Selection

Use

You use this function to restrict the scope of data to be collected and to restrict the area in which posting is to be possible.

As in mapping , you can use selections in the following data collection methods:

  • Copy (for target selections)

  • Flexible upload (for target selections)

  • Load from data stream (for source and target selections)

Source Selections

You use source selections in Load from Data Stream to limit the data volume that is read in order to improve the performance of the system.

Limitations of Source Selections

Source selections have the following limitations:

Single selections are possible, but single selections cannot be reused. For more information, see the “Reusability of a Single Selection” section in Single Selection .

  • A single selection lets you also select the Hierarchy Name characteristic, which you can use in a hierarchical selection.

  • If the hierarchy is dependent on the version, you can enter the hierarchy version after you open the selection screen.

Source Selections for Loading Hierarchies of Master Data

If you use Load from Data Stream to load a master data hierarchy, you can perform a source selection by deploying the selection conditions listed below. (You need to have set the indicators Load Master Data and Load Hierarchy on the Settings tab page in the Customizing settings for the method.)

  • Selection of Single Values and Ranges

    If you specify single values or ranges, the system selects not only the nodes of the source hierarchy, but also their higher-level nodes including the root node. (See also the example below.)

    If you use the update mode Delete Uploaded Data or Delete All , this source selection has the following effect on the target hierarchy: The system deletes the related root node – including the assigned hierarchy – from the target hierarchy, and loads the selected source hierarchy in its place.

  • Selection of Hierarchy Nodes

    If you select hierarchy nodes, the system selects only the selected hierarchy nodes of the source hierarchy, including all of their lower-level nodes. (See also the example below.)

    By using update mode Delete Uploaded Data , you can transfer an entire sub-hierarchy.

    If you use update mode Delete All , this source selection can have the following effect on the target hierarchy: Once the existing target hierarchy is deleted, the system is unable to assign the selected hierarchy nodes to a root node. However, the assignment of the lower-level nodes remains intact and is restored once you assign the selected hierarchy nodes to a root node or a hierarchy.

For more information about selection conditions, see the “Selection Conditions” section in Single Selection .

For more information about update modes, see Control of Data Collection Using Update Mode .

Activities

  1. Define the source area from which data is to be loaded.

    This involves specifying the desired characteristics and characteristic values. You can also use Complex Selections (see Single Selection ).

    The system attempts an inversion for the status-relevant characteristics. When doing this, the system takes into account the execution parameters and inversely interprets your mapping rules. This means that it derives the source selection from the mapping rules between the source and the target.

    Recommendation Recommendation

    If the automatic inversion does not produce a result or is too complex, this can cause too many data records to be read in BI. Therefore, in advance, make sure you restrict the volume of data to be read in the source selection.

    End of the recommendation.

  2. Define the target area in the data basis, into which data is to be loaded.

    When loading transaction data , you can use a target selection to control which data of a consolidation unit is modified. To do this, you can restrict the items and subassignments in the target selection. You also can use complex selections for the target selection of transaction data.

    When loading master data , customers typically restrict the characteristic itself.

    Note Note

    You also can use complex selections for the target selection of master data; however, these only select single values and ranges.

    End of the note.

    Use of target selections protects the areas of the data basis that do not belong to the target area. If you use the update mode Delete All , the system deletes only the data records in the target area of the data basis before the selected data is loaded.

Example

This example uses a hierarchy of account numbers to illustrate the effects of the source selection of a master data hierarchy, depending on which selection conditions are deployed:

  • Selection of a range

  • Selection of a hierarchy node

Master Data Hierarchy Before the Selection

The following figure shows the hierarchy of account numbers prior to the selection:

After Selection of a Range

The following figure shows the hierarchy after a source selection with the selection condition Account Number 120000 – 129999 (inclusive range from 120000 through 129999).

After Selection of a Hierarchy Node

The following figure shows the hierarchy after a source selection with the selection condition Account Number 120000 (inclusive hierarchy node with the account number 120000).