Create a Data Action

In this exercise, you will create a Data Action to clean up the version data before running the prediction.

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.

1. On the left, in the main navigation panel, click on the Data Actions menu icon. Under Create New click on the Data Action tile.

   

2. 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.

   

3. 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 …

   

4. Select the planning model that you created in the previous exercise: NEW_SAP__FI_CLM_IM_LIQUIDITY_PLANNING

   

5. 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.

   

6. Name the step Delete Predictive Forecast.

   

7. There are two ways to create the deletion step:

   1. You can click on the + symbol under the Visual tab of the advanced formula and click Delete.

      

   2. Or you can write the formula yourself under the Script tab (the visual tab approach also creates a script in the background).

      

8. Click on the Save icon in the toolbar and select Save.

   

9. 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.