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SAP How-to Guide

Database & Technology

SAP Business Warehouse / SAP Business Planning & Consolidation (Embedded Version)

How To... Load a File into SAP BW Integrated Planning


or SAP BPC Embedded

Applicable Releases:
SAP BW 7.3 or higher
SAP BPC 11.0 version for SAP BW/4HANA or higher

Version 4.0
November 2017
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Document History
Document Version Description

1.0 – April 2007 Initial release of this how-to solution


2.0 – August 2007 · Added option for SAPGUI based file upload (for example from
BEx Analyzer)
· Disabled variable and file browse fields after selecting
"Upload"
· Fixed incorrect data during merge phase when field
conversion is turned on
· Fixed runtime error CALL_FUNCTION_CONFLICT_ GEN_TYP
when field conversion is turned on
· Added automatically conversion of URL parameter to upper
case
· Added chapter with important notes
2.1 – October 2007 · Maximum of 500 message in output log to prevent seemingly
hanging uploads with many errors
· New planning function type for "File Download"
· Removed limitation on InfoObjects
2.2 – November 2007 · Support for variables with multiple values, intervals, or
selection options
· Fixed rounding errors when uploading currency amounts with
three or more decimals
· Corrected key figure values in new example files
2.3 – December 2007 · Support of user exit variables
· Fixed error when variable is restricted to single value but field
is not included in file
2.4 – February 2008 · Support for key figure values with thousand separators
· Fixed error when uploading key figure values with decimal
comma
3.0 – August 2012 · Enabled conversion exit in variable screen
· Removed context info from message output (can be enabled
again with show_messages parameter)
· Added search help for all selection fields including special
characteristics like fiscal period
· Added check that 0INFOPROV must be filled for uploads on
MultiProviders
· Support for CSV format for upload and download (new
parameters for data separator and escape character)
· Improved auto-detection of file format
· Added info messages to display version and detected file
format
· New parameter for checking for duplicate records
· New parameter to define display of +/- sign for download
· New and improved alternative user interface
· Function to generate the required master data for ZIP_*
InfoObjects
· Added BADI for performing custom transformations during
upload and download
· Integrated File Upload/Download with Report-Report-
Interface
· New parameter setting for download to select field description
instead of technical name in header line
· Automatic recognition of UTF byte-order-mark during upload
· Added ready-for-input variables for all parameters
3.1 – March 2013 · Added support for XLS format for upload with SAPGUI
· Added load from application server (which enables upload
from and download to Analysis Office)
3.2 – March 2014 · File Upload is now supported for SAP BW 7.40
· Minimum release increased to SAP BW 7.30
· Updated screen shots to show GUI-based planning modeler
and web-based file upload/download application
3.3 – October 2015 · Added enhancement to support F4-BADI
· Added option to sort variables on selection screen
· New option to display instructions and support information to
end-users (See Appendix 5.2)
· Fixed value help for compounded characteristics in SAP BW
7.40
· Fixed dump with new UI and data preview in SAP BW 7.40
· Correction of show_previews parameter documentation
· Fixed decimal places formatting when downloading quantity
key figures
· Performance improvements for file download
3.4 – December 2015 · Added support for formula variables
· New option to set maximum number of visible messages in log
(See Appendix 5.2)
· Fixed issue when using delta mode and duplicate record check
· Added support for exit variable which are ready for input
3.5 – June 2016 · Download of key figures other than “Amount” or “Quantity”
will take “Decimal” setting in to consideration when using
“Convert Fields” option
· Fixed file format derivation when downloading using SAPGUI
connection and prompting for file name, for example in
transaction RSPLAN
· Added description on how to switch system connection for
Excel-based solution (Analysis Office workbook)
3.6 – December 2016 · Improved error message in case of character
format/encoding issues
· Added detection of incorrect field separator (semicolon
instead of comma and vice versa)
· Fixed check of header line parameter in file download
· New Standard File Upload functionality
· Support for Advanced DataStore Objects for SAP BW powered
by SAP HANA
3.7 – July 2017 · Fixed enhancement spot for F4 BAdI when using namespaces,
long variable names, or compounded characteristics
· Added link to documentation of BW workspace solution as
standard alternative to this how-to solution
· Updated links to sap.com
· Compatible with SAP BW/4HANA
4.0 –November 2017 · Support for upload and downloading comments i.e.
characteristics as key figures (See Appendix 5.12)
· Added remark for importing solution to SAP BW systems
higher than 7.3
Icons
Typographic Conventions
Icon Description
Type Style Description
Caution
Example Text Words or characters quoted
from the screen. These Note or Important
include field names, screen Example
titles, pushbuttons labels,
menu names, menu paths, Recommendation or Tip
and menu options.
Cross-references to other
documentation
Example text Emphasized words or
phrases in body text, graphic
titles, and table titles
Example text File and directory names and
their paths, messages,
names of variables and
parameters, source text, and
names of installation,
upgrade and database tools.
Example text User entry texts. These are
words or characters that you
enter in the system exactly
as they appear in the
documentation.
<Example Variable user entry. Angle
text> brackets indicate that you
replace these words and
characters with appropriate
entries to make entries in the
system.
EXAMPLE TEXT Keys on the keyboard, for
example, F2 or ENTER.
Table of Contents
1. Business Scenario............................................................................................................. 1

2. Background Information ...................................................................................................2

3. Prerequisites .....................................................................................................................3

4. Step-by-Step Procedure................................................................................................... 4
4.1 Planning Function Type ........................................................................................................ 4
4.1.1 Check Prerequisites ................................................................................................ 4
4.1.2 Import Objects ......................................................................................................... 5
4.1.3 Maintain Master Data .............................................................................................. 7
4.2 Planning Model....................................................................................................................... 8
4.3 Example for "File Upload"................................................................................................... 14
4.4 Example for "File Download" ..............................................................................................17

5. Appendix......................................................................................................................... 19
How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

1. Business Scenario
You are using SAP BW Integrated Planning and have the requirement to load external data into your
planning application. Typically, data is loaded into SAP BW using the data staging functionality.
However, you are looking for an easier way to upload data from a file that can be performed by business
planners.

Note
An alternative solution is to use BW workspaces and the new staging connection which
came with 7.5 SP 5:
https://help.sap.com/viewer/0ecf5244825c4742a7b062a89d11c2ac/7.5.6/en-
US/d56c640b2d744386ae884fedfd2dc4c5.html

This paper describes a solution that allows business planners to load a file directly into their planning
application using a web browser. The following screen shows the user interface. The planner is
prompted for the file name and simply chooses Upload. The system will load the file and validate its
content. If there are no errors the planner can save the changes. The newly loaded data is immediately
available in planning applications and queries.

The updated solution also provides a way for planners to download data in various file formats. The
download files can be edited and uploaded in the same format.

Additional features:

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· Various file formats: tab-delimited, fixed length, XML, CSV, or XLS


· Various code pages: Unicode, UTF-8, UTF-16, and other code pages
· Option for overwriting of or appending to existing data including delta mode
· Text files with or without header line
· Conversion of numbers and dates according to user settings
· Conversion of characteristic value according to conversion routine (for example ALPHA
conversion or external to internal material numbers)
· Conversion of amounts according to currency format configuration
· Flexible definition of fields and field order in upload file
· Support for virus scanning (if installed with SAP NetWeaver)
· Direct upload and download of file without any prompts (for example from BEx Analyzer)

After the initial implementation, there are no program changes required in order to use these features.
All options can be configured using the Planning Modeler.

For additional information about this solution please check the following blogs:
https://blogs.sap.com/2014/08/13/how-to-load-a-file-into-bw-integrated-planning-version-3/

2. Background Information
The solution has three parts: a planning function type for processing the loaded data, a planning
function that contains the configuration of the file format, and a user interface for uploading a file.

The first part is a new planning function type. This new upload function type is implemented in ABAP
and contains the logic to process the loaded data. It converts the data from various external formats
into the internal format of SAP NetWeaver and also performs several consistency checks. Just like any
other planning function type, the upload function type validates the data against characteristic
relationships and performs checks against data slices.

The second part is a planning function based on the newly defined upload planning function type. In this
planning function, you configure the characters set (Unicode, non-Unicode, or code page), whether the
file data should overwrite or be added to existing data, and whether the file contains a header line or not.

The final part is a Web Dynpro application which provides a self-explaining user interface for uploading
files. This application allows the user to enter the file name or browse for the file on his computer and
then execute the upload. The application will display any messages generated by the upload function. If
there are errors the user can correct the mistakes and load the file again. If the upload is successful, the
application allows the user to save the changes into the corresponding InfoCube.

Note
The solution is not intended for mass data uploads. Processing large files with the upload
function can take a long time. It is recommended to use the standard data staging
functionality of SAP BW to load those large files instead.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

Similarly, three parts exist for the file download: a planning function type for compiling the data into a
file structure, a planning function that contains the configuration of the file format, and a user interface
for downloading a file.

3. Prerequisites
This section lists the prerequisites that must be in place before you can use this how-to guide and the
File Upload/Download features.

Release:

· SAP BW release 7.3 or higher


· SAP BPC release 11.0, version for SAP BW/4HANA or higher

A BI Java Stack is not required.

Upgrade from previous versions:

CAUTION
Importing the new version of the File Upload/Download as a transport will overwrite any
modifications you made to the previous solution! If you made any modifications, backup
the custom coding before importing the new transport.

The current version contains enhancement spots that allow you to add custom logic to
enhance the solution without modification.

Upgrade from v3.x to v4.x:

Note
Version 4 of the File Upload/Download includes changes to the planning function types
(i.e. classes ZCL_RSPLF_FILE_UPLOAD and ZCL_RSPLF_FILE_DOWNLOAD) but is
downward compatible with version 3. There is no new version of the user interface and you
continue to use the version 3 of the user interface (i.e. WebDynpros
ZRSPLF_FILE_UPLOAD_V3 and ZRSPLF_FILE_DOWNLOAD_V3).

Limitations:

· The File Upload/Download is available in English only


· Both File Upload and Download require “data change” authorization and will temporarily lock the
selected data (just like any other planning function)

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

4. Step-by-Step Procedure
Here is a high-level overview about the steps that need to be performed:
Part 1 – Planning Function Type
Part 1a – Check Prerequisites
Part 1b – Import Objects
Part 1c – Maintain Master Data
Part 2 – Planning Model
Part 3 – User Interface

4.1 Planning Function Type


...

4.1.1 Check Prerequisites


1. Go to transaction RSA1.

Example
We will use InfoCube 0DBPS_C01 as an example. Check that the InfoCube exists and is
active. If it does not exist in your system, activate it from the BI Content.

2. Check that InfoArea 0BWTCT_PLAN exists and is active. If it does not exist in your system,
activate it from the BI Content.

Note: The new objects will be created in this InfoArea.

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3. Go to transaction RSD1.

Characteristic 0TCTIOBJNM will be used for the parameter definition of the planning function.
Check that the InfoObject exists and is active. If it does not exist, activate it from the BI Content.

Optionally, load the master data and texts for characteristic 0TCTIOBJNM. This will make it
easier to select the InfoObjects that you want to include in the upload file.

4.1.2 Import Objects


...

1. All necessary objects are included in a transport.

Unzip the files and copy them into the transport directory of your BW system (K9*.CBW into
COFILES directory, R9*.CBW into DATA directory).

Then go to transaction STMS, select your system, add the new transport to the import queue,
and finally import the transport.

If your SAP BW system is on release 7.31 or higher or SAP BPC 11.0, version for SAP BW/4HANA,
you must turn on Option “Ignore Invalid Component Version” when importing the transport (to
avoid IMPORT_NOT_ALLOWED error).

For more information, please see SAP Note 13719.

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CAUTION
Importing the new version of the File Upload/Download as a transport will overwrite any
modifications you made to the previous solution! If you made any modifications, backup
the custom coding before importing the new transport.

2. Go to transaction SE24 and check that ABAP classes ZCL_RSPLF_FILE_UPLOAD and


ZCL_RSPLF_FILE_DOWNLOAD exist and are active.

3. Go to transaction RSPLF1 and check that planning function types ZRSPL_FILE_UPLOAD and
ZRSPL_FILE_DOWNLOAD exist and are active.

4. Go to transaction SICF and check that the services for ZRSPLF_FILE_UPLOAD_V3 and
ZRSPLF_FILE_DOWNLOAD_V3 are activated (or ZRSPLF_FILE_UPLOAD
ZRSPLF_FILE_DOWNLOAD if you want to use the old version).

You can find the services under /default_host/sap/bc/webdynpro/sap/

Right-click on it and select Activate service.

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4.1.3 Maintain Master Data


...

Some master data and text table entries are required for the solution to work properly. You can
generate these entries automatically. Go to transaction SE37 and execute function module
ZRSPLF_FILE_UPLOAD_MASTER_DATA.

Note
The texts will be generated for "English" language only. You can use standard functionality
to translate the texts.

A log will be displayed at the end of the generation. Check that all ZIP_* InfoObjects have been updated
correctly.

You can also find these InfoObjects in transaction RSA1, InfoObject Catalog ZIP_FILE_UPLOAD_CHA.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

4.2
...
Planning Model
1. Launch the Planning Modeler (transaction RSPLAN) and select the InfoProvider that you want to
load data into.

The example in this how-to paper uses InfoProvider 0DBPS_C01.

2. Go to “Aggregation Level” and create an aggregation level.


Example
Aggregation Level: FILE_LVL.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

3. Select the fields you want to upload. Save and activate the aggregation level.
Example
Used fields: 0CURRENCY, 0FISCVARNT, 0FISCYEAR, 0D_REVEN,
0D_CUSTOMER, 0D_VERSION

4. Go to “Filter” and create filter.


Example
Filter: FILE_FLT.

5. For example, add “Version” to the filter and restrict it to variable "Plan version" (0D_PVERS).

They will be processed in the first phase (I_STEP = 1).

Important
The filter is used for locking data. If you do not include any variables, all data will be locked!

6. Save the filter.

7. Go to “Planning Function” and create function using the “File Upload” type.
Example
Planning Function: FILE_UPL.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

8. Set the parameters for the planning function.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

Example
Character Format = DEFAULT
Overwrite Data = X
Skip Header Line = X
Convert Fields = X
Convert Amounts = X
File Format = 0D_VERSION, 0FISCVARNT, 0FISCYEAR, 0D_CUSTOMER, 0CURRENCY,
0D_REVEN
File Name = (leave empty)
CSV Data Separator = ,
CSV Escape Character = “
Check Duplicates = #

Tip
To maintain the File Format, you can enter the InfoObjects manually and don't have to pick
them from the list or value help.

To upload comments (characteristics as key figures), simply include the 1KYF_... field (or
fields) in the aggregation level and in the file format configuration.

9. Go to “Planning Sequence” and create a new planning sequence.


Example
Planning Sequence: FILE_SEQ.

Important
The description of the sequence is used as the title for the file upload web user interface.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

10. Add the upload planning function as a step to the sequence and save it.

Tip
If required, you may add other planning functions to the sequence to run before or after
the upload. For example, you could add a FOX function to validate the uploaded data
against business rules.

Another idea is to set “File Name” to “PROMPT” in the planning function parameters. This
will allow you to execute and test the sequence in transaction RSPLAN (or using program
RSPLS_PLSEQ_EXECUTE.

11. Before you can execute the sequence in transaction RSPLAN, you will have to enter values for any
variables you might have defined.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

Tip
If have several variables or want to repeat the save test many times, you can save you
selection as a variant.

12. Repeat steps 7 to 11 for the "File Download" planning function.


Example
Planning function = FILE_DWN (File Download Planning Function)
Function type = File Download

Use the same parameter settings as for the upload

13. Create a planning sequence for the file download similarly to the upload

Planning sequence = FILE_SEQ2

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4.3 Example for "File Upload"


...

1. In order to launch the application, choose Web Dynpro Application à Execute. This will bring up
the file upload application in a web browser. The URL is displayed in the properties of the Web
Dynpro application (see above).

Append the parameter for the planning sequence to the URL. See the appendix for a description
of additional parameters.

General format of the start URL:

http://<server>:<port>/sap/bc/webdynpro/sap/zrsplf_file_upload_v3?
planning_sequence=<name_of_sequence>

2. Start the Web Dynpro application.

Paste the URL into the address bar of your browser. The URL can be assigned to a portals role or
stored as a local bookmark.

3. Enter your selection criteria, select the upload file and start the upload.

Enter the file name or choose the “Browse” and select the file.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

Then choose “Upload”.

The system will now read the file and start the planning function to process the file contents. The
data will be stored in the OLAP buffer (same as with any other planning function).

4. After loading the file, the data is displayed in two tables: One time in the original format of the file
and one time in the format of your aggregation level.

5. If you want don't like the result, you can choose "Undo".

Note: "Undo" is only possible before you save the changes.

6. Save the data

Choose “Save” to store the data in the InfoProvider.

The system will display either a success or an error message.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

7. Exit the application by closing the browser window.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

4.4 Example for "File Download"


...

1. In order to launch the application, choose Web Dynpro Application à Execute. This will bring up
the file upload application in a web browser. The URL is displayed in the properties of the Web
Dynpro application (see above).

Append the parameter for the planning sequence to the URL. See the appendix for a description
of additional parameters.

General format of the start URL:

http://<server>:<port>/sap/bc/webdynpro/sap/zrsplf_file_download_v3?
planning_sequence=<name_of_sequence>

2. Start the Web Dynpro application.

Paste the URL into the address bar of your browser. The URL can be assigned to a portals role or
stored as a local bookmark.

3. Enter your selection criteria, select the desired file format and start the download.

The system will now read the data and start the planning function to compile the data into a file.

After selecting to download, the data is displayed in a table corresponding to the format of the
file. You can select to download the data in the given format (text, XML, or CSV) or to export it
directly to Microsoft Excel.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

4. Click on the "Open File" button.

The browser will open another window which contains the file content. You can now save the file
on to your PC (for example with File > Save As in Microsoft Internet Explorer).

Alternatively, click the “Save File” button to save the file directly without viewing it.

5. Select "Next" to download more data or exit the application by closing the browser window.

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How To... Load a File into SAP BW Integrated Planning or SAP BPC Embedded

5. Appendix
Due to large file size, the appendix has been placed into a separate document. Please see SAP Note
2053696.

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www.sap.com

SAP Note 2053696


SAP Blog How-to Load a File into BW-
Integrated Planning