Exporting Data to SAP Integrated Business Planning

You can export transaction data in a model directly back to an IBP system once you've done planning and analytics in SAP Analytics Cloud. You can export the data once, or on a recurring schedule.

Prerequisites

You are using IBP 1908 or higher versions.

Context

The roles assigned to you must include the following permissions:

  • Execute action of Other Datasources
  • Read action of the model and dimensions to be exported
  • Create or Maintain action of a connection; Or Read access to a shared connection created by others

Procedure

  1. Select Start of the navigation path (Main Menu) Next navigation step  Browse Next navigation step  FilesEnd of the navigation path
  2. Open the model whose transaction data you want to export.
  3. Switch to the Data Management screen.
  4. In the Export Jobs area, choose the (Export) button and select Export Data to SAP Integrated Business Planning.
    Note

    You can also choose to export data to IBP via a generic OData service connection. In this case, select Export Data To OData Services from the list.

  5. Choose a connection.
    If no connections have been created, you can choose Create New Connection from the drop-down list. For detailed information, see Import Data Connection to SAP Integrated Business Planning.
    Click Next.
  6. On the left side of the Target Data Selection dialog, choose an IBP Planning Area.
  7. Select the corresponding target fields in the IBP system that you want to export data to.
  8. Click Next.
    On the Mapping page, map SAP Analytics Cloud dimensions and measure to the corresponding IBP fields you selected in the previous step.
    Note

    Currently, we don't support exporting data to the target time dimension with Week granularity and aTimestamp type when the selected source dimension is Date.

    Note
    For any target IBP field, if you have no source dimension to map data to and choose the option Not Mapped, you need to specify a default value for the target field.
    Note
    If the IBP attribute names aren't the same as the column names in your SAP Analytics Cloud model, you can create an extra property column, with names that match the names in IBP. Then when you export the data, you can map the new property column to the IBP attributes.
    Mapping Tips:

    Currently each time you can only export one measure. If you want to export multiple measures to IBP, you need to perform data export for each measure respectively.

    Date dimension in SAP Analytics Cloud should have the same granularity as date relevant field in IBP. Whether SAP Analytics Cloud has fiscal year settings turned on or not, only calendar year will be exported to IBP.

  9. In the Source Filters area, filter members of the SAP Analytics Cloud dimensions that you want to export. If you choose a single base member, only that value will be exported; if you specify more than one member or a parent member, the value will be aggregated during the export; if left empty, all the data in the dimension will be aggregated.
    Note

    IBP currently doesn't support version mapping during the data acquisition. If you maintain multiple versions in SAP Analytics Cloud, make sure you set filter for a specific version. Otherwise, transaction data from different versions will be aggregated.

    If you export data of multiple UoMs or currencies to IBP, make sure you filter a specific UoM or currency.

  10. Select the Export blank values check box if you want to include in the export any members where the name given by the property column is blank.
    If you select this check box, also choose what you want to replace the names of those members with from the Replace with field.
  11. Click Finish to complete the export.
    You can continue to work on other tasks while the export runs in the background.
  12. If you want to schedule the execution of export jobs, follow these steps:
    1. Select an export job.
    2. Select (Schedule Settings), and choose between the following options:
      Frequency Description
      None Select this option when you want to export the data manually.
      Once The export is performed only once, at a preselected time.
      Repeating The export is executed according to a recurrence pattern. You can select a start and end date and time as well as a recurrence pattern.
    3. Select Save to save your scheduling settings.