Workshop | SAP Analytics Cloud for Financial Planning
In today’s data-driven world, financial professionals need more than spreadsheets — they need powerful, intuitive tools to translate numbers into actionable insight. SAP Analytics Cloud (SAC) offers a unified platform for planning, reporting, and advanced analytics — all in the cloud.
This hands-on workshop offers an engaging introduction to SAC, tailored specifically for financial planning and analysis. You’ll gain practical experience, explore real-world use cases, and walk away with skills you can apply immediately in your organization.
What’s Included
- SAC Licenses for two full weeks (one before and one after the event)
- Educational Materials, including workshop slides and practical resources
- Direct Access to Instructors for post-workshop questions and guidance
Who Should Attend
This workshop is designed for professionals at the intersection of finance and technology. While prior SAC experience is helpful, it’s not required — we start from the ground up and focus on real-life applications. Though the spotlight is on financial reporting, the skills you learn will translate to many other domains. Ideal participants include:
- Finance professionals focused on planning, reporting, and analytics
- Business analysts and decision-makers exploring SAC’s potential
- IT and data teams supporting SAC implementations or evaluating its value
Workshop Objectives
By the end of this session, you will:
- Grasp how SAC supports data-driven financial decision-making
- Get hands-on with key SAC features tailored to financial reporting
- Develop a full use case — from data modeling to dashboards
- Apply best practices in visualization, forecasting, and KPI design
Details at a Glance
- Price: 500 CHF
- Language: English
- Duration: 4 hours
- Dates: May 8 or May 22, 2025
- Time: 13:00 – 17:00
- Location: SPACES, The Circle, Zurich Airport (The Circle 6, 8058 Zürich)
- Perks: Apero included – drinks & snacks served during the event
Hands-On Learning: Agenda
🕐 13:00 – 13:30: Welcome & SAC Access Check
🧩 13:30 – 14:45: Building an Income Statement
- Data Modeling in SAC
- Data Transformations
- Creating Parent-Child Hierarchies
☕ 14:45 – 15:00: Coffee Break
📊 15:00 – 16:15: Developing Financial KPIs & Visuals
- Calculated Measures (Variance, YTD, etc.)
- Dynamic Tables & Charts
- Thresholds and Filters
☕ 16:15 – 16:30: Short Break
📈 16:30 – 17:00: Forecasting in SAC + Live Q&A
- Creating a Time Series Forecast in SAC
- Importing and Utilizing Forecast inside your SAC stories
🥂 17:00 onwards: Apero & Networking
What You’ll Learn
- Master data modeling in SAC, with a focus on transformations and hierarchies
- Build dynamic dashboards (“Stories”) with visualizations, tables, and filters
- Design variance analysis, thresholds, and calculated KPIs
- Create and interpret time series forecasts
- Learn how to import and use forecasts directly in SAC dashboards
Meet Your Instructors
Marvin Scherer – SAP Analytics & Financial Modeling Expert
Effective reporting is built on a strong architecture. When hierarchies, measures, and models align, financial planning becomes faster, more transparent, and easier to adapt over time.
Daniel Leal – Data Storytelling & SAC Strategy Consultant
Good reporting doesn’t just present numbers — it builds trust. My goal is to show you how to make your data speak clearly, whether you’re tracking forecasts or leading transformation in your team.
Additional Resources
📘 Blog Tutorial – Step-by-Step Guide to SAC Financial Reporting
📺 YouTube Walkthrough – Income Statement in SAC
Autor
Daniel Leal
Entwickler
