Sample Alteryx workflows that use SAP Finance and Controlling data

In a previous blog we identified the most important SAP Finance and Controlling (FI/CO) tables for Alteryx users.
In this blog we go a step further and present a set of predefined workflows for you to use with Alteryx and the DVW Alteryx Connector for SAP.

The list of workflows will be updated from time to time as new workflows become available.

[Last Update: February 27, 2020]

Table Extract Workflows

These table extract workflows use the SAP Table Data tool.

• Extract G/L Accounting Data
• Extract Sales & Purchasing Tax Data
• Extract Attachments for Finance documents

T-Code Extract Workflows

These Transaction  Code (T-Code) workflows use the SAP Report tool.

• G/L Account Line Item Display (T-code FBL3N)​
• G/L Document List (T-code FB03)​
• Vendor Line Item Display (T-code FBL1N)​
• Customer Line Item Display (T-code FBL5N)
• Cost Centers: Actual Line Items (T-Code KSB1)

Table Extract Workflows

Extract G/L Accounting data

Extract General Ledger Accounting data from the "Big Two" SAP Financial Accounting (FI) Transaction Data Tables: BKPF (Accounting Document Header) and BSEG (Accounting Document Segment).

Works with: SAP ECC, SAP S/4HANA​

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Extract Sales & Purchasing Tax Data ​

Extract Sales & Purchasing Tax (Output Tax and Input Tax) data from the BKPF (Accounting Document Header) and BSET (Tax Document Segment) tables.

Works with: SAP ECC, SAP S/4HANA​

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Extract Attachments for Finance documents

Extract attachments for Finance documents in any of the SAP supported MIME type formats including texts, images, audio, video and applications including PDF, MS Word, MS Excel, MS Powerpoint etc. 

Works with: SAP ECC, SAP S/4HANA​

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T-Code Extract Workflows

G/L Account Line Item Display (T-code FBL3N)​

The G/L Account Line Item Display transaction generates a list of G/L account line items based on the entered selection criteria.​

Works with: SAP ECC, SAP S/4HANA​

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G/L Document List (T-code FB03)​

The G/L Document List transaction generates a list of posted FI documents based on the entered selection criteria.​

Works with: SAP ECC, SAP S/4HANA​

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Vendor Line Item Display (T-code FBL1N)​

The Vendor Line Item Display transaction is used by accounts payable accountants and managers. The transaction generates a list of  vendor line items based on the entered selection criteria.

Works with: SAP ECC, SAP S/4HANA​

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Customer Line Item Display (T-code FBL5N)

​The Customer Line Item Display transaction is used by accounts receivable accountants and managers. The transaction generates a list of  customer line items based on the entered selection criteria.

Works with: SAP ECC, SAP S/4HANA​

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Cost Centers: Actual Line Items (T-Code KSB1)

Thie Cost Centers: Actual Line Items transaction displays cost center line items for actual costs based on the entered selection criteria.

Works with: SAP ECC, SAP S/4HANA​

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​Can't see what you are looking for here? If you would like us to define a sample workflow for a specific use case, please contact us with a brief summary of your use case.

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