CUBE INFORMATICS
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SAP BPC NW 10.0 Knowledgebase

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CUBE INFORMATICS
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Table of Contents

A SAP EPM Co...
CUBE INFORMATICS
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Executive Summary:
This how-to-...
CUBE INFORMATICS
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Business Scenario:
We often dea...
CUBE INFORMATICS
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Data Load Scenarios:
Scenario

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CUBE INFORMATICS
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Building Blocks:
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D...
CUBE INFORMATICS
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Login in to the system:

Author...
CUBE INFORMATICS
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Initial/Home Screen:

Author & ...
CUBE INFORMATICS
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Verify required DIMs:
From the ...
CUBE INFORMATICS
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Create a Financial Model - DL_D...
CUBE INFORMATICS
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View the Model – DL_DEMO:

Auth...
CUBE INFORMATICS
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From Initial/Home Screen, Launc...
CUBE INFORMATICS
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Choose the Model you want to Co...
CUBE INFORMATICS
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Load Data into Excel – Data Man...
CUBE INFORMATICS
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Navigate to the Data File and S...
CUBE INFORMATICS
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Data Preview after Uploading th...
CUBE INFORMATICS
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Create New Conversion File (und...
CUBE INFORMATICS
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Conversion File With Multiple S...
CUBE INFORMATICS
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From Conversion Menu, Choose “V...
CUBE INFORMATICS
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Choose “New Transformation File...
CUBE INFORMATICS
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Transformation File (with 1 Con...
CUBE INFORMATICS
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Choose “Validate Transformation...
CUBE INFORMATICS
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Validate Transformation File Co...
CUBE INFORMATICS
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Validate Transformation File Co...
CUBE INFORMATICS
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Output Screen, Save results wit...
CUBE INFORMATICS
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Results with different Conversi...
CUBE INFORMATICS
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Add required Package(s): Since ...
CUBE INFORMATICS
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Click Select button to Add Pack...
CUBE INFORMATICS
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PACKAGE List – Under Organize ...
CUBE INFORMATICS
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Select the Package you want to ...
CUBE INFORMATICS
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Run Package From Data Manager M...
CUBE INFORMATICS
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Run Package Options…

Author & ...
CUBE INFORMATICS
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Choose the (corresponding) Tran...
CUBE INFORMATICS
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Run Package Options Cont…

Auth...
CUBE INFORMATICS
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Run Package Options Cont…

Auth...
CUBE INFORMATICS
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Run Package Options Cont…

Auth...
CUBE INFORMATICS
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Run Package Confirmation:

Run ...
CUBE INFORMATICS
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Run Package Status Cont…:

Auth...
CUBE INFORMATICS
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Run Package Status Cont…:

Auth...
CUBE INFORMATICS
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Validate the load – Select EPM ...
CUBE INFORMATICS
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Choose parameters/layout of the...
CUBE INFORMATICS
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For each DIM, choose the proper...
CUBE INFORMATICS
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Report Layout (no data), re-run...
CUBE INFORMATICS
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Data File:

Left blank – Create...
CUBE INFORMATICS
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Disclaimer:
This description is...
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Sapbpc nw 10.0 transactional data load guide v1

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Sapbpc nw 10.0 transactional data load guide v1

  1. 1. CUBE INFORMATICS ________________________________________________________________________ SAP BPC NW 10.0 Knowledgebase Transactional Data Load to BPC NW 10.0 from Flat Files via Data Manager Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 1|Page
  2. 2. CUBE INFORMATICS ________________________________________________________________________ Table of Contents A SAP EPM Community Service Executive Summary……………………………………………………………………………………………...3 Business Scenario ……………………………………………………………………………………………….4 Data Load Scenarios ……………………………………………………………………...5 Building Blocks………………………………………………………………………………….………………...6 Dimensions……………..……………………………………………………………………………..…….……...9 Model ………………….……………………………………………………………………………………….…...10 EPM Ad-In Excel………………………………………………………………………………..………….……12 Data File Upload………………….………………………………………………………………………….….15 Create Conversion File ……………………….…..………………………………………………………....17 Create Transformation File ……………………..…………………………………………………….…..20 Add Package(s) …………………………..……………………………………………………………….…….27 Run Package(s) …………………………………………………………………………………………….……30 Report …………………………………………………………………………………………….………….……..40 Disclaimer………………………………..…………………………………………………………………….….45 Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 2|Page
  3. 3. CUBE INFORMATICS ________________________________________________________________________ Executive Summary: This how-to-guide is to illustrate the detailed steps to load Transactional Data from Flat Files to BPC NW 10.0 We will use the front end web user interface and the Data Manager in EPM Office Add-in for Excel. Assumptions: We assume the user is familiar with user interface of BPC and BW. All required Dimensions and Model is in place. Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 3|Page
  4. 4. CUBE INFORMATICS ________________________________________________________________________ Business Scenario: We often deal with data from multiple sources. Most common source of data we process is from ASCII flat files. The files could be delimited by COMMA, TAB etc… In our case we will be working with COMMA separated file. We will be working with Financial Model. Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 4|Page
  5. 5. CUBE INFORMATICS ________________________________________________________________________ Data Load Scenarios: Scenario Transformation File Conversion File 1 1 File 1 File 2 1 File 2 Files 3 1 File 1 File with Multiple Sheets 4 1 File Scenario3 + FORMULA 5 1 File Scenario4 + SKIP Record(s) Note: We will be covering scenario 5 in this exercise. You may repeat this for each scenario. Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 5|Page
  6. 6. CUBE INFORMATICS ________________________________________________________________________ Building Blocks:       Dimensions Model Properties Data File (csv) Data Manager Packages Report Data Model for Sales Revenue Planning {by Region, Customer, Product, Product Parts, Product Group, Product Family}: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 6|Page
  7. 7. CUBE INFORMATICS ________________________________________________________________________ Login in to the system: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 7|Page
  8. 8. CUBE INFORMATICS ________________________________________________________________________ Initial/Home Screen: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 8|Page
  9. 9. CUBE INFORMATICS ________________________________________________________________________ Verify required DIMs: From the Home screen, click on “Planning and Consolidation Administration”, click on Dimensions From the Home screen, click on “Planning and Consolidation Administration”, click on Models Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 9|Page
  10. 10. CUBE INFORMATICS ________________________________________________________________________ Create a Financial Model - DL_DEMO: Note: Since we are creating the model from a Blank Model, we must add required packages. Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 10 | P a g e
  11. 11. CUBE INFORMATICS ________________________________________________________________________ View the Model – DL_DEMO: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 11 | P a g e
  12. 12. CUBE INFORMATICS ________________________________________________________________________ From Initial/Home Screen, Launch EPM Add-In for Excel: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 12 | P a g e
  13. 13. CUBE INFORMATICS ________________________________________________________________________ Choose the Model you want to Connect (Use): Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 13 | P a g e
  14. 14. CUBE INFORMATICS ________________________________________________________________________ Load Data into Excel – Data Manager Menu: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 14 | P a g e
  15. 15. CUBE INFORMATICS ________________________________________________________________________ Navigate to the Data File and Save it in EXAMPLS folder (be consistent with naming): Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 15 | P a g e
  16. 16. CUBE INFORMATICS ________________________________________________________________________ Data Preview after Uploading the file. Select Source file Type to Delimited and Select a delimiter to COMMA: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 16 | P a g e
  17. 17. CUBE INFORMATICS ________________________________________________________________________ Create New Conversion File (under Manage Conversion Files menu): Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 17 | P a g e
  18. 18. CUBE INFORMATICS ________________________________________________________________________ Conversion File With Multiple Sheets (instead of multiple Conversion Files): Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 18 | P a g e
  19. 19. CUBE INFORMATICS ________________________________________________________________________ From Conversion Menu, Choose “Validate Conversion File” Option, this prompts you for the name (do not add the file extension): Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 19 | P a g e
  20. 20. CUBE INFORMATICS ________________________________________________________________________ Choose “New Transformation File” Option under Manage Transformation Files: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 20 | P a g e
  21. 21. CUBE INFORMATICS ________________________________________________________________________ Transformation File (with 1 Conversion File with Multiple Conversion Sheets – Highlighted): Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 21 | P a g e
  22. 22. CUBE INFORMATICS ________________________________________________________________________ Choose “Validate Transformation” from Transformation Menu: Note: Before Validating Transformation, system will prompt for a Data File. Even it is an Optional step, please choose the file and you do not need to worry about errors later while running package. Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 22 | P a g e
  23. 23. CUBE INFORMATICS ________________________________________________________________________ Validate Transformation File Cont…: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 23 | P a g e
  24. 24. CUBE INFORMATICS ________________________________________________________________________ Validate Transformation File Cont…: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 24 | P a g e
  25. 25. CUBE INFORMATICS ________________________________________________________________________ Output Screen, Save results within Transformation File (OUTPUT1 Sheet) or as a TEXT file: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 25 | P a g e
  26. 26. CUBE INFORMATICS ________________________________________________________________________ Results with different Conversion Options: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 26 | P a g e
  27. 27. CUBE INFORMATICS ________________________________________________________________________ Add required Package(s): Since our Model was created from a Blank Model, we must add necessary Packages (BR & LS) as needed. PACKAGE List – Under Organize  Organize Package List: Add Package Group On Right Pane or from the Package Menu, Choose Add Package: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 27 | P a g e
  28. 28. CUBE INFORMATICS ________________________________________________________________________ Click Select button to Add Package: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 28 | P a g e
  29. 29. CUBE INFORMATICS ________________________________________________________________________ PACKAGE List – Under Organize  Organize Package List Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 29 | P a g e
  30. 30. CUBE INFORMATICS ________________________________________________________________________ Select the Package you want to Run from Run Package Menu: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 30 | P a g e
  31. 31. CUBE INFORMATICS ________________________________________________________________________ Run Package From Data Manager Menu/Ribbon – Choose the PKG and Click Run button (previous slide): Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 31 | P a g e
  32. 32. CUBE INFORMATICS ________________________________________________________________________ Run Package Options… Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 32 | P a g e
  33. 33. CUBE INFORMATICS ________________________________________________________________________ Choose the (corresponding) Transformation File: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 33 | P a g e
  34. 34. CUBE INFORMATICS ________________________________________________________________________ Run Package Options Cont… Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 34 | P a g e
  35. 35. CUBE INFORMATICS ________________________________________________________________________ Run Package Options Cont… Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 35 | P a g e
  36. 36. CUBE INFORMATICS ________________________________________________________________________ Run Package Options Cont… Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 36 | P a g e
  37. 37. CUBE INFORMATICS ________________________________________________________________________ Run Package Confirmation: Run Package Status: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 37 | P a g e
  38. 38. CUBE INFORMATICS ________________________________________________________________________ Run Package Status Cont…: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 38 | P a g e
  39. 39. CUBE INFORMATICS ________________________________________________________________________ Run Package Status Cont…: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 39 | P a g e
  40. 40. CUBE INFORMATICS ________________________________________________________________________ Validate the load – Select EPM menu and Click on New Report: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 40 | P a g e
  41. 41. CUBE INFORMATICS ________________________________________________________________________ Choose parameters/layout of the report: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 41 | P a g e
  42. 42. CUBE INFORMATICS ________________________________________________________________________ For each DIM, choose the proper value for the report: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 42 | P a g e
  43. 43. CUBE INFORMATICS ________________________________________________________________________ Report Layout (no data), re-run this report after Data PKG completes successfully: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 43 | P a g e
  44. 44. CUBE INFORMATICS ________________________________________________________________________ Data File: Left blank – Create your own File Conversion File: Please see page 18 Transformation File: Please see page 21 ----------------------------------- End of Process --------------------------------- Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 44 | P a g e
  45. 45. CUBE INFORMATICS ________________________________________________________________________ Disclaimer: This description is a preliminary version and not subject to a license agreement or any other agreement with SAP®. This document contains only intended strategies, developments, and functionalities of the SAP product and is not intended to be binding upon SAP/us to any particular course of business, product strategy, and/or development. Please note that this preview is subject to change and may be changed by SAP at any time without notice. SAP /we assume no responsibility for errors or omissions in this document. SAP /us does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This preview is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP /we shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence. The statutory liability for personal injury and defective products is not affected. SAP Community Contributor: Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com Author & Architect: Satya Vipperla SAP BPC & BOBJ Consultant SAP EPM Community Member Satya17@gMail.com A SAP EPM Community Service 01/01/2012 45 | P a g e

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