How to implement internal hierarchy

Dear  Consultants,
        About  external  hierarchy  the forum  have  some  articles. How  do i  import  successfully data to implement  internal hierarchy ? For  example ,  0PLANT_LKLS_HIER, 0MATERIAL_LKLS_HIER,
0CUST_SALES_TID_LKDH_HIER,  and  so  on.
       Please  provide  me  some  advises and executing process .
       I  am  appreciated  for  your  response !
Best  Regards,
Ricky

Hi Rickey..
A directly populating hierarchy is possible from a DataSource of the hierarchy type only. There is no standard mechanism for creating such sources. R/3 allows you to create user-defined hierarchies based on one data element. You can use a hierarchy DataSource as a basis for direct populating. This is limited to R/3 source systems and allows populating single InfoObject hierarchies only.
Recently, I had to generate a hierarchy based on three custom InfoObjects: Flank, Department, and Production_Machine loaded from non-SAP DataSources (Oracle tables) through DB Connect. The hierarchy relation (parent-child) between them was presented as an attribute of the child InfoObject. The Department (child) InfoObject contains Flank (parent) as an attribute, and the Pro-duction_Machine (child) InfoObject contains Department (parent) as an attribute.
I had two options. Using the standard method, I could generate a flat file reflecting the hierarchy content (ABAP program) and load hierarchy from it, or enhance a workaround for directly populating non-business content R/3 single-object hierarchies. I chose the second option because of the disadvantages of loading flat files (two-step process, difficult to synchronize, poor accessibility). Both of these options require the same development efforts.
The proposed method generates a hierarchy DataSource and populates it in BW. This allows populating a hierarchy for every InfoObject from different information sources in one extraction, transformation, and loading (ETL) step.
You might also use my technique when a merged company results in two independent SAP R/3 systems. In this situation, BW plays the role of an integration platform. You might integrate two business content hierarchies (organizational units, for instance) from the separate SAP R/3 systems into one mixed hierarchy.
My solution is based on the user exit EXIT_SAPLRSAP_004, which you implement in BW. This method works for BW 3.x and SAP NetWeaver 2004s. It requires basic ABAP coding knowledge. In SAP NetWeaver 2004s, expect some minor changes related to navigational routines. For example, you can generate a hierarchy DataSource from the InfoObject tree instead of the InfoSource tree (in BW 3.x).
Hope the below links may helpful
http://www.informatica.com/de/solutions/integration/sap/infa_pc_sapr3_tn_65301004.pdf
Regards
Sudheer

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    I_CONSISTENCY_CHECK =
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    LS_FCAT-OUTPUTLEN = '10'.
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    LS_FCAT-INTTYPE = 'C'.
    LS_FCAT-OUTPUTLEN = '10'.
    LS_FCAT-COLTEXT = 'Modified by'(003).
    LS_FCAT-SELTEXT = 'Modified by'(003).
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    CLEAR LS_FCAT.
    Short Text Describing R/3 Repository Objects...
    LS_FCAT-FIELDNAME = 'DDTEXT'.
    LS_FCAT-REF_TABLE = 'DD04T'.
    LS_FCAT-INTTYPE = 'C'.
    LS_FCAT-OUTPUTLEN = '15'.
    APPEND LS_FCAT TO PT_FIELDCAT.
    CLEAR LS_FCAT.
    Old contents of changed field...
    LS_FCAT-FIELDNAME = 'VALUE_OLD'.
    LS_FCAT-REF_TABLE = 'CDPOS'.
    LS_FCAT-INTTYPE = 'C'.
    LS_FCAT-OUTPUTLEN = '12'.
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    CLEAR LS_FCAT.
    New contents of changed field...
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    LS_FCAT-REF_TABLE = 'CDPOS'.
    LS_FCAT-INTTYPE = 'C'.
    LS_FCAT-OUTPUTLEN = '12'.
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    CLEAR LS_FCAT.
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    Subroutine to select all the Purchase Orders
    There are no interface parameters to be passed to this subroutine.
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    LIFNR " Vendor's account number
    EKGRP " Purchasing group
    BEDAT " Purchasing Document Date
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    PACKAGE SIZE 10000
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    WHERE EBELN IN S_EBELN
    AND BEDAT IN S_BEDAT.
    ENDSELECT.
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    W_FLAG = 1.
    MESSAGE S401(M8).
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    USERNAME " User name
    UDATE " Creation date
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    INTO TABLE T_CDHDR
    FOR ALL ENTRIES IN T_EBELN
    WHERE OBJECTID EQ T_EBELN-EBELN
    AND UDATE IN S_UDATE
    AND TCODE IN ('ME21N','ME22N','ME23N').
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    MESSAGE S833(M8) WITH 'Header Not Found'(031).
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    W_FLAG = 1.
    MESSAGE S833(M8) WITH 'Item Not Found'(032).
    ENDIF. " IF SY-SUBRC NE 0.
    ENDIF. " IF NOT T_CDHDR IS INITIAL
    T_CDPOS_TEMP] = T_CDPOS[.
    ENDFORM. " SELECT_CHANGED_VALUE
    *& Form SELECT_PUR_DOC
    Subroutine to select Purchase Order Details
    There are no interface parameters to be passed to this subroutine.
    FORM SELECT_PUR_DOC .
    IF NOT T_CDPOS IS INITIAL.
    SORT T_EBELN BY EBELN.
    LOOP AT T_CDPOS INTO FS_CDPOS.
    READ TABLE T_EBELN INTO FS_EBELN WITH KEY EBELN =
    FS_CDPOS-OBJECTID BINARY SEARCH.
    IF SY-SUBRC NE 0.
    DELETE TABLE T_EBELN FROM FS_EBELN.
    ENDIF. " IF SY-SUBRC NE 0.
    ENDLOOP. " LOOP AT T_CDPOS...
    LOOP AT T_EBELN INTO FS_EBELN.
    MOVE FS_EBELN-EBELN TO FS_EKKO-EBELN.
    MOVE FS_EBELN-ERNAM TO FS_EKKO-ERNAM.
    MOVE FS_EBELN-LIFNR TO FS_EKKO-LIFNR.
    MOVE FS_EBELN-EKGRP TO FS_EKKO-EKGRP.
    MOVE FS_EBELN-BEDAT TO FS_EKKO-BEDAT.
    APPEND FS_EKKO TO T_EKKO.
    ENDLOOP. " LOOP AT T_EBELN...
    T_EKKO_TEMP] = T_EKKO[.
    ENDIF. " IF NOT T_CDPOS IS INITIAL
    ENDFORM. " SELECT_PUR_DOC
    *& Form SELECT_VENDOR
    Subroutine to select Vendor details
    There are no interface parameters to be passed to this subroutine.
    FORM SELECT_VENDOR .
    IF NOT T_EKKO IS INITIAL.
    SORT T_EKKO_TEMP BY LIFNR.
    DELETE ADJACENT DUPLICATES FROM T_EKKO_TEMP COMPARING LIFNR.
    SELECT LIFNR " Account Number of Vendor or
    " Creditor
    NAME1 " Name 1
    FROM LFA1
    INTO TABLE T_LFA1
    FOR ALL ENTRIES IN T_EKKO_TEMP
    WHERE LIFNR EQ T_EKKO_TEMP-LIFNR.
    IF SY-SUBRC NE 0.
    MESSAGE S002(M8) WITH 'Master Details'(033).
    ENDIF. " IF SY-SUBRC NE 0.
    ENDIF. " IF NOT T_EKKO IS INITIAL
    ENDFORM. " SELECT_VENDOR
    *& Form DESCRIPTION
    Subroutine to get the description
    There are no interface parameters to be passed to this subroutine.
    FORM DESCRIPTION .
    IF NOT T_CDPOS IS INITIAL.
    SORT T_CDPOS_TEMP BY TABNAME FNAME.
    DELETE ADJACENT DUPLICATES FROM T_CDPOS_TEMP COMPARING TABNAME FNAME
    SELECT TABNAME " Table Name
    FIELDNAME " Field Name
    ROLLNAME " Data element
    FROM DD03L
    INTO TABLE T_DATAELE
    FOR ALL ENTRIES IN T_CDPOS_TEMP
    WHERE TABNAME EQ T_CDPOS_TEMP-TABNAME
    AND FIELDNAME EQ T_CDPOS_TEMP-FNAME.
    IF NOT T_DATAELE IS INITIAL.
    T_DATAELE_TEMP] = T_DATAELE[.
    SORT T_DATAELE_TEMP BY ROLLNAME.
    DELETE ADJACENT DUPLICATES FROM T_DATAELE_TEMP COMPARING ROLLNAME.
    SELECT ROLLNAME " Data element
    DDTEXT " Short Text Describing R/3
    " Repository Objects
    FROM DD04T
    INTO TABLE T_TEXT
    FOR ALL ENTRIES IN T_DATAELE_TEMP
    WHERE ROLLNAME EQ T_DATAELE_TEMP-ROLLNAME
    AND DDLANGUAGE EQ SY-LANGU.
    IF SY-SUBRC NE 0.
    EXIT.
    ENDIF. " IF SY-SUBRC NE 0.
    ENDIF. " IF NOT T_DATAELE IS INITIAL.
    ENDIF. " IF NOT T_CDPOS IS INITIAL.
    ENDFORM. " DESCRIPTION
    *& Form FILL_OUTTAB
    Subroutine to populate the Outtab
    There are no interface parameters to be passed to this subroutine.
    FORM FILL_OUTTAB .
    SORT T_CDHDR BY OBJECTCLAS OBJECTID CHANGENR.
    SORT T_EKKO BY EBELN.
    SORT T_LFA1 BY LIFNR.
    SORT T_DATAELE BY TABNAME FIELDNAME.
    SORT T_TEXT BY ROLLNAME.
    LOOP AT T_CDPOS INTO FS_CDPOS.
    READ TABLE T_CDHDR INTO FS_CDHDR WITH KEY
    OBJECTCLAS = FS_CDPOS-OBJECTCLAS
    OBJECTID = FS_CDPOS-OBJECTID
    CHANGENR = FS_CDPOS-CHANGENR
    BINARY SEARCH.
    IF SY-SUBRC EQ 0.
    MOVE FS_CDHDR-USERNAME TO FS_OUTTAB-USERNAME.
    MOVE FS_CDHDR-UDATE TO FS_OUTTAB-UDATE.
    READ TABLE T_EKKO INTO FS_EKKO WITH KEY
    EBELN = FS_CDHDR-OBJECTID
    BINARY SEARCH.
    IF SY-SUBRC EQ 0.
    MOVE FS_EKKO-EBELN TO FS_OUTTAB-EBELN.
    MOVE FS_EKKO-ERNAM TO FS_OUTTAB-ERNAM.
    MOVE FS_EKKO-LIFNR TO FS_OUTTAB-LIFNR.
    MOVE FS_EKKO-EKGRP TO FS_OUTTAB-EKGRP.
    MOVE FS_EKKO-BEDAT TO FS_OUTTAB-BEDAT.
    READ TABLE T_LFA1 INTO FS_LFA1 WITH KEY
    LIFNR = FS_EKKO-LIFNR
    BINARY SEARCH.
    IF SY-SUBRC EQ 0.
    MOVE FS_LFA1-NAME1 TO FS_OUTTAB-NAME1.
    ENDIF. " IF SY-SUBRC EQ 0.
    ENDIF. " IF SY-SUBRC EQ 0.
    ENDIF. " IF SY-SUBRC EQ 0.
    MOVE FS_CDPOS-VALUE_NEW TO FS_OUTTAB-VALUE_NEW.
    MOVE FS_CDPOS-VALUE_OLD TO FS_OUTTAB-VALUE_OLD.
    READ TABLE T_DATAELE INTO FS_DATAELE WITH KEY
    TABNAME = FS_CDPOS-TABNAME
    FIELDNAME = FS_CDPOS-FNAME
    BINARY SEARCH.
    IF SY-SUBRC EQ 0.
    READ TABLE T_TEXT INTO FS_TEXT WITH KEY
    ROLLNAME = FS_DATAELE-ROLLNAME
    BINARY SEARCH.
    IF SY-SUBRC EQ 0.
    MOVE FS_TEXT-DDTEXT TO FS_OUTTAB-DDTEXT.
    ENDIF. " IF SY-SUBRC EQ 0.
    ENDIF. " IF SY-SUBRC EQ 0.
    APPEND FS_OUTTAB TO T_OUTTAB.
    CLEAR FS_OUTTAB.
    ENDLOOP.
    ENDFORM. " FILL_OUTTAB
    *& Form GET_CELL_INFO
    Subroutine to get the Cell Information
    --> W_VALUE Holds the value of Hotspot clicked
    FORM GET_CELL_INFO .
    CALL METHOD W_GRID->GET_CURRENT_CELL
    IMPORTING
    E_ROW =
    E_VALUE = W_VALUE
    E_COL =
    ES_ROW_ID =
    ES_COL_ID =
    ES_ROW_NO =
    ENDFORM. " GET_CELL_INFO
    *& Form VALIDATE_PD_NUM
    Subroutine to validate Purchase Document Number
    There are no interface parameters to be passed to this subroutine.
    FORM VALIDATE_PD_NUM .
    IF NOT S_EBELN[] IS INITIAL.
    SELECT EBELN " Purchase Document Number
    FROM EKKO
    INTO W_EBELN
    UP TO 1 ROWS
    WHERE EBELN IN S_EBELN.
    ENDSELECT.
    IF SY-SUBRC NE 0.
    CLEAR SSCRFIELDS-UCOMM.
    MESSAGE E717(M8).
    ENDIF. " IF SY-SUBRC NE 0
    ENDIF. " IF NOT S_EBELN[]...
    ENDFORM. " VALIDATE_PD_NUM
    *& Form VALIDATE_VEN_NUM
    Subroutine to validate Vendor Number
    There are no interface parameters to be passed to this subroutine.
    FORM VALIDATE_VEN_NUM .
    IF NOT S_LIFNR[] IS INITIAL.
    SELECT LIFNR " Vendor Number
    FROM LFA1
    INTO W_LIFNR
    UP TO 1 ROWS
    WHERE LIFNR IN S_LIFNR.
    ENDSELECT.
    IF SY-SUBRC NE 0.
    CLEAR SSCRFIELDS-UCOMM.
    MESSAGE E002(M8) WITH W_SPACE.
    ENDIF. " IF SY-SUBRC NE 0
    ENDIF. " IF NOT S_LIFNR[]...
    ENDFORM. " VALIDATE_VEN_NUM
    *& Form VALIDATE_PUR_GRP
    Subroutine to validate the Purchase Group
    There are no interface parameters to be passed to this subroutine.
    FORM VALIDATE_PUR_GRP .
    IF NOT S_EKGRP[] IS INITIAL.
    SELECT EKGRP " Purchase Group
    FROM T024
    INTO W_EKGRP
    UP TO 1 ROWS
    WHERE EKGRP IN S_EKGRP.
    ENDSELECT.
    IF SY-SUBRC NE 0.
    CLEAR SSCRFIELDS-UCOMM.
    MESSAGE E622(M8) WITH W_SPACE.
    ENDIF. " IF SY-SUBRC NE 0
    ENDIF. " IF NOT S_EKFRP[]...
    ENDFORM. " VALIDATE_PUR_GRP
    *& Form FILL_VARIANT
    Subroutine to fill the Variant Structure
    There are no interface parameters to be passed to this subroutine
    FORM FILL_VARIANT .
    Filling the Variant structure
    W_VARIANT-REPORT = SY-REPID.
    W_VARIANT-USERNAME = SY-UNAME.
    ENDFORM. " FILL_VARIANT
    REPORT YMS_HIERSEQLISTDISPLAY .
    Program with FM REUSE_ALV_HIERSEQ_LIST_DISPLAY *
    Author : Michel PIOUD *
    Email : mpioudyahoo.fr HomePage : http://www.geocities.com/mpioud *
    TYPE-POOLS: slis. " ALV Global types
    CONSTANTS :
    c_x VALUE 'X',
    c_gt_vbap TYPE SLIS_TABNAME VALUE 'GT_VBAP',
    c_gt_vbak TYPE SLIS_TABNAME VALUE 'GT_VBAK'.
    SELECTION-SCREEN :
    SKIP, BEGIN OF LINE,COMMENT 5(27) v_1 FOR FIELD p_max. "#EC NEEDED
    PARAMETERS p_max(02) TYPE n DEFAULT '10' OBLIGATORY.
    SELECTION-SCREEN END OF LINE.
    SELECTION-SCREEN :
    SKIP, BEGIN OF LINE,COMMENT 5(27) v_2 FOR FIELD p_expand. "#EC NEEDED
    PARAMETERS p_expand AS CHECKBOX DEFAULT c_x.
    SELECTION-SCREEN END OF LINE.
    TYPES :
    1st Table
    BEGIN OF ty_vbak,
    vbeln TYPE vbak-vbeln, " Sales document
    kunnr TYPE vbak-kunnr, " Sold-to party
    netwr TYPE vbak-netwr, " Net Value of the Sales Order
    erdat TYPE vbak-erdat, " Creation date
    waerk TYPE vbak-waerk, " SD document currency
    expand TYPE xfeld,
    END OF ty_vbak,
    2nd Table
    BEGIN OF ty_vbap,
    vbeln TYPE vbap-vbeln, " Sales document
    posnr TYPE vbap-posnr, " Sales document
    matnr TYPE vbap-matnr, " Material number
    netwr TYPE vbap-netwr, " Net Value of the Sales Order
    waerk TYPE vbap-waerk, " SD document currency
    END OF ty_vbap.
    DATA :
    1st Table
    gt_vbak TYPE TABLE OF ty_vbak,
    2nd Table
    gt_vbap TYPE TABLE OF ty_vbap.
    INITIALIZATION.
    v_1 = 'Maximum of records to read'.
    v_2 = 'With ''EXPAND'' field'.
    START-OF-SELECTION.
    Read Sales Document: Header Data
    SELECT vbeln kunnr netwr waerk erdat
    FROM vbak
    UP TO p_max ROWS
    INTO CORRESPONDING FIELDS OF TABLE gt_vbak.
    IF NOT gt_vbak[] IS INITIAL.
    Read Sales Document: Item Data
    SELECT vbeln posnr matnr netwr waerk
    FROM vbap
    INTO CORRESPONDING FIELDS OF TABLE gt_vbap
    FOR ALL ENTRIES IN gt_vbak
    WHERE vbeln = gt_vbak-vbeln.
    ENDIF.
    PERFORM f_display.
    Form F_DISPLAY
    FORM f_display.
    Macro definition
    DEFINE m_fieldcat.
    ls_fieldcat-tabname = &1.
    ls_fieldcat-fieldname = &2.
    ls_fieldcat-ref_tabname = &3.
    ls_fieldcat-cfieldname = &4. " Field with currency unit
    append ls_fieldcat to lt_fieldcat.
    END-OF-DEFINITION.
    DEFINE m_sort.
    ls_sort-tabname = &1.
    ls_sort-fieldname = &2.
    ls_sort-up = c_x.
    append ls_sort to lt_sort.
    END-OF-DEFINITION.
    DATA:
    ls_layout TYPE slis_layout_alv,
    ls_keyinfo TYPE slis_keyinfo_alv,
    ls_sort TYPE slis_sortinfo_alv,
    lt_sort TYPE slis_t_sortinfo_alv," Sort table
    ls_fieldcat TYPE slis_fieldcat_alv,
    lt_fieldcat TYPE slis_t_fieldcat_alv." Field catalog
    ls_layout-group_change_edit = c_x.
    ls_layout-colwidth_optimize = c_x.
    ls_layout-zebra = c_x.
    ls_layout-detail_popup = c_x.
    ls_layout-get_selinfos = c_x.
    IF p_expand = c_x.
    ls_layout-expand_fieldname = 'EXPAND'.
    ENDIF.
    Build field catalog and sort table
    m_fieldcat c_gt_vbak 'VBELN' 'VBAK' ''.
    m_fieldcat c_gt_vbak 'KUNNR' 'VBAK' ''.
    m_fieldcat c_gt_vbak 'NETWR' 'VBAK' 'WAERK'.
    m_fieldcat c_gt_vbak 'WAERK' 'VBAK' ''.
    m_fieldcat c_gt_vbak 'ERDAT' 'VBAK' ''.
    m_fieldcat c_gt_vbap 'POSNR' 'VBAP' ''.
    m_fieldcat c_gt_vbap 'MATNR' 'VBAP' ''.
    m_fieldcat c_gt_vbap 'NETWR' 'VBAP' 'WAERK'.
    m_fieldcat c_gt_vbap 'WAERK' 'VBAP' ''.
    m_sort c_gt_vbak 'KUNNR'.
    m_sort c_gt_vbap 'NETWR'.
    ls_keyinfo-header01 = 'VBELN'.
    ls_keyinfo-item01 = 'VBELN'.
    ls_keyinfo-item02 = 'POSNR'.
    Dipslay Hierarchical list
    CALL FUNCTION 'REUSE_ALV_HIERSEQ_LIST_DISPLAY'
    EXPORTING
    i_callback_program = sy-cprog
    i_callback_user_command = 'USER_COMMAND'
    is_layout = ls_layout
    it_fieldcat = lt_fieldcat
    it_sort = lt_sort
    i_tabname_header = c_gt_vbak
    i_tabname_item = c_gt_vbap
    is_keyinfo = ls_keyinfo
    TABLES
    t_outtab_header = gt_vbak
    t_outtab_item = gt_vbap
    EXCEPTIONS
    program_error = 1
    OTHERS = 2.
    IF sy-subrc 0.
    MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
    WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
    ENDIF.
    ENDFORM. " F_LIST_DISPLAY
    Form USER_COMMAND *
    FORM user_command USING i_ucomm TYPE sy-ucomm
    is_selfield TYPE slis_selfield. "#EC CALLED
    DATA ls_vbak TYPE ty_vbak.
    CASE i_ucomm.
    WHEN '&IC1'. " Pick
    CASE is_selfield-tabname.
    WHEN c_gt_vbap.
    WHEN c_gt_vbak.
    READ TABLE gt_vbak INDEX is_selfield-tabindex INTO ls_vbak.
    IF sy-subrc EQ 0.
    Sales order number
    SET PARAMETER ID 'AUN' FIELD ls_vbak-vbeln.
    Display Sales Order
    CALL TRANSACTION 'VA03' AND SKIP FIRST SCREEN.
    ENDIF.
    ENDCASE.
    ENDCASE.
    ENDFORM. " USER_COMMAND
    Kindly Reward Points If You Found The Reply Helpful,
    Cheers,
    Chaitanya.

  • How to Implement Sort, Filter funtinality in Normal web dynpro ABAP Table

    Hello,
    How to Implement Sort, Filter funtinality in Normal web dynpro ABAP Table ?
    Thanks

    hi,
    Check out this link for sorting in Table.
    Sorting option in WebDynPro ABAP UI Table
    steps to follow :
    ->Have the data in internal table (itab).
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      e.g sort itab descending by <Column>.
    ->Now you can bind the internal table with the Context Node which is binded to Table.
    I hope it helps.
    Thanx.

  • How to implement the search help exit to MM01 for Material by product hiera

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    How to implement the search help exit to MM01 T-code for Material by product hierarchy,
    but system default it gives the data from MVKE table, my client wants from MARA table,
    i created the one Function Module, write this code in that FM.
    IF CALLCONTROL-STEP EQ 'DISP'.
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    thanks to all.

    Hi there..
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    [Search help exit code|https://wiki.sdn.sap.com/wiki/x/du0]

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    I'm working on an App that has a hierarchy of nodes and connections between them (Similar to Visio, a UML diagram, or Netbeans Visual Library). The nodes can be moved around, connections between nodes are maintained, etc.
    The hierarchy of nodes is easily mimicked as JavaFX Nodes in the scene graph. Implementing the UI for the connections however has proved to be trickier. Here are 2 issues I'm trying to solve:
    1) Connections need to track the positioning of their 'endpoint' nodes. Let's say a connection is an arrow connecting 2 arbitrary nodes in the hierarchy. The connection is itself a JavaFX node but in a different parent than the endpoint nodes. There doesn't seem to be a way to be notified that the endpoint nodes' location in the scene has changed, only their local bounds. Because there could be a whole sub-hierarchy of nodes being moved at a time, the connections need to reposition themselves whenever one of its endpoint nodes move in the scene (or should I say - move with respect to the common 'root' pane of the nodes and connections). Any ideas on how to implement this would be appreciated!
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    So you need to update the connections between nodes when the nodes are moved around?
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    "hanu106" <[email protected]> wrote in
    message
    news:gfr2co$biq$[email protected]..
    > can any one tell me how to implement the expand/collapse
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    > custom components in flex. i need something like
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    > components
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    Regards,
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    Decision support
    Business Intelligence is about using information wisely.  It aims to provide warning you of important events, such as takeovers, market changes, and poor staff performance, so that you can take preventative steps. It seeks to help you analyse and make better business decisions, to improve sales or customer satisfaction or staff morale. It presents the information you need, when you need it.
    This section describes how we are using extraction, transformation and loading (ETL) processes and a data warehouse architecture to build our enterprise-wide data warehouse in incremental project steps. Before an enterprise-wide data warehouse could be delivered, an integrated architecture and a companion implementation methodology needed to be adopted. A productive and flexible tool set was also required to support ETL processes and the data warehouse architecture in a production service environment. The resulting data warehouse architecture has the following four principal components:
    u2022 Data Sources
    u2022 Data Warehouses
    u2022 Data Marts
    u2022 Publication Services
    ETL processing occurs between data sources and the data warehouse, between the data warehouse and data marts and may also be used within the data warehouse and data marts.
    Data Sources
    The university has a multitude of data sources residing in different Data Base Management System (DBMS) tables and non-DBMS data sets. To ensure that all relevant data source candidates were identified, a physical inventory and logical inventory was conducted. The compilation of these inventories ensures that we have an enterprise-wide view of the university data resource.
    The physical inventory was comprised of a review of DBMS cataloged tables as well as data sets used by business processes. These data sets had been identified through developing the enterprise-wide information needs model.
    3
    SUGI 30 Focus Session
    The logical inventory was constructed from u201Cbrain-stormingu201D sessions which focused on common key business terms which must be referenced when articulating the institutionu2019s vision and mission (strategic direction, goals, strategies, objectives and activities). Once the primary terms were identified, they were organized into directories such as u201CProjectu201D, u201CLocationu201D, u201CAcademic Entityu201D, u201CUniversity Personu201D, u201CBudget Envelopeu201D etc. Relationships were identified by recognizing u201Cnatural linkagesu201D within and among directories, and the u201Cdrill-downsu201D and u201Croll-upsu201D that were required to support u201Creport byu201D and u201Creport onu201D information hierarchies. This exercise allowed the directories to be sub-divided into hierarchies of business terms which were useful for presentation and validation purposes.
    We called this important deliverable the u201CConceptual Data Modelu201D (CDM) and it was used as the consolidated conceptual (paper) view of all of the Universityu2019s diverse data sources. The CDM was then subjected to a university-wide consultative process to solicit feedback and communicate to the university community that this model would be adopted by the Business Intelligence (BI) project as a governance model in managing the incremental development of its enterprise-wide data warehousing project.
    Data Warehouse
    This component of our data warehouse architecture (DWA) is used to supply quality data to the many different data marts in a flexible, consistent and cohesive manner. It is a u2018landing zoneu2019 for inbound data sources and an organizational and re-structuring area for implementing data, information and statistical modeling. This is where business rules which measure and enforce data quality standards for data collection in the source systems are tested and evaluated against appropriate data quality business rules/standards which are required to perform the data, information and statistical modeling described previously.
    Inbound data that does not meet data warehouse data quality business rules is not loaded into the data warehouse (for example, if a hierarchy is incomplete). While it is desirable for rejected and corrected records to occur in the operational system, if this is not possible then start dates for when the data can begin to be collected into the data warehouse may need to be adjusted in order to accommodate necessary source systems data entry u201Cre-worku201D. Existing systems and procedures may need modification in order to permanently accommodate required data warehouse data quality measures. Severe situations may occur in which new data entry collection transactions or entire systems will need to be either built or acquired.
    We have found that a powerful and flexible extraction, transformation and loading (ETL) process is to use Structured Query Language (SQL) views on host database management systems (DBMS) in conjunction with a good ETL tool such as SAS® ETL Studio. This tool enables you to perform the following tasks:
    u2022 The extraction of data from operational data stores
    u2022 The transformation of this data
    u2022 The loading of the extracted data into your data warehouse or data mart
    When the data source is a u201Cnon-DBMSu201D data set it may be advantageous to pre-convert this into a SAS® data set to standardize data warehouse metadata definitions. Then it may be captured by SAS® ETL Studio and included in the data warehouse along with any DBMS source tables using consistent metadata terms. SAS® data sets, non-SAS® data sets, and any DBMS table will provide the SAS® ETL tool with all of the necessary metadata required to facilitate productive extraction, transformation and loading (ETL) work.
    Having the ability to utilize standard structured query language (SQL) views on host DBMS systems and within SAS® is a great advantage for ETL processing. The views can serve as data quality filters without having to write any procedural code. The option exists to u201Cmaterializeu201D these views on the host systems or leave them u201Cun-materializedu201D on the hosts and u201Cmaterializeu201D them on the target data structure defined in the SAS® ETL process. These choices may be applied differentially depending upon whether you are working with u201Ccurrent onlyu201D or u201Ctime seriesu201D data. Different deployment configurations may be chosen based upon performance issues or cost considerations. The flexibility of choosing different deployment options based upon these factors is a considerable advantage.
    4
    SUGI 30 Focus Session
    Data Marts
    This component of the data warehouse architecture may manifest as the following:
    u2022 Customer u201Cvisibleu201D relational tables
    u2022 OLAP cubes
    u2022 Pre-determined parameterized and non-parameterized reports
    u2022 Ad-hoc reports
    u2022 Spreadsheet applications with pre-populated work sheets and pivot tables
    u2022 Data visualization graphics
    u2022 Dashboard/scorecards for performance indicator applications
    Typically a business intelligence (BI) project may be scoped to deliver an agreed upon set of data marts in a project. Once these have been well specified, the conceptual data model (CDM) is used to determine what parts need to be built or used as a reference to conform the inbound data from any new project. After the detailed data mart specifications (DDMS) have been verified and the conceptual data model (CDM) components determined, a source and target logical data model (LDM) can be designed to integrate the detailed data mart specification (DDMS) and conceptual data model (CMD). An extraction, transformation and loading (ETL) process can then be set up and scheduled to populate the logical data models (LDM) from the required data sources and assist with any time series and data audit change control requirements.
    Over time as more and more data marts and logical data models (LDMu2019s) are built the conceptual data model (CDM) becomes more complete. One very important advantage to this implementation methodology is that the order of the data marts and logical data models can be entirely driven by project priority, project budget allocation and time-to-completion constraints/requirements. This data warehouse architecture implementation methodology does not need to dictate project priorities or project scope as long as the conceptual data model (CDM) exercise has been successfully completed before the first project request is initiated.
    McMasteru2019s Data Warehouse design
    DevelopmentTestProductionWarehouseWarehouseWarehouseOtherDB2 OperationalOracle OperationalETLETLETLETLETLETLETLETLETLDataMartsETLETLETLDataMartsDataMartsDB2/Oracle BIToolBIToolBIToolNoNoUserUserAccessAccessUserUserAccessAccess(SAS (SAS Data sets)Data sets)Staging Area 5
    SUGI 30 Focus Session
    Publication Services
    This is the visible presentation environment that business intelligence (BI) customers will use to interact with the published data mart deliverables. The SAS® Information Delivery Portal will be utilized as a web delivery channel to deliver a u201Cone-stop information shoppingu201D solution. This software solution provides an interface to access enterprise data, applications and information. It is built on top of the SAS Business Intelligence Architecture, provides a single point of entry and provides a Portal API for application development. All of our canned reports generated through SAS® Enterprise Guide, along with a web-based query and reporting tool (SAS® Web Report Studio) will be accessed through this publication channel.
    Using the portalu2019s personalization features we have customized it for a McMaster u201Clook and feelu201D. Information is organized using pages and portlets and our stakeholders will have access to public pages along with private portlets based on role authorization rules. Stakeholders will also be able to access SAS® data sets from within Microsoft Word and Microsoft Excel using the SAS® Add-In for Microsoft Office. This tool will enable our stakeholders to execute stored processes (a SAS® program which is hosted on a server) and embed the results in their documents and spreadsheets. Within Excel, the SAS® Add-In can:
    u2022 Access and view SAS® data sources
    u2022 Access and view any other data source that is available from a SAS® server
    u2022 Analyze SAS® or Excel data using analytic tasks
    The SAS® Add-In for Microsoft Office will not be accessed through the SAS® Information Delivery Portal as this is a client component which will be installed on individual personal computers by members of our Client Services group. Future stages of the project will include interactive reports (drill-down through OLAP cubes) as well as balanced scorecards to measure performance indicators (through SAS® Strategic Performance Management software). This, along with event notification messages, will all be delivered through the SAS® Information Delivery Portal.
    Publication is also channeled according to audience with appropriate security and privacy rules.
    SECURITY u2013 AUTHENTICATION AND AUTHORIZATION
    The business value derived from using the SAS® Value Chain Analytics includes an authoritative and secure environment for data management and reporting. A data warehouse may be categorized as a u201Ccollection of integrated databases designed to support managerial decision making and problem solving functionsu201D and u201Ccontains both highly detailed and summarized historical data relating to various categories, subjects, or areasu201D. Implementation of the research funding data mart at McMaster has meant that our stakeholders now have electronic access to data which previously was not widely disseminated. Stakeholders are now able to gain timely access to this data in the form that best matches their current information needs. Security requirements are being addressed taking into consideration the following:
    u2022 Data identification
    u2022 Data classification
    u2022 Value of the data
    u2022 Identifying any data security vulnerabilities
    u2022 Identifying data protection measures and associated costs
    u2022 Selection of cost-effective security measures
    u2022 Evaluation of effectiveness of security measures
    At McMaster access to data involves both authentication and authorization. Authentication may be defined as the process of verifying the identity of a person or process within the guidelines of a specific
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    SUGI 30 Focus Session
    security policy (who you are). Authorization is the process of determining which permissions the user has for which resources (permissions). Authentication is also a prerequisite for authorization. At McMaster business intelligence (BI) services that are not public require a sign on with a single university-wide login identifier which is currently authenticated using the Microsoft Active Directory. After a successful authentication the SAS® university login identifier can be used by the SAS® Meta data server. No passwords are ever stored in SAS®. Future plans at the university call for this authentication to be done using Kerberos.
    At McMaster aggregate information will be open to all. Granular security is being implemented as required through a combination of SAS® Information Maps and stored processes. SAS® Information Maps consist of metadata that describe a data warehouse in business terms. Through using SAS® Information Map Studio which is an application used to create, edit and manage SAS® Information Maps, we will determine what data our stakeholders will be accessing through either SAS® Web Report Studio (ability to create reports) or SAS® Information Delivery Portal (ability to view only). Previously access to data residing in DB-2 tables was granted by creating views using structured query language (SQL). Information maps are much more powerful as they capture metadata about allowable usage and query generation rules. They also describe what can be done, are database independent and can cross databases and they hide the physical structure of the data from the business user. Since query code is generated in the background, the business user does not need to know structured query language (SQL). As well as using Information Maps, we will also be using SAS® stored processes to implement role based granular security.
    At the university some business intelligence (BI) services are targeted for particular roles such as researchers. The primary investigator role of a research project needs access to current and past research funding data at both the summary and detail levels for their research project. A SAS® stored process (a SAS® program which is hosted on a server) is used to determine the employee number of the login by checking a common university directory and then filtering the research data mart to selectively provide only the data that is relevant for the researcher who has signed onto the decision support portal.
    Other business intelligence (BI) services are targeted for particular roles such as Vice-Presidents, Deans, Chairs, Directors, Managers and their Staff. SAS® stored processes are used as described above with the exception that they filter data on the basis of positions and organizational affiliations. When individuals change jobs or new appointments occur the authorized business intelligence (BI) data will always be correctly presented.
    As the SAS® stored process can be executed from many environments (for example, SAS® Web Report Studio, SAS® Add-In for Microsoft Office, SAS® Enterprise Guide) authorization rules are consistently applied across all environments on a timely basis. There is also potential in the future to automatically customize web portals and event notifications based upon the particular role of the person who has signed onto the SAS® Information Delivery Portal.
    ARCHITECTURE (PRODUCTION ENVIRONMENT)
    We are currently in the planning stages for building a scalable, sustainable infrastructure which will support a scaled deployment of the SAS® Value Chain Analytics. We are considering implementing the following three-tier platform which will allow us to scale horizontally in the future:
    Our development environment consists of a server with 2 x Intel Xeon 2.8GHz Processors, 2GB of RAM and is running Windows 2000 u2013 Service Pack 4.
    We are considering the following for the scaled roll-out of our production environment.
    A. Hardware
    1. Server 1 - SAS® Data Server
    - 4 way 64 bit 1.5Ghz Itanium2 server
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    SUGI 30 Focus Session
    - 16 Gb RAM
    - 2 73 Gb Drives (RAID 1) for the OS
    - 1 10/100/1Gb Cu Ethernet card
    - 1 Windows 2003 Enterprise Edition for Itanium
    2 Mid-Tier (Web) Server
    - 2 way 32 bit 3Ghz Xeon Server
    - 4 Gb RAM
    - 1 10/100/1Gb Cu Ethernet card
    - 1 Windows 2003 Enterprise Edition for x86
    3. SAN Drive Array (modular and can grow with the warehouse)
    - 6 u2013 72GB Drives (RAID 5) total 360GB for SAS® and Data
    B. Software
    1. Server 1 - SAS® Data Server
    - SAS® 9.1.3
    - SAS® Metadata Server
    - SAS® WorkSpace Server
    - SAS® Stored Process Server
    - Platform JobScheduler
    2. Mid -Tier Server
    - SAS® Web Report Studio
    - SAS® Information Delivery Portal
    - BEA Web Logic for future SAS® SPM Platform
    - Xythos Web File System (WFS)
    3. Client u2013Tier Server
    - SAS® Enterprise Guide
    - SAS® Add-In for Microsoft Office
    REPORTING
    We have created a number of parameterized stored processes using SAS® Enterprise Guide, which our stakeholders will access as both static (HTML as well as PDF documents) and interactive reports (drill-down) through SAS® Web Report Studio and the SAS® Add-In for Microsoft Office. All canned reports along with SAS® Web Report Studio will be accessed through the SAS® Information Delivery Portal.
    NEXT STEPS
    Next steps of the project include development of a financial data mart along with appropriate data quality standards, monthly frozen snapshots and implementation of university-wide financial reporting standards. This will facilitate electronic access to integrated financial information necessary for the development and maintenance of an integrated, multi-year financial planning framework. Canned reports to include monthly web-based financial statements, with drill-down capability along with budget templates automatically populated with data values and saved in different workbooks for different subgroups (for example by Department). The later will be accomplished using Microsoft Direct Data Exchange (DDE).
    8
    SUGI 30 Focus Session
    As well, we will begin the implementation of SAS® Strategic Performance Management Software to support the performance measurement and monitoring initiative that is a fundamental component of McMasteru2019s strategic plan. This tool will assist in critically assessing and identifying meaningful and statistically relevant measures and indicators. This software can perform causal analyses among various measures within and across areas providing useful information on inter-relationships between factors and measures. As well as demonstrating how decisions in one area affect other areas, these cause-and-effect analyses can reveal both good performance drivers and also possible detractors and enable u2018evidenced-basedu2019 decision-making. Finally, the tool provides a balanced scorecard reporting format, designed to identify statistically significant trends and results that can be tailored to the specific goals, objectives and measures of the various operational areas of the University.
    LESSONS LEARNED
    Lessons learned include the importance of taking a consultative approach not only in assessing information needs, but also in building data hierarchies, understanding subject matter, and in prioritizing tasks to best support decision making and inform senior management. We found that a combination of training and mentoring (knowledge transfer) helped us accelerate learning the new tools. It was very important to ensure that time and resources were committed to complete the necessary planning and data quality initiatives prior to initiating the first project. When developing a project plan, it is important to

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