Hi,
ForExcel, Excel upload, upload, MS Excel, Microsoft Excel,
KP06, KPF6, CJR2, KP26, KP46, KPP_FLEX_UPL, SAPLKAPP, KAPP, KPP0
K9363, K9 363, K9360, K9 360
Cause and preconditions
You would like to use the flexible Excel upload.
Solution
Important:It is not possible to load real Excel files (with the extension .XLS) into the system. Of course, you can first enter the data in such a file. Before the upload, however, you have to store the file in Excel in the format "Text (Tab delimited)", that is as a .TXT file.
In order to set up the Excel upload proceed as follows:
1. Create a planning layout which predetermines the structure of the later upload files. Make sure that you
a) do not provide for any formulas in the layout.
Formulas are not allowed within the upload (error message K9363).Moreover, they are not recalculated in the local Excel file anyway (unlike in online planning) if one of the values involved has changed.
a) create as few lead columns as possible and no useless columns (e.g. mere display columns).
Each additional column has a direct influence on the performance.Mere display columns (e.g. the total value as the total of the variable and fixed values ready for input) are distracting in the local Excel file.They can be neither deactivated in the Excel file (unlike in online planning) nor updated (that is, set to "not ready for input") as described above.
1. The further steps, which describe the setup of the upload, are made in the planner profile maintenance (Transaction KP34):
a) Integrate the layout into a planner profile.For this purpose first select a suitable profile.This can be a mere "upload profile", which is not used in manual planning - this is even recommendable for the logical separation.Enter the layout there in the corresponding planning area.
b) Then navigate down to the "Layouts for Controlling" level and activate the "Integrated Excel" indicator there.
c) Select the layout, and navigate to the next level ("Default parameters").
d) Enter an example of a combination on the planning initial screen (during the later upload, you will be able to use other data).If you do not have any master data in the current system, create at least one combination.
e) No totals rows during the Excel upload
Totals rows are not allowed during the upload, since the Excel file which is created later cannot store any information about whether a row is a "normal" or a (sub)totals row.The system therefore processes all rows the same way and would therefore try to interpret a totals row as a normal row.This would result in error messages preventing the upload.
You have two options:
 If your layout has only one lead column, then you can deactivate the corresponding subtotals row in the menu option "Settings -> Lead columns..." (in this case, the subtotals row is identical with the totals row). Thus you prevent in advance that a totals row is generated into the Excel file.
 If your layout has more than one lead column, you can deactivate only the subtotals using the above trick.However, you cannot deactivate the total.You will have to remove it later in the local Excel file.Unfortunately a system-side support is not possible here, since the described procedure is used not only for the Excel upload but also for online planning ("Excel Inplace").Therefore a general suppression of the totals row is not possible here.
a) After you have entered all required data on the initial screen, change to the overview screen (F5).
b) The system displays a dialog box with the information message K9360 "File description 01_WWW_XXXXXX_YYYZZZZZ has been generated". Here,
WWW is the three-digit technical abbreviation for the planning area (e.g. 1P1 for cost planning on cost centers),
XXXXXX the name of the planner profile,
YYY the three-digit position of the layout in the profile and
ZZZZZ the name of the layout.
The "file description" consists of Customizing tables from some entries (generated by the system).These entries are responsible for the assignment of the cells in the Excel file to the corresponding fields in the SAP System during the upload.
Since, at this point of time, the creation of the file description has been completed by the system, it is very important that you do not change the basic structure of the Excel file created later anymore - otherwise the system cannot assign data during the upload.If you should nevertheless want to change the structure for some reason, then repeat the steps you have carried out up to now (that is, first change the underlying layout) in order to have generated the file description according to the current status of the layout.
The safest method is to remove the layout first from the profile for this purpose and to delete the respective file description with program RKCDPREO.After that you can "check in" the changed layout as described above and regenerate the file description.
If you keep the basic structure (thus the underlying layout) yet want to change the layout of the Excel file, then proceed as described in Note 499152. Under no circumstances use the move functions contained in Excel.
a) Depending on which security setting you have made in your local Excel installation, you may receive a warning message concerning macros (which you can trust in this case ...)and afterwards the overview screen of the planning as an Excel spreadsheet.
b) In the Excel menu, choose " File -> Save Copy As... ", and thus save a copy of the currently visible Excel spreadsheet onto your hard disk.You can make any changes to the corresponding value fields of this file (e.g. cost element, value in controlling area currency) or add more rows.
c) This is when the link of the Excel file to the original planning layout is "interrupted".It is therefore imperative that the system knows the name of the respective file description for the later upload.If you do not want to specify the (changeable) name of the file description with every upload, you can alternatively use the functions of the "generic file name".Choosing the corresponding pushbutton causes a dialog box to be displayed.There you can enter a "template" for file names that are to be processed with the current file description.For example, you enter PLANUNG*.TXT.If you want to import a file called PLANUNG1.TXT later, this will be possible without you having to enter more data (that is, even without the file description).The system automatically finds the suitable generic file name PLANUNG*.TXT for file PLANUNG1.TXT.With the respective file description, the file will be loaded into the system.The only important thing is that you choose a unique generic file name.If, for example, you enter the generic file name PLAN*.TXT in the above case in another file description, a unique determination of the file description will be impossible.
d) Save the settings for the Excel upload and navigate back to the default parameters.
e) You need not save the default parameters (but you may).Always navigate back to the "Layouts for Controlling" level.
f) You can now deactivate the "Integrated Excel" indicator (but need not).The indicator is only relevant for online planning with Excel and need only be activated during the upload for branching into the default parameters.Always save the settings of this level (in particular to update the file description).
You have now completed the setup of the Excel upload.You can now copy the saved Excel file as often as you like and fill it with plan values (an automatic generation of several Excel files from the SAP System is not supported).
As described above, it is imperative for the actual upload
a) that the files have the format .TXT ("Text (Tab delimited)"), and
b) that possible (sub)totals are removed at the latest when you convert the file into the text format.It is a good idea to do this already in the "original" Excel file (which was generated from within Transaction KP34) - before the file is copied.
To upload several files from a directory, you can either enter a single file description (which must then match all files from the directory!)or use generic file names.In the second case we recommend not to load files for different file descriptions together into the SAP System.
For further tips and possible error causes refer to Note 319713.
Regards,
Bharti
-
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.