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Version: 3.0
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You are currently viewing documentation for CompuTec ProcessForce 3.0, which is a plugin installed and managed through CompuTec AppEngine 3.0, built on .NET 8. If you are working with older environments, you may need the documentation for CompuTec ProcessForce 2.0: https://learn.computec.one/docs/processforce/2.0/.

Please note that CompuTec ProcessForce 2.0 will be supported only until December 31, 2026. After this date, the product will no longer receive regular support or maintenance updates. Read more

CompuTec AppEngine 3.0 introduces a new architecture, and all CompuTec components, including the CompuTec ProcessForce 3.0 plugin, must be updated together to ensure full compatibility.

Before starting your installation or upgrade process, we strongly recommend reviewing the CompuTec AppEngine 3.0 and CompuTec ProcessForce 3.0 documentation.

Install CompuTec ProcessForce Data Model

The CompuTec ProcessForce Data Model provides a set of calculation views that can be used for reporting, analytics, and business intelligence scenarios.

The data model includes:

  • 40 calculation views in total
  • 10 views designed as direct data sources for reporting and analytics tools
  • Additional supporting views used as indirect data sources

You can use these views with:

  • Microsoft Excel
  • SAP Analytics Cloud
  • Dashboards and KPIs
  • Custom analytics solutions
  • SQL queries

Before you start

Before installing the data model, make sure the following requirements are met.

Step 1: Enable Analytics for the Company Database

Analytics must be initialized for the SAP Business One company database.

To verify this:

  1. Open the following URL in a web browser: https://<ServerAddress>:<Port>/Enablement.

  2. Replace <ServerAddress> and <Port> with the values used in your environment.

    SAP Business One Analytics Enablement web page in browser showing server address and port fields

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    If you don't know your Server Address, foolow these steps:

    • Log in to the CompuTec AppEngine Administration Panel.

    • Go to Configuration > Advanced Configuration.

    • The server address is displayed in the SLD Server Address field.

      CompuTec AppEngine Administration Panel advanced configuration page showing SLD Server Address field

  3. In SAP Administration Console, navigate to Companies.

  4. Verify that analytics have been initialized for the company database.

    SAP Administration Console Companies list showing analytics status for the company database

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    For more information, see the SAP Business One Administrator's Guide for SAP HANA:

    • 7.3 Initializing and Maintaining Company Schemas for Analytical Features
    • 7.3.1 Starting the Administration Console
    • 7.3.2 Initializing and Updating Company Schemas

Step 2: Install the Required Microsoft Excel Components

To create reports based on the calculation views, install:

  • Microsoft Excel
  • Excel Report and Interactive
  • SAP Analysis for Microsoft Office
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For installation requirements, see the SAP Business One Administrator's Guide for SAP HANA, Chapters 1. Introduction and 3.4 Installing Client Components.

For information about using these features, see the SAP Business One How-to Guide.

Step 3: Verify the time dimension table

Some calculation views use the DocumentDate time dictionary view, which depends on the _SYS_BI."M_TIME_DIMENSION SAP HANA table.

To verify that the table contains data, follow these steps:

  1. Open SAP HANA Studio.

  2. Expand the _SYS_BI schema.

  3. Locate the M_TIME_DIMENSION table.

    SAP HANA Studio navigator pane displaying expanded _SYS_BI schema and M_TIME_DIMENSION table

  4. Right-click M_TIME_DIMENSION and select Open Content.

    SAP HANA Studio context menu on M_TIME_DIMENSION table with Open Content option selected

  5. Verify that the table contains records.

  6. To initialize the table:

    • Right-click the SYSTEM folder.

    • Select SAP HANA Modeler > Generate Time Data.

      SAP HANA Modeler Generate Time Data wizard shown after right clicking SYSTEM folder

    • Specify the required date range and granularity.

    • Click Finish to generate the records in the _SYS_BI.M_TIME_DIMENSION table.

      Generate Time Data wizard page with date range and granularity settings ready to finish creating M_TIME_DIMENSION records

  7. Alternatively, you can verify whether the table contains data by running the following SQL query:

    SELECT * FROM _SYS_BI."M_TIME_DIMENSION"
  8. If no records are returned, initialize the table before installing the data model.

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For detailed instructions on generating and maintaining the M_TIME_DIMENSION table, see the SAP HANA Modeling for SAP Business One – Time Dimensions guide.

Install the Data Model

To install the CompuTec ProcessForce Data Model, follow these steps:

  1. Download the CompuTec ProcessForce Data Model installation file.

  2. Log in to SAP Business One.

  3. Go to Administration > Setup > General > SAP HANA Model Management.

    SAP Business One Administration menu showing SAP HANA Model Management option

  4. Click Import.

    SAP HANA Model Management window in SAP Business One with Import button highlighted

  5. Select the downloaded model.zip package.

    File selection dialog in SAP Business One for choosing downloaded model.zip package

  6. Seletct the imported data model, and click Deploy.

    SAP HANA Model Management page displaying imported CompuTec ProcessForce data model with Deploy action

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    For more information about importing model packages and available deployment options, see Chapter 4 – Importing and Deploying Model Packages in SAP Business One.

  7. Done! After the deployment is complete, you can access the calculation views from the SAP Business One menu.

Results

Access the calculation views from SAP Business One

To access the calculation views from the SAP Business One menu, follow these steps:

  1. In SAP Business One, go to Modules.

  2. Click Excel Report and Interactive Analysis.

  3. Verify that the imported CompuTec ProcessForce calculation views are available.

    SAP Business One Modules menu showing Excel Report and Interactive Analysis option and imported CompuTec ProcessForce calculation views

Access the calculation views from Microsoft Excel

To use the calculation views in Microsoft Excel, follow these steps:

  1. Open Microsoft Excel.

  2. Navigate to Tools.

    Microsoft Excel window with Tools menu open and Excel Report and Interactive Analysis Designer tab option visible

  3. Select the Excel Report and Interactive Analysis Designer tab.

    Microsoft Excel Interactive Analysis ribbon tab showing Excel Report and Interactive Analysis Designer controls

  4. Navigate to Interactive Analysis.

    Microsoft Excel ribbon showing Interactive Analysis option under the Excel Report and Interactive Analysis tab

  5. Click New Pivot Table.

    Excel Report and Interactive Analysis ribbon showing New Pivot Table button on the Interactive Analysis tab

  6. Select one of the CompuTec ProcessForce calculation views.

    Interactive Analysis dialog in Excel listing CompuTec ProcessForce calculation views for selection

  7. Click OK.

    Interactive Analysis dialog with OK button selected to confirm the chosen calculation view

  8. Done! Now you can see your calculation view.

    Microsoft Excel worksheet displaying the selected CompuTec ProcessForce calculation view results