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Setup a connection to SAP

Log in to tableau-dev VM as tableau_auth
Set the BPA connection
Connection Type: Custom Application Server
Description: BPA
Application Server: erpbia
Instance Number: 00
System ID: BPA
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Test the connection in Tableau Desktop.
In tableau-dev VM open Tableau Desktop.
Connect to SAP NetWeaver Business Warehouse.
Connect as tableauuser or gmtableau (password is in TeamsID) and make sure Client is set to 100.
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Login to tableau-dev VM as yourself.
Open Tableau Desktop and connect to SAP NetWeaver Business Warehouse as tableauuser or gmtableau. Password is in Teams ID.
Navigate to the suggested data source in the list of cubes and views.
Never use a live connection to SAP BW cubes / views. Always make a full extracts. The view provided by Business Systems team should be optimized for performance. ZDTR report are usually built off of a view which contains certain Fiscal years (usually current and previous FY as per users request) and there are filters on the level of the data (just right for the financial reporting).

ZDTR uses published extract ZBFM_M01.
Filters in the extract:
Fiscal Year - current and previous
Funded Prog LVL3 : BGS SSF, LLC CRSP. This will ensure that all COs for GP and DSP platforms are captured.
Changing the connection (that is to change the username) wipes out the extract filters. RPT-5976
Steps to change the connection done when logged in to tableau-dev VM as yourself:
Downloaded the data source ZBFM_M01
Copy to \\gp-reports\Tableau\Datasources\ZBFM_M01.tdsx
Login to tableau-dev as yourself
Open the data source in Desktop
Extract Data...
Tableau asked for SAP credentials - switched to the new user
Set the filters above and run the extract.
Publish to Server with Authentication set to Allow refresh in order to embed credentials even though this extracts will not be scheduled for regular refresh.
ZDTR or any other SAP extract failing on Tableau server - this usually happens due to a problem in the underlying cube/view managed by Business Systems. Course of action:
1. Re-start the extract manually. If it recovers, OK.
2. If manual extraction fails again, email bussys@broadinstitute.org.