WUG 2016 Expanding ROI Under- Used Capabilities. Jim Barker Winshuttle Director of Product Management - Foundation

Transcription

1 WUG 2016 Expanding ROI Under- Used Capabilities Jim Barker Winshuttle Director of Product Management - Foundation

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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

3 Agenda: How customers maximize their ROI in Winshuttle? Winshuttle Customer Journey Query Direct Other Resources WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

4 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 USER GROUP CONFERENCE LAS VEGAS

5 The Customer Journey Winshuttle Customer Progression Studio with Excel Studio with Governance Studio and Workflow Forms and Workflow 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 Increasing Capability based on Knowledge Growth of Potential Capabilities WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

6 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

7 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

8 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

9 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

10 Query Setting Joins for Multiple Tables After adding three tables in the lower left, all joins appear WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

11 Establishing Fields to Bring into Query Click on the attributes you want as output for the query note column name and business description WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

12 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

13 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

14 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

15 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

16 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

17 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

18 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

19 Reviewing Test Run Results After executing the form it gives me output This experience allows the developer to understand what the BAPI is doing WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

20 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

21 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

22 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

23 Input Fields Example This is an example of the input field connections for a process WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

24 Output Fields Example This is an example of the output field connections for a process WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

25 Launch transaction Now that all the fields are selected, the work should be saved and then transferred to Transaction WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

26 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

27 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

28 Simple Mapping Exercise Next map the data in a similar manner to Transaction WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

29 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

30 Run It Transaction w/direct Run the mapping in a similar manner to any transaction script. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

31 Transaction w/direct Sample Data This is the output from a small test set. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

32 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

33 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. WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

34 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 WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

35 Resources Tools to find out what tables you need: Training Materials: Some good recorded (Free) training materials WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS

36 WUG 2016 QUESTIONS??? WINSHUTTLE USER GROUP CONFERENCE LAS VEGAS