data export guide
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Data Export Guide
Document version: 2.1 – 2015-08-12
Data Export from SAP Integrated Business PlanningSAP Integrated Business Planning 5.0 Support Package Stack 1
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Document History
Caution
Before you start the implementation, make sure you have the latest version of this document. You can find the
latest version at the following location: help.sap.com/ibp50
The following table provides an overview of the most important document changes.
Table 1
Version Date Description
2.0 2015-05-26 Miscellaneous updates
2.1 2015-08-12 Miscellaneous updates
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Content
1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2 Data Export Using the API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.1 API Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
API Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
3 Data Export Using HCI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
3.1 Configuring Data Export in HCI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Export Data from IBP to a File on an On-Premise System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Export Data from IBP and Interface Directly to an On-Premise System via a Web Service . . . . . . . 16
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1 Overview
SAP Integrated Business Planning (IBP) increases the visibility of data to support decisions around controlling
costs, improving customer service, and much more. It works with data from operational systems such as SAP
Enterprise Resource Planning (SAP ERP) and SAP Advanced Planning Optimization (SAP APO). IBP collects and
then returns data to the operational systems.
Data export from SAP Integrated Business Planning can be performed using the following options:
● API via a RESTful web service
● Export of key figure data and master data using HCI
The target audience of this guide is IT specialists who do ETL (extract, transform, load) on databases. This guide
shows how to extract key figure data from an IBP system primarily to transform and export the data to another
target system.
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Overview
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2 Data Export Using the API
The API enables any ETL tool which can call a RESTful web service to export key figure data from the application
so that the data can be consumed by ETL tools (such as data services), integration applications (such as SAP
NetWeaver Process Integration) or directly from operational systems.
The following figure illustrates how data export using the API works:
Figure 1
1. The consumer calls the API ( getDataExport ).
2. The RESTful web service queries the IBP HANA database
3. The RESTful web service returns the results to the consumer.
2.1 API Reference
Prerequisites
The getDataExport API uses a RESTful web service. Requests are formatted as JavaScript Object Notation
(JSON), and responses can be formatted as JSON or CSV. This section explains the parameters for exporting key
figure data using the API.
Prerequisites:
● The source planning area in IBP from which data is extracted or exported must be available.
● To authenticate and invoke this RESTful service, you must have authorization to view all planning data for the
source planning area; that is, a visibility filter for the specific planning area, with no filter rules defined, must
be assigned to your user.
● Basic authentication is required for the RESTful web service
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Resource URI
SyntaxPOST <http or https>://<server URI>/sap/sop/sopfnd/services/analytics
For example: https://mydomain.com/sap/sop/sopfnd/services/analytics
Note
There is only a POST because GET functionality is included in the POST request.
Sample Request Syntax
Syntax{
"ACTION":"getDataExport",
"plarea":"<planning_area_id>",
"select":"<attributes>,<key_figures>",
"filter":"IN(<time_attribute>,'<start_time>','<end_time>')"
"contenttype":<output_format>
}
Sample Request
In this example, a user obtains key figure data for Sales Forecast Quantity and Marketing Forecast Quantity
between July 1st, 2013 and September 30th, 2013. The user wants to obtain the customer ID, product ID, period
ID, sales forecast quantity, and marketing forecast quantity for all entries in the x Phone product family in the
SAP1 planning area.
Syntax{
"ACTION":"getDataExport",
"plarea":"SAP1",
"select":"SM1CUSTID,SM1PRDID,PERIODID0,SALESFORECASTQTY,MARKETINGFORECASTQTY",
"orderby":"SM1CUSTID,SM1PRDID,PERIODID0",
"filter":"IN(SM1PRDFAMILY,'x Phone')ANDBT(PERIODID0,'2013-07-01
00:00:00.0','2013-09-30 23:59:59.999')"
}
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Parameters for getDataExport
Table 2
Parameter Description
action This is always set to getDataExport . This parameter is
required.
plarea The Planning Area ID, for example, SAP1 . This parameter is
required.
select You can put attributes here, such as customer name, product
ID, and so on.
In this section, you must add key figures such as sales
forecast quantity and marketing forecast quantity, otherwise
you will get an empty response.
filter You can add filters.
Optionally, you can obtain key figure data from a non-default
version. See Specifying a Version for Obtaining Key Figure
Data [page 10] for an example. A time attribute with start and
end times must be specified in one of the following ways:
● YYYY-MM-DD hh:mm:ss[.nnn] , for example,
2013-07-01 00:00:00.0 .
● Use atim _profil _i
, for example, 1234. See
Specifying Output in CSV Format [page 11] for an
example.
contenttype JSON is the default response format. You can specify output
in CSV format by adding the following code:
"contenttype":"csv . See Specifying Output in CSV
Format [page 11] for an example
Sample Response
This is a portion of the full response:
Syntax[{"SM1CUSTID":"101","SM1PRDID":"x107
Phone","PERIODID0":"1055","PERIOD_FROM":"2013-07-01
00:00:00.0000000","PERIOD_TO":"2013-07-31
23:59:59.9990000","SALESFORECASTQTY":"1234.136843","MARKETINGFORECASTQTY":"1221"}
{"SM1CUSTID":"101","SM1PRDID":"x107
Phone","PERIODID0":"1056","PERIOD_FROM":"2013-08-01
00:00:00.0000000","PERIOD_TO":"2013-08-31
23:59:59.9990000","SALESFORECASTQTY":"1219.5","MARKETINGFORECASTQTY":"1219.5"}
{"SM1CUSTID":"101","SM1PRDID":"x107
Phone","PERIODID0":"1057","PERIOD_FROM":"2013-09-01
00:00:00.0000000","PERIOD_TO":"2013-09-30
23:59:59.9990000","SALESFORECASTQTY":"1279.643158","MARKETINGFORECASTQTY":"1279.63"}
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Syntax[{"SM1CUSTID":"101","SM1PRDID":"x107
Phone","PERIODID0":"1057","PERIOD_FROM":"2013-09-01
00:00:00.0000000","PERIOD_TO":"2013-09-30
23:59:59.9990000","SALESFORECASTQTY":"1279.643158","MARKETINGFORECASTQTY":"1279.63"}
{"SM1CUSTID":"101","SM1PRDID":"x107
Phone","PERIODID0":"1058","PERIOD_FROM":"2013-10-01
00:00:00.0000000","PERIOD_TO":"2013-10-31
23:59:59.9990000","SALESFORECASTQTY":"1219.5","MARKETINGFORECASTQTY":"1219.5"}
{"SM1CUSTID":"102","SM1PRDID":"x102
Phone","PERIODID0":"1057","PERIOD_FROM":"2013-09-01
00:00:00.0000000","PERIOD_TO":"2013-09-30
23:59:59.9990000","SALESFORECASTQTY":"1279.643158","MARKETINGFORECASTQTY":"1279.63"}
]
2.1.1.2 Specifying a Version for Obtaining Key Figure Data
Overview
You can specify which version you want in the filter.
If a version is not specified, the default one will be chosen. If you want to specify a version, add the following code
to your filter:
SyntaxANDIN(<scenario_attribute>, '<scenario_id>')
In the following example, the DOWNSIDE version is specified:
SyntaxANDIN(SCNID,'DOWNSIDE')
Sample Request
The key figure has been changed to one that exists in this version ( ACTUALSQTY ):
Syntax{
"ACTION":"getDataExport",
"plarea":"SAP1",
"select":"SM1CUSTID,SM1PRDID,PERIODID0,ACTUALSQTY",
"orderby":"SM1CUSTID,SM1PRDID,PERIODID0",
"filter":"IN(SM1PRDFAMILY,'x Phone')ANDBT(PERIODID0,'2013-07-01
00:00:00.0','2013-09-30 23:59:59.999')ANDIN(SCNID,'DOWNSIDE')"
}
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Sample Response
This is a portion of the full response:
Syntax[{"SM1CUSTID":"101","SM1PRDID":"x107
Phone","PERIODID0":"1055","PERIOD_FROM":"2013-07-01
00:00:00.0000000","PERIOD_TO":"2013-07-31 23:59:59.9990000","ACTUALSQTY":"0"}
{"SM1CUSTID":"101","SM1PRDID":"x107
Phone","PERIODID0":"1056","PERIOD_FROM":"2013-08-01
00:00:00.0000000","PERIOD_TO":"2013-08-31 23:59:59.9990000","ACTUALSQTY":"0"}
{"SM1CUSTID":"101","SM1PRDID":"x107
Phone","PERIODID0":"1057","PERIOD_FROM":"2013-09-01
00:00:00.0000000","PERIOD_TO":"2013-09-30 23:59:59.9990000","ACTUALSQTY":"0"}]
2.1.1.3 Specifying Output in CSV Format
Overview
You can obtain the response in CSV format instead of JSON. By default, the response will be in JSON format. You
can receive responses in CSV format by adding the following code:
Syntax"contenttype":"csv"
Sample Request
Notice the addition of content type at the end of the code:
Syntax{
"ACTION":"getDataExport",
"plarea":"SAP1",
"select":"SM1CUSTID,SM1PRDID,PERIODID0,SALESFORECASTQTY,MARKETINGFORECASTQTY",
"orderby":"SM1CUSTID,SM1PRDID,PERIODID0",
"filter":"IN(SM1PRDFAMILY,'x Phone')ANDBT(PERIODID0,'2013-07-01
00:00:00.0','2013-09-30 23:59:59.999')",
"contenttype":"csv"
}
Sample Response
This is a portion of the full response:
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SyntaxSM1CUSTID,SM1PRDID,PERIODID0,PERIOD_FROM,PERIOD_TO,SALESFORECASTQTY,MARKETINGFORECAS
TQTY
101,x107 Phone,1055,2013-07-01 00:00:00.0000000,2013-07-31
23:59:59.9990000,1234.136843,1221
101,x107 Phone,1056,2013-08-01 00:00:00.0000000,2013-08-31
23:59:59.9990000,1219.5,1219.5
101,x107 Phone,1057,2013-09-01 00:00:00.0000000,2013-09-30
23:59:59.9990000,1279.643158,1279.63
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3 Data Export Using HCI
You can use SAP HANA Cloud Integration for data services (HCI) to export key figure data and master data from
an IBP application to an on-premise system.
For key figure data, you use a calculation scenario. A calculation scenario is a special construct in the SAP HANA
database that HCI can use to read data from an IBP application and to write to a file, or to write the data directly to
the target on-premise system using a web service call. Calculation scenarios are generated in the planning area of
the IBP application.
Prerequisites
● The source planning area must be available (and, for key figure data export, must contain a generated
calculation scenario).
● You must have authorization to view all planning data for the source planning area; that is, a visibility filter for
the specific planning area, with no filter rules defined, must be assigned to your user.
● Make sure your HCI environment is setup correctly, with a connection to IBP and an on-premise agent. For
more information, see the Help Center for SAP HANA Cloud Integration . (When logged into the HCI web
application, you can access the help center using the Help link on the right of the page.)
● A datastore must exist for each of the following:
○ The IBP application for the source
○ A file format group or SOAP web service for the target
3.1 Configuring Data Export in HCI
In HCI, you configure data export within a project. In a project, you create a task that specifies the following:
● Source datastore
This datastore is the IBP application, for example sales and operations, in which there exists a calculation
scenario or master data tables
● Target datastore
This datastore is a file format group or a web service.
● Data flow
The data flow defines how data is extracted from the source datastore, transformed, and loaded to the target
datastore. When creating the data flow, it is necessary to add the calculation scenario or master data tables
as the source datastore using the Source Table object as the first object in the data flow. In the data flow, you
specify transforms. A transform is a step in a data flow that acts on a data set. A data flow may contain one or
more transforms. Within a transform, you can add filters to filter or restrict data.
Note
It is not necessary to use global variables, a preload script or a postload script.
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For more information about how to set up projects, datastores, tasks, data flows and transforms, see the Help
Center for SAP HANA Cloud Integration .
3.1.1 Export Data from IBP to a File on an On-PremiseSystem
You export data to a file using the following sequence in HCI:
1. Create a target datastore of type File Format
A file format is a set of properties that describes the metadata structure of a flat data file. File formats allow
the software to access flat data files on an SAP Data Services Agent host system, and read from or write to
those files while the software executes a task.
2. Create a source datastore of type SAP Business Suite Applications
○ For export of key figure data using a calculation scenario: Specify the IBP application in which there
exists a calculation scenario.
○ For export of master data: Specify the IBP application that has the IBP master data types, for example,
PRODUCT or CUSTOMER.
3. Create a task
You create a task within a project. In the task, you create a data flow. A data flow defines how data is
extracted from its source, transformed, and loaded to a target.
4. Define transforms
When exporting to a file format, you must define a Query transform and a Target Query transform. You define
the transforms within the data flow.
Note
It is necessary to define two transforms - simply mapping from a calculation scenario or the master data to
a target file does not work.
5. Run the task.
3.1.1.1 Procedure for Exporting Data to a File
To export data from IBP to a file in HCI, use the following steps:
Create a File Format
1. Choose DATASTORES and create a new datastore of type File Format Group . Or, select an existing datastore
of type File Format Group .
2. In the File Formats tab, choose Create File Format and then choose Create from Scratch .
3. In the Create File Format dialog box, enter details for the file format and choose OK .
4. Select the file format and choose the Columns tab.
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5. Specify details of the columns by entering the Name , Data Type and Length for each column.
Create a Task
1. Choose PROJECTS .
2. Select an existing project, or create a new project first.
3. Choose Create Task and deselect Use Template to create the task from scratch.
4. Enter a name and description for the task, choose Next .
5. Select a source datastore (your IBP datastore) and choose Next .
6. Select a target datastore. Choose the file format group that contains the file format you created above.
7. Choose Save and then Save and Define Data Flow .
8. Choose Add Target Object .9. Select the file format that you created previously as the target file and choose Create Data Flow .
10. Enter a name for the data flow, the name of the CSV file and choose Next .
Define Transforms
You must define two transforms for the dataflow.
Note
Simply mapping from a calculation scenario or the master data to the target file (in a Target Query transform)
does not work. The task will fail with an error.
1. Add the source (calculation context/master data) by dragging and dropping it onto the canvas.
2. Add a Query transform by dragging and dropping it onto the canvas and connect it to the source object.
3. Double-click the Query transform and use drag and drop to add fields to the Output list.
4. Optionally define a filter.
5. Close the Query .
6. On the canvas, connect the Query with the Target Query object.
7. Double-click the Target Query object and connect the fields to the Output fields which represent your target
file.
8. Close the Target Query .
9. Review the dataflow and choose Done .
Run the Task
1. In the Projects pane, select the task that you defined and choose Run Now .
2. In the Run Task Now dialog box, choose OK .
Once the task has run successfully, navigate to the location you designated for the target datastore and drill down
to the relevant file. You can find this location in the Root Directory field of the configuration details of the File
Format Group datastore.
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3.1.2 Export Data from IBP and Interface Directly to an On-Premise System via a Web Service
You export data from IBP and interface directly to an On-Premise system via a web service using the following
sequence in HCI. Note: In the following steps, SAP ECC is used as the target system:
1. In the SAP ECC system:
○ Set up a web service-enabled BAPI in the source system
2. Create a source datastore of type SAP Business Suite Applications
For export of key figure data using a calculation scenario: Specify the IBP application in which there exists a
calculation scenario.
For export of master data: Specify the IBP application that has the IBP master data types, for example,
PRODUCT or CUSTOMER.
3. In HCI:
1. Create a target datastore of type Web Service
A web service datastore represents a connection from HCI to an external web service-based data source.
You need the WSDL (definition of the web service) and a username and password to connect to the web
service.
2. Create a task
You create a task within a project. In the task, you create a data flow. A data flow defines how data is
extracted from its source, transformed, and loaded to a target.
3. Define transforms
When exporting to a web service, you must define a Query transform, an XML Map transform and a Web
Service transform.
4. Run the task.
3.1.2.1 Procedure for Exporting Data via a Web Service
To export data from IBP and interface directly to an on-premise system via a web service, use the following steps:
Configure the Web Service-Enabled BAPI
● In the SAP ECC system, set up a web service-enabled BAPI in the SAP ECC system using transaction
WSADMIN. This generates the web service’s WSDL/URL. You subsequently use this URL in the datastore
definition in HCI.
Create a Target Datastore
1. Choose DATASTORES and then choose New Datastore .
2. In the New Datastore section, enter a name and in the Type field, select SOAP Web Service .
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3. In the Web Service Options section, enter the WSDL path - this is the URL generated by the web service-
enabled BAPI above.
4. In the Credentials section, enter the following:
○ User name
Enter the user name on the SAP system.
○ Password
Enter the password for the user name on the SAP system.
○ WSS Password
Enter the same password as in the Password field.
5. Choose Save .
6. In the Tables tab, choose Import Objects .
7. Select the checkbox next to the web service-enabled BAPI as defined in the WDSL and choose Import .
Note
You need one datastore for each web service enabled BAPI that you use.
Create a Task
1. Choose PROJECTS .
2. Select and existing project, or create a new project first.
3. Choose Create Task and deselect Use Template to create the task from scratch.
4. Enter a name and description for the task, choose Next .
5. Select the source datastore (the calculation scenario or master data tables in the SAP HANA database for
the IBP application) and choose Next .
6. Select the target datastore (the web service, from the web service enabled BAPI, that you created above).
7. Choose Save and then Save and Define Data Flow .
8. Choose Add Target Object .
9. Select the web service that you created previously as the target and choose Create Data Flow .
10. Select the web service function as the target obejct, and choose OK .
11. Enter the name of the data flow, and optionally a description. The data flow is displayed. The initial data flow
consists of Target_Web_Service_Call connected to outputLoader .
Define Transforms
1. Add a Source Table by dragging and dropping it onto the canvas and select the calculation scenario or master
data tables.
2. Add a Query transform by dragging and dropping it onto the canvas.
3. Add an XML Map transform by dragging and dropping it onto the canvas.
4. Connect the source, transforms and target as follows:
Source Table (calculation scenario/master data) -> Query (transform) -> XML Map (XML transform) ->
Target_Web_Service_Call (web service) -> outputLoader
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5. In the Query transform, map columns as required from the input (calculation scenario/master data) to the
output. Optionally, enter required filters.
6. In the XML Map transform, choose Generate Schema and then choose Generate schema from web service
function to create a nested schema for the web service call. Map columns from the input generated schemaas required.
7. Generate an iteration rule. Select the name of the transform, choose the Iteration Rule tab, and choose
Propose rule.
Note
Once the rule is proposed, HCI automatically uses it unless you edit it.
8. In the Target Web Services Call transform, edit the data flow:
1. Map only the input top level node to the output top level node.
2. In the Transform Details section, choose the Web Service Response tab, ensure that the response file is
created in a directory (specified in the Response File Location field) that was specified during the agent
configuration. This makes it easy to find on the agent. The response file is an XML file that captures the
successful status for BAPI calls, or shows any errors.
9. Choose Next and then Go To Review .
10. Review the dataflow and then run the task. Choose Done , and then Done .
Run the Task
1. In the Projects pane, select the task that you defined and choose Run Now .
2. In the Run Task Now dialog box, choose OK .
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Typographic Conventions
Table 3
Example Description
<Example> Angle brackets indicate that you replace these words or characters with appropriate entries
to make entries in the system, for example, “Enter your <User Name> ”.
Example Example Arrows separating the parts of a navigation path, for example, menu options
Example Emphasized words or expressions
Example Words or characters that you enter in the system exactly as they appear in the
documentation
www.sap.com Textual cross-references to an internet address
/example Quicklinks added to the internet address of a homepage to enable quick access to specific
content on the Web
123456 Hyperlink to an SAP Note, for example, SAP Note 123456
Example ● Words or characters quoted from the screen. These include field labels, screen titles,
pushbutton labels, menu names, and menu options.
● Cross-references to other documentation or published works
Example ● Output on the screen following a user action, for example, messages
● Source code or syntax quoted directly from a program
● File and directory names and their paths, names of variables and parameters, and
names of installation, upgrade, and database tools
EXAMPLE Technical names of system objects. These include report names, program names,
transaction codes, database table names, and key concepts of a programming language
when they are surrounded by body text, for example, SELECT and INCLUDE
EXAMPLE Keys on the keyboard
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