SAP Integrated Business Planning - Excel Add-in Feature Overview and End-User Guide - Based on Excel Add-In Version 2108.2.0

Sep 12, 2026

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SAP Integrated Business Planning (SAP IBP) Excel add-in provides end users direct access to key figures and master data stored in the SAP IBP backend from within Microsoft Excel. The guide explains core capabilities such as creating planning views, saving data, running simulations and planning operators for what-if analysis, and using master data maintenance. It also covers application jobs, alerts and alert dashboards, S&OP task management, navigation to Web UI, user settings, and logoff troubleshooting. Screenshots rely on test views and sample data.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages364

Reading Time2 h 7 min

AccessFree to download

About this document

What’s New in 2108.2.0

Agenda

Introduction

Planning in Microsoft Excel for professional planners

Flexible planning view definition

Some key facts about the Excel add-in

Upward/downward compatibility and restrictions

Prerequisites for working with the Excel add-in

Downloading the Excel add-in

SAP Integrated Business Planning, add-in for Microsoft Excel Feature Overview and End-User Guide Based on the Excel Add-In Version 2108.2.0 Product Management, SAP August, 2021 PUBLIC About this document The SAP Integrated Business Planning, add-in for Microsoft Excel (short: Excel add-in) is one of the key access points to key figures and master data that is stored in the SAP IBP backend. It is one of the main user interfaces for the end users of SAP Integrated Business Planning (SAP IBP) . The following slides aim to provide an overview of the key features and concepts of the Excel addin and are intended for end users. The presentation can be used, for example, for end user training during an implementation project. Please note that the screenshots and examples are based on test sample planning views and a test data set. The planning view templates and planning views can look different in your case due to custom formatting, branding, and additional VBA code that you have embedded. © 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 What’s New in 2108.2.0 • Time-based disaggregation of partially editable child nodes (page 125-129) • Simulations with inventory profiles (page 140) © 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3 Agenda 1) Introduction 2) How to log on to SAP Integrated Business Planning via the Excel add-in 3) How to create planning views 4) How to save data 5) How to work with planning views 6) Application jobs in the Excel add-in 7) Master data maintenance 8) Alert key figures and alert dashboard 9) S&OP task management 10) Navigation to the Web UI 11) User settings and more in the About area 12) How to log off from the Excel add-in and troubleshooting a disabled Excel add-in © 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4 Introduction Planning in Microsoft Excel for professional planners • Real-time access to your SAP IBP system and data, directly in Microsoft Excel • Create custom planning views easily • Visualize, analyze, and adapt your master data and time series data • Run planning operators in simulation mode for ad-hoc what-if analysis and create your own scenarios • Use local key figures to quickly use your custom Excel formulas on SAP IBP data • Use own VBA coding to further finetune planning views and planner interaction © 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6 Flexible planning view definition Native Microsoft Excel capabilities, such as charts and dropdowns, including VBA coding Data from SAP IBP database Some key facts about the Excel add-in • The Excel add-in does not run in the SAP Cloud (which SAP Integrated Business Planning does), but needs to be installed on the PCs of the individual users , or needs to be made available to the users in a Citrix environment at the customer. The customer is responsible for upgrading the add-in versions for the individual users. • With every SAP IBP release, a new Excel add-in version is also released, but it is not mandatory to use the newest addin version, even though it is best practice. • New features, such as planning notes or fixing of key figures, are only available as of the respective Excel add-inversion. • The current Excel add-in versions are upward compatible and downward compatible. This means that they can be used with lower and higher releases of SAP IBP. However, some functionality might not be available if you use an older Excel add-in version with a newer SAP IBP backend system. The lowest possible version that can be used is the 1808.2.0 version of the Excel add-in. • For more information, see SAP Note 2394311 (Version information for the IBP Excel add-in) at [https://launchpad.support.sap.com/\#/notes/2394311](https://launchpad.support.sap.com/#/notes/2394311) . • SAP IBP and the SAP IBP, add-in for Microsoft Excel are released with c

FAQs

What is the SAP Integrated Business Planning Excel add-in used for?

It enables end users to access SAP IBP key figures and master data directly in Microsoft Excel and to work with planning views and related planning activities.

Which capabilities are highlighted for end users in this guide?

The guide covers creating and working with planning views, saving data, running planning operators in simulation mode for what-if analysis, and maintaining master data and time series data.

How do Excel add-in versions relate to SAP IBP releases?

A new Excel add-in version is released with each SAP IBP release, but using the newest version is best practice rather than mandatory. The add-in supports upward and downward compatibility, while some functionality may be unavailable with older add-in versions.

Sep 12, 2026

Upload by Ivy