Finance · Planning ·

CapEx planning

Track your investments: commitments vs budget, approval rate, depreciation and CapEx/revenue ratio.

Illustrative preview of the SAP Analytics Cloud dashboard CapEx planning for the Finance industry: metrics CapEx committed vs budget, Approval rate, Depreciation, CapEx/Revenue, analyzed by Project, Site, Asset class.
Illustrative preview of a possible rendering in SAC. Brand colors and structure; synthetic figures.

KPIs included

  • CapEx committed vs budget
  • Approval rate
  • Depreciation
  • CapEx/Revenue

Analysis dimensions

  • Project
  • Site
  • Asset class

About this template

Track your investments: commitments vs budget, approval rate, depreciation and CapEx/revenue ratio. Designed for teams in the Finance industry, the model pre-wires 4 key metrics — including CapEx committed vs budget and Approval rate — analyzable across 3 analysis axes (Project, Site, Asset class). You start from an already-bounded base (units, aggregations and business labels defined) rather than a blank sheet.

After downloading, import CapEx planning into SAC Modeler (Files → New Model → Import data from a file), map the 3 dimensions and 4 measures, then build your Story. The provided dataset contains 720 to 960 rows with realistic values for the Finance industry, available as .xlsx (multi-sheet workbook), .csv (flat table) and .package (ZIP bundle with model.json, data.csv and README).

FAQ

What is the "CapEx planning" template for?

It provides a ready-to-use SAC structure to drive planning in the Finance industry. The standard business KPIs and dimensions are already defined, saving you the modeling phase.

Which KPIs are included?

The template includes 4 metrics: CapEx committed vs budget, Approval rate, Depreciation, CapEx/Revenue. Each is computed across the dimensions Project, Site, Asset class.

How do I import it into SAP Analytics Cloud?

Download the .csv or .xlsx format, then in SAC: Files → New Model → Import data from a file. Map the columns (Dimensions then Measures), validate the types and build your Story. Allow 5 to 10 minutes for an operational model.