Automated customer master data sync from SAP ERP to Tableau - daily extract refresh workflow

andrea_dev
Tue, 09 Sep 2025 21:09:10 +0000

One challenge we faced with SAP customer master sync was handling deleted customers. SAP doesn’t truly delete records, it marks them with deletion flags. How did you handle this in your Tableau extracts? Do you filter out deleted customers, or keep them with a status flag for historical reporting? Also curious about your approach to customer hierarchy changes when a customer gets reassigned to a different sales territory.