Loading Hierarchies 

Use

You can load hierarchies from different source systems:

·        From an SAP system

Since the metadata is already delivered, you can directly load the standard hierarchies from an SAP system.

·        From an external system (BAPI, file)

If you want to load hierarchies from an external system, you have to first maintain the metadata for this hierarchy.

Furthermore, you can load hierarchies using the data mart interface from another BI system. See Hierarchies and Using the Data Mart Interface.

Prerequisites

·        In InfoObject maintenance, the indicator With Hierarchies is set for the hierarchy basic characteristic. This means that the characteristic can have hierarchies.

·        If you load a hierarchy, you have to have selected the permitted characteristics in the InfoObject maintenance. See Tab Page: Hierarchy in the InfoObject maintenance.

·        To load hierarchies from external systems, you have to edit the metadata in the transfer structure maintenance. See Loading Hierarchies from Flat Files.

Procedure

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       1.      In the Data Warehousing Workbench under Modeling, select the InfoSource tree.

       2.      Select the InfoSource (with direct update) for the InfoObject, to which you want to load the hierarchy.

       3.      Chose Assign DataSource from the context menu. The Assign Source System dialog box appears.

       4.      Select the source system from which the hierarchy is to be loaded. You get to the InfoSource maintenance.

¡        If the DataSource only supports the transfer method IDoc, then only the transfer structure is displayed (tab page DataSource/Transfer Structure).

¡        If the DataSource also supports transfer method PSA, you can maintain the transfer rules (tab page Transfer Rules).

       5.      Save your entries and go back. You arrive at the InfoSource tree for the Data Warehousing Workbench.

       6.      Choose Create InfoPackage from the context menu (see Maintaining InfoPackages). The Create InfoPackage dialog box appears.

       7.      Enter the description for the InfoPackage. Select the DataSource (data element Hierarchies) that you require and confirm.

       8.      On the Tab Page: Hierarchy Selection, select the hierarchy that you want to load into your BI system

Specify if the hierarchy needs to be automatically activated after loading or needs to be noted for activation.

Select an update method (Full Update, Subtree -Insert, Subtree Update).

For more information, see Loading as Subtrees

If you want to load a hierarchy from an external system with BAPI functionality, make BAPI-specific restrictions, if necessary.

       9.      If you want to load a hierarchy from a flat file, maintain tab page: external data.

   10.      Maintain tab page: processing.

   11.      Maintain tab page: update.

   12.      To schedule the InfoPackage, you have the following options:

¡        (Manually) in the scheduler, see Scheduling InfoPackages

¡        (Automatically) using a process chain (see Loading Hierarchies Using a Process Chain)

When you upload hierarchies, the system carries out a consistency check, making sure that the hierarchy structure is correct. Error messages are logged in the Monitor. You can get technical details about the error and its type and way of removal in the long text for the respective message.

Result

The hierarchy structure and the node texts or intervals are loaded. The structure information and the hierarchy texts are stored in the BI system. You can edit the hierarchy.

In order to be able to use the hierarchy in report, the hierarchy has to be activated. As long as you have not selected the respective indicator for Loading Hierarchy…and Note for Activation or Activate in the InfoPackage, you can activate the hierarchy later (see Editing Hierarchies).

If there are aggregates for a hierarchy and the hierarchy is noted for activation, it is activated after the next change run.