SAP IBP Excel Planning View: Locking row cell for first 4 weeks

[former_member367912]

Hello,

Can anyone please here on the below requirement.

In the excel planning view we want to lock one Key Figure for first four weeks so that in the excel PV that cannot be edited.

Cheers,

Akhilesh

[Irmi_Kuntze · Accepted solution]

the webinar is really worth watching. If you need the shortcut:

- go to EPM formatting sheet

- Under ROW --> "Formatting on Specific Member/Properties:" set the flag for "apply

- click on "Add Member/Properties" which is below

- In "Member Selection" on the left side click "Key Figure" and on the right side the desired key figure, in my example Sales Forecast Qty. Still in the Popup click on "Add to Multiple Selection". Stay in the Popup

- In "Property Selection" on the left side click on "Weeks" and on the right side fill in as follows: Property = RELATIVE, Operator = BETWEEN, Value = 00000 (equal current week), High Vale/Dimension = 0003 (equaling current plus 3 weeks).

Still in the Popup click on "Add to Multiple Selection". Stay in the Popup

- In "Multiple Selection Overview" click on OK (do NOT click on OK in any other of the tabs). This closes the popup.

- Click on the value 10000 right of the new entry and right-mouse-click --> EPM --> Lock Selected Cells

- On the field right of the 10000 double-click and in the popup select LOCK (unflag All first), it is below Protection. If you want to give the background a different color such as grey, flag in addition Pattern. This will not overwrite anything else in the format than the background color

- Go back to the planning sheet and click on "Edit View" --> "Sheet Options". Make sure that the flag for "Apply Dynamic Formatting" is set and that in the dropdown list you choose the right formatting sheet. Click OK

- Go to "Advanced" --> "Sheet Options", and here to tab "Protection. Set the radio button to "Protect Workbook". Below, under "allow all users ...." click all flags, which makes sure that all other changes are still allowed. Click OK

Now you have the first three weeks marked in grey, and when you try to enter a value in any of those periods you get a popup with a warning and cannot change any more

In my example below, the current week is the one highlighted with the blue borders = W26.

Result:

Right mouse click:

[anna_linden]

Hi Akhilesh,

there is no standard functionality in IBP to freeze the key figure horizon as of today. However, in Excel you can use the EPM formatting sheet to fix the horizon. I have explained and demoed that in the recent webinar:

https://dam.sap.com/a/a74SqHn

BR Anna

[former_member367912]

Thanks Anna.