Angle History For Reporting

Overview

Angle History for Reporting converts pivot displays into historical snapshots. Each time the Angle History Task runs, it captures the current pivot results and stores them over time. This enables KPI tracking, trend analysis, and performance monitoring directly in the model.

Prerequisites

Authorization Requirements

• Configure/Edit permission in Modelling Workbench
• Access to Designer Workbench and IT Management Console
• Angle History Creation privilege: A model-level privilege that is independent of the Schedule Angles privilege. It provides granular access control at the model level, and users can only see and edit their own Angle History Tasks.

System Requirements

• A saved and published pivot display
• Model must support action: LoadNewModelDefinition
• DB permissions for history tables (AgS Cloud SaaS only)

Functional Requirements

• History can only be created from a saved and published pivot display.
• Pivot becomes read-only after history creation.
• Angles can be modified after history creation (e.g., filters, tags) without losing history data. However, breaking changes such as adding or removing fields, are blocked.

Create Angle History

Steps to create an angle history:

Step 1: Create a Pivot And Publish

1. Create a pivot containing the data you want to track.

2. Ensure all SAP key fields needed later are included.

   
    

   If you plan to create references between the history object and standard AgS objects, ensure all required SAP key fields are included in the pivot’s row area. For example, to reference the Material Plant object, the key fields Plant and Material must be included.
3. Publish the angle:
   

Step 2: Create And Schedule an Angle History Task

1. Provide a name for the history object and click Create History Object.
   

   Once a creation task is triggered, the pivot display cannot be changed anymore, and a link to the created Angle History Task is shown.
   

   Saving the task now uses a two-step confirmation workflow. The first step confirms the task has been saved and then gives you the option to navigate directly to the Designer Workbench.

   Deep-linking now allows direct navigation from the pivot to the corresponding IT Management Console (ITMC) task in direct edit mode, and reverse navigation from the ITMC task back to the related pivot. The message shown here includes a link to the Help Center.

2. Click on the link to the created Angle History Task.

   A new Angle history task has been created in the IT Management console.
   

3. Configure the Angle History Task.

   Configure schedule, retention, and enable the task.
   

   Scheduling supports advanced options, including first-of-month scheduling.

Step 3: Add the Angle History Table as a model source 

Note: This is a default step and is done automatically.

The history table is automatically registered as a model source, so you do not need to manually add it. If manual configuration is still needed:

1. Open the Workbench and navigate to Designer > [model] > Sources.
2. Click Configure Angle History. The list shows history tables not yet defined as a source.
   
3. Select the desired history table and click Submit.
   
   

Step 4: Create an object type for the history table

To make history data available for angle creation, create an object type:

1. Go to Designer > [model] > Object Types and click Create Object Type.
   
2. Add a name, description and relevant business process(es).
3. Select the history table from the Main Table drop-down.
   
4. Select all fields including the time data_timestamp
   
5. Create the Id Field: Select & Order
   • The ID Fields are used to make each data row of your object type unique.
   • Select the ID fields which make each data row unique.
   • Always include ID Field data_timstamp.
     

• Order the chosen ID Fields: Order the fields to the level of granularity from global / aggregated level to more detailed level)
  Example: Plant>Material>data_timestamp
  
• Custom ID field order is preserved when fields are subsequently added to or removed from the object type.

6. Click Submit.
   

Step 5: Commit And Execute LoadNewModelDefinition

1. Commit the model changes.
   
   
   

2. Refresh the Model, Execute LoadNewModelDefinition.

   The new history object becomes available automatically after the regular scheduled refresh. If you want to validate it earlier, run a ‘LoadNewModelDef’ in the IT Management Console.
   

   After the LoadNewModelDef refresh completes, the new history object becomes available in the Angle Creation page. Its data will appear once the scheduled Angle History Task has run.

Step 6: Execute the Angle History Task (first data load)

To generate history data immediately, manually run the corresponding Angle History Task.

After the Angle History Task completes successfully, the data becomes available in your Angle History Object.

Step 7: Create an Angle based on the history object

1. Navigate to Create Angle Page and select: Model and Expert – Object List.
   
    
2. Select your History Object and click Create Angle. The angle will be created with only the ID fields included initially.
   
3. Add fields to your display.
   
4. Create Pivot or Graph to track / visualize Data History.
   
5. Set your angle as a template.

Setting your angle as a template prevents it from starting empty each time you create a new angle on this history object. To use templates, your role must have the ‘Create Template Angle’ privilege.

Direct Navigation Between Screens

• Pivot to task: Navigate directly from the pivot display to the related Angle History Task in the IT Management Console (ITMC), opening it in direct edit mode.
• Task to pivot: Use reverse navigation from the ITMC task to return directly to its related pivot display.
• An updated informational message accompanies this navigation flow and includes a link to the Help Center for further guidance.