Cost Center Planning through EXCEL upload.

 

                                Excel Planning In Cost Center Accounting

what is cost center planning?

cost center planning includes entering plan figure of cost, activity, price for a particular cost center and particular planning period. later you can determine the variance from these figures when you come to compare these plan value with the actual cost incurred.  

KP26- Activity type/ price planning

KP64- Create Screen layout

KP34- Create planner profile

Purpose

This content was created to clarify how to use excel in cost center planning.

Overview

SAP offers the option to use Planning with Excel integrated into the user interface of the SAP System, this enable you to plan using the function of planning screen or Excel.

Planner profile

You can create or change a planner profile on transaction KP34. In this example I will create a planner profile to upload data in transaction
KP26 (Change activity Type/Price Planning: Initial Screen).

- Create a profile name and description in KP34

  
Transaction KP34

- Click on 'General Controlling'
- Here you will enter the area in Controlling where you carry out planning. I will use Cost centers: activities/prices on this example.

 
- Select the planning area and click on 'Layouts for Controlling'
 

 

Here you can choose an existing layout. To create a layout go to transactions KP65/KP75/KP85.
 
- To use excel select the Indicator for activating integrated Excel in planning.
- Click on 'Default parameters'
 

 
- Enter default planning data in the selection screen the click on overview
 

 
SAP will create a file layout and generate the file description
 

 
To save the layout press 'Save Excel Layout', you can click on 'generic file' button to create a generic file name.
 

 

Upload Data

Go to KP04 to enter your planner profile.

To upload data with excel at least one line of plan data must be entered manually using standard planning. Once this has been entered then excel planning may continue.  

 In KP26 go to Extras->Excel Planning->Upload

Transaction KP26

Select the file location and the file description and execute

 
If any error occurs or the upload finished without any errors will be presented on the next screen.

 

 
Clink on the line to see more information or errors if presented :