Learn how to blend data from Salesforce.com and SAP in Alteryx

© 2017 De Villiers Walton Limited

LEARN HOW TO BLEND DATA FROM SALESFORCE.COM AND SAP IN ALTERYX

CONTENTS

• The Data Blending scenario• Identify the source of data in Salesforce.com• Identify the source of data in SAP• Extract data from Salesforce.com• Extract data from SAP• Blend the data from Salesforce.com and SAP• Apply a simple formula to the blended data• The final result … the least interesting part• Demo



THE DATA BLENDING SCENARIO

SCENARIO

Identify all open Opportunities in Salesforce.com (SFDC) that have an Amount (i.e. value) greater than the Customer’s Credit Limit in SAP ECC.

Yes, we admit that the scenario is a simple one, but we hope that this presentation and demo will give you some inspiration as to how your business could benefit from combining data from Salesforce.com and SAP using Alteryx.

Let’s get started.



IDENTIFY THE SOURCE OF DATA IN SALESFORCE.COM


SFDC ACCOUNT DATA

The SFDC Account Number field will be used to match the SFDC Account with the SAP Customer

SFDC Account data is stored in the Account table


SFDC OPPORTUNITY DATA

SFDC Opportunity data is stored in the Opportunity table

The Amount field is needed for the Alteryx Formula


LINKING SFDC ACCOUNT & OPPORTUNITY DATA

Id Name AccountNumber0010Y00000EX1d4QAD More and More 00000030210010Y00000EX1d5QAD Thomas Industries 00000030220010Y00000EX1d6QAD Barnes Store 00000030230010Y00000EX1d7QAD Ellen´s Grocery Store 00000030240010Y00000EX1d8QAD Steve´s Store 00000030250010Y00000EX1d9QAD Main Stores 0000003026

AccountId Name Amount Probability ExpectedRevenue CloseDate Type IsClosed IsWon CreatedDate

0010Y00000EX1d3QAD Bush Warehousing 4067300 75 3050475 23/03/2017 New Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1d6QAD Barnes Store 219000 70 153300 03/04/2017 New Business / Add-on FALSE FALSE13/02/2017

15:49

0010Y00000EX1dDQAT National Organization 2340210 10 234021 19/05/2017 New Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1dtQAD MAG SA. 2371900 10 237190 05/09/2017 New Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1dZQAT William G. Smith MD 2454990 10 245499 07/06/2017 New Business / Add-on FALSE FALSE13/02/2017

15:49

0010Y00000EX1daQAD Walter G. Baldwin 2855840 10 285584 21/08/2017 New Business / Add-on FALSE FALSE13/02/2017

15:49

0010Y00000EX1dhQAD John Woods 951000 20 190200 17/05/2017 Existing Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1dlQAD Star Supermarkets 532950 50 266475 21/05/2017 New Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1dpQAD Rose Garden 987930 20 197586 27/07/2017 New Business / Add-on FALSE FALSE13/02/2017

15:49

The Account table Id field and Opportunity table AccountId field provide the link

between the 2 tables

Account table

Opportunity table


IDENTIFY THE SOURCE OF DATA IN SAP


SAP ECC CUSTOMER DATA

SAP Customer data can be accessed at the transaction level

via transaction VD03 or XD03.

SAP Customer data is stored in multiple tables. The data we need

is found in table KNA1 (General Data in Customer Master)


SAP ECC CREDIT MANAGEMENT DATA

SAP Customer Credit Management data can be accessed at the

transaction level via transaction FD33

SAP Customer Credit Management data is found in table KNKK

(Customer Master Credit Management)

The Credit Limit is needed for the Alteryx Formula


LINKING SAP ECC CUSTOMER WITH CREDIT MANAGEMENT DATA

The Customer Number field, KUNNR, provides the link between the 2 tables


EXTRACT DATA FROM SALESFORCE.COM


SFDC EXTRACT WORKFLOW


SET UP SFDC CREDENTIALS

Drag the Salesforce Input tool onto the Alteryx workflow canvas and enter your

Salesforce credentials

A Security Token is assigned when your SFDC user is set-up or when the password

is reset.


DEFINE THE SFDC OPPORTUNITY EXTRACT QUERY

Define a simple Custom Query to only extract open SFDC

Opportunities

Validate the Query to check that it is can processed by SFDC


DEFINE THE SFDC ACCOUNT EXTRACT QUERY

Use the Query Builder to extract selected fields from the SFDC

Account table


BROWSE THE EXTRACTED SFDC DATA

Id Name AccountNumber0010Y00000EX1d4QAD More and More 00000030210010Y00000EX1d5QAD Thomas Industries 00000030220010Y00000EX1d6QAD Barnes Store 00000030230010Y00000EX1d7QAD Ellen´s Grocery Store 00000030240010Y00000EX1d8QAD Steve´s Store 00000030250010Y00000EX1d9QAD Main Stores 0000003026

AccountId Name Amount Probability ExpectedRevenue CloseDate Type IsClosed IsWon CreatedDate

0010Y00000EX1d3QAD Bush Warehousing 4067300 75 3050475 23/03/2017 New Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1d6QAD Barnes Store 219000 70 153300 03/04/2017 New Business / Add-on FALSE FALSE13/02/2017

15:49

0010Y00000EX1dDQAT National Organization 2340210 10 234021 19/05/2017 New Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1dtQAD MAG SA. 2371900 10 237190 05/09/2017 New Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1dZQAT William G. Smith MD 2454990 10 245499 07/06/2017 New Business / Add-on FALSE FALSE13/02/2017

15:49

0010Y00000EX1daQAD Walter G. Baldwin 2855840 10 285584 21/08/2017 New Business / Add-on FALSE FALSE13/02/2017

15:49

0010Y00000EX1dhQAD John Woods 951000 20 190200 17/05/2017 Existing Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1dlQAD Star Supermarkets 532950 50 266475 21/05/2017 New Business FALSE FALSE13/02/2017

15:49

0010Y00000EX1dpQAD Rose Garden 987930 20 197586 27/07/2017 New Business / Add-on FALSE FALSE13/02/2017

15:49

The Account table Id field and Opportunity table AccountId field provide the link

between the 2 tables

Account table

Opportunity table


JOIN THE SFDC ACCOUNT AND OPPORTUNTY EXTRACTS

Use the Join tool to combine the extracts


BROWSE THE RESULT OF THE JOIN

Use the Query Builder to extract selected fields from the SFDC

Account table


BROWSE THE RESULT OF THE JOIN

SFDC Opportunity data

SFDC Account data


EXTRACT DATA FROM SAP


FINAL SAP EXTRACT WORKFLOW


SET UP SAP CREDENTIALS

Drag the SAP Login tool onto the Alteryx

workflow canvas and enter your SAP

connector credentials

Select the SAP systems you want to use in the workflow. We need an SAP ECC system for our

scenario


DEFINE THE SAP CUSTOMER EXTRACT

Drag the SAP Table tool onto the workflow

canvas and connect it to the SAP Logon tool

Search for and select the General Data in Customer

table KNA1

Select the fields required in the extract


DEFINE THE SAP CREDIT MANAGEMENT EXTRACT

Drag the SAP Table tool onto the workflow

canvas and connect it to the SAP Logon tool

Search for and select the Customer Credit

Management table KNKK

Select the fields required in the extract

KUNNR KLIMK3024 10000002025 100000003026 100000003027 100000003028 100000003029 1000000


BROWSE THE EXTRACTED SAP DATA

The KUNNR field provides the link between the 2 tables

Customer table KNA1

Customer Credit Management table KNKK


JOIN THE SAP CUSTOMER AND CREDIT MANAGEMENT EXTRACTS

Use the Join tool to combine the extracts


BLEND THE DATA FROM SALESFORCE.COM & SAP


JOIN THE SFDC AND SAP EXTRACTS

Rename SFDC and SAP fields ready for final

outputs


BROWSE THE JOINED SFDC AND SAP DATA

SAP Credit Management data

SFDC Opportunity data


APPLY A SIMPLE FORMULA TO THE BLENDED DATA


APPLY A FORMULA TO THE DATA AND FILTER THE OUTPUT

Define an Output Field, “Credit Limit Breach”

and a simple formula to the output

Filter the output based on the new Output Field, “Credit Limit

Breach” values


THE FINAL RESULT …THE LEAST INTERESTING PART


REVIEW THE FINAL WORKFLOW OUTPUT

SFDC data SAP data Calculated data


DEMO

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http://www.dvwanalytics.com/

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Software

Learn how to blend data from Salesforce.com and SAP in Alteryx