SAP Knowledge Base Article - Public

3761185 - Changing filter view from hierarchy to flat clears Data Action parameter in planning trigger - SAC Excel Add-in

Symptom

  • In SAC Add-in, the data action parameter is removed from the Save Data / Planning Trigger panel after changing the filter selection from “Hierarchy” to “Flat Presentation”.
  • No error message is displayed.

Environment

SAP Analytics Cloud, add-in for Microsoft Office

Reproducing the Issue

  1. In the SAP Analytics Cloud add-in for Microsoft Office (Excel), open a planning workbook with a Data Action configured and a parameter set in the Save Data / Planning Trigger panel.
  2. Open the filter dialog for the dimension used as the parameter (for example, Consolidation Unit) and change the view from “Hierarchy” to “Flat Presentation”.
  3. Confirm the change and return to the Save Data / Planning Trigger panel.
  4. Observe that the previously set Data Action parameter is now empty.

Cause

Changing the filter selection mode from hierarchy to flat presentation in the add-in clears the Data Action parameter configuration; this is by-design behavior.

Resolution

  1. Note that this behavior is expected when switching the filter view from hierarchy to flat presentation in the Excel add-in.
  2. If an improvement is desired, submit an enhancement request. Refer to: 2424376 - How do you create an enhancement request and provide feedback for SAP Analytics Cloud?

See Also

Keywords

sac excel add-in, add-in for office, data action parameter, planning trigger, save data panel, filter view, hierarchy, flat presentation, parameter cleared, parameter lost, consolidation unit, planning, expected behavior, by design, excel online, excel desktop , KBA , LOD-ANA-OF-XLA , SAP Analytics Cloud, add-in for Microsoft Office , Problem

Product

SAP Analytics Cloud all versions