Extensibility Guide | PUBLIC
Analyze Sales Orders using SAP Analytics Cloud
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Content
1 Overview. . . . 3
1.1 Business Scenario. . . 3
2 Technical Implementation Steps. . . . 4
3 Preparation. . . . 5
3.1 Prerequisites. . . 5
4 Implementation Steps. . . . 6
4.1 Implementation Steps in SAP S/4HANA Cloud System. . . 6
Create Custom Fields. . . .6
Create Custom Analytical Query. . . .8
Publish the Query Using View Browser App. . . .10
Create Sales Orders. . . .12
View Published Applications in SAP S/4HANA Cloud. . . .15
4.2 Implementation Steps in SAP Analytics Cloud. . . .16
5 Appendix. . . .21
5.1 Issues. . . 21
5.2 Document History. . . .21
1 Overview
1.1 Business Scenario
Note
This sample scenario is for learning purposes only. It is intended to give you an understanding of the various technical aspects related to extending SAP S/4HANA Cloud. The sample scenario may not always be available in a readily consumable state due to the continuous improvements being made in the underlying products or services. If this is the case, appropriate adaptations based on the latest documentation of the respective products or services are required.
The analysis of data is an important business requirement. This example shows how to classify sales order data created in SAP S/4HANA Cloud.
A custom field assigned to the sales order in SAP S/4HANA Cloud enables the end user to classify the use of the products included in an order. In this sample, stories in SAP Analytics Cloud are used to enable an in-depth analysis of the sales order data.
Scenario Process Flow:
2 Technical Implementation Steps
This guide explains how to use a custom code list to create analytics reports for a business scenario. You need access to an SAP S/4HANA Cloud system and an SAP Analytics Cloud system. These apps are required in SAP S/4HANA Cloud: Custom Fields and Logic and Custom Analytical Queries
Step Details
1 Create custom fields with a fixed-length code list
You create a custom field with the following business context: Sales: Sales Document.
2 Enable on the UI and in the CDS view
You enable the created custom field for the data sources C_SALESORDERQUERY and SD_SALESDOC_GUI and in the relevant business scenarios (optional).
3 Create custom analyti
cal queries
You create a custom analytical query and add it to the SAP Fiori launchpad as an app to make the new dimensions available in the functional report.
4 Publish the query using the View Browser app
You publish the query to make it available as an app in SAP S/4HANA Cloud and as a data source in SAP Analytics Cloud.
5 Create a story in SAP Analytics Cloud
While you create an analytics report, you can create a story based on a model to consume the custom fields via query.
3 Preparation
3.1 Prerequisites
To perform the steps in this document, make sure that the following prerequisites have been met:
Prerequisites Details
SAP S/4HANA Cloud system You have access to an SAP S/4HANA Cloud system with all the necessary users and authorizations.
SAP Analytics Cloud System You have access to an SAP Analytics Cloud system with all the necessary users and authorizations.
Business Roles The Administrator (SAP_BR_ADMINISTRATOR) business role
has been assigned to your user. Make sure that the Analytics Specialist (SAP_BR_ANALYTICS_SPECIALIST) and Sales Manager (SAP_BR_SALES_MANAGER) business catalogs are also assigned to your user.
SAP S/4HANA Cloud system and SAP Analytics Cloud sys
tem integration
See this document to to find out more about connecting your SAP S/4HANA Cloud system to the SAP Analytics Cloud system.
4 Implementation Steps
4.1 Implementation Steps in SAP S/4HANA Cloud System 4.1.1 Create Custom Fields
Purpose
You want to create a custom code list with products used by customers.
Procedure
1. Log on to SAP Fiori launchpad.
2. Open the Custom Fields and Logic app under Extensibility.
3. Choose the Custom Fields tab.
4. Choose Create (+).
5. A dialog box is displayed. Enter the following details under Field Properties.
Field Name Value
Business Context Sales:Sales Document
Field Properties Label
End Use for SAC Scenario
Type Code List
Length 3
Enter the following details under List Values.
Code Value Description
101 Military
102 Building Industry
Code Value Description
103 Public Sector
6. Choose Create and Edit.
7. Go to the UI and Reports tab. This section determines the availability of this field on the UI, in the API, and in CDS views. Choose Enable Usageto enable the data source C_ SALESORDERQUERY and
SD_SALESDOC_GUI (refer to screenshot below):
8. Go to the Business Scenarios tab. This section determines the business scenarios in which this field must be enabled. Enable the entries as shown in the screenshot:
9. Choose Save and Publish. On the Custom Fields and Logic screen, you’ll see two more fields automatically created for the Sales: Billing Document and Shipping: Delivery business contexts.
10. Enable the custom field that was automatically created in the Sales: Billing Document business context for the billing-related queries. To do this, navigate to the details of the End Use for SAC Scenario custom field under the Sales: Billing Document business context.
11. Go to the UI and Reports tab. Enable the entry as shown in the screenshot:
12. Choose Save and Publish.
4.1.2 Create Custom Analytical Query
Purpose
You want to create a custom analytical query to make the report functional.
Prerequisites
To create a custom analytical query, you need the Analytics Specialist business role.
Procedure
1. Log on to SAP Fiori launchpad.
2. Open the Custom Analytical Queries app on the Query Design tab.
3. Choose New.
4. A dialog box is displayed. Enter these details:
Field Name Value
Query Name salesordercube_SAC
Date Source I_SALESORDERCUBE
5. Choose OK.
6. Go to the General tab. In the Label field, enter the name salesorder with Custom Dimension for SAC.
7. Go to the Field Selection tab to select the fields that you want to display as dimensions and measures in the query. In the Available Fields section, search for the custom field End Use for SAC Scenario that was already created and select the one or more checkboxes to select additional fields as shown in the
screenshot:
8. Choose Save Draft.
9. Choose Publish. The YY1_SALESORDERCUBE_SA C custom analytical query is now published.
4.1.3 Publish the Query Using View Browser App
Purpose
You want to publish the query and make it available as a tile in SAP S/4HANA Cloud.
Prerequisites
To view the published query as an application tile, you need the Sales Manager business role.
Procedure
1. Log on to SAP Fiori launchpad.
2. Open the View Browser app.
3. Search for the Custom Analytical Query you've already created (in this case, YY1_SALESORDERCUBE_SAC).
4. Choose Create Application.
5. Choose Multi-Dimensional Report from the drop-down list.
6. A dialog box is displayed. Enter the following details:
Field Name Value
Language English
Title YY1_SALESORDERCUBE_SAC
Subtitle I_SALESORDERCUBE_SAC
7. Choose OK.
8. Select the application you've already created.
9. Note down the Annotation Value as highlighted in the screenshot below and go to Show Application Status.
Note
The Annotation Value is used in SAP Analytics Cloud to fetch this query.
10. Choose Add.
11. Search for the Sales Analytics business context.
12. Choose OK.
13. Select the business catalog you added earlier.
14. Choose Publish.
4.1.4 Create Sales Orders
Purpose
You want to create sales orders and assign values to the code list items.
Procedure
1. Log on to SAP Fiori launchpad.
2. Open the Create Sales Order - VA01 app.
3. Fill in the following fields.
4. Choose Continue.
5. Enter the necessary information.
6. Choose the icon to display the header details.
7. Choose the Custom Fields tab.
8. Choose the relevant entries from the specific custom fields.
9. Enter the item details.
10. Choose Save.
4.1.5 View Published Applications in SAP S/4HANA Cloud
1. You can now search for the published application (in this case, YY1_SALESORDERCUBE_SAC).
2. A dialog box is displayed. Enter the following values:
Field Name Value
Exchange Rate Type M
Field Name Value
Display Currency EUR
3. You can access the following report:
4.2 Implementation Steps in SAP Analytics Cloud
Purpose
You want to consume a custom field using a query in SAP Analytics Cloud.
Prerequisites
To proceed with these steps, you must first complete the steps described in Integrating SAP Analytics Cloud.
Procedure
1. Log on to SAP Analytics Cloud with the same credentials that you used for SAP S/4HANA Cloud.
2. From the dropdown menu, select create Model .
3. Select Get data from a datasource.
4. Select Live Data connection.
5. Select the system type SAP BW.
6. Select the connection created during the prerequisites step of integrating SAP S/4HANA Cloud system with SAP Analytics Cloud system.
7. Select a data source. In this case it is the annotation value noted down previously ( YY1_ SALESORD_7).
8. Choose OK.
9. Save the model by providing the appropriate name and description.
10. From the dropdown menu, choose the options for creating a Story.
11. Choose an SAP Analytics Cloud Analytics template.
12. Select Data and choose Data acquired from an existing model.
13. Select the model created in step 9 (in this case, YY1_SALESORDER_SAC).
14. A dialog box is displayed. Enter the following values:
Field Name Value
Exchange Rate Type M
Display Currency EUR
15. Create your Story according to your needs.
5 Appendix
5.1 Issues
Please note that SAP does not offer any official support for the sample code (see the SAP SAMPLE CODE LICENSE AGREEMENT on GitHub). However, feel free to use the Issues section on GitHub if you have any problems. We recommend that you browse through the known issues section before creating a new issue
.
5.2 Document History
Revision Date Change
1.0 2020-01-10 Document created.
1.1 2020-02-05 Scenario renamed from Analyze Sales Orders with Custom Fields Created in SAP S/
4HANA Cloud using SAP Analytics Cloud to Analyze Sales Orders using SAP Analytics Cloud.
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