Cloud Data Source: Creation and Manual Upload
The Cloud Data Source is a great new feature in Cloud for Customer since 1405 version.
It allows the SAP customer to create a custom data source (aka table or persistent storage) to hold custom data for reporting, that is outside of the normal SAP data source. You no longer need the Cloud Studio to do this.
I will describe a step-by-step approach to create a custom data source, and upload manually. In our example, we want a database table to hold the forecasted sales for an account. So we want fields Account ID, Forecasted Sales Quantity. The system then add
1. In the C4C system, select the work center Business Analystics->Design Data Source.
2. Select New->Cloud Data Source.
3. It will show a screen to define the Custom Data Source. We will start simple.
– For the DataSource ID, the name has to start with a “Z”
– For Manual Data Upload, we will check this box to allow manual upload by CSV files
– In the Data Source Fields, you can add the fields you want.
– For fields of type Quantity, it will automatically add a related field (re=uses our field name, but adds “_UNIT” to specify the Unit of Measure
Then click Save.
Congratulations – You have a custom Cloud Data Source (CDS) !
So now, how do we get data in this CDS ? There are 2 ways. This blog will cover the first method – doing manual data upload from a CSV file. The 2nd method is using web services which I will save for another time.
Most likely you will have an Excel file of data ready.
1. Make sure the Excel is edited to match the columns, and change the column name to match the CDS field names
2. In Excel, save the file as .CSV file. If you can save the file using the SAP standard delimiter of semi-colon “;”, that would be best. IMPORTANT.
You CAN still use comma as a delimiter – that can be specified during import.
3. This is an example of what the input file would look like:
All text values should have quotes.
Units of measure and currency should be specified using the ISO standards as defined in C4C.
4. To load the data file, click on Data->Upload
5. It will prompt you for import settings.
a. Delete and Insert Data is a destructive import. It will clean out your BO before inserting. BE CAREFUL.
b. The CSV button is activated when you select Delete and Insert Data or Merge Data option. Select your input file to import.
c. When you pick standard delimiter, C4C expects a semi-colon (;) as the delimiter. You can specify a comma as an alternative.
Be careful when you use comma and fields with amounts formatted with commas. That’s why SAP used the default of semi-colon.
Click OK when settings are selected and you want to start Import.
6. Once imported, you can click on Preview to see the data import.
If it’s the first time doing Preview, all the columns will be in “Not Currenly Shown”. Simply take some of those columns, and move to Rows.
Once you are finished designing that report to validate your import, I recommend you save it as a permanent report to be used for future.
Well, there it is. You have imported data into your custom data source now. Enjoy!
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Great blog, Thanks, Tim!!
Well illustrative walk-through, thanks!
Very nice Blog.
I have a requirement where I need to take data from BO via webservice and fill in my cloud data source.
But our BO team is facing challenges in providing data in the required format. They can provide daily csv files but the client would not want to manually upload them on a daily basis.
I would like to ask you, if there is any way by which we can upload csv files automatically instead of manually?
The upload is a manual process. As for now, I do not know of any automatic CSV upload feature into CDS.
The 2nd method is webservice API, which is a passive API - which means a external program needs to call it. So a program in the middleware could own this responsibility.
That answers my query 🙂
Could you please let us know how can we upload by scheduling a job.
Please let me know the steps how can load data into custom data source by scheduling a job.
if it is not ready yet to post please send to my email: email@example.com
I did a POC of automating the CSV upload to a Cloud Data Source using a SFTP server and HANA Cloud Integration middleware. So its very much possible, I will post a how-to article here soon. If you need it urgently send me an email and I will reply you a with draft version of the how-to document.
Thanks Vivek Ranjan
Thanks a lot for helping out.
Could you please mail me the draft version at firstname.lastname@example.org?
Please send me the steps how can load data into custom data source by scheduling job. my customer wants load with automatic schedule job not manual.
please send to my email: email@example.com
Did you ever post your blog on csv to CDS via HCI? If so, I want to ensure we feature it.
Please mail me the draft version to firstname.lastname@example.org , it would be very useful for us.
Nice Blog Tim... Very informative and helpful. 🙂
Helped a lot, thanks!
nice blog...very helpfull.
I've followed your suggestions for my project and all work fine.
I'd like to ask you if I can assign the Report to a particular Work Center, in my case should be "Customers" (without using SDK).
In the official document "Business Analytica Guide" released by sap in August, it seems that it should work but I've tried to follow the instructions (in particular point 4,5 Assign a Report) but I can publish the report only into the WorkCenter "Analytics" and not also into "Customers".
Thanks in advanced for your help.
I just followed the steps.
Did the upload and got the message uploaded successfully.
But when i see the preview and selected the columns into rows.
I can't see the the data, it shows the values like '#'.
I got it. there was some authorization issue with my user. one provided the developer authorization i could see the data now in data source.
Hi very nice tutorial, many thanks, but when I left join data using this upload function it failed to load the report do you have any idea?
how does referencing data source key field work?
I want to upload actual number as a CDS and then use it for a report where I want to compare actuals with sales target plan and opptys.
Can anyone help please?
Please mail the draft version to email@example.com , it would be very useful for us.
Great post! Is it possible to expose custom Cloud Datasource to BW system?
Thank you and Best Regards,
Thank you very much