Combined planning & master data workbook

[peter_casper]

Dear community,

is it possible to combine IBP related planning and master data worksheets within one workbook? So far I wasn't able to find any option to do so. Master data workbooks always open new worksheets. Also a simply copy and paste does not really link/move the master data workbook related features but only the data.

Would be interesting to know if someone got it working or if I overlooked something.

BR, Peter

[Irmi_Kuntze · Accepted solution]

You can not combine an interactive Planning View with a Master Data workbook. You can only have a planning View showing all relevant master data with a dummy key figure to just show the master data in a planning view but no maintain.

However, you may find this customer influence request useful and feel free to mention in the comments your idea to have a combined favorite.

[peter_casper · Accepted solution]

Hi irmhild.kuntze,

thanks for the feedback which I somehow expected. But I think your workaround proposal with a second interactive planning tab and a dummy key figure might be sufficient.

Thanks, Peter

[neeraj_deshkar1]

Hello,

Master data & planning view always opens up in separate excel sessions. However you can view planning objects along with key figure data in same workbook of master data. Key figure data can be viewed only for base planning level via this option.

--Neeraj

[peter_casper]

Hi Neeraj,

that's pretty clear and the general capabilities are known. I came more from a usability perspective where it would be beneficial for business having all necessary data combined in one workbook.

Br, Peter