Tasks
Updated 4 weeks ago
by
Stephanie Krenz
You can create multiple Tasks in a Workspace to perform different analyses. You can schedule these Tasks to run automatically once, hourly, daily, weekly, monthly or in real time.
Task Creation
Click on the preferred Workspace on the left and create a new Task with + Task on the top right.
Then select the type of Task you want to create. Each task type is explained in detail in the following sections.
If the parameters are not labelled (Optional), then this is a required field.
Note the following when using the Initial and Delta variants.
The Initial variant is only used for the first run, the delta variant is used for all subsequent runs.
In the individual steps, you can jump directly to the connection settings, e.g. for the SAP system. Move the mouse over the heading and click Open.
Analytic Task
Based on an Analyitc Group with defined parameters, data is extracted from the SAP system and written to the SQL database. The Analysis is then performed.
1. Name & Description
- Task Name: enter a name
- Description: optionally, you can enter a description
2. SAP System
Choose a SAP System
- SAP System: select an SAP system from the list
- Parallel Extractions: define how many Slots the extraction can or may use in parallel in this SAP system.
Data Masking
- Disable Data Masking: SAP data is extracted without applying any masking
- Pseudonymize: replaces values with consistent hashes using salted hashing
3. Data Strategy
Select an existing Data Strategy from the list.
4. SQL Server
- SQL Server: select an SQL Connection from dropdown list
- Schema for Extracted Data: displays and explains the schema based on the selected Data Strategy
- Schema for Results Data: displays and explains the schema based on the selected Data Strategy
Settings - Data Transformation
- Use SAP Primary Keys: uses the primary keys from SAP such as MANDT or BUKRS
- Use NEXUS_ID: automatically adds the NEXUS_ID field to the table layout
- Both - Start & End, Start, End or None: defines whether and where to remove spaces from field values
5. Schedule
Start Time
- Start Now: Task starts as soon as it is completed
- Start Later: Task starts at the selected time (date, time with time zone, day and time slot)
Updates
- No Updates needed: no re-scheduling of the task
- Regular Update needed: Task is scheduled to run repeatedly (only available if Start Later was selected in the previous step)
Run Interval | Possible Settings | Description |
Hourly | Start Time with Date and Time (including Time Zone) 1 to 23 hours | Specify the hourly interval at which the Task should be executed repeatedly |
Daily | Start Time with Date and Time (including Time Zone) 1 to 6 days | Specify the daily interval at which the Task should be executed repeatedly |
Weekly | Weekday selection Start Time with Date and Time (including Time Zone) 1 to 7 days | Specify on which days of the week the Task should be executed repeatedly |
Monthly | 1 to 28 Days or last day 1 to 12 months Start Time with Date and Time (including Time Zone) | Specify on which days of the month the Task should be executed repeatedly (alternatively always on the last day of the month) |
6. Analytic Group
- Analytic Group: use the drop down menu to select an existing Analytic Group
- Analytic Steps: displays the Analytic Steps contained in the selected Analytic Group
7. Parameters
Fill in the required parameters in this section.
8. Third-Party Services
Add Excel
- Export Path (Subfolder): enter the path where you want to save the Excel file
- Test Path: test whether the specified path is correct and accessible
- Copy Full Path: copy the file path to the clipboard
- Export Mode:
- File per Result Table: for each results table, a separate Excel file is created and saved
- Sheet per Result Table in one File: a separate worksheet (sheet) will be created in an Excel file for each table of results (all tables of results in one Excel file)
- Data Limit: defines the maximum number of records per file - if this is exceeded, another Excel file is automatically created
- Enable Thousands Separators: if this option is enabled, a thousand separator is inserted
- Add Header: when enabled, the column names are written in the first row of the Excel sheet
- Create Subfolder per Run: when executed repeatedly, a separate subfolder is created for each run
- Result Table & Alias: for each result table, an alias (alternative name) can be entered
Click Add Excel Service to complete the configuration.
Add CSV
- Export Path (Subfolder): enter the path where you want to save the CSV file
- Test Path: test whether the specified path is correct and accessible
- Copy Full Path: copy the file path to the clipboard
- Delimiter:
- Comma ,
- Tab (like the Tab-key on your keyboard)
- Pipe |
- Hashtag #
- Semikolon ;
- Data Limit: specifies the maximum number of records per file. If this limit is exceeded, another CSV file is automatically created (enter 0 to write all entries to one file).
- Add Header: when enabled, the column names are written in the first row of the CSV
- Create Subfolder per Run: when executed repeatedly, a separate subfolder is created for each run
- Result Table & Alias: for each result table, an alias (alternative name) can be entered
Click Add CSV Service to complete the configuration.
Add Alteryx
- Export Path (Subfolder): enter the path where you want to save the CSV file
- Test Path: test whether the specified path is correct and accessible
- Copy Full Path: copy the file path to the clipboard
- Use Unicode: if enabled, Unicode encoding is used
- Result Table & Alias: for each result table, an alias (alternative name) can be entered
Click Add Alteryx Service to complete the configuration.
9. Review
In the Review, all the selected settings and parameters are displayed again.
If you want to change any of the settings, simply click on the entry. You will automatically return to this section.
If everything is OK, click on Create Task.
Extraction Task
A user-defined Extraction Package, created using the Package Studio, is used to extract the data from the SAP system. This data is stored in the SQL database. The data is not analysed.
1. Name & Description
- Task Name: enter a name
- Description: optionally, you can enter a description
2. SAP System
Choose a SAP System
- SAP System: select an SAP system from the list
- Parallel Extractions: define how many Slots the extraction can or may use in parallel in this SAP system.
Data Masking
- Disable Data Masking: SAP data is extracted without applying any masking
- Anonymise: replaces field values with XXXXXXXXXXXXXX
- Pseudonymize: replaces values with consistent hashes using salted hashing
3. Data Strategy
Select an existing Data Strategy from the list.
4. SQL Server
- SQL Server: select an SQL Connection from dropdown list
- Schema for Extracted Data: displays and explains the schema based on the selected Data Strategy
Table Layout
- With Field Prefix: puts the table name in front of the column name
- Without Field Prefix: sets only column names
Settings - Data Transformation
- Use SAP Primary Keys: uses the primary keys from SAP such as MANDT or BUKRS
- Use NEXUS_ID: automatically adds the NEXUS_ID field to the table layout
- Both - Start & End, Start, End or None: defines whether and where to remove spaces from field values
5. Schedule
Start Time
- Start Now: Task starts as soon as it is completed
- Start Later: Task starts at the selected time (date, time with time zone, day and time slot)
Updates
- No Updates needed: no re-scheduling of the task
- Regular Update needed: Task is scheduled to run repeatedly (only available if Start Later was selected in the previous step)
Run Interval | Possible Settings | Description |
Hourly | Start Time with Date and Time (including Time Zone) 1 to 23 hours | Specify the hourly interval at which the Task should be executed repeatedly |
Daily | Start Time with Date and Time (including Time Zone) 1 to 6 days | Specify the daily interval at which the Task should be executed repeatedly |
Weekly | Weekday selection Start Time with Date and Time (including Time Zone) 1 to 7 days | Specify on which days of the week the Task should be executed repeatedly |
Monthly | 1 to 28 Days or last day 1 to 12 months Start Time with Date and Time (including Time Zone) | Specify on which days of the month the Task should be executed repeatedly (alternatively always on the last day of the month) |
Real-Time | Without delay or Delay from 1 to 59 minutes | Real-time without delay means that a new run is started as soon as the last run has been successfully completed. If a delay is specified, this time will be waited after the previous run has been successfully completed before the next run is automatically started. |
6. Extraction Package
Select an Extraction Package from the drop-down menu.
When selecting an Extraction Package, you can specify whether the Initial Variant is to be used for the first run and the Delta Variant for subsequent runs, if this is possible based on the previous settings.
The initial variant can be specified in the Initial Variant drop-down list if multiple variants have been created.
7. Parameters
General
Fill in the required parameters according to the selected extraction package.
SAP System - ERP or SAP System - S/4HANA
- Preferred Language: select the preferred language
- Fallback Language: optionally, you can select a fallback language if descriptions are not available in your preferred language.
Company Code
- Available Company Code: displays all company codes in the selected SAP system
- Selected Company Codes: lists all company codes for which data is to be extracted
8. Third-Party Services
Add CSV
- Export Path (Subfolder): enter the path where you want to save the CSV file
- Test Path: test whether the specified path is correct and accessible
- Copy Full Path: copy the file path to the clipboard
- Delimiter:
- Comma ,
- Tab (like the Tab-key on your keyboard)
- Pipe |
- Hashtag #
- Semikolon ;
- Data Limit: specifies the maximum number of records per file. If this limit is exceeded, another CSV file is automatically created (enter 0 to write all entries to one file).
- Add Header: when enabled, the column names are written in the first row of the CSV
- Create Subfolder per Run: when executed repeatedly, a separate subfolder is created for each run
- Result Table & Alias: for each result table, an alias (alternative name) can be entered
Click Add CSV Service to complete the configuration.
Add Alteryx
- Export Path (Subfolder): enter the path where you want to save the CSV file
- Test Path: test whether the specified path is correct and accessible
- Copy Full Path: copy the file path to the clipboard
- Use Unicode: if enabled, Unicode encoding is used
- Result Table & Alias: for each result table, an alias (alternative name) can be entered
Click Add Alteryx Service to complete the configuration.
9. Review
In the Review, all the selected settings and parameters are displayed again.
If you want to change any of the settings, simply click on the entry. You will automatically return to this section.
If everything is OK, click on Create Task.
Replication Task
Die aus SAP extrahierten Daten werden in die unter Punkt Connection gewählte Umgebung weitergegeben. Eine direkte Speicherung auf dem SQL-Server, wie beim Analytic- oder Extraction-Task, findet nicht statt.
1. Name & Description
- Task Name: enter a name
- Description: optionally, you can enter a description
2. SAP System
Choose a SAP System
- SAP System: select an SAP system from the list
- Parallel Extractions: define how many Slots the extraction can or may use in parallel in this SAP system.
Data Masking
- Disable Data Masking: SAP data is extracted without applying any masking
- Anonymise: replaces field values with XXXXXXXXXXXXXX
- Pseudonymize: replaces values with consistent hashes using salted hashing
3. Connection
Connection Type
- Fabric Mirrored Database: select an existing connection to Fabric Mirror via the drop-down menu
- Fabric Lakehouse: choose a Lakehouse to connect to from the list
- Snowflake: select a Snowflake connection and database schema
Data Strategy
- Merge: the extracted data is merged with existing data
- Overwrite: deletes existing records at the start of the extraction before new data is entered
Settings - Data Transformation
- Use SAP Primary Keys: uses the primary keys from SAP such as MANDT or BUKRS
- Use NEXUS_ID: automatically adds the NEXUS_ID field to the table layout
- Both - Start & End, Start, End or None: defines whether and where to remove spaces from field values
4. Schedule
Start Time
- Start Now: Task starts as soon as it is completed
- Start Later: Task starts at the selected time (date, time with time zone, day and time slot)
Updates
- No Updates needed: no re-scheduling of the task
- Regular Update needed: Task is scheduled to run repeatedly (only available if Start Later was selected in the previous step)
Run Interval | Possible Settings | Description |
Hourly | Start Time with Date and Time (including Time Zone) 1 to 23 hours | Specify the hourly interval at which the Task should be executed repeatedly |
Daily | Start Time with Date and Time (including Time Zone) 1 to 6 days | Specify the daily interval at which the Task should be executed repeatedly |
Weekly | Weekday selection Start Time with Date and Time (including Time Zone) 1 to 7 days | Specify on which days of the week the Task should be executed repeatedly |
Monthly | 1 to 28 Days or last day 1 to 12 months Start Time with Date and Time (including Time Zone) | Specify on which days of the month the Task should be executed repeatedly (alternatively always on the last day of the month) |
Real-Time | Without delay or Delay from 1 to 59 minutes | Real-time without delay means that a new run is started as soon as the last run has been successfully completed. If a delay is specified, this time will be waited after the previous run has been successfully completed before the next run is automatically started. |
5. Extraction Package
Select an Extraction Package from the drop-down menu.
When selecting an Extraction Package, you can specify whether the Initial Variant is to be used for the first run and the Delta Variant for subsequent runs, if this is possible based on the previous settings.
The initial variant can be specified in the Initial Variant drop-down list if multiple variants have been created.
6. Parameters
Fill in the required parameters in this section.
7. Review
In the Review, all the selected settings and parameters are displayed again.
If you want to change any of the settings, simply click on the entry. You will automatically return to this section.
If everything is OK, click on Create Task.
