Online Course
Financial Planning and Analysis with SAP Analytics Cloud: Planning, Budgeting, and Forecasting
with Todd Floyd
08/06/2026 – 08/27/2026
The course in detail:
Are you ready to transform your FP&A with SAP Analytics Cloud? This four-day course guides you through building a finance-ready planning model, designing budgeting and forecasting applications, and enabling collaborative, data-driven workflows. Begin by familiarizing yourself with today’s FP&A expectations and with SAP Analytics Cloud architecture and navigation. Then learn to build a baseline planning model: create account dimension hierarchies, define revenue and expense categories, and so on. Customize your planning applications using functions, adjustments, workflows, and calendars. Close out the course by developing executive dashboards and performing variance analysis. Deliver faster, smarter, and more strategic financial insights for your organization!
What you'll learn:
- Understand modern FP&A processes within the SAP Analytics Cloud architecture
- Create a basic finance-ready planning model
- Build planning applications for budgeting and forecasting
- Enable data input and implement collaborative workflows
- Build executive dashboards and perform variance analysis
🕒 The courses start at 10 a.m. ET and end at 3:00 p.m. ET, breaks included.
Who is this FP&A course suitable for?
- FI-CO consultants
- Implementation project teams
- FP&A business process owners and key users
Prerequisite: Attendees should have prior knowledge of basic accounting topics, but no previous experience with SAP Analytics Cloud is neccessary. Analytics applications, custom widget creation, and integration with third-party tools are out of scope for this course. If you need more information about the learning level, please feel free to ask us.
These FP&A topics will be covered in this course:
- Modern FP&A processes
- SAP Analytics Cloud architecture and navigation
- Model types
- Dimensions vs. measures
- Planning model design
- Currency and configuration
- Multi-currency planning configuration
- Planning applications
- Data input and collaboration
- Workflows
- Executive dashboards
- Financial reporting
- Predictive forecasting
- Governance
Learn more about Rheinwerk Courses with our FAQ.
Note: Can’t join live? No problem! With your purchase, you’ll receive access to the session recordings and slide decks directly on the learning platform shortly after each session concludes. Learn at your own pace, revisit key concepts, and reinforce your understanding of the topic. Whether live or on demand, this course offers you the opportunity to learn directly from a top SAP expert. Don’t miss out!
Online Courses
Foundations of FP&A and SAP Analytics Cloud Planning
To master FP&A in SAP Analytics Cloud, you’ll learn modern planning principles, how to navigate the system architecture, and how to build your first finance-ready planning model from real financial data.
Topics:
- Evolution of FP&A
- Limitations of spreadsheet planning
- SAP Analytics Cloud architecture, interface, and navigation
- Planning model fundamentals
- Importing financial datasets
- Creating dimensions
- Configuring measures
Financial Planning Data Modeling
Design robust financial planning models in SAP Analytics Cloud. Dive into model fundamentals: revenue vs. cost modeling, driver-based revenue planning, fixed vs. variable costs, and more. Then build your own model by creating account dimension hierarchies, defining revenue and expense categories, and loading your financial data!
Topics:
- Financial data structures
- Chart of accounts modeling
- Organizational hierarchies
- Revenue vs. cost modeling
- Driver-based revenue planning
- Fixed vs. variable costs
- Creating account dimension hierarchy
- Defining revenue and expense categories
- Configuring currencies and time
- Configuring multi-currency planning
Forecasting and Predictive Planning
Design interactive planning applications in SAP Analytics Cloud. Build forecasting applications, manage data input and versions, and streamline workflows with task assignments, approvals, and data locking for controlled planning cycles.
Topics:
- Planning-enabled tasks
- Input controls
- Page filters
- Editable planning tables
- Filters by region
- Version selection
- Data spreading and distribution
- Spreading revenue
- Adjusting costs
- Planning cycles
- Task assignment
Financial Reporting, Dashboarding, and Governance
Learn to design high-impact financial reports and executive dashboards in SAP Analytics Cloud. Apply governance and performance best practices for enterprise-ready FP&A solutions.
Topics:
- P&L reports
- Variance analysis
- Waterfall charts
- Executive dashboards
- Forecast vs. actual views
- Security roles
- Data access control
- Model performance optimization
Ticket Options
Your Experts
Todd Floyd is a senior finance analytics solution architect with experience in SAP Analytics Cloud, SAP S/4HANA’s embedded analytics, SAP HANA modeling and development, and SAP HANA predictive analytics. He has been working in the SAP ecosystem since 2007.
Discover Additional Courses
Online Course: On Demand
Profitability calculations have evolved in recent years, so it’s time to dig into the best practices of margin analysis with SAP S/4HANA! Start by understanding the advantages of account-based profitability analysis and how to configure characteristics, operating concerns, and derivation. Set up and run actual value flows from sales and distribution, financial accounting, materials management, and controlling processes. Optimize margin analysis reporting through summary reports, line-item reports, and SAP Fiori apps! Then examine advanced topics such as realignment, transporting operating concerns, top-down distribution, and planning to see the complete picture of margin analysis with SAP S/4HANA!
Online Course: On Demand
Pair This Course with These Books
FP&A is now in the cloud! In this comprehensive guide, begin by provisioning your data for financial planning and analysis in SAP Analytics Cloud. Then follow step-by-step instructions to set up the planning process and use SAP Analytics Cloud’s automated planning logic to calculate key metrics. Learn how to perform simulations to model what-if scenarios, streamline your planning workflow, and share results with stakeholders. With details on implementation best practices, this is your all-in-one resource!
E-book, Print, Bundle
Discover the next generation of BI with this guide to SAP Analytics Cloud! Get your data into the system and see which data models to use in which situations. Next, learn about stories—how to create visualizations for them, publish them, and enhance them. With expanded information on the unified story, analytics catalog, and planning models, this fully updated edition is your one-stop shop for all your SAP Analytics Clouds needs!
E-book, Print, Bundle
Ready to take your SAP skills to the next level?
Visit our course webpage to explore our upcoming sessions and secure your spot today with our early bird pricing! Thank you for choosing us as your trusted partner in SAP education.
via the ticket shop by our partner pretix
with credit card or PayPal
Get in touch for a quote