How to Call BPC Data Manager Package From Visual Basic

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  • 5/28/2018 How to Call BPC Data Manager Package From Visual Basic

    SAP COMMUNITY NETWORK scn.sap.com 2012 SAP AG 1

    How to Call BPC Data ManagerPackage from Visual Basic

    Applies to:

    SAP BusinessObjects Planning and Consolidation version 10 for NetWeaver

    BPC 10 SP7 & Above

    EPM Add-In 10.0 SP 12 Patch 1 for .NET

    Summary

    How to call BPC data manager package from Visual Basic

    Author:Tristan Colgate, Amaury Gruyelle, Muthu Ranganathan

    Company: Bluefin Solutions in collaboration with SAP

    Created on:31 August 2012

    Author Bio

    Tristan Colgate, EPM Lead at Bluefin Solutions, UK

    Amaury Gruyelle, BPC Consultant at Bluefin Solutions, UK

    Muthu Ranganathan, EPM Product Management at SAP.

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    Table of Contents

    Scenario .............................................................................................................................................................. 3Details and Usage .............................................................................................................................................. 6Step by Step Instructions .................................................................................................................................... 7

    Create the PARAMETERS Excel Name Range ............................................................................................. 7 Create the PACKAGE Excel Name Range ................................................................................................... 12

    Add the Visual Basic code ............................................................................................................................ 15Create the User Interface to perform the Copy ............................................................................................. 18

    Appendix ........................................................................................................................................................... 21How to display the Developer tab in the Excel Ribbon ................................................................................. 21

    MS Office Excel 2010 ................................................................................................................................................ 21VBA Code ..................................................................................................................................................... 24Example XML Prompt File ............................................................................................................................ 31

    Related Content ................................................................................................................................................ 33Copyright........................................................................................................................................................... 34

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    Scenario

    The Data Manager packages delivered as standard with BPC are sophisticated, having many differentoptions. Consider the Copy DM Package.

    Firstly, the user needs to specifyhow the records are handledduring the copy.

    Then the user specifies whetherthey want default logic to run afterthe copy is performed.

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    Thirdly the user is asked whetherthey wish the copy to respectwork status.

    Fourthly, they must specify thesource and destination dataranges.

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    Finally, the user selects whetherthey want to run the copyimmediately, or schedule it to runlater.

    These options can be confusing to an occasional user of BPC, such as a Cost Centre Manager preparingtheir annual budget. Many of the options are not relevant to what they are trying to achieve, and wouldactually cause errors in the way their data is processed if set incorrectly.

    One solution is to copy the standard package and amend the Prompt script to default those options whereappropriate and only present options that are pertinent to the user, in contextualised language that the userwill understand.

    This may, however, still leave the user navigating through a number of screens when they simply wish to

    perform a simple function, such as copying their data from one version to another. A common question fromusers in such a scenario is whether they can simply have drop-down boxes in two cells in the Excelspreadsheet where they can specify from and to Categories, and a button that executes the copy:

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    This paper will describe how to achieve this.

    Details and Usage

    The solution involves the following components.

    An Excel sheet where theuser can specify fromand to versions and clickthe button to execute thecopy.

    A Name range calledPARAMETERSin theExcel Workbook thatspecifies all of theparameters that thefunction in question (inour case, the Copyfunction) expects, alongwith the values that willbe passed to them.

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    A Name range calledPACKAGE in the Excelworkbook that defines thedetails of the package wewish to execute.

    We also specify here thename of the Prompt Filethat is generated duringthe process.

    Visual Basic code that, upon being invoked, calls the Data Manager Package specified in thePACKAGEName range, passing the parameters specified in the PARAMETERSName range.

    Step by Step Instructions

    Create the PARAMETERS Excel Name Range

    The standard CopyDM Package delivered in the EnvironmentShell BPC model expects the followingparameters (as defined in the prompt script file).

    TARGETMODE contains a 0 or a 2 RUNLOGIC contains a 0 or a 1

    CHECKLCK contains a 0 or a 1

    SELECTION Dimension/ Member pairs defining the source data range.

    TOSELECTION Dimension/ Member pairs defining the target data range.

    This information can be gleaned by looking at the DM Package prompt script file, which is accessed asfollows:

    Navigate to the DataManagertab on the Excel ribbon

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    Select Organize-->OrganizePackage List

    In the Organize Package Listpop-up, find the CopyPackage, right-click andchoose Modify Package.

    Click on Modify Scriptin thesubsequent pop-up:

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    Click onAdvancedin the

    subsequent pop-up:

    The final popup, Modify Script,shows the script used to passparameters back to the DMPackage Process Chain.Analyse this information towork out which parametersyou need to include in thePARAMETERSExcel Name

    Range.

    Now we will create the PARAMETERS Name range in Excel.

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    Create the cells containing thespecification of parameters asper the screenshot. Note:

    Prompt names shouldmatch those in the DM

    Prompt definition, with %before and after.

    Prompt Type is eitherParameter orStringListPairs

    Dimension is only relevantfor StringListPairs

    Value is the value youwant to set this parametertothis can be hardcoded (as is the case forthe three Parameters), orcan use an Excel formula,

    as is the case for thesource and destinationcategories which look atthe selection the user hasmade in the from and toversion drop-downs.

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    Select the cells (in our case,the range A1 to D20)

    Enter PARAMETERSinto thecell reference box to make theName range.

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    Create the PACKAGE Excel Name Range

    Log on to the NetWeaverABAP stack via SAPGUI.

    Go to transaction SE16 (DataBrowser)

    Details about Data Packagesare stored in tableUJD_PACKAGES2. Enter thistable name into the TableNamefield and click on:

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    Enter the BPC Environmentand Model IDs into theAPPSET_ID and APP_IDfields respectively.

    Click on:

    In the table returned, identifythe row containing the DMPackage we are interested inand select it.

    Click on:

    The resulting screen containsall of the details you will needto populate the PACKAGEname range.

    The following table indicates how you should map the values found in the UJD_PACKAGE2 table with thefields you need to populate in the Excel Name Range you will shortly create.

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    Field from table UJD_PACKAGES2 Field in Excel Name Range Example

    CHAIN_ID Filename /CPMB/COPY

    GROUP_ID GroupId Data Management

    PACKAGE_ID PackageDesc Copy

    PACKAGE_ID PackageId Copy

    PACKAGE_TYPE PackageType Process Chain

    TEAM_ID TeamID

    USER_GROUP UserGroup* 0010

    * Note that the number in the table must be entered with leading zeroes, as a four character field.

    Additionally, field PromptFilewill contain the name of a file that will be created as part of the process oflaunching the DM Package. Note that, if you are using this in an Enterprise environment, that youll need todecide on a file location that can be guaranteed to exist on all end users PCs. In our, example we use:

    C:\CopyDataManagerPromptFile.txt

    Now we will create the Excel PACKAGE Name Range:

    Create the cells containing thespecification of parameters asper the screenshot.

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    Select the cells in the datarange (in our case cellsF1:G9)

    Enter PACKAGEinto the cellreference and hit .

    Add the Visual Basic code

    Note that you must have the Developer tab enabled in the Excel ribbon:

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    If you cannot see this tab in your ribbon in Excel, then you need to enable it. Follow the instructions in theAppendix to do so before moving on.

    Click on the button in theDeveloper ribbon tab to open

    the Visual Basic editor.

    Navigate to Tools-->

    References from the VisualBasic menu bar.

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    Check the boxes as per the

    screenshot to the right. Noteyou may need to scroll downquite a long list to find some ofthese.

    In the Project Explorerpane,right click on the VBAProjectnode for your Excel Workbookand choose:

    Insert --> Module

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    Copy and Paste the code in

    Appendix 4.x into the newlycreated Module.

    Create the User Interface to perform the Copy

    Create the following cells.

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    Use Data Validationin order toprovide a drop-down on theCategory dimension fields.

    In the Developerribbon tab, choose

    Insert-->Button Form Control

    Use the lasso tool to draw out therectangle for the button.

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    TheAssign Macropopup appears.Select existing MacroexecuteDmPackageWithParameter

    s.

    Click OK.

    The button is now displayed. Totest the solution, click on the button.

    In the Data Managerribbon tab,

    click on:

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    The Package Status popup shouldappear and show your job inprogress (or perhaps alreadycompleted).

    Appendix

    How to display the Developer tab in the Excel Ribbon

    MS Office Excel 2010

    Here is the Excel 2010 Ribbon. Note that the Developertab is not currently displayed.

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    Select the File tab in the ribbonand click on Options.

    The Optionspop-up isdisplayed:

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    Select the Customize Ribbonoption in the left pane.

    In the right-hand panel, selectthe checkbox labelledDeveloper, and then click onOK.

    The Developertab is now

    displayed.

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    VBA Code

    Public Sub executeDmPackageWithParameters()

    ' Create the Answer Prompt file in the location

    ' specified in the Name Range "PACKAGE"

    createAnswerPromptFile "PACKAGE", "PARAMETERS"

    ' Get the DM Automation class instance

    Dim objDMautomation As EPMAddInDMAutomation

    Set objDMautomation = New EPMAddInDMAutomation

    ' Run the package specified in Excel Name Range "PACKAGE",

    ' using the promtp file specified in Name Range "PACKAGE"

    objDMautomation.RunPackage objPackageFromSheet("PACKAGE"), _

    strFilename("PACKAGE")

    End Sub

    Private Function strFilename(strRange As String) As String

    ' Get the range in which the DM package paramteres is set

    Dim rngPackageRange As Range

    Set rngPackageRange = Application.Names(strRange).RefersToRange

    ' Loop through the rows

    For i = 1 To rngPackageRange.Rows.Count

    If rngPackageRange(i, 1).Value = "PromptFile" Then

    strFilename = rngPackageRange(i, 2).Value

    Exit Function

    End If

    Next

    End Function

    Private Function strPackageDescription(strRange As String) As String

    ' Get the range in which the DM package paramteres is set

    Dim rngPackageRange As Range

    Set rngPackageRange = Application.Names(strRange).RefersToRange

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    ' Loop through the rows

    For i = 1 To rngPackageRange.Rows.Count

    If rngPackageRange(i, 1).Value = "PackageId" Then

    strPackageDescription = rngPackageRange(i, 2).Value

    Exit Function

    End If

    Next

    End Function

    Private Function objPackageFromSheet(strRange As String) As ADMPackage

    ' Get the range in which the DM package paramteres is set

    Dim rngPackageRange As Range

    Set rngPackageRange = Application.Names(strRange).RefersToRange

    ' Create the ADM Package object

    Set objPackageFromSheet = New ADMPackage

    ' Loop through the rows

    For i = 1 To rngPackageRange.Rows.Count

    Select Case rngPackageRange(i, 1).Value

    Case "Filename"

    objPackageFromSheet.Filename = rngPackageRange(i, 2).Value

    Case "GroupId"

    objPackageFromSheet.GroupId = rngPackageRange(i, 2).Value

    Case "PackageDesc"

    objPackageFromSheet.PackageDesc = rngPackageRange(i, 2).Value

    Case "PackageId"

    objPackageFromSheet.PackageId = rngPackageRange(i, 2).Value

    Case "PackageType"

    objPackageFromSheet.PackageType = rngPackageRange(i, 2).Value

    Case "TeamId"

    objPackageFromSheet.TeamId = rngPackageRange(i, 2).Value

    Case "UserGroup"

    objPackageFromSheet.UserGroup = rngPackageRange(i, 2).Value

    End Select

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    Next

    End Function

    Private Sub createAnswerPromptFile(strPackageName As String, _

    strParametersName As String)

    ' Create a new XML document

    Dim objDOM As DOMDocument

    Set objDOM = New DOMDocument

    ' Set the processing instruction of the XML document

    Dim objProcessingInstruction As IXMLDOMProcessingInstruction

    Set objProcessingInstruction = _

    objDOM.createProcessingInstruction("xml", _

    " version='1.0' encoding='utf-16'")

    objDOM.appendChild objProcessingInstruction

    ' Create root element

    Dim objRootElem As IXMLDOMElement

    Set objRootElem = objDOM.createElement("ArrayOfAnswerPromptPersistingFormat")

    objDOM.appendChild objRootElem

    ' XSI Attribute

    Dim objMemberRel As IXMLDOMAttribute

    Set objMemberRel = objDOM.createAttribute("xmlns:xsi")objMemberRel.NodeValue = "http://www.w3.org/2001/XMLSchema-instance"

    objRootElem.setAttributeNode objMemberRel

    ' XSD Attribute

    Set objMemberRel = objDOM.createAttribute("xmlns:xsd")

    objMemberRel.NodeValue = "http://www.w3.org/2001/XMLSchema"

    objRootElem.setAttributeNode objMemberRel

    ' Get the range of cells containing the parametersDim rngParameters As Range

    Set rngParameters = ThisWorkbook.Names(strParametersName).RefersToRange

    'Excel.Names(strParametersName).RefersToRange

    '

    Dim objCurrentStringPairParent As IXMLDOMElement

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    ' Loop through each row

    For i = 1 To rngParameters.Rows.Count

    ' See which type of parameter is being passed

    Select Case rngParameters(i, 2).Value

    ' If it is a single Parameter, then add a parameter node to the root node

    Case "Parameter"

    addSingleSelectionParameterToXML rngParameters(i, 1).Value, _

    rngParameters(i, 4).Value, _

    objRootElem, _

    objDOM

    ' If it is a list of values

    Case "StringListPairs"

    ' If it's a new set of String List Pairs, then create a new parent

    If rngParameters(i, 1).Value strCurrentStringPair Then

    strCurrentStringPair = rngParameters(i, 1).Value

    Set objCurrentStringPairParent = _

    getStringListPairParent(rngParameters(i, 1).Value, _

    objRootElem, _

    objDOM)

    End If

    ' Add the Dimension Name and Value to the parent

    addStringListPair rngParameters(i, 3).Value, _

    rngParameters(i, 4).Value, _objCurrentStringPairParent, _

    objDOM

    End Select

    Next

    ' Create the File object

    Dim objFile As FileSystemObjectSet objFile = New FileSystemObject

    ' Create a stream to create and write to the file

    Dim objStream As TextStream

    Set objStream = objFile.OpenTextFile(strFilename(strPackageName), _

    ForWriting, True)

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    ' Write the name of the DM package first and then the XML output

    objStream.WriteLine strPackageDescription(strPackageName) & _

    "{param_separator}" & _

    objDOM.XML

    ' Close the file

    objStream.Close

    End Sub

    Private Function addStringListPair(strVariableName As String, _

    strValue As String, _

    objParent As IXMLDOMElement, _

    objDOM As DOMDocument)

    ' Create the "StringListPair" node

    Dim objStringListPairElement As IXMLDOMElement

    Set objStringListPairElement = _

    objDOM.createElement("StringListPair")

    objParent.appendChild objStringListPairElement

    ' Create the "Str" element containing the variable name

    Dim objStrElement As IXMLDOMElement

    Set objStrElement = objDOM.createElement("str")

    objStringListPairElement.appendChild objStrElementobjStrElement.Text = strVariableName

    ' Create the "lst" element

    Dim objLstElement As IXMLDOMElement

    Set objLstElement = objDOM.createElement("lst")

    objStringListPairElement.appendChild objLstElement

    ' Create the "string" element containing the variable value

    Dim objStringElement As IXMLDOMElement

    Set objStringElement = objDOM.createElement("string")objLstElement.appendChild objStringElement

    objStringElement.Text = strValue

    End Function

    Private Function getStringListPairParent(strVariableName As String, _

    objParent As IXMLDOMElement, _

    objDOM As DOMDocument) As IXMLDOMElement

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    ' Create the "AnswerPromptPersistingFormat" node

    Dim objAnswerPromptPersistingFormatElement As IXMLDOMElement

    Set objAnswerPromptPersistingFormatElement = _

    objDOM.createElement("AnswerPromptPersistingFormat")

    objParent.appendChild objAnswerPromptPersistingFormatElement

    ' Create the "_ap" node

    Dim objApElement As IXMLDOMElement

    Set objApElement = objDOM.createElement("_ap")

    objAnswerPromptPersistingFormatElement.appendChild objApElement

    ' Create the parameter name element

    Dim objParameterElement As IXMLDOMElement

    Set objParameterElement = objDOM.createElement("Name")

    objApElement.appendChild objParameterElement

    objParameterElement.Text = strVariableName

    ' Create the values element

    Dim objValuesElement As IXMLDOMElement

    Set objValuesElement = objDOM.createElement("Values")

    objApElement.appendChild objValuesElement

    ' Create the "_apc" node

    Set getStringListPairParent = objDOM.createElement("_apc")

    objAnswerPromptPersistingFormatElement.appendChild getStringListPairParent

    End Function

    Private Function addSingleSelectionParameterToXML(strVariableName As String, _

    strValue As String, _

    objParent As IXMLDOMElement, _

    objDOM As DOMDocument)

    ' Create the "AnswerPromptPersistingFormat" node

    Dim objAnswerPromptPersistingFormatElement As IXMLDOMElement

    Set objAnswerPromptPersistingFormatElement = _

    objDOM.createElement("AnswerPromptPersistingFormat")objParent.appendChild objAnswerPromptPersistingFormatElement

    ' Create the "_ap" node

    Dim objApElement As IXMLDOMElement

    Set objApElement = objDOM.createElement("_ap")

    objAnswerPromptPersistingFormatElement.appendChild objApElement

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    ' Create the parameter name element

    Dim objParameterElement As IXMLDOMElement

    Set objParameterElement = objDOM.createElement("Name")

    objApElement.appendChild objParameterElement

    objParameterElement.Text = strVariableName

    ' Create the values element

    Dim objValuesElement As IXMLDOMElement

    Set objValuesElement = objDOM.createElement("Values")

    objApElement.appendChild objValuesElement

    ' Create the string element with the value passed to the parameter

    Dim objStringElement As IXMLDOMElement

    Set objStringElement = objDOM.createElement("string")

    objValuesElement.appendChild objStringElement

    objStringElement.Text = strValue

    End Function

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    Example XML Prompt File

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