Calculation Type: Workbook Adapter

The calculation type Workbook Adapter allows you to set up calculations in a way similar to the one used for defining formulas and sheets in an MS Excel workbook. Just like rules in other functions, after activation these calculations are executed during the system runtime.

Procedure

Function Access

Follow the steps below to access the Calculation function of type “Workbook Adapter”:

  1. In the client where SAP Profitability and Performance Management is installed, choose Start of the navigation pathSAP Menu Next navigation step Profitability and Performance Management Next navigation step Modeling Next navigation step Start My EnvironmentsEnd of the navigation path.

  2. The Environment screen appears in a separate browser window. Choose an existing environment and continue. Within the environment, you can set up the newly added function.

Function Configuration

Follow the steps below to configure the Calculation function of type “Workbook Adapter”:

  1. In edit mode, configure the following required fields in the header:

    • Calculation Type = “Workbook Adapter”
    • Connection Name: Choose the previously created connection name.
    • Include Original Input Data
    • Result Model Table

  2. Define the input function to be used on the Input tab.

  3. Define the function to be used on the Lookup tab, if needed.

  4. Define the fields to be used on the Signature tab. For more information about the Signature tab, see Signature.

  5. Define the rules on the Rules tab as follows:

    1. Choose Configure Workbook. The system redirects you to a new window showing a different user interface (NEO UI) where you can configure the calculation rules.

    2. To show the Input and Result tabs (parameters if applicable), follow the steps below:

      1. Choose the Calculation Rules node and expand the properties panel on the right-hand side of the screen

    3. Choose (Maximize). The system opens the Workbook screen showing a tabular view of the workbook.

    4. Choose Data from the menu options above the tabular view.

    5. Choose Synchronize. Now the Input and Result tabs appear at the bottom of the workbook's tabular view.

    6. Choose (Exit Fullscreen) to minimize the Workbook screen.

    7. The properties panel now displays the Start of the navigation pathCalculation Rules Next navigation step WorkbookEnd of the navigation path sheet with the Input and Result tabs that show the fields defined in the Signature node.

    8. Like other spreadsheet applications, the system can use formulas from multiple tabs for the calculation. After the calculation has been completed, the system displays the calculation result.

    9. Optionally, define the parameters to be used on the Parameters tab as follows:

      1. Assign the Workbook Adapter function to a process template as an activity.

      2. Enter a value for the parameter.

    10. Optionally, you can import an existing Excel or CSV file with formulas. In this case, the Workbook Adapter function incorporates as much of the calculation logic as possible.

      Import files as follows:

      1. Choose (Maximize) to open the Workbook screen.

      2. Choose the File button located at the upper left of the workbook.

      3. Choose Import.

      4. Depending on the type of file to be imported, choose either Import Excel File or Import CSV File.

      5. Select the required import file.

  6. Optionally, you can rename the tabs of the tabular view on the Workbook screen as follows:

    1. Choose (Maximize) to open the Workbook screen.

    2. Double-click the tab you want to rename.

    3. Enter the new name.

Related Information

For more information on how to set up the Calculation function of type “Workbook Adapter”, see Administration Guide for SAP Profitability and Performance Management > Installation Information > Implementation Sequence > Calculation Workbook Adapter Setup.

The following blog posts also provide helpful information about this function: