IBM SCPM PIT Data Download/Upload

1. IBM SCPM PIT Data Download/Upload December 20, 2019

2. PIT Data Download/Upload

3. PIT Data Download/Upload • You upload and download PIT data via the Upload/Download sub-tree: • To upload a file you click Upload File(s) • To download a file you click Download File(s) • The system downloads PIT data in flat file format • You can view and update downloaded PIT data in a text editor, spreadsheet application or, for certain data measures, the Excel SCPM Macro tool • After you have updated and saved the file, you can upload the update PIT data to SCPM 1 2

4. Download/Upload File Formats • You can download data in several file formats: • SCPM Relational • Vertical view of data (shows dates in a column with one date per row) • Summary of all forecasts for a given collab and date • Default view • Cannot upload in spreadsheet format • IBM Spreadsheet • Horizontal view of data (shows dates in a row with one date per column) • For use with the Forecast Macro Tool • Downloads in vertical format. The macro tool converts it to horizontal format • Very detailed view • Sub-totals by Subgeo, PO, POLine

5. Download/Upload File Formats • Example of SCPM Relational file format • Example of IBM Spreadsheet file format

6. Downloading PIT Data

7. Downloading PIT Data • To download PIT data you: • Create the file on the Server • Select the format for the download. • Select the collaborations to download. • Initiate the data gathering process. • Download the File to your hard drive • Check the status of the data gathering process. • Save the file to your computer.

8. Selecting Data to Download • From the Navigation Tree, click the [+] icon left of Upload /Download. • Click Download Files to access the File Download page. • Use the Calendar icons to select the download date range. • From the File Format menu, choose the file format you want. • From the Data Measure Selection box, click the data measures you want. Tip: Use Ctrl+Click to select more than one data measure. • From the Timeline Pattern menu, choose the appropriate Hybrid View. Note: If the Filter Parameters page shows “No entries found” for the Mfg. Line, then you selected the wrong start day. Go back and reselect the correct start day. • Click the Next button to access the Filter Parameters page. 3 5 4 1 6 7 2

9. Selecting Collaborations to Download • At the Filter Parameters page, enter your filter values. • Click the Next button to access the Download Status page. 1 2

10. Checking the Status of Your Download • At the Download Status page, note the Key for your download. • From the Navigation Tree, click My Workspace to access the My Workspace page. 1 2

11. Checking the Status of Your Download • Click the number in the Unread column of the Upload/Download row to access the Event Console page. 1

12. Checking the Status of Your Download • Click the Subject column link for your download to view the status of the download. 1

13. Downloading the Data to Your Machine • Click the Reference column link for your download to access the output flat file. • Use your operating system’s functionality to download the file to your machine. 1 2

14. Working offline with PIT Data

15. Working Offline • If you plan to upload changes, it is recommended that you work with a downloaded Collab data file using the IBM Spreadsheet Macro Tool to ensure that the data format is preserved and will properly read back into SCPM • The date format for downloaded Collab data is MMDDYYYYHHMMSS, (Month Day Year Hour Minutes Seconds). If the downloaded Collab data file is opened directly into Microsoft Excel, the ‘General’ cell format will convert the date into a scientific number, e.g. 1.01+E13, which will cause a failure when the file is uploaded. To manually work around this, either: • Set the date cells to the ‘Number’ format with Decimal Points = 0, or • Set the date cells to the ‘Text’ format and copy & paste the dates from the downloaded Collab data file

16. Working Offline without the Macro Tool • Open the downloaded Collab data file with a text editor such as Microsoft Notepad or WordPad • Menu Edit } Select All • Menu Edit } Copy • Start Microsoft Excel with a new worksheet • Press both Ctrl + A keys to select all worksheet cells • Menu Format } Cells… • In the Category column, choose Text, and click the OK button • Click cell A1 • Menu Edit } Paste • To Commit to all Forecast, Order Book, or Proposal data, menu Edit } Replace… • Set Find what: = Forecast (or Order Book or Proposal) • Set Replace with: = Commitment, and click the Replace All button • Menu File } Save • In the Save As window, set Save as Type = Text (Tab delimited) • Enter a File name, and click the Save button • Menu File } Quit Microsoft Excel • Menu File } Quit your text editor

17. Uploading PIT Data

18. Uploading PIT Data • To upload PIT Data you: • Select the file to upload. • Ordinary users only have access to IBM Spreadsheet • Admin has access to Relational. • Initiate the upload. • Check the status of the upload.

19. Selecting Data to Upload • From the Navigation Tree, click the [+] icon left of Upload/Download. • Click Upload Files to access the File Upload page. • At the File Upload page, click the POINT_IN_TIME option button. • From the File Format menu, click the file format you want. • Click the Browse button to navigate to and select the file you want to upload. • Click the Upload button to access the Upload Status page. 3 4 1 5 2 6

20. Checking the Status of Your Upload • At the Upload Status page, note the Key for your upload. • From the Navigation Tree, click My Workspace to access the My Workspace page. 1 2

21. Checking the Status of Your Upload • Click the number in the Unread column of the Upload/Download row to access the Event Console page. 1

22. Checking the Status of Your Upload • Click the Subject column link for your upload to view the status of the upload. 1 Total input Count: 123 Updated/Inserted Count: 123 Rejected Count: 0