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History Templates

History Templates are used to retrieve Plan or Actual values from SAP and display them in Excel.

This section contains the following topics:

Pick Budget Values / Using Groups as Selection Criteria

  • Budget Loader offers you a master data search feature similar to what you are used to in SAP.
  • Simply right click a cell and select the Pick Budget Values menu item.
  • History Templates allow you to use your SAP Reporting Groups as selection criteria.
  • See Pick Budget Values Key for more detailed information.

You may now select multiple Value/Record Types for Primary Cost Transactions and Profit Center Accounting respectively.  The Value/Record Type fields appear in the Choose Fields dialog. 

In reply to: order to use groups with the Value/Record Types.  Execute SAP transaction GS01 (Set Create).  For Value types enter reference table COSP and field WRTTP.  For Record Types (PCA) enter reference table GLPCT and field RRCTY.  Then, enter your values.  You may also use the Pick Values functionality from inside Excel as well if you do not know which values to select.

Populate the Header

Just as with the Planning template header you must also populate the History template header.  In this case the header information will tell Budget Loader what SAP data is to be returned to the template. 

Add Selection Criteria

If you are building a History template you will notice that there is an additional section in the spreadsheet called Selection.  As you may have guessed this is where you enter the values that you wish to be returned from SAP into your template.

Budget Loader inserts 3 input lines by default.  However, you can add as many lines as are required for your particular application.

To insert more lines simply select the whole row of the last selection row and paste it just below the last selection row. Repeat as necessary.

Retrieving SAP Texts

Unlike Planning templates, the SAP texts for history templates are retrieved automatically when you process the template.

Retrieving Secondary (Internal) Cost Postings

To retrieve secondary (or internal) cost postings such as allocations, distributions, assessments, etc into a history template, simply add one (or more) of the partner object fields.  Budget Loader will detect when any history template contains these fields and will retrieve the additional information from SAP.  To stop retrieving the secondary cost postings, simply use the Budget Loader > Edit functionality and remove all partner object fields.

Each partner object and origin partner object field will have a partner object type field associated with it.  Since partner objects can be different cost objects (cost centers, internal orders, etc), this field will denote which type of cost object it is.  Labels such as Cost Center and Order will appear in this cell.  To add the other partner fields simply unhide the field and the other partner fields will appear in the edit function.  There is a separate field available for Activity, this will always contain ONLY partner activity types.

Each partner object and origin partner object field will also have a corresponding SAP text description.   These text fields are populated automatically in the spreadsheet upon processing of a history template along with the other SAP texts cells present in the spreadsheet.

There are a total of 10 fields available for this functionality. There are 5 for partner object and 5 for origin partner object. An example of retrieved data can be seen below.

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