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 Copying Planning Functions (with Dropdown Box Web Item)Locate this document in the navigation structure


You want to build a planning application to copy values from the source version to the target version. You also want to set the source and target versions using dropdown boxes. On execution, the planning application should look like this:

This example serves in particular to clarify the interaction between a planning function and two Dropdown Box Web items. Selections can also be restricted without using variables.


In Planning Modeler, you have created an aggregation level containing the following InfoObjects: unit  Currency Key, time characteristics Quarter and Calendar Year, key figure Amount, characteristics Version, Account Number, Cost Center. This aggregation level is also used in the examples below ( Revaluating Planning Functions (with Analysis Web Item) and Documentation (with Analysis Web Item) ).

The main thing to note in this example is that the aggregation level contains the Version characteristic. This characteristic must have a master data-supported filter selection. You can specify this setting in InfoObject maintenance: tab page Business Explorer, setting Filter Value Selection Query Execution, value Values in Master Data Table. In this example, the Version characteristic should display the values B01, B02, B03, and B04 in the dropdown boxes.


Planning Modeler: Creating Planning Functions, Variables, and Filters

  1. Choose the Planning Functions tab page and create a planning function for your aggregation level. The planning function should be of type Copy with technical name VERSION_COPY and description Version Copy for your aggregation level.
  2. Choose To Characteristic Use and specify that it should be possible to change the Version characteristic.
  3. Choose To the Parameters and specify that the Amount key figure is to be copied.
  4. The source and target versions should each be restricted using a variable (VERSION_FROM and VERSION_TO). You can navigate to the Create dialog using the Before and After Values in the Copy Process table. The variables should be entered as individual values, required variables, and input ready, but should not have a standard default value.
  5. Choose the Filter tab page and create a filter with technical name VERSION_FILT and the Version Selection description for your aggregation level.

    Select the Version characteristic and choose the icon for input help in the column after Characteristic Restrictions. The dialog box for specifying characteristic restrictions appears. In the list of values, select all values (B01 to B04 in our example), choose Insert, and save the relevant selection by choosing OK.

    Choose Show Extended Settings and set the indicator for the Changeable During Execution option; do not enter a default value.


    More information about creating planning functions, variables, and filters: Planning Modeler

BEx Web Application Designer: Creating Web Templates

  1. In BEx Web Application Designer, create a Web template with technical name VERSION_COPY.
  2. Create the following data providers of the type Filter:
    • DP_FILT_TO

      For both filters, the data binding should come from the VERSION_FILT filter. 

  3. Create the following Web items:
    • DROPDOWN_ITEM_FROM: Choose the data binding type Characteristic/Structure Member. Specify the characteristic selection: data provider DP_FILT_FROM, characteristic VERSION.
    • DROPDOWN_ITEM_TO: Choose the data binding type Characteristic/Structure Member. Specify the characteristic selection: data provider DP_FILT_TO, characteristic VERSION, affected data provider DP_FILT_COPY_FUNCTION.
    • TEXT_ITEM_SOURCE for the source version (data binding: text connection, simple text, text source version)
    • TEXT_ITEM_TARGET for the target version (data binding: text connection, simple text, text target version)
    • BUTTON_GROUP_COPY_FUNCTION: Using Internal Display, create pushbutton 1 with label Copy and, as Action, use the command wizard to assign the following command (INSTRUCTION): 

Table of Commands

Command Parameter

Planning-specific command EXEC_PLANNING_FUNCTION_SIMPLE (Execute Planning Function [Simple])

  • Data binding: reference to data provider of type Filter DP_FILT_TO and two variables (1 VERSION_FROM, 2 VERSION_TO)
  • Command-specific parameter: planning function VERSION_COPY
  1. Create a CONTAINER_LAYOUT_ITEM_1 (Web Items → Enhanced → Container).

    Choose the With Tray display option and enter label Version Copy under Tray Settings.

    In the container (Internal Display → Layout Type: GRID → Row List), arrange the Web items in the following order:






    The graphic below illustrates the layout of the VERSION_COPY Web template:

The table below contains the XHTML source text of the VERSION_COPY Web template:

XHTML Source Text of the VERSION_COPY Web Template

<bi:bisp  xmlns="" xmlns:bi="" xmlns:jsp="" >     <html >         <head >             <title >BEx Web Application</title>             <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />         </head>         <body >             <bi:SELECTOR_DATA_PROVIDER name="DP_FILT_FROM" >                 <bi:SELECTOR_INITIAL_STATE type="CHOICE" value="SELECTION_OBJECT" >                     <bi:SELECTION_OBJECT value="VERSION_FILT" />                 </bi:SELECTOR_INITIAL_STATE>             </bi:SELECTOR_DATA_PROVIDER>             <bi:SELECTOR_DATA_PROVIDER name="DP_FILT_TO" >                 <bi:SELECTOR_INITIAL_STATE type="CHOICE" value="SELECTION_OBJECT" >                     <bi:SELECTION_OBJECT value="VERSION_FILT" />                 </bi:SELECTOR_INITIAL_STATE>             </bi:SELECTOR_DATA_PROVIDER>             <bi:TEMPLATE_PARAMETERS name="TEMPLATE_PARAMETERS" /> <!-- insert data providers, items and other template content here -->             <bi:CONTAINER_LAYOUT_ITEM name="CONTAINER_LAYOUT_ITEM_1" designwidth="10" designheight="10" >                 <bi:WIDTH value="10" />                 <bi:HEIGHT value="10" />                 <bi:WITH_TRAY type="CHOICE" value="X" text="" >                     <bi:TRAY_SETTINGS type="COMPOSITE" >                         <bi:CAPTION value="Versionskopie" />                     </bi:TRAY_SETTINGS>                 </bi:WITH_TRAY>                 <bi:ROW_LIST type="ORDEREDLIST" >                     <bi:ROW type="ORDEREDLIST" index="1" >                         <bi:COLUMN type="COMPOSITE" index="2" >                             <bi:CHILD_ITEM_REF value="DROPDOWN_ITEM_FROM" />                             <bi:VALIGN value="CENTER" />                         </bi:COLUMN>                         <bi:COLUMN type="COMPOSITE" index="4" >                             <bi:CHILD_ITEM_REF value="DROPDOWN_ITEM_TO" />                             <bi:VALIGN value="CENTER" />                         </bi:COLUMN>                         <bi:COLUMN type="COMPOSITE" index="5" >                             <bi:CHILD_ITEM_REF value="BUTTON_GROUP_COPY_FUNCTION" />                         </bi:COLUMN>                         <bi:COLUMN type="COMPOSITE" index="1" >                             <bi:CHILD_ITEM_REF value="TEXT_ITEM_SOURCE" />                             <bi:VALIGN value="CENTER" />                         </bi:COLUMN>                         <bi:COLUMN type="COMPOSITE" index="3" >                             <bi:CHILD_ITEM_REF value="TEXT_ITEM_TARGET" />                             <bi:VALIGN value="CENTER" />                         </bi:COLUMN>                     </bi:ROW>                 </bi:ROW_LIST>                 <bi:DROPDOWN_ITEM name="DROPDOWN_ITEM_FROM" designheight="23" designwidth="150" >                     <bi:WIDTH value="150" />                     <bi:HEIGHT value="23" />                     <bi:DATA_BINDING_TYPE type="CHOICE" value="CHARACTERISTIC_SELECTION" >                         <bi:CHARACTERISTIC_SELECTION type="COMPOSITE" >                             <bi:DATA_PROVIDER_REF value="DP_FILT_FROM" />                             <bi:CHARACTERISTIC value="0VERSION" text="Version" />                             <bi:ALL_VALUES_ENTRY_INCLUDED value="" />                         </bi:CHARACTERISTIC_SELECTION>                     </bi:DATA_BINDING_TYPE>                 </bi:DROPDOWN_ITEM>                 <bi:TEXT_ITEM name="TEXT_ITEM_TARGET" designheight="70" designwidth="200" >                     <bi:TEXT_BINDING type="CHOICE" value="TEXT_CONTENT" >                         <bi:TEXT_CONTENT value="Zielversion" />                     </bi:TEXT_BINDING>                 </bi:TEXT_ITEM>                 <bi:TEXT_ITEM name="TEXT_ITEM_SOURCE" designheight="70" designwidth="200" >                     <bi:TEXT_BINDING type="CHOICE" value="TEXT_CONTENT" >                         <bi:TEXT_CONTENT value="Quellversion" />                     </bi:TEXT_BINDING>                 </bi:TEXT_ITEM>                 <bi:DROPDOWN_ITEM name="DROPDOWN_ITEM_TO" designheight="23" designwidth="150" >                     <bi:WIDTH value="150" />                     <bi:HEIGHT value="23" />                     <bi:DATA_BINDING_TYPE type="CHOICE" value="CHARACTERISTIC_SELECTION" >                         <bi:CHARACTERISTIC_SELECTION type="COMPOSITE" >                             <bi:DATA_PROVIDER_REF value="DP_FILT_TO" />                             <bi:CHARACTERISTIC value="0VERSION" text="Version" />                             <bi:ALL_VALUES_ENTRY_INCLUDED value="" />                             <bi:LINKED_DATA_PROVIDER_REF_LIST type="ORDEREDLIST" >                                 <bi:LINKED_DATA_PROVIDER_REF index="1" value="DP_FILT_COPY_FUNCTION" />                             </bi:LINKED_DATA_PROVIDER_REF_LIST>                         </bi:CHARACTERISTIC_SELECTION>                     </bi:DATA_BINDING_TYPE>                 </bi:DROPDOWN_ITEM>                 <bi:BUTTON_GROUP_ITEM name="BUTTON_GROUP_COPY_FUNCTION" designheight="23" designwidth="150" >                     <bi:WIDTH value="150" />                     <bi:HEIGHT value="23" />                     <bi:BUTTON_LIST type="ORDEREDLIST" >                         <bi:BUTTON type="COMPOSITE" index="1" >                             <bi:CAPTION value="Kopie" />                             <bi:ACTION type="CHOICE" value="INSTRUCTION" >                                 <bi:INSTRUCTION >                                     <bi:EXEC_PLANNING_FUNCTION_SIMPLE >                                         <bi:SELECTOR_DATA_PROVIDER_REF value="DP_FILT_TO" />                                         <bi:PLANNING_FUNCTION value="VERSION_COPY" text="Versionskopie" />                                         <bi:VARIABLE_VALUES type="ORDEREDLIST" >                                             <bi:VARIABLE_VALUE type="COMPOSITE" index="1" >                                                 <bi:VARIABLE value="VERSION_FROM" text="VERSION_FROM" />                                                 <bi:VARIABLE_TYPE type="CHOICE" value="SELECTION_BINDING_TYPE" >                                                     <bi:SELECTION_BINDING_TYPE type="CHOICE" value="DATA_PROVIDER_CHARACTERISTIC" >                                                         <bi:DATA_PROVIDER_CHARACTERISTIC type="COMPOSITE" >                                                             <bi:DATA_PROVIDER_REF value="DP_FILT_FROM" />                                                             <bi:CHARACTERISTIC value="0VERSION" text="Version" />                                                         </bi:DATA_PROVIDER_CHARACTERISTIC>                                                     </bi:SELECTION_BINDING_TYPE>                                                 </bi:VARIABLE_TYPE>                                             </bi:VARIABLE_VALUE>                                             <bi:VARIABLE_VALUE type="COMPOSITE" index="2" >                                                 <bi:VARIABLE value="VERSION_TO" text="VERSION_TO" />                                                 <bi:VARIABLE_TYPE type="CHOICE" value="SELECTION_BINDING_TYPE" >                                                     <bi:SELECTION_BINDING_TYPE type="CHOICE" value="DATA_PROVIDER_CHARACTERISTIC" >                                                         <bi:DATA_PROVIDER_CHARACTERISTIC type="COMPOSITE" >                                                             <bi:DATA_PROVIDER_REF value="DP_FILT_TO" />                                                             <bi:CHARACTERISTIC value="0VERSION" text="Version" />                                                         </bi:DATA_PROVIDER_CHARACTERISTIC>                                                     </bi:SELECTION_BINDING_TYPE>                                                 </bi:VARIABLE_TYPE>                                             </bi:VARIABLE_VALUE>                                         </bi:VARIABLE_VALUES>                                     </bi:EXEC_PLANNING_FUNCTION_SIMPLE>                                 </bi:INSTRUCTION>                             </bi:ACTION>                         </bi:BUTTON>                     </bi:BUTTON_LIST>                 </bi:BUTTON_GROUP_ITEM>             </bi:CONTAINER_LAYOUT_ITEM>         </body>     </html> </bi:bisp>

Execution on the Web

  1. Execute the Web template on the Web.
  2. For testing, add parameter &debug=X to the URL.

    If you have set this parameter, the selection is shown in the Executing Planning Functionsection.

  3. Choose the required versions using the dropdown boxes and copy the data between the versions.