How to work with data slice, and workstatus.

[former_member187400]

Hello All -

I am working on Embedded Planning BPC 7.4 SP 12, and AO 2.2 SP1.

I would like to understand on Data Slice, and Workstatus. My understanding is Work Status work with Data Slice to lock the data.

e.g. I have the case like this:

a) I have Input Workbook. It has the selection parameter in the workbook as follows:

• Planning Cost Center
• Fiscal Year/Quarter
• Version
• Region

b) If User A, run the workbook with:

• Planning Cost Center A
• Fiscal Year/Quarter: 003.2016
• Version: 0
• Region: UK

Then user B will not be able to change/plan the corresponding data in the workbook. User B will only be able to change/create the plan data for corresponding Cost Center if User A has finished the work, and change the work status.

The questions are:

1) How to link between data slice, and workstatus to meet this requirement?

• Should I create first the data slice e.g. Planning Cost Center, Fiscal Year/Quarter, Version, and Region, and then the workstatus? If yes, how to link the data slice to Workstatus, or how to send the value of Planning Cost Center, Fiscal Year/quarter, Version, and Region selected in the workbook/workstatus into data slice?

2) Could workstatus deliver this requirement ?

Kindly please ask your thought, and appreciate much your thought,

Many thanks,
Daniel N.

[Former Member · Accepted solution]

Hi Daniel N,

Is your requirement that nobody can use the Workbook while user A is in it? This seems strange from business point of view. Usually user who what to enter data in different Cost Center and/or different Quarters and /or different Versions etc. are able to do this. Can you please clarify that requirement with business.

Now, Work status and Data slice are 2 different tools of preventing data from being changed after certain events. Why do you want to link them? If you have levels of approval that follow hierarchy of some Dimension, say Cost center, then Work status can be more suitable for your purpose. If you need to lock data based on some other criteria then Data slice can be better for you.

Regards,

Gersh

[former_member187400 · Accepted solution]

Hello Gersh -

Many thanks for your feedback.

• User B can access the workbook; but user B won't be able to use same Planning Cost Center, Quarter/Year, Version, and Region. User B will be able to input planning data with the same Planning Cost Center, Quarter/Year, Version, and Region only if User A has finished his work, and change the workstatus. And though user A is offline, user B still cannot input data to the same Planning Cost Center, Quarter/Year, Version, and Region.
• Noted for work status is different thing with Work status.
  • and I want to lock based on Planning Cost Center, Quarter/Year, Version and Region.
    • I have Hierarchy for Planning Cost Center. How I can use Quarter/Year, Version, and Region?
    • e.g. Planning Cost Center = 100101, Quarter/Year : 3.2015, Version : 0., and Region: UK. How can I send those Values into Workstatus to lock the data. Will it be automatically?

Kindly please ask your thought, and appreciate it much,

Cheers,

[Former Member · Accepted solution]

Hello Daniel,

You still didn't mention anything about approvals. If you don't have any approval requirements then you don't need neither Work status nor Data slice.

Since you are using Embedded model you can put Cost Center, Quarter, Version and Region in the filter of your Query and it will lock selected region for all users while one user opened such workbook. Off line mode for Embedded model requires some customization, hence data locking doesn't come automatically there.

Regards,

Gersh

[former_member187400 · Accepted solution]

Hello Gersh,

Many thanks for the feedback.

Yes, it will be the simple work flow for approval. If user A has already finished, and submitted, his line manager will review and approve/reject it.

Those Cost Center, Region, Quarter, Version are already in the Query Filter. And it will lock if user A is online.

If user A is offline, the requirement wants user B still cannot change/create plan data against Cost Center 100101 until User A has finished his work on Cost Center 100101. 

If user A change the work status into in progress,

• Can Planning Cost Center 100101 get locked?
• Or, if the point above is not available, does the work status has user abap exit?
  • I have customised Z abap table to save planning cost Center, Version, Quarter, Version and User data. E.g. Cost Center 100101, and user A get saved to that table . If user abap exit is available in work status, I am planning to stamp that information there.
  • If user B want to use the cost Center 100101, there will be validation to the corresponding table.

Kindly please ask your feedback,

Many thanks,

[Former Member · Accepted solution]

Hi Daniel,

I hope that management structure in your requirements is in sync with hierarchy structure of Cost center Dimension.

User A will have to change Work status to something like "Submitted" for his Manager to be able to move it forward.

It looks like users A and B should have same capabilities according to your requirements. In that case if user A will set status to "In progress" user B will be able to set it back and change the value. So, I don't think that standard functionality of Work status will satisfy your requirements.

Yes, Work status has a BADI in Standard model, but I'm not sure if it's being called when you work with Embedded model. BADI name is UJW_LOCKOUT_SCHEDULE_BADI and it has a sample implementation Class.

Hope this helps.

Gersh

[former_member187400 · Accepted solution]

Hello Gersh, noted with thanks. Okay, i will revert back to you for any question.