Step by Step Procedure to Extract Data from R/3 to BI 7.

0 using Query

Applies to:
SAP BI 7.0. For more information, visit the EDW homepage.

Summary
This article demonstrates a step-by-step process for doing generic extraction from R3 into BI using Infoset query. It also describes the creation of User Groups,Infoset query and BI objects like InfoObjects, DTP, Transformations and also includes the steps to install Objects from BI Content. Author: Vishall Pradeep

Company: Applexus Software Solutions (P) Ltd. Created on: 24.02.2011

Author Bio
Vishall Pradeep Somasundaram is working as SAP BI Consultant with Applexus Software Solutions (P) Ltd.

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Step by Step Procedure to Extract Data from R/3 to BI 7.0 using Query

Table of Content
Table of Content ................................................................................................................................................. 2 Steps in R/3 ........................................................................................................................................................ 3 Step 1: Creation of User Groups (Transaction SQ03) .................................................................................... 3 Step 2: Creation of InfoSet (Transaction SQ02) ............................................................................................. 5 Step 3: Creation of InfoSet Query (Transaction SQ01) ................................................................................ 11 Step 4: Creation of Generic DataSource (Transaction RSO2) ..................................................................... 15 Step 5: Testing Generic DataSource (Transaction RSA3) ........................................................................... 17 Steps in BI......................................................................................................................................................... 19 Selecting Source System .............................................................................................................................. 19 Replicate Metadata ....................................................................................................................................... 19 Creating InfoPackage and uploading data to PSA ........................................................................................... 21 Creating InfoArea .......................................................................................................................................... 22 Creating DSO ................................................................................................................................................ 24 Creating Transformation ............................................................................................................................... 26 Creating DTP (Data Transfer Process) ......................................................................................................... 28 View contents of DSO and move data from New to Active table .................................................................. 31 Related Content ................................................................................................................................................ 33 Disclaimer and Liability Notice .......................................................................................................................... 34

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Step by Step Procedure to Extract Data from R/3 to BI 7.0 using Query

Steps in R/3
Steps to create a SAP query using InfoSets. There are three main steps in writing a query. They are; 1. Creation of User Groups (Defines who is going to create, modify and use the query) 2. Creation of InfoSet (Defines the set of data used in the query) 3. Creation of the Query (Generating reports using the data) 4. Creation of a Generic DataSource 5. Testing Generic DataSource
Note: Generally there is no need for you to carryout the first step for every query you write. Once created, you can reuse them in queries.

Step 1: Creation of User Groups (Transaction SQ03) 1. Go to the screen SQ03 2. Enter the Group Name you want to create and press Create

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sap.sap.com | BOC .uac.boc.sap.sdn.Step by Step Procedure to Extract Data from R/3 to BI 7.bpx.com | BPX .com | UAC .sap. Now the User Group got created as “ZUG_TEST” SAP COMMUNITY NETWORK © 2011 SAP AG SDN .0 using Query 3.com 4 . Enter a description to the user group and press save 4.

sdn.com | BOC .sap. Press Continue SAP COMMUNITY NETWORK © 2011 SAP AG SDN . You will get the Popup window. Enter a Name to your InfoSet and Press the Create Button 3.com | UAC .sap. Go to the transaction SQ02 2.boc.uac.com 5 .0 using Query Step 2: Creation of InfoSet (Transaction SQ02) 1. I am using Table join using basic table as DataSource c. Enter the Descriptive name to your InfoSet b. Select the data source which suits your requirement.com | BPX .sap.Step by Step Procedure to Extract Data from R/3 to BI 7. a.bpx. Enter the First table to get the data (I am using table VBAK to get the header data of the Sales Document) 4.sap.

com | UAC .sap. In the Popup window mention the table you want to insert next and press continue.com | BPX .0 using Query 5.bpx.sap.boc. To insert other tables click on the Insert Table Button 6.Step by Step Procedure to Extract Data from R/3 to BI 7.uac.com 6 . Now the table VBAK gets inserted.sdn.com | BOC .sap. I am inserting the SD Item level data table VBAP SAP COMMUNITY NETWORK © 2011 SAP AG SDN .sap.

Step by Step Procedure to Extract Data from R/3 to BI 7.bpx. Press the Continue button.sap.boc.com | UAC . SAP COMMUNITY NETWORK © 2011 SAP AG SDN . You will see the tables with automatic joint Conditions as shown below 8. I am entering VBKD to get the Sales Document: Business data. Now click the Insert button again and enter the next table.0 using Query 7.sap.uac.sdn.sap.com | BOC .com 7 .sap.com | BPX .

Click "BACK" button Note: In the proposed links between the tables.com | BOC .Step by Step Procedure to Extract Data from R/3 to BI 7.uac.com 8 . If there are any errors in linking the Joins it will be highlighted and you can see the result of check in the bottom of the screen 11.com | BPX . Press the Continue button. You will see the tables with automatic joint Conditions as shown below 10.bpx.0 using Query 9. Now press Check Button.boc.sap.sdn.com | UAC .sap.sap. if you don't require any link means just right click the link and select “Remove Join Condition” SAP COMMUNITY NETWORK © 2011 SAP AG SDN .sap.

Now we can see all the field groups which are created and now we can drag and drop the fields from " Data Fields tab "in the left side of the panel to Field Group/ Data Fields in Right side panel SAP COMMUNITY NETWORK © 2011 SAP AG SDN .com 9 .0 using Query 12.com | BOC .boc.com | BPX .sap. We can limit the number of fields the Infoset can contain 13.uac.com | UAC .Step by Step Procedure to Extract Data from R/3 to BI 7.sap. Select the create empty field groups button and press continue 14.bpx.sap.sdn.sap.

bpx. Now we can generate the Infoset by clicking Generate button 16. After Generating .sap.uac. Now we have to tell the system who can Change/Use this InfoSet 18.com | BOC .Step by Step Procedure to Extract Data from R/3 to BI 7. Click the "BACK" button 17.com 10 .com | BPX .0 using Query 15.com | UAC .sap.sdn.sap.boc.sap. Now select the Infoset which is goin to be assign and then click the "User Group Assignment" button SAP COMMUNITY NETWORK © 2011 SAP AG SDN . Now we have generated our InfoSet to be used in the query.

sap.com | BPX . Go to the transaction SQ01 2.sap.sap.com 11 . If your user Group is not displayed already .bpx.Step by Step Procedure to Extract Data from R/3 to BI 7. then click other user groups button SAP COMMUNITY NETWORK © 2011 SAP AG SDN . Select the User Group and press save(Here I have assigned my Infoset to the user group "ZUG_TEST" which we created in Step 1) Step 3: Creation of InfoSet Query (Transaction SQ01) 1.sap.com | UAC .com | BOC .uac.0 using Query 19.boc.sdn.

boc.com 12 .sap.sap.com | BPX .Step by Step Procedure to Extract Data from R/3 to BI 7.sdn.com | UAC .0 using Query 3.com | BOC . Now we can give a title and add some notes for references and press "SAVE" button and then Click "BACK" button SAP COMMUNITY NETWORK © 2011 SAP AG SDN . Now give the query name and click on "CREATE" button 5.sap. Select the User group from the list and click on "Choose" 4.bpx.sap.uac.

sap.uac.bpx.0 using Query 6.com | BOC .com | UAC .sap. Now highlight the query you have created and select the Infoset query button to create the query 7. Select the fields which you want to use in selection criteria and the fields which you need to display by checking the check boxes near each field (Selection and output checkboxes) SAP COMMUNITY NETWORK © 2011 SAP AG SDN .sap.sap.Step by Step Procedure to Extract Data from R/3 to BI 7.sdn.boc.com | BPX .com 13 .

com | BPX . Click "SAVE" and then click on "BACK" button 11. A selection Screen appears .boc.sap.sap. Date on which record was created .bpx.0 using Query 8.com | BOC .sap. Sales Document item .sap.com 14 .uac.sdn.Step by Step Procedure to Extract Data from R/3 to BI 7. Press "F8" to see the output SAP COMMUNITY NETWORK © 2011 SAP AG SDN .Sales Document type. Customer Group and Incoterms 9. We can see the selection information in the bottom of the screen 10.Item type. I am selecting Sales Document. In my case . Press "F8" to process the Output 12.com | UAC . After selecting the required fields .

uac. In that give the Application Component as "SD" since it deals with Sales Documents and give description to data source and click on "Extraction from Query" SAP COMMUNITY NETWORK © 2011 SAP AG SDN . Go to Transaction RSO2 2.boc.sap.com | UAC .bpx.sdn. A screen appears as below .Step by Step Procedure to Extract Data from R/3 to BI 7.com | BPX .com 15 .sap.com | BOC . Select the radio button for "Transactional Data" and give the DataSource name and click on "CREATE" button 3.0 using Query Step 4: Creation of Generic DataSource (Transaction RSO2) 1.sap.sap.

sap.sdn.sap.0 using Query 4.com | UAC .bpx.Step by Step Procedure to Extract Data from R/3 to BI 7.sap. Give the Infoset name whish we created already using Transaction SQ02 and save the DataSource and now you can see the Extract structure SAP COMMUNITY NETWORK © 2011 SAP AG SDN .uac.sap.boc.com 16 .com | BOC .com | BPX .

sdn. Go to transaction RSA3 2.uac.sap. RSA3 is known as extractor checker. Give the name of DataSource.sap. SAP COMMUNITY NETWORK © 2011 SAP AG SDN . Either click on "Extraction" button or press "F8".com | BPX .Step by Step Procedure to Extract Data from R/3 to BI 7.0 using Query Step 5: Testing Generic DataSource (Transaction RSA3) 1.com | BOC .boc.com | UAC .sap.bpx.sap.com 17 .

bpx.0 using Query 3.sap.com | UAC .Step by Step Procedure to Extract Data from R/3 to BI 7.uac. It shows the number of records extracted 4.sdn. Go to Transaction RSA6 5.sap. Check whether DataSource is available under the application component SAP r/3->SD.com 18 .boc.com | BPX .com | BOC . RSA6 is the tcode used to check whether a DataSource is available for replication or not 6.sap.sap. In the figure given below DataSource "DS_SD_TEST" is available and thus it is available for replication SAP COMMUNITY NETWORK © 2011 SAP AG SDN .

com | UAC .com | BOC .com 19 .sap. So select "Sales and Distribution" and check whether DataSource is available under it.sap.sap. It won‟t be there because it was created in R/3. Then all the DataSource under SD will be regenerated in BI SAP COMMUNITY NETWORK © 2011 SAP AG SDN . Click on "DataSource‟"section present in the left side panel under "Modeling" section.0 using Query Steps in BI Selecting Source System Take RSA1 tcode. Select appropriate source system.uac. Now select Application Component.Step by Step Procedure to Extract Data from R/3 to BI 7. Click on the button "Choose Source System". Replicate Metadata 1.sap.sdn.bpx.boc. So right click on Sales and Distribution and click on "Replicate Metadata".com | BPX . Select source system as R/3.

sap.bpx.boc.com 20 .sap. It asks for options for the version of DataSource.sap.uac.x version or as (RSDS) DataSource.Step by Step Procedure to Extract Data from R/3 to BI 7.sdn. 4.0 using Query 2. When replication is completes DataSource is available under the Application Component "Sales and Distribution". That is whether we need it in 3.sap. It may take some time to replicate the DataSource to BI. If the version is rsds option then the object will be available in BI7. Double click on DataSource and click on "Activate" button to activate the DataSource SAP COMMUNITY NETWORK © 2011 SAP AG SDN .com | UAC .x version 3.com | BOC . We have to select rsds DataSource.0 otherwise it will be available only in 3.com | BPX .

sap. Right click on it and select "Create InfoPackage" 2. Since it‟s a full upload it extracts all records from "VBAP" table in R/3 3.sap.0 using Query Creating InfoPackage and uploading data to PSA 1.Step by Step Procedure to Extract Data from R/3 to BI 7.com | BOC .sap. In the section for InfoPackage click on "Start" button which is under "Schedule" tab.bpx.sap. In the update tab of InfoPackage only "Full Update" option is there because delta update mode was not selected when the DataSource was created in R/3 side. Once the DataSource is activated. When the process is over right click on the DataSource and select the option "Manage" SAP COMMUNITY NETWORK © 2011 SAP AG SDN .uac.sdn.com | BPX .boc.com 21 .com | UAC .

In RSA1 select InfoProvider under "Modeling" tab.sap. Transferred InfoObjects are transferred to the collected objects section which is in the right side and Click on "Install" button to install the collected objects Creating InfoArea 1. So InfoObjects have to be installed from BI content . In the next screen select the first row showing the number of records retrieved and press enter or click on the tick mark. select the request and click F5 or the icon called "PSA maintenance" 5. In the next screen. Right click on InfoProvider and select "Create InfoArea" SAP COMMUNITY NETWORK © 2011 SAP AG SDN . Go to RSA1 tcode and click on BI content on the left side of the panel.com | BPX .boc.sap. If the Info Objects not found do the following steps to Install them (In this case all the Info Objects are Installed) 2.sap. Now data is in the PSA table.com | UAC .uac. Sometimes the InfoObjects corresponding to the fields in DataSource are not active in BI side.0 using Query 4.Step by Step Procedure to Extract Data from R/3 to BI 7. In the window which pops up click on find button to search for the InfoObjects that are required and click on „Transfer Selections‟ button if it is found 4.com | BOC .sap. A window is shown with the number of records fetched Note: 1.sdn. Expand InfoObject and double click on the option "Select Objects" 3.bpx.com 22 .

uac.com | BOC .boc.sdn.com | BPX .sap.bpx.com | UAC .com 23 .sap.sap. Give a name and description for the InfoArea SAP COMMUNITY NETWORK © 2011 SAP AG SDN .sap.Step by Step Procedure to Extract Data from R/3 to BI 7.0 using Query 2.

Give name and description for DSO and then click on "Create" button SAP COMMUNITY NETWORK © 2011 SAP AG SDN .sap.com 24 .uac.boc.sap.sdn.bpx.sap.Step by Step Procedure to Extract Data from R/3 to BI 7.com | BOC .com | UAC .sap. Right click on the Info Area created and select the option "Create DataStore Object" 2.0 using Query Creating DSO 1.com | BPX .

0INCOTERMS. Similarly find and drag all other fields in our DataSource.com | BPX . Drag and drop 0DOC_NUMBER and 0S_ORD_ITEM should come under "Key fields".sap. 0ITM_TYPE.boc.When we drag all fields into our DSO click on the activate button to activate our DSO SAP COMMUNITY NETWORK © 2011 SAP AG SDN .sap. Select the button for "All InfoObjects" 4. For example.com 25 . Now click and drag the InfoObject to the right hand side. 0CUST_GROUP. Drag 0DOC_NUMBER to the node "key fields".bpx.0DOC_TYPE under "Data fields". Similarly put 0APO_CRDATE.com | BOC . give "0DOC_NUMBER" and search to get Purchase document number 5.sdn. Click on "Find" button and type the technical name of the InfoObject.uac.0 using Query 3. Drag mouse over the buttons and you can see the description of buttons. We can find our InfoObjects in the middle part of our window.sap. Now we get the maintenance screen for our DSO.sap.com | UAC .Step by Step Procedure to Extract Data from R/3 to BI 7. They are marked in the below figure.

Step by Step Procedure to Extract Data from R/3 to BI 7.com 26 .bpx. A transformation converts the fields of the source into the format of the target.sap.com | BPX .com | UAC .sap.boc.sap. Right click on the DSO and select "Create Transformation SAP COMMUNITY NETWORK © 2011 SAP AG SDN .uac.sdn.0 using Query Creating Transformation 1.com | BOC .sap. It maps fields from the source object to the target object.

Drag and connect arrows from the source side to their corresponding fields in the target side Note: Here I dont want the text fields.uac.Step by Step Procedure to Extract Data from R/3 to BI 7.0 using Query 2.boc.Incase if you need you can find it out and drag and drop them into DSO 4.sap.sap. In the source of transformation we have to give the DataSource name and source system 3.sap.com | BPX .sdn. Save and Activate the Transformation SAP COMMUNITY NETWORK © 2011 SAP AG SDN .sap.com | BOC . so I am not assigning it to any Info Objects.com | UAC .bpx.com 27 .

com | UAC . Data Transfer Process (DTP) is used to transfer data from source objects to target objects in BI.uac.sap.sap.com 28 .0 using Query Creating DTP (Data Transfer Process) 1.sap.sdn. Right click on DSO and select "Create Data Transfer Process" 2.boc. A Pop up with Target of DTP and Source of DTP will occur and press "Enter" SAP COMMUNITY NETWORK © 2011 SAP AG SDN .sap.com | BOC .bpx.Step by Step Procedure to Extract Data from R/3 to BI 7.com | BPX .

by setting the Overall status on the Status tab page in the monitor) 4.0 using Query 3.com | BPX .sap. In the „Extraction‟ tab select the extraction mode as "Full".Step by Step Procedure to Extract Data from R/3 to BI 7.com | UAC . This data is only released for reporting after the administrator checks the incorrect records that have not been updated and manually releases the request (using a QM action. Click on "Activate" button.sap. If DTP is active then click on "Execute" button under "Execute"tab SAP COMMUNITY NETWORK © 2011 SAP AG SDN . This option allows you to update valid data.bpx.sap.boc.uac.sdn.com 29 . Click on "Update" tab.sap. Select "Valid record Update. that is.com | BOC . 5.No Reporting (Request Red)" option under error handling section.

com | UAC .boc.sap.sdn. The DTP window shows that the package extracted 402 records SAP COMMUNITY NETWORK © 2011 SAP AG SDN .com | BPX .Step by Step Procedure to Extract Data from R/3 to BI 7.sap.com | BOC .sap.uac.0 using Query 6.com 30 .sap.bpx.

Press "F8" button to see the records 2. Click on the "Contents" tab and click on "New Data". Right click on the DataSource and select "Manage" to see the contents of DSO. We have to activate the data in the new table to make it available in the table for "Active Data".boc.com | UAC .com | BOC .To activate the data.sap.0 using Query View contents of DSO and move data from New to Active table 1. click on the "Requests" tab and select request. Click on "Activate" button SAP COMMUNITY NETWORK © 2011 SAP AG SDN .sap.com | BPX .sdn.sap.sap.uac.com 31 .bpx.Step by Step Procedure to Extract Data from R/3 to BI 7.

com | UAC .sap.uac.sap. After some time the request will be in green color 4.com | BOC .sap.com | BPX .bpx.Step by Step Procedure to Extract Data from R/3 to BI 7. Click on the „Refresh‟ button to refresh the request. When the request is in green color it means that the data is active now. In the next window (below figure) select the request and click on "Start" button.sap.boc.sdn. Press „F8‟ and it will show the records in DSO SAP COMMUNITY NETWORK © 2011 SAP AG SDN .com 32 . Click on "Contents" tab and click on "Active Data" button.It may take some time to load data into the table for active data.0 using Query 3.

com | BPX .com | UAC .boc.com 33 .0 Creating Transformations Creating InfoSet Queries For more information.sap.com | BOC .Step by Step Procedure to Extract Data from R/3 to BI 7.sap. visit the EDW homepage SAP COMMUNITY NETWORK © 2011 SAP AG SDN .bpx.uac.sap.0 using Query Related Content Thread: data extraction from r3 to sap bi 7.sap.sdn.

sap.Step by Step Procedure to Extract Data from R/3 to BI 7.bpx. You agree that you will not hold.uac. including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.sap.sdn. SAP will not be held liable for any damages caused by using or misusing the information.sap.com | UAC .com 34 . or seek to hold.0 using Query Disclaimer and Liability Notice This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. SAP responsible or liable with respect to the content of this document.com | BOC .com | BPX .sap. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample. code or methods suggested in this document. and anyone using these methods does so at his/her own risk. SAP COMMUNITY NETWORK © 2011 SAP AG SDN .boc.

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