Enhancing an Input-Ready Query with a Comments Column in SAP BPC for S/4HANA An Example-Based How-To Guide

Transcription

1 Enhancing an Input-Ready Query with a Cmments Clumn in SAP BPC fr S/4HANA An Example-Based Hw-T Guide Applies t: SAP BPC fr S/4HANA Summary SAP custmers wh use SAP BPC fr S/4HANA are ften in the situatin that they want t add cmments t their plan data. With SAP NetWeaver 7.40 SP08 and SAP Business Objects Analysis 1.4.9, input-ready queries fr planning can be enhanced with additinal clumns in which users can make cmments. This Hw-T guide describes step-by-step, using an example, hw custmers can enhance cntent delivered by SAP with SAP BPC fr S/4HANA, n-premise editin 1503 supprt package stack 1508, by adding cmment clumns t input-ready queries. Authr(s): Günter Graf Cmpany: SAP SE Created n: 14 August 2015 Authr Bi Günter Graf is a Senir Develper at SAP SE in Walldrf, Germany. He has 8 years experience in develping SAP standard sftware, the last 4 years in the ERP Financials area. 1

2 Table f Cntents Business Scenari... 3 Backgrund Infrmatin... 3 Step-by-Step Prcedure... 5 Step 1: Create Cmment Characteristic... 6 Step 2: Create DataStre Object... 9 Step 3: Add DSO t MultiPrvider Step 4: Adjust Aggregatin Level Step 5: Adjust Query Step 6: Use Cmment Field in Planning Functin (Optinal) Technical Prerequisites See Als Cpyright

3 Business Scenari SAP users can use the queries and wrkbks delivered by SAP in SAP BPC fr S/4HANA fr financial planning in Management Accunting. These queries and wrkbks serve as examples fr different types f planning and can be readily used. Fr example, an SAP custmer can use the delivered Analysis Office Wrkbk fr Cst Center Planning n Years (/ERP/SFIN_A00_WB01) t plan csts n the granularity f cst center/cst categry/fiscal year in a Micrsft Excel envirnment (see Figure 1). Figure 1: Analysis Office Wrkbk fr Cst Center Planning n Years Users can in fact make an explanatry cmment fr each planned figure lcally in Micrsft Excel (fr example, in an Excel clumn utside the table area f the data surce). Hwever, this cmment can nly be saved lcally and nt centrally in the SAP system. This Hw-T guide describes hw the Wrkbk and the underlying bjects in SAP SAP BPC fr S/4HANA can be enhanced s that users can make cmments in the Wrkbk that can be persisted tgether with the planned figures in the SAP system. Backgrund Infrmatin SAP delivers planning scenaris fr financial planning in Management Accunting as lcal BW cntent (that is, BW cntent in the ERP system, nt in the central BW system), based n the real-time InfCube /ERP/SFIN_R01 (Financials Planning). Analysis Office Wrkbks cnstitute part f the planning scenari. Custmers can use these t enter planned figures in a Micrsft Excel envirnment. 3

4 SAP delivers the fllwing Wrkbks: Cst Center Planning n Years (/ERP/SFIN_A00_WB01) Cst Center Planning n Perids (/ERP/SFIN_A01_WB01) Internal Order Planning n Years (/ERP/SFIN_A10_WB01) Internal Order Planning n Perids (/ERP/SFIN_A11_WB01) Prject Planning n Years (/ERP/SFIN_A20_WB01) Prject Planning n Perids (/ERP/SFIN_A21_WB01) Market Segment Planning n Years (/ERP/SFIN_A50_WB01) Market Segment Planning n Perids (/ERP/SFIN_A51_WB01) Prfit Center Planning n Years (/ERP/SFIN_A70_WB01) Prfit Center Planning n Perids (/ERP/SFIN_A71_WB01) P&L Planning n Years (/ERP/SFIN_A90_WB01) P&L Planning n Perids (/ERP/SFIN_A91_WB01) Figure 2 shws the technical architecture f the delivered planning scenaris. 4

5 BW Analysis Office Wrkbk /ERP/SFIN_A< >_WB01 Input Ready Query /ERP/SFIN_A< >_IRQ< > Aggregatin Level ERP/SFIN_A< > Multiprvider /ERP/SFIN_M01 Real-Time InfPrvider /ERP/SINF_R01 (Plan Data) Virtual Prvider /ERP/SINF_V01 (Actual Data) Plan Data Characteristics /ERP/< > BW Characteristics BW Characteristics Key Figures /ERP/< > BW Characteristics BW Characteristics HANA Views frm Cntent Package sap.erp.sfin.c.pl Master Data Views FCO_C_< > Master Data Views Master Data Views HANA Infrmatin Mdel FCO_C_IBP_ACDOCA (Actual Data) Figure 2: Architecture f the Delivered Planning Scenaris On the highest level are the Analysis Office Wrkbks, with which end users can enter planned figures. The figures entered in this way are persisted in InfCube /ERP/SFIN_R01. InfPrvider /ERP/SFIN_V01 is used t read the actual values frm the previus year and cmpare the planned values f the current year in the Wrkbks. A planning functin can als be used t cpy the actual values frm the previus year as a template fr the planned values f the current year in the Wrkbks. The InfPrvider is based n HANA Infrmatin Mdel sap.erp.sfin.c.pl. FCO_C_IBP_ACDOCA. The characteristics f bth InfPrviders read their master data frm the ERP master data tables, which are accessed in HANA Views FCO_C_< >. Fr example, master data access fr characteristic /ERP/MATERIAL is based n HANA View FCO_C_PRODUCT, which in turn cntains ERP master data tables MARA and MAKT. Step-by-Step Prcedure This Hw-T guide describes hw yu can enhance the delivered Analysis Office Wrkbks and underlying queries with a cmment clumn. Cmments that can be persisted in the SAP system upn saving can then be entered in the Wrkbks and queries. The assignment t planned figures is retained. The descriptin f the prcedure is based n Cst Center Planning n Years (Analysis Office Wrkbk /ERP/SFIN_A00_WB01). 5

6 In essence, a DataStre Object (DSO) in the Z namespace (in the example, with technical name ZCMNTDSO) is created as a data stre fr the cmments and is added t the MultiPrvider /ERP/SFIN_M01 delivered by SAP. This DSO cntains a characteristic fr the cmments that can be represented as a clumn with input fields, analgus t an input-ready key figure in the input-ready queries and Wrkbks. T d this, the cmment characteristic (in the example with technical name ZCOMMENT) must be taken int accunt accrdingly in higher-level bjects (aggregatin level, query). See Figure 3. BW Analysis Office Wrkbk /ERP/SFIN_A< >_WB01 Input Ready Query /ERP/SFIN_A< >_IRQ< > Aggregatin Level ERP/SFIN_A< > Multiprvider /ERP/SFIN_M01 Real-Time InfPrvider /ERP/SINF_R01 (Plan Data) Plan Data Virtual Prvider /ERP/SINF_V01 (Actual Data) DataStre Object ZCMNTDSO (Cmments) Characteristics /ERP/< > BW Characteristics BW Characteristics Key Figures /ERP/< > BW Characteristics BW Characteristics Characteristic ZCOMMENT HANA Views frm Cntent Package sap.erp.sfin.c.pl Master Data Views FCO_C_< > Master Data Views Master Data Views HANA Infrmatin Mdel FCO_C_IBP_ACDOCA (Actual Data) Figure 3: Architecture with Cmment DSO and Cmment Characteristics This guide describes hw t prceed if yu want t mdify the scenari fr Cst Center Planning n Years delivered by SAP. Analgusly, yu can f curse als create yur wn bjects in the Z namespace and set up yur requirements accrdingly. Step 1: Create Cmment Characteristic First f all, create a cmment characteristic in the Z namespace. 6

7 - Use transactin RSD1 t create the new characteristic. 7

8 - On the General tab page, select data type CHAR with length 250 and select the Lwercase Letters checkbx. 8

9 - On the Master Data/Texts tab page, deselect the With Master Data and With Texts checkbxes. - Save and activate yur characteristic. Step 2: Create DataStre Object Nw create the DSO. The cmments are saved in this in the desired granularity. 9

10 - Use transactin RSA1 t create a new DataStre Object. - Change the settings f the DSO. Set the DSO type t Direct Uplad and select the Planning Mde checkbx. - Add the fllwing characteristics as key fields: Fiscal Year 0FISCYEAR Categry (/ERP/CATEGORY) Chart f Accunts (/ERP/CHRTACCT) Client (0MANDT) Cmpany Cde (/ERP/COMPCODE) Cntrlling Area (/ERP/CO_AREA) Cst Center (/ERP/COSTCNTR) Currency Key (0CURRENCY) Debit/Credit Indicatr CO (/ERP/DCINDCO) Fiscal Year (0FISCYEAR) 10

11 Fiscal Year Variant (0FISCVARNT) G/L Accunt (/ERP/GL_ACCT) Ledger (ERP/LEDGER) Add the fllwing key figures/characteristics as data fields: Amunt (/ERP/AMOUNT) Cmment (ZCOMMENT) yur cmment characteristic When yu have added yur cmment characteristic as a data field, it als appears in the Characteristics as Key Figures area. Als select the checkbx in the On/Off clumn. - Save and activate yur DSO. 11

12 Step 3: Add DSO t MultiPrvider Nw add yur DSO t the MultiPrvider /ERP/SFIN_M01 delivered by SAP. - Open MultiPrvider /ERP/SFIN_M01 in editing mde. 12

13 - Add yur DSO t the MultiPrvider. 13

14 - Identify the characteristics f the DSO in the MultiPrvider. - In the fllwing dialg, use the Dwn buttn t run dwn and assign each characteristic. The screensht shws this fr characteristic 0FISCVARNT. 14

15 - Enhance the assignment f the fllwing characteristics as shwn in the respective screenshts. All ther characteristic assignments remain unchanged. 0FISCVARNT (see abve) 0FISCYEAR /ERP/LEDGER /ERP/CATEGORY 15

16 /ERP/CHRTACCT /ERP/GL_ACCT /ERP/DCINDCO 16

17 /ERP/CO_AREA /ERP/COMPCODE /ERP/COSTCNTR 17

18 0MANDT - Cnfirm the dialg - Transfer yur cmment characteristic frm the Characteristics as Key Figures area f yur DSO t the Key Figures area f the MultiPrvider. 18

19 - Select the key figures f the MultiPrvider. - In the fllwing dialg, assign the key figure /ERP/AMOUNT f yur DSO by selecting the checkbx. 19

20 - Use the Dwn buttn t switch t key figure 1KYF_ZCOMMENT. Select the checkbx there and cnfirm the dialg. - Save and activate the InfPrvider. 20

21 Step 4: Adjust Aggregatin Level In this step, yu add the cmment field t the higher-level aggregatin level /ERP/SFIN_A00 (Cst Center Planning n Years). - Open aggregatin level /ERP/SFIN_A00 with transactin RSPLAN in edit mde. 21

22 - In the fllwing screen, transfer yur cmment characteristic frm the Key Figures area f the MultiPrvider t the Key Figures area f the aggregatin level. - Save and activate the aggregatin level. 22

23 Step 5: Adjust Query In this step, yu add the cmment field t the input-ready query /ERP/SFIN_A00_IRQ0001 (Cst Center Planning n Years). - In the BEx Query Designer, pen query /ERP/SFIN_A00_IRQ Transfer the Cmment field frm the Key Figures area f the InfPrvider t the Clumn area f the query. 23

24 - Open the cntext menu f the Cmment clumn and select Edit. 24

25 - In the fllwing dialg, restrict the key figure Cmment analgusly t the plan key figure. That is, restrict the key figure t the fllwing: The InfPrvider that crrespnds t yur DSO The categry saved in variable /ERP/P_CATEGORY The fiscal year saved in variable /ERP/P_0FISCYEAR01 - Cnfirm the dialg with OK 25

26 - In the prperties fr the Cmments key figure, select the Input-Ready ptin n the Planning tab page. T specify disaggregatin, yu can chse between N Disaggregatin and Disaggregatin Cpy. Analgus t nrmal key figures, in Disaggregatin Cpy the cmment is als input-ready in ttals lines r n hierarchy ndes. Disaggregatin fr cmments means that the same cmment is simply cpied t all lwer-level bjects. - Save the query. 26

27 - Test the query, fr example, with transactin RSRT. - Click Execute and enter suitable selectin ptins in the variable screen. Click Execute again. 27

28 - In the fllwing screen, yu shuld nly see the query result with input-ready clumns fr the annual plan value and an additinal input-ready clumn fr cmments. 28

29 - The cmments clumn is als present in the Analysis Office Wrkbk Cst Center Planning n Years (/ERP/SFIN_A00_WB01) (see chapter Business Scenari) mentined at the beginning f this dcument 29

30 Step 6: Use Cmment Field in Planning Functin (Optinal) The cmment field functins like a key figure, s it can als be used like a key figure in planning functins. That is, planning functins can als be created t manipulate the cmments. Fr example, yu can create a planning functin that cpies plan figures tgether with cmments frm ne categry t anther. The fllwing screenshts shw an Analysis Office Wrkbk that yu can use t d exactly that. This Wrkbk is nt part f the SAP delivery, but is created as a Z bject. The Wrkbk cntains a Cpy Surce -> Target buttn that users can click t cpy the plan figures tgether with cmmentary frm a surce categry t a target categry. Clicking the buttn executes a planning sequence that calls a planning functin in turn. This planning functin cpies the amunts and the cmments frm the surce categry t the target categry. 30

31 The definitin f the bjects invlved can be seen frm the fllwing screenshts. The planning sequence, planning functin, and planning filter in turn are nt part f the SAP delivery but were created as Z bjects. S was variable Z_TARGET_CATEGORY, which yu can als see in the screenshts, in which the target categry is saved at query runtime. Planning sequence: 31

32 Planning functin: Planning filter: 32

33 Technical Prerequisites T use the shrt text functin, yu need at least SAP NetWeaver Versin 7.40 SP08. Regarding frnt-end technlgy, there are sme restrictins at the time f writing this dcument. Nt everything wrks with all frnt ends. Fr example, the Bex Analyzer can display the shrt texts but cannt save them, and nly texts with a limited field length can be saved when using transactin RSRT. Current frnt-end technlgies such as Bex Web, Analysis Office und EPM Add-in prvide unrestricted supprt fr the functinality; Analysis Office as f Versin 1.4x and EPM as f Versin 10.0 SP20. See Als Fr the NetWeaver dcumentatin n the new cmments functin, see the SAP Help Prtal under Editing Shrt Texts in Queries. 33

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