excel converting to webi (BI 4.1)
Every month I receive an excel workbook with two reports (order & receiving). Each report includes around 25 columns whereby I go thru renaming and deleting unwanted columns.
I was wondering if this task can be done in WebI. 1. In the receiving report I’d like to rename receipt date and store name as in order report: --> order date and supplier.
Order Report --- Receiving Report
Order Date --- Receipt Date (should be named Order Date)
Supplier --- Store Name (should be named Supplier)
Account Code --- Account Code
Order Number --- Order Number
Blanket Order ---
Order Type --- Order Type
Distribution Amount --- Distribution Amount
2. Delete the remaining columns in both order and receiving reports so in the end I’m left with the following:
Order Number --- Order Date --- Order Type --- Blanket Order --- Supplier --- Account Code --- Distribution Amount
3. Reconcile the two reports: combine duplicates on the basis of order number to get distribution amount totals
4. Subtract receiving from order (order – receiving) to determine what order has been cleared/received, what are outstanding etc.
(Please let me know the best way to attach a sample excel file)