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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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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
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How to submit a question
THANK YOU!
Sherri Snook [email protected]
TODAY’S SPEAKERS
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