Configure Properties of Key Figures

Exercise Objectives

After completing this exercise, you will be able to:

• Use the various settings that can be made for properties of key figures in reports

Business Example

An ABC analysis of your customers based on their sales volume delivers very appropriate information to reorganize the relationship to them.

Task:

You are asked to generate an ABC analysis of your customers based on their sales volume. Answer the following question:

“With what percentage of my sold to parties do I reach 80% of overall sales volume? ”

Create a new query in order to achieve a report with this layout:

Sold to Party Sales Volume EUR

% Share Sold to Parties

% Share Sales Volume EUR

You need a calculated key figure %Share Sold to Parties based on the key figure Sales Volume EUR that determines the percentage share of the single sold to party to all sold to parties additionally using Exception Aggregation, Normalization and Accumulation within its properties.

The last column %Share Sales Volume EUR represents again the key figure Sales Volume EUR, normalized and accumulated.

1. Create a new query based on the InfoProvider MultiProvider Customer Sales (P_SALES01) in the Reporting Layer → Sales and Distribution InfoArea.

Place the characteristic Sold to party (T_SOLD_TO) into the rows and the Sales Volume EUR (T_INVCD_V) key figure into the columns.

2. In the Key Figure structure, define a new formula.

Description: % Share Sold to Parties

Use the Sales Volume EUR (T_INVCD_V) key figure to do this.

Continued on next page

Enter the appropriate settings in order to count the sold to parties and to display the count in a normalized and accumulated way, displayed with 3 decimal places.

3. Then, once again, drag the Sales Volume EUR (T_INVCD_V) key figure into the Key Figures structure and display it normalized and accumulated, displayed with 3 decimal places.

Change the description into % Share Sales Volume EUR.

4. Finally, save the query under Roles → Role## (U##_Role) → Queries:

Description: U## Query ABC-Analysis 001 Technical Name: U##_QD_ABC001

Execute the query and sort the report descending by the Sales Volume EUR (T_INVCD_V) key figure, and verify the result.

Now you can easily detect: “With what percentage of my sold to parties do I reach 80% of overall sales volume? ”

Solution 5: Configure Properties of Key Figures

Task:

You are asked to generate an ABC analysis of your customers based on their sales volume. Answer the following question:

“With what percentage of my sold to parties do I reach 80% of overall sales volume? ”

Create a new query in order to achieve a report with this layout:

Sold to Party Sales Volume EUR

% Share Sold to Parties

% Share Sales Volume EUR

You need a calculated key figure %Share Sold to Parties based on the key figure Sales Volume EUR that determines the percentage share of the single sold to party to all sold to parties additionally using Exception Aggregation, Normalization and Accumulation within its properties.

The last column %Share Sales Volume EUR represents again the key figure Sales Volume EUR, normalized and accumulated.

1. Create a new query based on the InfoProvider MultiProvider Customer Sales (P_SALES01) in the Reporting Layer → Sales and Distribution InfoArea.

Place the characteristic Sold to party (T_SOLD_TO) into the rows and the Sales Volume EUR (T_INVCD_V) key figure into the columns.

a) To define a new query, open the Query Designer and choose New Query .

b) Choose InfoAreas → Reporting Layer → Sales and Distribution → MultiProvider - Customer Sales (P_SALES01) → OK.

c) Place the Sold to party (T_SOLD_TO) characteristic under the Customer dimension into the Rows section.

d) Place the Sales Volume EUR (T_INVCD_V) key figure into the Columns section.

2. In the Key Figure structure, define a new formula.

Description: % Share Sold to Parties

Use the Sales Volume EUR (T_INVCD_V) key figure to do this.

Continued on next page

Enter the appropriate settings in order to count the sold to parties and to display the count in a normalized and accumulated way, displayed with 3 decimal places.

a) In the context menu of the Key Figures structure define a New Formula.

Then choose Edit from the context menu of the new formula.

Description: % Share Sold to Parties

Use Drag&Drop to place Sales Volume EUR (T_INVCD_V) into the Detail View area.

On the Aggregation tab page, select the Exception Aggregation Counter for All Detailed Values. Choose Sold to Party (T_SOLD_TO) as the Reference characteristic for the exception aggregation.

On the Calculations tab page, go to Calculate Single Values As, select Normalize According to Overall Result and check the box Cumulated.

The box Also Apply to Results has to be unchecked.

On the Display tab page, choose 0.000 for the Number of Decimal Places.

Choose OK.

b) Position the new formula as the last element in the structure.

3. Then, once again, drag the Sales Volume EUR (T_INVCD_V) key figure into the Key Figures structure and display it normalized and accumulated, displayed with 3 decimal places.

Change the description into % Share Sales Volume EUR.

a) Once again, drag the Sales Volume EUR (T_INVCD_V) key figure into the Key Figures structure.

Description: % Share Sales Volume EUR

On the Calculations tab page, go to Calculate Single Values As, select Normalize According to Overall Result and check the box Cumulated.

The box Also Apply to Results has to be unchecked.

On the Display tab page, choose 0.000 for the Number of Decimal Places.

4. Finally, save the query under Roles → Role## (U##_Role) → Queries:

Now you can easily detect: “With what percentage of my sold to parties do I reach 80% of overall sales volume? ”

a) Save the query under Roles → Role## (U##_Role) → Queries:

Description: U## Query ABC-Analysis 001 Technical Name: U##_QD_ABC001

b) Execute the query via Exit and use the query or via Execute.

Go to the key figure Sales Volume EUR (T_INVCD_V) and sort the values in descending order using the icons in the column heading.

Lesson Summary

You should now be able to:

• Identify the General, Display, Extended, and Calculations options within the properties of key figures

• Carry out Currency Translation in the Business Explorer

• Use the Exception Aggregation to deliver many additional options for analysis