IBP planning note doesn't get saved

[peter_casper]

Dear community,

I face a strange issue where my maintained planning note doesn't get saved on the DB. This behaviour occurs in QAS environment (which is a 1:1 copy from DEV) for KF "SALESFCTQTY". However planning notes for KF "DEMANDPLANNINGQTY" can be saved. So actually just for one key figure the saving doesn't seem to work.

The scenario can't be reproduced in DEV where everything works as expected. Did anyone face something similar and knows potentially the root cause for it?

best regards Peter

[peter_casper · Accepted solution]

Dear irmhild.kuntze , ivan.andreis , dear community,

just to close off this topic and to keep you informed. The described behaviour has been reproduced by SAP's service team and they were able to identify the area where it happens.

The bugfix "[...] will most probably be included in HFC07, which will be released to customers on October 17th."

Best regards, Peter

[peter_casper]

Dear community,

the issue was related to the EPM formatting which somehow prevented to indicate existing notes for multiple key figures. I wasn't able to find out which setting or perhaps even a malfunction was jeopardizing a correct indication although I removed all custom settings from EPM formatting sheet.

I downloaded the latest IBP templates from GiTHub from 28th August w/o applying any EPM related adjustments but I get the same result.

best regards Peter

[Irmi_Kuntze]

.... sounds like an OSS message, I cannot reproduce the issue...

If you think it is EPM related: Do you have latest AddOn, or work with an old one? You should mention that in the OSS message and share an example as Template

But it would be interesting to know what causes the issue. Just, without seeing it in detail I cannot help

Sorry, Irmi

[peter_casper]

Hi irmhild.kuntze, Hi ivan.andreis

Ivan perfectly wrapped up the so far identified culprit. I am currently performing some additional tests in order to come even further to the root cause. Afterwards I will raise an OSS message and keep you posted on the outcome.

Thanks so far, Peter

[peter_casper]

Yes, I am working with the latest Add-In Version 1908.2.0, EPM Version 10.0 SP 34 Patch 2 .NET 4, EPM Build 10363.

[peter_casper]

Dear irmhild.kuntze, ivan.andreis,

I was able to isolate the root cause.The issue that planning notes do only get displayed for one key figure out of 3 seems to be related to the value based filter. All notes are getting correctly displayed when I am loading data based on no filter or an attribute based filter only. But in case I am applying a value based filter the planning notes for 2 out of 3 key figures simply disappear (from Excel).

Before I raise an OSS, it would be interesting to know if you can reproduce the same behaviour.

BTW: The issue seems to be independent of EPM as it occurs with a non formatted sheet as well.

Best regards, Peter

[former_member194529]

Hi Peter,

I won't have an environment ready right now to try on reproducing the same, but I do think that this may be possible, considering that VBFs are not a very old feature, as well as the Planning Notes were recently implemented as well, so this may indeed be a bug that needs to be fixed and wasn't identified by other users until now. On this case, since it is not related to EPMFormatting anymore, you may raise the incident on SCM-IBP-XLS-PLN component instead of the UI one.

Best,

Ivan

[peter_casper]

Hi all, Hi irmhild.kuntze,

I was able to reproduce this strange behaviour (that planning notes show up for one key figure only) even with the latest templates from GIT Hub from 28th August, i.e. w/o VBA and w/ VBA code.

The EPM sheet remained unchanged and so did the personal settings. Also the planning note display setting for all levels w/in planning view definition is switched on.

My setup:

• Planning view with enabled planning notes on all levels
• 6 key figures out of which 3 are planning note enabled
• Existing planning notes for all 3 key figures (which can be verified based on a plain planning view w/o EPM formatting)
• Used planning template: TemplateWithoutVBA.xlsx and ChartVBA_Embedded.xlsm
• No EPM adjustments
• Excel - Microsoft Office Professional Plus 2013 (Version 15.0.5163.1000)

Outcome:

• Planning notes do only get displayed for the last of the 3 key figures which allow planning notes

Does anyone face the same issue or even knows how to overcome it?

Best regards, Peter

[former_member194529]

Hi Peter,

You mean that if you disable the EPMFormattingSheet all Planning Notes are displayed as expected, however with the EPMFormattingSheet enabled you only see the planning notes for the Last of the 3 key figures, and not for the other two?

If so, it may be good to raise an incident on SCM-IBP-XLS-UI component for further checking of the Sample VBA Templates.

Best,

Ivan

[peter_casper]

Hi Irmi,

both key figures are within the same planning view for which planning notes are enabled. I can maintain the note which stays in place, marked as draft, until I save the data. Afterwards it directly disappears.

In the meantime I seem to come closer to the root cause and it looks like it's related to the EPM formatting sheet which only displays planning notes for one key figure, i.e. always the last one in the sequence of key figures within the planning view. I recognized this as I made a third planning note enabled key figure available and the planning note from former kf2 also disappeared and only the 3rd one seemed to work.

Based on that finding I created an ad-hoc view w/o any formatting and "la voilà" for all relevant key figures the notes are getting indicated as expected.

Is there any setting in EPM formatting sheet related to the indication of existing notes which I overlooked or configured wrongly?

[Irmi_Kuntze]

Hi Peter

some screenshot and the single steps you performed would help. Without that it is hard to say what went wrong.

If you transported the planning area, it can not be due to configuration in the planning area itself.

Can you create it but when you save and refresh it disappears? Or can you not create it in the first place?

You said, only one KF does not work, so it works for another one in QAS? Assuming you would have KF1 and KF2 notes enabled, and for KF1 it works and KF2 it does not: Have you tried to open both in the same planning view and try to create and store a planning note? If that would be in two different planning views, it might be that your planning view settings is set to "Don't Display" under "display planning notes" in the KF settings, hence the trial with having both in one view. And try with "Show from all levels".

Yours

Irmi