Create a Data Action
Objective
In this exercise, you will create a Data Action to clean up the version data before running the prediction.
In this exercise, you will create a multi action with two steps.
Guided Tour
You can access the guided tour for Forecasting by clicking here. For this lesson, focus on steps 51 through 66.
Implementing a deletion step using Data Actions
After completing these steps you will have created a Data Action with an Advanced Formulas step to clean up the version data. After that, you can run the predictive scenario for the energy costs.
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On the left, in the main navigation panel, click on the Data Actions menu icon. Under Create New click on the Data Action tile.
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In the Data Action Settings panel, for the Name field enter the name: Delete_Predictive_Forecast_<Your_User_ID> For the Description field enter: Clear the version before running the prediction.
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Before we can add any steps to the Data Action, we have to choose the correct model. Click on the Default Model drop-down and click Select Other Model …
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Select the planning model that you created in the previous exercise: NEW_SAP__FI_CLM_IM_LIQUIDITY_PLANNING
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To include a deletion step to the newly created Data Action, click the Add Advanced Formulas Step icon from the from the Add Step menu in the toolbar.
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Name the step Delete Predictive Forecast.
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There are two ways to create the deletion step:
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You can click on the + symbol under the Visual tab of the advanced formula and click Delete.
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Or you can write the formula yourself under the Script tab (the visual tab approach also creates a script in the background).
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Click on the Save icon in the toolbar and select Save.
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The name you chose at the beginnning will be filled by default. Just click OK to save your Data Action.
Summary
Now that you have created a Data Action to clean up the version data for your predictive scenario, you can continue on to the next lesson - Add Data Action and Multi Action to the story.
In this exercise, you will create a Data Action to clean up the version data before running the prediction.
In this exercise, you will create a multi action with two steps.
Guided Tour
You can access the guided tour for Forecasting by clicking here. For this lesson, focus on steps 51 through 66.
Implementing a deletion step using Data Actions
After completing these steps you will have created a Data Action with an Advanced Formulas step to clean up the version data. After that, you can run the predictive scenario for the energy costs.
-
On the left, in the main navigation panel, click on the Data Actions menu icon. Under Create New click on the Data Action tile.
-
In the Data Action Settings panel, for the Name field enter the name: Delete_Predictive_Forecast_<Your_User_ID> For the Description field enter: Clear the version before running the prediction.
-
Before we can add any steps to the Data Action, we have to choose the correct model. Click on the Default Model drop-down and click Select Other Model …
-
Select the planning model that you created in the previous exercise: NEW_SAP__FI_CLM_IM_LIQUIDITY_PLANNING
-
To include a deletion step to the newly created Data Action, click the Add Advanced Formulas Step icon from the from the Add Step menu in the toolbar.
-
Name the step Delete Predictive Forecast.
-
There are two ways to create the deletion step:
-
You can click on the + symbol under the Visual tab of the advanced formula and click Delete.
-
Or you can write the formula yourself under the Script tab (the visual tab approach also creates a script in the background).
-
-
Click on the Save icon in the toolbar and select Save.
-
The name you chose at the beginnning will be filled by default. Just click OK to save your Data Action.
Summary
Now that you have created a Data Action to clean up the version data for your predictive scenario, you can continue on to the next lesson - Add Data Action and Multi Action to the story.