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Sample Workflows

img This section offers a set of sample workflows you can download and use as a base to design your own processes.

Note

example-workflow

How to get started with Theobald Software sample workflows:

  1. Download a sample workflow.
  2. Open the workflow in the Alterx Designer.
  3. Assign a valid SAP Connection to all Xtract components in the workflow.
  4. Read the intro section that explains the workflow.
  5. Start using the workflow or start editing until the workflow suits your requirements.

SAP Migration Scenarios

Workflows that support SAP migration, e.g., from ECC to S/4HANA:

  • Data Anonymization and Replication to QA system


    This workflow uses the Xtract Table component to support an SAP migration that is conducted in a phased approach by extracting the data from the relevant system depending on the user input.

    Download

  • Short-term Bridge App


    This workflow uses the Xtract Table component to create development and testing data sets with anonymized data from the productive system to speed up quality assurance processes.

    Download

  • Source & Target Validations - Report level


    This workflow uses the Xtract Report component to validate data integrity between source and target systems.

    Download

  • Source & Target Validations - Table level


    This workflow uses the Xtract Table component to validate data integrity between source and target systems.

    Download

  • Source & Target Validations - Table & other


    This workflow uses the Xtract Table component to validate data integrity between source and target systems. This workflow can be used for tests and demos, as it uses a flat file as a target to resemble the source system with minor changes that are discovered in the reconciliation.

    Download


Xtract BAPI

Workflows that execute SAP BAPIs and function modules:

  • Read and Write Data with BAPIs


    This workflow demonstrates using Xtract BAPI to create a purchase requisition in SAP and load the data of the purchase requisition into Alteryx.

    Download

  • Read SAP LongTexts


    This workflow demonstrates using Xtract BAPI to read SAP long texts in different languages.

    Download

  • Read SAP Attachment Files


    This workflow demonstrates extracting attachments of all formats from an SAP systems, e.g., .pdf files of purchase orders, images, and other objects. For more information, see Knowledge Base Article: Read and Download SAP Attachment Files.

    Download

  • Sync Purchase Requisitions from ERP to S4


    This workflow demonstrates syncing purchase requisitions from ERP to S/4. It involves creating a new requisition in ERP, checking its absence in S/4, syncing by generating corresponding entries in both systems, and confirming the presence in S/4.

    Download


Xtract Cube

Workflows that extract data from SAP BW InfoCubes and BEx Queries:

  • Cube: BWInfoProvider


    This workflow demonstrates using Xtract Cube to load data from an SAP BW InfoProvider.

    Download

  • Cube: BWQuery


    This workflow demonstrates using Xtract Cube to load data from an SAP BW Query.

    Download


Xtract Hierarchy

Workflows that extract Hierarchies from an SAP BW system:

  • BW CostCenter Hierarchy


    This workflow demonstrates using Xtract Hierarchy to load data from an SAP BW CostCenter hierarchy. This workflow also showcases the different hierarchy representations "Parent-Child" and "Natural".

    Download


Xtract ODP

Workflows that extract data via the SAP Operational Data Provisioning (ODP) framework:

  • Read & Merge Data from SAP BW


    This workflow demonstrates using Xtract ODP to load sales documents and customer master data from an SAP BW system. The loaded data is then combined, cleaned, and prepared for further analysis.

    Download

  • Read & Merge Delta Data from SAP BW


    This workflow demonstrates using Xtract ODP to load delta sales documents and customer master data from an SAP BW system. Sales documents are loaded using Xtract ODP's delta function, which retrieves only data that has changed since the last execution.

    Download

  • Read & Merge Data from SAP ERP


    This workflow demonstrates using Xtract ODP to load sales documents and customer master data from an SAP ERP system. The loaded data is then combined, cleaned, and prepared for further analysis.

    Download

  • Read & Merge Delta of Data from SAP ERP


    This workflow demonstrates using Xtract ODP to load delta sales documents and customer master data from an SAP ERP system. Sales documents are loaded using Xtract ODP's delta function, which retrieves only changed data since the last execution. For more information, see Knowledge Base Article: ODP based Delta Extraction of Sales and Customer Data.

    Download

  • Read SAP S/4HANA CDS Views


    This workflow demonstrates using Xtract ODP to load business partner master data from SAP S/4HANA CDS views. The loaded data is then cleaned and filtered for further analysis.

    Download

  • Read Delta of SAP S/4HANA CDS Views


    This workflow demonstrates using Xtract ODP to load the delta data of suppliers and customers from SAP S/4HANA CDS views. The loaded data is then checked for missing address information.

    Download


Xtract Report

Workflows that extract data from SAP ABAP Reports:

  • Read Reports from SAP ERP


    This workflow demonstrates using Xtract Report to load data from the ABAP Report RLT10010 (Evaluation of Movements per Storage Type).

    Download

  • Read Reports from an SAP S/4HANA Transaction


    This workflow demonstrates using Xtract Report to load a list of sales orders from an SAP S/4HANA transaction.

    Download


Xtract Table

Workflows that extract data from SPA table and Views:

  • Read SAP Tables from SAP ERP


    This workflow demonstrates using Xtract Table to load customer master data and to prepare the data for further analysis in Excel or a 3rd party BI solution.

    Download

  • Read & Join SAP Tables from SAP ERP


    This workflow demonstrates using Xtract Table to perform a table join of the SAP tables KNA1 (Customer Master Data) and KNVV (Customer Master Sales Data) and to prepare the data for further analysis in Excel or a 3rd party BI solution.

    Download

  • Read Universal Journal Data from SAP S/4HANA


    This workflow demonstrates using Xtract Table to load data from SAP S/4HANA's Universal Journal and to prepare the data for further analysis in Excel or a 3rd party BI solution.

    Download

  • Parameterize SAP Table Extractions


    This workflow demonstrates how to use scalar and list parameters with the Xtract Table component.

    Download



Last update: August 27, 2024