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HOW TO

How to Upload CO-PA hierarchies

Information Management

How to Upload CO-PA hierarchies

Business Scenario
You have setup an operating concern and self defined hierarchies for CO-PA in a
R/3 system. You want to use this hierarchy in the reporting of your connected BW
system. The R/3 PlugIns provide DataSources and extraction modules only for the
upload of certain hierarchies, e.g. cost center, cost element, account, customer,
material, etc. No DataSources exist for self defined hierarchies in CO-PA.

The Result
In order to upload the self defined CO-PA hierarchies, you have to run a tcode to
generate the corresponding DataSource. After you have replicated this
DataSource to the BW system, you can upload the hierarchy with an InfoPackage
and subsequently use it in your query definitions.

The Step By Step Solution

346254741 Page 1 of 4 Last saved by Claudio Pinevsky
HOW TO

How to Upload CO-PA hierarchies

Information Management

Generate the DataSource in the R/3 system

1. Use KEB1 to create the Data
Source

2. Activate the report, and execute
it. The parameters have to be
filled as follows:
 Name of DataSource:
User defined name for the
DataSource
 Description:
User defined description for
the DataSource
 InfoObject:
InfoObject of the hierarchy
(has to be derived from BW)
 CO-PA characteristic:
Name of the CO-PA
characteristic as defined in
the operating concern
 Operating concern:
Name of the operating
concern

3. If you want to transport the
created DataSource, you have
to assign a customer defined
development class. You can
enter the development class
and a corresponding transport
request in the popup.

346254741 Page 2 of 4 Last saved by Claudio Pinevsky
HOW TO

How to Upload CO-PA hierarchies

Information Management

Upload hierarchy into BW system

1. Enter the Administrator
Workbench, and select the view
for the Source Systems.
Pick your Source System, and
select DataSource Overview.
Position on the node for
Profitability Analysis and
Replicate DataSources.

2. Verify that the hierarchy
properties of the InfoObject you
are using are maintained.

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HOW TO

How to Upload CO-PA hierarchies

Information Management

3. After you have assigned the
DataSource to an InfoSource
and activated the Transfer
Rules, you can schedule an
InfoPackage to upload the
hierarchy from your R/3 system.

4. Activate the hierarchy to make
it available for use in queries.

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