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Easily Merge Rows and Join Data in SAP HCM and Payroll Reports
Sherri Snook June 24th 2015
© Copyright 2015 – SpinifexIT Pty Ltd.
Today’s Agenda
1. The Simple Merge – Unique Fields
2. Merge OpEons and Sort OpEons – Overwrite with Last
3. Merge OpEons – Duplicate to All
GLOBAL OFFICE LOCATIONS: Melbourne, Atlanta, London, Singapore and Manila MISSION: To empower SAP HR and Payroll users by offering soRware and services that: • Improve strategic decision making • Enhance reporEng and analysis • Eliminate manual processes • Reduce payroll support efforts • Protect data integrity • Simplify payroll and tax reconciliaEon
About SpinifexIT
We aim to produce INNOVATIVE, USER-FRIENDLY solutions that increase our customers’ ability to ACCESS, OUTPUT and OPTIMIZE their most important HR and Payroll data.
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Save Time & Resources
Reduce Costs
€ £
Improve Data Quality
Simplify Processes
Our Focus Is On Improving Business Processes
Tetris, SpinifexIT Style - The Power of Merge
• Brings data together on a single row
• Enables replicaEon of data when mulEple rows are required
• Allows you to make decisions on which data to output in a scenario
The Simple Merge
Simple Merge
• ObjecEve – Produce a Total CompensaEon Report with cost center, posiEon,
annual salary and payroll results for total compensaEon.
• Expected Output
Simple Merge
• Before Merge
Simple Merge
• ARer Merge – Set Unique Field
The Overwrite with Last Merge
Overwrite with the Last and Sort Merge
• ObjecEve -‐ Employee Address reflected should be from following
hierarchy: -‐ Subtype 2 – Temporary Address -‐ Subtype 5 – Mailing Address -‐ Subtype 1 – Permanent Address
• Expected Output One address record per employee, with the appropriate address in order of hierarchy
Overwrite with Last and Sort Merge
• Before Merge
• 61123 and 61125 and 8050001 should display Temporary • 61126 should display Mailing • 66666 and 100130 should display Permanent
Overwrite with Last and Sort Merge
• Adding the Sort OpEon for Merge – Now the records should line up with the desired address in the last row of data for the employee.
Overwrite with Last and Sort Merge
• Adding the ‘Overwrite with Last OpEon’ for merge
– All address related fields receive and Overwrite with Last opEon.
Overwrite with Last and Sort Merge
• ARer
– 61123 and 61125 and 8050001 display the Temporary Address – 61126 Displays the Mailing Address – 66666 and 100130 display the Permanent Address
The Duplicate to All Merge
Duplicate to All Merge
• ObjecEve -‐ IncorporaEng hourly rate to calculate the amount associated with an
Absence/Aaendance Type for accrual purposes.
• Expected Output -‐ MulEple rows per employee with the absence/aaendance type per
day. -‐ Calculated amount of that Absence/Aaendance
Duplicate to All Merge
• Before Merge 1. Rate is on a line by itself 2. Amount is not
calculated because no rate is on each line
3. Observe that we might need filters to exclude employees with no Absence/Aaendance for period
Duplicate to All Merge
• Add Duplicate to All
1. On the Merge OpEons Tab, set the Hourly Rate field to duplicate to all Records
Duplicate to All Merge
• Results with rate duplicated
1. Rate is duplicated 2. Amount is calculated (Eming of
calc = aRer record merge) 3. Rate Row sEll exists 4. People who have no Absence/
Aaendance data appear on report
Duplicate to All Merge
• Filter to remove amounts equal to 0.00 1. Define Filters tab, OR , Timing prior to final output
Duplicate to All Merge
• ARer Merge and Filter
1. Rate is duplicated 2. Amount is calculated
(Eming of calc = aRer record merge)
3. No blank rate row is showing
4. People with no Absence/Aaendance data are removed from report
All Merge Options – More Documentation
If you are an exisEng Easy Reporter customer, Chapter 3 of your user manual describes funcEonality and gives examples of how to use each merge opEon
? QUESTIONS/ANSWERS
Questions
Please use the QuesEons feature in the GotoWebinar control panel on the side of your screen to enter your quesEon. QuesEons will be read and answered by the speaker in the order in which they are received.
How to submit a question
THANK YOU!
Sherri Snook [email protected]
TODAY’S SPEAKERS
Email [email protected]
Website www.spinifexit.com
Facebook www.facebook.com/SpinifexIT
Twi@er www.twiaer.com/SpinifexIT
CONTACT INFORMATION
FOLLOW US ONLINE
LinkedIn www.linkedin.com/company/SpinifexIT
Telephone: Australia: 1300 667 187 North America: +1 800-‐480-‐6857 UK/EMEA: +44 (0)203 585 2007 SE Asia: +63 (2) 9585061