Friday, 29 July 2016

Steps for opening and closing period – MM FI CO

As many of us struggle with changing periods in our DEV and QA environments, here is quick reference for opening and closing period. In doubt, please consult with your FI/CO expert.

There can be upto four transaction involved depending on your situation.

◉ MMRV – Allow posting to previous period
◉ MMPV – Close Periods
◉ OB52 – Change view “Posting Periods: Specify Time Intervals”: Overview
◉ OKP1 – Maintain Period Lock

1. MMRV: View current period / Allow posting to previous period


This transaction allows you to view current period and change setting for posting to previous period.

All SAP Modules, SAP MM, SAP FI, SAP CO, SAP ERP, MM (Materials Management)

All SAP Modules, SAP MM, SAP FI, SAP CO, SAP ERP, MM (Materials Management)

2. MMPV: Close Periods


In MMPV you can execute period closing up to the end of the current fiscal year. The period closing program updates the administration record, thus ensuring that the stock data of the material master are updated.

If, for example, you want to close your periods up to 03/2013, you are not allowed to post values in 01/2013. Therefore, if you still want to make postings in period t, you should execute period closing only for a maximum of t+1 periods.

All SAP Modules, SAP MM, SAP FI, SAP CO, SAP ERP, MM (Materials Management)

3. OB52: Change view “Posting Periods: Specify Time Intervals”: Overview


In this activity, you close the posting periods for FI-AA and open the new periods for FI-AA.

No more FI-AA postings can be made to the previous period. Postings for the future periods are allowed.

All SAP Modules, SAP MM, SAP FI, SAP CO, SAP ERP, MM (Materials Management)

4. OKP1: Maintain Period Lock


If needed, unlock period for CO transaction.

All SAP Modules, SAP MM, SAP FI, SAP CO, SAP ERP, MM (Materials Management)

If I have missed anything here or misinterpreted, let me know and I will correct it or add additional clarification/tips.

Monday, 11 July 2016

SAP BO Webi report development on HANA views

SAP BO Webi report development on HANA views:


This document explains step by step creation of Hana views, Universe in IDT and development of Webi report on top of the Hana views universes. This document will give understanding of the complete development/creation of end to end scenario from Hana views to report.

In this scenario we are considering Purchase application flow and analysis of report for purchase users assuming that Purchase related data extracted thru SLT from ECC system.

Applications & Versions used for this scenario:


SAP Hana Studio 2.0.7

Information Design Tool 4.1

SAP BO Webi 4.1

This Document explains below major topics:

1. Creation of Attribute View
2. Creation of Analytical View
3. Creation of calculation View
4. Creating and Publishing universe using IDT (Information Design Tool)
5. Creation of Webi Report

Extracted Purchase order header, Item and account assignment tables and also Material, Vendor, Company code and G/L account master data tables in to HANA from ECC using  SLT.

As a best practice need to follow the proper naming conventions for creating any views. (ex: Attribute view –starting with AT followed by table name)

1. Creation of Attribute View:


1.1. Select the respective package –>  Right click –->  New a Select Attribute View

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1.2. Select the Mara table from the schema and drop it in Data Foundation in view and double click on the selected fields for output display.

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Save and activate the view. Attribute view AT_MARA created on Material Master data table – Mara:

Similar way creates other attribute views and by selecting the respective master data tables from the schema, and enable the fields which we want to see in output in each view for below.

Vendor Master – LFA1 – Attribute View

Material Master – MARA – Attribute View

Company Code master – T001 – Attribute View

G/L Account master – SKB1 – Attribute view

Once all attribute views are created it displays as below:

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2. Creation of Analytical View:


Below Purchase order tables are from ECC thru SLT.

EKKO : Purchase Document Header

EKPO : Purchase order Item

EKKN : Purchase Data (Account Assignment)

2.1. Right click on your package — Select New – Analytical View:

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Enter the details

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2.2. Drag the EKKO table in to data foundation and AT_LFA1 and AT_T001 attribute views in to star join.

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Join the appropriate fields of EKKO table with both attribute views based on the requirements.

EKKO.company_code = AT_T001.Company_Code

EKKO.vendor = AT_LFA1.Vendor

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2.3. In Semantics keep the Key fields, correct the Attributes and measures if required.

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Save and activate the view.

Similarly create the other two Analytical views, all three analytical views will displays as below:

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3. Creation of Calculation View:


3.1.  Right click on your package — Select New – Calculation View:

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Drag two Aggregation nodes and select AN_EKKO and AN_EKPO analytical views in each node respectively.

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Select required output fields in each Analytical view

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3.2. Connect the two aggregation nodes to Join Node and connect the related common fields.

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Drag the Projection node and select required fields.

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3.3 Select the key fields and adjust the dimensions and measures.

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Save and activate the view.

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Right click on the view and select Data Preview, we can see the data output of calculation view CL_Purchase

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Now Calculation view is ready need to create universe to expose this data thru webi report.

4. Creating universe using IDT (Information Design Tool)


4.1.  Logon to IDT, In Repository Resources under the respective system expand right on Connections Node.

Select ‘Insert Relational Connection’

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Enter the connection name:

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Click on Next, and then select the database middle ware drivers under SAP node

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Click on Next, and then enter the User name, password details of Hana system and click on Test connection button.

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Then click on Finish, Now connection established to Hana system.

Expand the Connections node there we can find the new connection ‘Purchase_Flow’.

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4.2. Create project ‘Purchase_Flow’ by clicking on File à Newà Project and enter the project name.

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Click on Finish. New project ‘Purchase_Flow’ created in Local Projects node.

4.3. Now select Purchase_Flow connection, right click and click on ‘Create Relational Connection Shortcut’.

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It will popup Select a Local Project window; select our ‘Purchase_Flow project.

Relational Connection connected to project as shown below:

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Select Project à right click à select New Click on ‘Data Foundation’

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Enter the name of Data Foundation

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Select Multi Source Enabled as IDT will support.

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Check for the user authentication details..

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Click on Next and select the connection which was created earlier.

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Click on Next, displays the connection parameters.

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Click on Finish.

Open the Purchase_Flow_DF, expand the connection node, select _SYS_BIC  schema node where all Hana views columnar table will store. Select the CL_Purchase Calculation view table.

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Save it.

4.4. Now create Business layer. Select Purchase_Flow project Right click à New à click on Business Layer.

It displays the below pop up screen

Select Relational Data Foundation and click on Next.

Enter the Name and click on Next

Select the respective data foundation and click on Finish. There is check box if system will create classes and objects, if you want to create on your own need to un check this.

Purchase_Flow_BL business layer created as below, review dimensions and measures change if required.

Select change the data type if necessary

Save the Business Layer. We can check the query output by clicking on Queries tab.

4.5. Click on Insert Query, it will add displays the classes and objects of Business layer

Drag and drop required fields to click on refresh to check the data in first instance.

Close the query.

4.6. To publish as universe Right click on Purchase_Flow_BL business layer à Publish à To a Repository

Click on Next

Click on Next

Click on Finish, Universe published successfully.

5. Creation of Webi Report :


Open BI Launch pad by entering the login credentials

Expand Application and select Web Intelligence

Click on New and select ‘Universe’ as data source.

Select our Universe from the list

Purcahse_Flow_BL universe will open in Query Panel as below:

Drag and drop required dimensions and measures in Result objects and if you want to filter any filed also.

Query filtered based on Vendor, Click on Run Query, pop up display to select Vendor to see the data.

Once required Vendors are selected click on Ok, report will display.

Change the Report Name as Purchase Data Flow Report

You can format the report with Refresh Date, page no, logo and chart as per requirement.