WUG 2016 Expanding ROI Under- Used Capabilities€¦ · WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 16 Demo Set-Up Demo to Show Direct This will be a simple example of getting

WUG 2016 – Expanding ROI – Under-

Used Capabilities

Jim Barker| Winshuttle

Director of Product Management - Foundation

WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 2

About Me

Director of Product Management at Winshuttle

• Former Director of Data Management at Honeywell • SAP Data Migration ‘ 700 Plants’ – Innovation Award

Project• Cloud Integration• Data Governance • Winshuttle Community of Practice

• Director of Solutions at Informatica• Data Migration / SAP / Data Quality/ Others

• Data Warehouse Architect at Thomson Legal & Regulatory

• Data Warehouse Consultant at PwC

• DBA at Best Buy – First Applications of Data Warehousing

• WPS Insurance – First Datamart, CICS, and Operations


Agenda: How customers maximize their ROI in Winshuttle?

• Winshuttle Customer Journey

• Query

• Direct

• Other Resources


3 Things to Remember

1. The Winshuttle Customer Journey Growing in Capability

2. Query a key to getting data out of SAP for Real Time needs

3. Direct-BAPI the next stage of ‘Shadow IT’


Winshuttle Customer Progression

Customers Start with Simple Studio with

Excel

Need for more control, transparency, and approvals require

Governance

Over time customers find a need for the

addition of workflow on top of basic

governance

Once the benefits of governance and workflow based

solutions customers need to add form entry

Studio with Excel Studio with Governance Studio and Workflow Forms and Workflow

Increasing Capability based on Knowledge Growth of Potential Capabilities

The Customer Journey


Demonstration

• Query – Extract Capability with Rules

• Empowering Greater Access to SAP Data

• Direct – How to use BAPI capability to help move things over for:

• Getting Data out of SAP

• Putting Data into SAP

• Using it as the mechanism for SAP Forms

• Community of Practice

• Bringing together Winshuttle user base to benefit ‘Your’ company

6


Demo Set-Up

Demo to Show Query

The first thing is to define:

1. What tables do you need

2. What filters do you want

3. How much data do you need

The second thing is to log into query and make it happen


Query – Getting Started

Open up Query like you would open up Transaction

Most will use Tables as the source, with a title, reason for creation.


Query – Pick Tables

Note: When it first opens you will have a try to navigate in the upper left, or a box on the lower left. Most will determine tables and then type in the text box


Query – Setting Joins for Multiple Tables

After adding three tables in the lower left, all joins appear


Establishing Fields to Bring into Query

Click on the attributes you want as output for the query…note column name and business description


Establishing Filter Criteria

Selection Criteria: Pick the selection box on any field you want a filter on.Then pick what you want the filter to be.


Establishing Filter Criteria

This slide shows the details of the selection options.The most common approach is to add a filter with an equal or IN condition that will be prompted for when the query executes

You can also use a static value or an input file


Mapping Columns to Excel

Next: Map the fields and output you want to have.Trick: You can apply any Excel function to data and place it in the Excel Expression

This should have the same look and feel as your transaction experience. Automap is a great place to start.


Query: Running It

Next: Run It.Note that this is very similar to transaction:Select, Map, and Run If you have a filter you will be prompted for values, if there is no filter…no prompt


Demo Set-Up

Demo to Show Direct

This will be a simple example of getting Company Code Details out of SAP

The first thing is to determine the BAPI to use

1. Use web resources, functional experts, or a buddy to determine the right BAPI to use

2. Use SE37 to test to see if it helpful

3. Launch Direct with the correct BAPI

4. Move Direct details into Transaction

5. Map in Transaction

6. Run It

7. Test Results


Launching a Test Run of a BAPI

SE37 – Transaction to execute BAPI click on the wrench and try it out…

The screen that shows fields will either have a simple text box or a table looking icon.

The table looking icon ( ) will indicate that multiple values or a table of values are required. These are the more complex BAPI’s and may be better to hold off on until you are more comfortable with BAPI’s.


Executing a set of data as a Test Case

In this form, it requires a company code to be provided.

After finding a company code, entering it, the clock (Execute) is

Clicked on to move it forward

This is the simpler of the BAPI’s to use. A good one to start with.


Reviewing Test Run Results

After executing the form it gives me output…

This experience allows the developer to understand what the BAPI is doing


Launching Direct

Next we will launch Direct.The first step is to find the right BAPI.This can be found through a search in this interface, through a google search, or best yet through interaction with a functional or technical (RICE) resource.

A Tip: It is very beneficial to build strong relationships with RICE, Funcational, and BASIS Teams.


Launching Direct

There are no changes on this screen for a simple BAPI.If you use a BAPI that requires looping logic you “May” need to check “commit required”


Selecting Input/Output Fields

A tree will now be exposed that will identify all of the possible input and output fields. Simply click the field and check “Select” for any fields required for this process.


Input Fields Example

This is an example of the input field connections for a process


Output Fields Example

This is an example of the output field connections for a process


Launch transaction

Now that all the fields are selected, the work should be saved and then transferred to “Transaction”


Approval to move data from Direct to Transaction

This screen summarizes what was selected for transfer and allows the user to review what is going into “Transaction.” Click on the Blue Check and the information will be copied over.


Warning Message – Moving Data from Direct to Transaction

A warning message about data being entered into “Transaction” will appear. This is your last chance to stop and make changes.


Simple Mapping Exercise

Next map the data in a similar manner to “Transaction”


Mapping of SAP to Excel

After ‘automapping’ all fields will map excel to SAP. It is important to switch the company code (input) field to Excel SAP and (output) SAP Excel


Run It – Transaction w/Direct

Run the mapping in a similar manner to any transaction script.


Transaction w/Direct Sample Data

This is the output from a small test set.


Steps to Run a Direct Transaction Script

1. Use web resources, functional experts, or a buddy to determine the right BAPI to use

2. Use SE37 to test to see if it helpful

3. Launch Direct with the correct BAPI

4. Move Direct details into Transaction

5. Map in Transaction

6. Run It

7. Test Results


One Last Tip: Winshuttle Community of Practice

It is recommended to bring together your full Winshuttle user base regularly to share experiences, solutions, and collect feedback regarding new product needs.

This type of group could be thought of us a community of practice. Many firms find value in this.


3 Things to Remember

1. The Winshuttle Customer Journey Growing in Capability

2. Query a key to getting data out of SAP for Real Time needs

3. BAPI the next stage of ‘Shadow IT’


Resources

Tools to find out what tables you need:

http://google

http://wiki.scn.sap.com

http://www.tcodesearch.com/sap-tables

www.erpgreat.com

http://www.erpgreat.com/general/sap-r3-tables.htm

http://www.connexin.net/sap-tables.html

Training Materials: Some good recorded (Free) training materials

http://www.winshuttle.com/support-training/training/

http://www.winshuttle.com/assets/training-video-query-basics-build-a-query-and-map/

http://www.winshuttle.com/assets/training-video-winshuttle-direct-basics/


WUG 2016

QUESTIONS???

Documents

WUG 2016 Expanding ROI Under- Used Capabilities€¦ · WINSHUTTLE USER GROUP CONFERENCE | LAS VEGAS 2016 16 Demo Set-Up Demo to Show Direct This will be a simple example of getting