply asking Joule and we will get an immediate response. 

You can navigate to any page within the report and initiate conversations directly in Joule. 

Spoiler

IMPORTANT
Chats created on a specific page will remain exclusive to the that page and won’t appear on other pages within the report.

Joule can also handle basic calculation. We can ask for total profit before income and taxes across all countries and joule will give us response based on given context in page. 

Using Joule is breeze with its automatically suggested prompts. Simply click on a suggestion, and the AI will provide an instant response-it’s that effortless. 

You can also delete, or copy prompts to refine your queries without having to retype them.  

Additionally, you can upload files to provide more context to the AI. Simply drag and drop your file into the designated area at the bottom of the Joule pane. Once your file is uploaded and you ask a question, Joule will deliver a swift, context-rich answer. 

For more detailed information about Joule and how to use it, please refer to the documents available on the SAP Help Portal --> What is Joule? | SAP Help Portal and Show Report | SAP Help Portal. 

You will quickly experience the benefits, faster insights into your data, tailored suggestions for your report content, comprehensive reviews for stakeholders, and all while staying compliant with SAP data governance.  

Stay tuned - there is much more on the horizon! We are just beginning to explore the exciting era of business AI in SAP Cloud PaPM UM!