Customizing for Load from Data Stream

Purpose

You use this process to define your Customizing settings for loading transaction data into the system.

To upload master data and hierarchies, you only need to define a method upload from data stream , execute the method in the Consolidation Workbench, and save your changes. For additional information, see Loading of Master Data from Connected SAP Systems .

Prerequisites

You have made your Customizing settings for the data basis and for the consolidation area that will accommodate the reporting data, documents, and/or additional financial data.

The data to be loaded is available in an InfoProvider.

You have created a source data basis and specified it in the data basis.

Process Flow

A. Define the Task

Define a task for data collection , or use an existing task.

B. Defining a Method

  1. To create an upload from data stream method, go to the process view of the Consolidation Workbench and choose Start of the navigation path Consolidation Functions Next navigation step Data Collection Next navigation step Upload from Datastream End of the navigation path . In the lower left screen area, choose Create from the context menu.

  2. Assign a name and description for the method.

  3. Specify the data type for the data to be loaded (for example, whether the data reflects documents or additional financial data).

  4. Go to the Settings tab page.

    1. Specify the source data basis and the InfoProvider.

      The InfoProvider is a required entry in the source data basis.

    2. Specify update mode. For more information, see Control of Data Collection Using Update Mode .

    3. Specify whether the system should consider the debit/credit sign attributes that are defined in Customizing for financial statement items and/or transaction types.

    4. If you would like to upload reporting data or documents, set the input type.

      Choose the input type periodic if you want the system to post key figures periodically and the key figures from the source InfoProvider contain period values.

      Choose the input type cumulative if for the key figures in the current period you want the system to post only the difference from the cumulative value of the previous period. If you choose the cumulative input type, the system activates the indicator Also Read Data of Prior Periods .

      Note Note

      With the Also Read Data of Prior Periods indicator, you determine whether the key figures from the source InfoProvider contain periodic or cumulative values.

      End of the note.

      • Do not set this indicator if the key figures from the source InfoProvider contain cumulative values . In this case, the system posts for the key figures in the current period only the difference from the cumulative value from the prior periods.

      • Do set this indicator if the key figures from the source InfoProvider contain period values . In this case, the system reads not only the period value for a key figure in the current period but also the period values from previous periods of the fiscal year. This generates the cumulative value for all the prior periods. The system needs this to post the difference between the key figures for the current period from the cumulative value of the prior periods.

        When you set the indicator, make sure that in mapping or using a Business Add-In (BAdI) the source selections for the fiscal year and period can be derived from the target selection (through inverse mapping).

    5. If you want to use a BAdI implementation for data collection, specify the BAdI filter value.

  5. Go to the Mapping tab page to define the mapping .

  6. Choose the Selection tab page to adjust your settings for selection .

  7. Save the method Load from Data Stream .

C. Assigning the Method

Assign the method Load from Data Stream to a data collection method .

If you select documents as the data stream in the data collection method, you also need to specify the document type.

Then assign the data collection method to the data collection task.

Result

Execute the method Load from Data Stream by running the data collection task in the consolidation monitor.

Check the log.