Plan Data Upload Starter - Directly upload plan data from a local Excel or CSV file via Story

[shivampurwar]

Overview

As part of the SAC 2024 Q3 release, Planning users can now use the native story trigger to upload flat files directly from story. It will allow the end users to mass upload the data directly from story without the need to go through the modeler.

• Administrators/Process Owners can define a dedicated end-user data upload job from within the modeler and can upload a file to act as the template structure.

• Story designers will have access to a dedicated 'data import' planning trigger (similar to data actions). Within the widget they will reference the relevant model and data upload job (described above), in addition to other default settings (e.g., target version, automatic publish).

• At execution time (i.e., on trigger click), end-users will be prompted to select a source file for upload as well as the target version (if made available by the story designer)

Below is a step-by-step guide on how to enable the upload job and add it into a story.

• Admin Users can create the upload job with the desired upload template which can be shared with the end users.

• End users can prepare the data in the template format and upload it directly from the story using the Upload Job Starter.

Pre-requisites: This will be supported only for the new model, on non-SAP data centre tenants.

 

Step 1: Create a Upload Job

Modelers/Admin can now see a Upload Jobs Section under the Data Management Tab along with Import and Export Jobs. Click on the Upload Data button present on the right side to upload the template.

 Source Template File.

 Enter the upload job name and click on select source file to select the upload template.  (.csv/.xlsx and .txt are supported). Select the delimiter. Click on Create.

Click on Set up Upload.Similar to an Import Job, The Modeler can create necessary transformations to align it with Model Master and Transaction data.

Map to Model Dimension and Measures

Validate and Click on Finish to Set up the Upload Job.

Click create to complete.

Step 2: Add the Upload Job Button to the Story.

Open the story you want to add the Upload Job Starter.Upload Starter Job Widget will be added similar to the Data Action widget.

Provide the necessary details

1.  Name and Description.
2. Select the desired Model.
3. Select the Upload Job created in Step 1 as highlighted below.
4. Select remaining settings like 'Use Recommended Planning Area' or Publish Settings after Execution.
5. Admin can also fix the version or set it as prompt to be selected by end user.
6. Once completed ,save the story.

Step 3: Upload the File.

On opening the story, the end user can view the widget and use it upload the data. Click on 'Sales Plan Upload' Button.

End user will be prompted to select the flat file and version. Make the desired selections and click on Run.

Once Completed, user will get a message that the job is completed.

In case of any rejects , end user can download the rejected data and correct the entries and run the upload again.

Upload activity can also be viewed in the Data management Tab

Upload Activity is also visible in the Activity Log to track the updates made by the end users.

Summary

Upload Job Starter can be very useful to upload mass data flat files by the end users without the need of going to the modeler or transformation. It can be a useful addition to plan data uploads along with data entry.

Hope it helps.