CA705 - Basics of Report Painter - Report Writer

December 22, 2017 | Author: Dê Non | Category: Library (Computing), Usability, Icon (Computing), Information Technology Management, Technology
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CA705 - Basics of Report Painter - Report Writer...

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CA705

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mySAP ERP Financials

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SAP

Training Center

SAP

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Basics of Report Painter/Report Writer

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Course Version: 2005 Q3 Course Duration: 2 Day(s) Material Number: 50073808

An SAP course - use it to learn, reference it for work

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Participant Handbook

Copyright Copyright © 2005 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

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About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study.

American English is the standard used in this handbook. The following typographic conventions are also used.

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Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options.

Example text

SAP

Description

Example text

Emphasized words or phrases in body text, titles of graphics, and tables

EXAMPLE TEXT

Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example SELECT and INCLUDE.

Example text

Screen output. This includes file and directory names and their paths, messages, names of variables and parameters, and passages of the source text of a program.

Example text

Exact user entry. These are words and characters that you enter in the system exactly as they appear in the documentation.



Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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© 2005 SAP AG. All rights reserved.

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2005/Q3

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Also used for cross-references to other documentation both internal (in this documentation) and external (in other locations, such as SAPNet).

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Type Style

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Typographic Conventions

About This Handbook

CA705

Icons in Body Text The following icons are used in this handbook. Icon

Meaning

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Exception or caution

Indicates that the item is displayed in the instructor’s presentation.

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Procedures

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Note or further explanation of previous point

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For more information, tips, or background

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© 2005 SAP AG. All rights reserved.

2005/Q3

Contents Course Overview ............................................................................. vii

Unit 1: Introduction to Report Painter/Report Writer...................................1 Report Painter/Report Writer Overview .................................................... 3

SAP

Using Row and Column Models .......................................................... 83

Unit 4: Section and Horizontal Pages.................................................... 97 Defining Sections and Horizontal Pages ................................................ 99

Unit 5: Formatting Reports ................................................................133 Using Standard Layouts and Format Groups .......................................... 135

Unit 6: Variations and Extracts ...........................................................157 Using Variations and Extracts in Mass Reports ....................................... 158

Unit 7: Reports in a Live System.........................................................179

Unit 8: Working with Sets..................................................................197 Introduction to Sets ........................................................................ 199

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Assigning and Transporting Report Groups............................................ 180

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Unit 3: Row and Column Models.......................................................... 81

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Structuring Reports ......................................................................... 27 Generating and Executing Reports....................................................... 40

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Unit 2: Creating Reports Using Report Painter........................................ 25

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Course Goals.................................................................................vii Course Objectives ...........................................................................vii

Contents

CA705

Appendix 1: Course Appendix

.........................................................217

Appendix 2: Authorization Maintenance Appendix 3: Data in Exercises Appendix 4: Glossary

.........................................................229

....................................................................231

Appendix 5: Menu Paths

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Index ............................................................................................243

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............................................223

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Course Overview Only Partner

The course will cover information on how to structure a report and perform calculations in a report. You will learn to use standard layouts and formatting functions in a report. You will also learn to transport and assign report groups. Finally, you will learn to use basic sets and single-dimension sets in a report definition.

Target Audience •

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This course is intended for the following audiences: Project team members responsible for the information system

SAP

SAP

Course Prerequisites Required Knowledge SAP01 SAP Overview

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Recommended Knowledge Knowledge of Cost Center Accounting AC010 AC040 AC405

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• • • •

Course Goals This course will prepare you to: •

Explain the basic functions of the Report Painter

Course Objectives After completing this course, you will be able to:

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Internal

The course provides an overview of the basic functions of the Report Painter and Report Writer. To begin with, you will learn about the relationship between individual Report Writer components and learn to create a library and define a report with variables and permanent selection criteria. In addition, you will learn to create row and column templates.

© 2005 SAP AG. All rights reserved.

vii

Course Overview



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SAP Software Component Information

SAP

SAP

The information in this course pertains to the following SAP Software Components and releases:

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Explain the relationship between a reporting table, library, report, and report group Create a library Define a report with variables and permanent selection criteria Create row and column templates to help you define reports Structure a report using sections and horizontal pages Perform calculations within a report using cells and formulas Use the layout and formatting functions for a Report Painter report Use integrated report groups in a live system Assign report groups to an activity group Define a report/report interface to branch to a different report or a transaction Transport reporting objects Send reports using mail Use basic sets and single-dimension sets in a report definition

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• • • • • • • • • • • •

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© 2005 SAP AG. All rights reserved.

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Unit 1 Only

Unit Overview

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This unit provides a detailed overview of the Report Painter and the Report Writer, which are reporting tools available in SAP System. To begin with, the unit lists the reporting tools available in SAP System. Then, the unit also explains the uses of the Report Painter and the relationship between the various Report Writer components, such as reporting table, key figure, and library.

SAP

SAP

Unit Objectives After completing this unit, you will be able to:

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List the reporting tools available in SAP System Explain the uses of the Report Painter Explain the relationship between the Report Writer components

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Lesson: Report Painter/Report Writer Overview................................... 3 Exercise 1: Report Components .............................................. 11

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• • •

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Introduction to Report Painter/Report Writer

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1

Unit 1: Introduction to Report Painter/Report Writer

CA705

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Figure 1: CA705 – Course Overview Diagram

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CA705

Lesson: Report Painter/Report Writer Overview

Lesson: Report Painter/Report Writer Overview Lesson Overview

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This lesson provides an overview of the Report Painter and Report Writer. To begin with, the lesson lists the reporting tools available in SAP System. Next, the lesson explains the uses of the Report Painter. Finally, the lesson explains the relationship between the various Report Writer components.

Lesson Objectives After completing this lesson, you will be able to: List the reporting tools available in SAP System Explain the uses of the Report Painter Explain the relationship between the Report Writer components

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• • •

Business Example

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SAP

You work as a financial consultant for XYZ Cement Company. The company needs Cost Center Accounting reports. You need to create this report using the Report Writer. You begin your task by exploring the various Report Writer components to be used for creating this report.

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Unit 1: Introduction to Report Painter/Report Writer

CA705

Overview of Reporting Tools and Applications in SAP System

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The drill-down reporting facility provided by SAP is an online information system featuring user-friendly functions that help you navigate through your data. It can also be used to evaluate your data on the basis of all the features contained in the data description. With this interactive drill-down reporting facility, you can use any key figures to describe your report. The data can be analyzed in the Logistics Information System using both standard and flexible analyses. Standard analyses are based on statistics files or information structures in the Logistics Information System to which important key figures are updated directly from the relevant application. Flexible analyses can be used to evaluate SAP data structures and form the basis for ad-hoc analyses.

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With the Report Painter, users can report on data from a wide variety of applications. The form layout tool enables a user to see the report in the form in which it will appear when the data is output. The Report Writer uses sets exclusively to map the row and column structures, thereby supporting more complex reports.

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Quick Viewer and SAP Query are menu-driven tools that help a user compile lists. SAP Query comprises an extensive suite of functions for defining reports and compiling various types of reports, such as straightforward lists, statistics, and ranked lists. The user can choose the data for the list from any SAP System table.

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Figure 2: Overview of the Reporting Tools in SAP System

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Lesson: Report Painter/Report Writer Overview

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Figure 3: Overview: Applications

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The graphic is an overview of the applications that work with the Report Painter/Writer.

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Figure 4: Using the Report Painter

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Unit 1: Introduction to Report Painter/Report Writer

CA705

The graphical user interface (GUI) of the Report Painter can be used for various purposes, such as to define: • • •

Planning layouts Drill-down reports Report Writer reports

In this course, you will learn how to compile Report Writer reports using the Report Painter.

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The Report Painter is based on the What You See Is What You Get (WYSIWYG) principle. The Report Painter uses a graphical report structure that forms the basis of report definition and displays the rows and columns of the report as they will appear when the report is compiled. The Report Painter represents the interface between the user and Report Writer. Reports created in the Report Painter are converted and executed by the system in the Report Writer.

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The Report Painter performs a similar function to the Report Writer but is much easier to use. To create reports with the Report Painter, you do not need to be familiar with the set concept of the Report Writer.

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Figure 5: Report Painter as a User Interface

CA705

Lesson: Report Painter/Report Writer Overview

Report Writer Components

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A key figure comprises a basic key figure and one or more characteristics. You can use key figures to define standard columns, which you can reuse in your reports. Examples of key figures include “actual costs in the current fiscal year” and “planned costs in the closed fiscal year”. A library is a collection of characteristics, basic key figures, and key figures that are selected from the entries in a Report Writer table. SAP ships a wide variety of standard libraries. You can also create your own libraries to satisfy your reporting requirements. Every new report must be created for a library. Before a report can be run, it must be included in a report group. A report group can contain one or more reports. When a report group is generated, executable ABAP programs are created to select and format the data.

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The reporting table contains all of the fields that can be used to compile a report. Characteristics are non-numeric fields. Examples of characteristics include “accounts”, “cost centers”, and “business areas”. Basic key figures are numeric value fields, such as “local currency”, “total cost”, and “activity quantity”.

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Each Report Writer report is based on a reporting table. With Overhead Cost Controlling reports, this is the table CCSS. The logical reporting table can include one or more physical database tables.

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Figure 6: Report Writer Components

Unit 1: Introduction to Report Painter/Report Writer

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Figure 7: Hierarchy of the Report Writer Components: Example

The standard libraries include the library 1 VK Cost Center – Absorption Costing and the library 601 Internal Orders.

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SAP

The reporting table CCSS is shipped for Overhead Cost Controlling reports.

Note: Other examples are provided in the Appendix.

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Figure 8: Library

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Lesson: Report Painter/Report Writer Overview

Every report is assigned to a library. A library is a collection of characteristics, basic key figures, and key figures that are selected from the entries in a Report Writer table. A characteristic is a non-numeric field. Examples of characteristics include “accounts”, “cost centers”, and “business areas”. A basic key figure is a numeric value field. Examples of key figures include “local currency”, “total cost”, and “activity quantity”.

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A key figure comprises a basic key figure and one or more characteristics. You can use key figures to define standard columns, which you can reuse in your reports. Examples of key figures include “actual costs in the current fiscal year” and “planned costs in the closed fiscal year”.

SAP

SAP

The position assigned to the characteristics, basic key figures, and key figures when the library is maintained determines the order of these objects when the report is defined.

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Figure 9: Library Maintenance

Unit 1: Introduction to Report Painter/Report Writer

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Lesson: Report Painter/Report Writer Overview

Exercise 1: Report Components Exercise Objectives After completing this exercise, you will be able to: • Explain the relationship between a Reporting Table, Library, Report Group, and Report

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Since you have to build Report Painter reports to address internal reporting needs in Management Accounting, you use the CCSS table.

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You know that there are many other reporting tables out there, and you have heard that the Report Painter can be used in other application areas as well.

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Task 1:

What is the purpose of a reporting table?

2.

Name some reporting tables in mySAP ERP and the applications for which they were created.

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3.

What is the purpose of a library?

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For one of the Reporting Tables listed in step 2, locate some of the libraries associated with that table.

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Description

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Reporting table

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SAP

Explain the relationship between a Reporting Table, Library, Report Group, and Report. 1.

Continued on next page

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Business Example

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Unit 1: Introduction to Report Painter/Report Writer

Reporting table

5.

CA705

Library

What is the purpose of a report group?

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The report 1SIP-001 is shipped with mySAP ERP. For this report, answer the following questions.

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1.

Report 1SIP-001 Reporting table

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Library Report group How did you locate the information?

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2.

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Task 2:

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Continued on next page

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Lesson: Report Painter/Report Writer Overview

Task 3: Note the characteristics, basic key figures, and key figures of the following report:

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1.

Create library Z## (## = group number) with description ‘CA705 group ##’. As a template, use library 1VK. First, delete the selections for all key figures, and then, those for all basic key figures. The characteristics, basic key figures, and key figures that you require are listed below. Content: Library Z## Characteristics

Basic key figures

Key figures

Controlling area (KOKRS)

Costs (SWKG)

Actual costs (ISWKG) Continued on next page

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Figure 11:

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Figure 10:

CA705

Cost center (KOSTL)

Quantities (SMEG)

Actual qty (ISMEG)

Cost elements (KSTAR)

Stat qty (SSME)

Actual stat qty (ISSME)

Fiscal year (GJAHR)

Plan costs (PSWKG)

Period (PERBL)

Plan qty (PSMEG)

Value type (WRTTP)

Plan stat qty (PSSME)

Version (VERSN) Statistical key figures (STAGR)

Position the characteristics, basic key figures, and key figures in the order they are listed in the table.

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Valuation (VALUTYP)

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Lesson: Report Painter/Report Writer Overview

Solution 1: Report Components Task 1: Explain the relationship between a Reporting Table, Library, Report Group, and Report. 1.

What is the purpose of a reporting table?

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2.

Reporting tables contain a list of the characteristics, basic key figures, and key figures that can be used to build your report library. These characteristics and basic key figures are the data fields accumulated for your application area.

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a)

Name some reporting tables in mySAP ERP and the applications for which they were created. Reporting table

Description

SAP

SAP

Use

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Description

CCSS

For Controlling reports

GLPCT

EC-PCA Totals Table

KKBC

Product Costing in CO

S001

For SIS reports in LIS

What is the purpose of a library? a)

A library is a subset of the fields in a reporting table. It can be used to create a more precise list of characteristics, basic key figures, and key figures for which you are reporting. Users are authorized to use libraries. Therefore, libraries can be used to restrict access to certain data for your report builders. In addition, libraries can be used to organize reports by their content. Continued on next page

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3.

Reporting table

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Unit 1: Introduction to Report Painter/Report Writer

4.

For one of the Reporting Tables listed in step 2, locate some of the libraries associated with that table. Reporting table

Library

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CA705

Reporting table

Library

CCSS

1VK, 1AB

GLPCT

8A0, 8A1, 8A2

KKBC

7K0, 7KC, 7KE,…

Choose Report Painter → Utilities → Catalog → Reports – Selection criteria - Table –Possible entries (F4).

SAP

What is the purpose of a report group? Report Group helps group similar reports to enhance performance. When reports contain the same characteristics and share the same data, data is selected faster and processing time is shorter because report data is selected only once for all reports in the group, as opposed to individually for each report.

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Task 2: The report 1SIP-001 is shipped with mySAP ERP. For this report, answer the following questions.

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1.

Report 1SIP-001

Continued on next page

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© 2005 SAP AG. All rights reserved.

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a)

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CA705

Lesson: Report Painter/Report Writer Overview

Reporting table Library Report group

Reporting table

CCSS

Library

1VK

Report group

1SIP

How did you locate the information? a)

Use the Cataloging function to locate information on the report. Choose Information Systems → Ad-Hoc Reports → Report Painter → Utilities → Catalog → Reports to locate the library information. Then, execute the report ( → Goto → Execute) and read the technical information by choosing Extras → Tech. information.

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2.

Report ISIP-001

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a)

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Continued on next page

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Unit 1: Introduction to Report Painter/Report Writer

CA705

Task 3: Note the characteristics, basic key figures, and key figures of the following report:

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1.

Create library Z## (## = group number) with description ‘CA705 group ##’. As a template, use library 1VK. First, delete the selections for all key figures, and then, those for all basic key figures. The characteristics, basic key figures, and key figures that you require are listed below. Content: Library Z## Characteristics

Basic key figures

Key figures

Controlling area (KOKRS)

Costs (SWKG)

Actual costs (ISWKG) Continued on next page

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Figure 13:

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Figure 12:

Lesson: Report Painter/Report Writer Overview

Cost center (KOSTL)

Quantities (SMEG)

Actual qty (ISMEG)

Cost elements (KSTAR)

Stat qty (SSME)

Actual stat qty (ISSME)

Fiscal year (GJAHR)

Plan costs (PSWKG)

Period (PERBL)

Plan qty (PSMEG)

Value type (WRTTP)

Plan stat qty (PSSME)

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Version (VERSN) Statistical key figures (STAGR)

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Valuation (VALUTYP)

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Continued on next page

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Unit 1: Introduction to Report Painter/Report Writer

CA705

Position the characteristics, basic key figures, and key figures in the order they are listed in the table. a)

Choose Report Writer → Library → Create Library: Table:

Z## Leave blank

Copy from:

1VK

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Description:

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Enter: CA705 Group ##

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Click Key figures. Deselect all the key figures by choosing Deselect all.

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Click Basic key figures.

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Deselect all of the key figures by choosing Deselect All. Click Characteristics. Select the characteristics listed in the table above.

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Click Basic key figures.

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Select the basic key figures listed above. Arrange the basic key figures in the order they are listed in the table.

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Click Key figures. Select the key figures shown in the table. Position the key figures in the order they are listed in the table. Save the library with Library → Save or by choosing Save or Ctrl+S.

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© 2005 SAP AG. All rights reserved.

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Arrange the characteristics in the order they are listed in the table.

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Lesson: Report Painter/Report Writer Overview

Lesson Summary You should now be able to: • List the reporting tools available in SAP System • Explain the uses of the Report Painter • Explain the relationship between the Report Writer components

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Unit Summary

CA705

Unit Summary You should now be able to: • List the reporting tools available in SAP System • Explain the uses of the Report Painter • Explain the relationship between the Report Writer components

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Test Your Knowledge

Test Your Knowledge 1.

A Report Writer library is a collection of characteristics, basic key figures, and key figures that are selected from the entries in a Report Painter table. Determine whether this statement is true or false.

2.

True False

The provided by mySAP ERP is an online information system featuring user-friendly functions that help navigate data.

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Fill in the blanks to complete the sentence.

3.

What are the uses of the graphical user interface of the Report Painter?

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Test Your Knowledge

CA705

Answers 1.

A Report Writer library is a collection of characteristics, basic key figures, and key figures that are selected from the entries in a Report Painter table. Answer: True

2.

The drill-down reporting facility provided by mySAP ERP is an online information system featuring user-friendly functions that help navigate data.

3.

What are the uses of the graphical user interface of the Report Painter? Answer: The graphical user interface of the Report Painter can be used to define planning layouts, drill-down reports, and Report Writer reports.

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Answer: drill-down reporting facility

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A Report Writer library is a collection of characteristics, basic key figures, and key figures that are selected from the entries in a Report Writer table.

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Unit 2 Unit Overview

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SAP

Unit Objectives After completing this unit, you will be able to:

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Unit Contents Lesson: Structuring Reports........................................................ 27 Exercise 2: Components of a Report Painter Report ....................... 37 Lesson: Generating and Executing Reports ..................................... 40 Exercise 3: Building and Executing a Report With a Total Row ........... 47 Exercise 4: Using Hierarchies: Explode function ........................... 55 Exercise 5: Using Hierarchies: Sequence (Sort)............................ 63

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Define the structure of a Report Painter report Define rows in a Report Painter report Define columns in a Report Painter report Define general data selections in a Report Painter report Explain how report groups are used to generate and execute reports Use variables for report definition Enter text in reports

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• • • • • • •

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This unit explains how to structure, generate, and execute a Report Painter report. The unit begins with the description of the structure of a Report Painter report. Next, the unit explains how to define rows, columns, and general data selections in a Report Painter report. Further, this unit explains how report groups are used to generate and execute reports. This involves exploding rows and sorting hierarchies in reports. Finally, the unit describes how variables can be used for report definition and how text can be entered in reports.

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Creating Reports Using Report Painter

Unit 2: Creating Reports Using Report Painter

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Figure 14: Structure of Report Painter Reports: Overview

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CA705

Lesson: Structuring Reports

Lesson: Structuring Reports Lesson Overview

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This lesson explains how to structure a Report Painter report. First, the lesson describes the structure of a Report Painter report. Next, it explains how to define rows and columns in a Report Painter report. Finally, the lesson explains how to define general data selections in a Report Painter report.

Lesson Objectives After completing this lesson, you will be able to:

Partner

Define the structure of a Report Painter report Define rows in a Report Painter report Define columns in a Report Painter report Define general data selections in a Report Painter report

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• • • •

Business Example

SAP

SAP

You work as a financial consultant for XYZ Cement Company. You are a member of the project team responsible for creating reports using Report Painter and Report Writer. The management of your company wants to know how much each cost center is spending toward each account. You need to create a report using Report Painter, which shows these details.

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Structure of Report Painter Reports

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To define a report, you must determine the row and column structure and the general data selection criteria.

SAP

Figure 15: Basic Report Structure

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Lesson: Structuring Reports

SAP

The rows constitute characteristic values or groups.

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Partner

The columns contain basic key figures, such as costs and quantities with characteristic values for key figures, which are combinations of predefined basic key figures/characteristic values.

SAP

With the format presented by the Report Painter, you can easily enter rows, columns, and general selection criteria.

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Figure 16: Report Painter Report Structures

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General data selections are carried out using characteristic values, which are valid throughout the entire report.

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Defining Rows and Columns

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SAP

You can use either a combination of characteristic values or a formula to define a row.

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Columns contain a combination of a key figure and optional restricting characteristic values. You can also use predefined columns to display business-relevant combinations of key figures and characteristics, such as, actual costs in the current period and scheduled activity.

SAP

Figure 17: Row and Column Definition

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Lesson: Structuring Reports

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Figure 18: Row Definition

SAP

You can enter specific values, intervals of values, or a group. In the report definition, you can use groups created in the master data maintenance.

SAP

To define rows, you select the characteristics you want to display in these rows and enter the appropriate values.

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You can use the formula editor to define formula rows. The formulas used can refer to other rows in the same section and to cells selected in the report.

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Figure 19: Formula Rows

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Figure 20: Using Key Figures

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Lesson: Structuring Reports

SAP delivers a number of predefined columns for the libraries in Overhead Cost Management. You can copy these predefined columns directly into your reports and modify them as required.

One way to define a column is to combine a key figure with several characteristics.

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To restrict the characteristics, you can enter intervals or groups as in the case of defining single values for the report rows.

SAP

SAP

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Figure 21: Defining a Single Column

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SAP

Restricting Data in Reports

SAP

Using the formula editor, you can calculate additional columns within a section. The formulas used can refer to other columns in the same section or to cells selected in the report.

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Figure 22: Formula Columns

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Figure 23: General Data Selection

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Lesson: Structuring Reports

After you have defined the rows and columns, you can define additional criteria that are valid for the entire report. The additional criteria you select will restrict the data processed in the report. These restrictions are stored in so-called general data selections.

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Lesson: Structuring Reports

Exercise 2: Components of a Report Painter Report Exercise Objectives

Business Example

Partner

Management requires the summary values for specific cost centers that were derived from certain cost element accounts. You know that this report is not included in the Management Accounting reporting tree. This means that you have to create it using the Report Painter.

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Task:

Use

What is a basic key figure?

3.

What is a key figure?

4.

What is the purpose of the General Data Selections?

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Internal

2.

Partner

What is a characteristic?

SAP

SAP

Using your own words, define the key terms associated with Report Painter. 1.

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After completing this exercise, you will be able to: • Explain the following key terms in the Report Painter: Characteristic, basic key figure, and key figure

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Unit 2: Creating Reports Using Report Painter

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Solution 2: Components of a Report Painter Report Task: Using your own words, define the key terms associated with Report Painter. 1.

What is a characteristic?

What is a basic key figure?

Only

a)

3.

What is a key figure?

© 2005 SAP AG. All rights reserved.

2005/Q3

SAP Use Internal

Only

In addition to the explicit data in the rows and columns, you can also define criteria that are valid throughout the entire report, which can be characteristic values or characteristic groups, to further restrict the data processed in the report. These restrictions are specified in the general data selections. In the report 1SIP-001 shipped with the system, the general data selections contain the characteristics ’Company code’, ’Fiscal year’, ’Period’, and ’Cost center’.

Partner

What is the purpose of the General Data Selections? a)

38

A key figure contains a basic key figure, which is combined with restricting characteristics. These characteristics, such as the value type actual and plan, are used as additions to the basic key figure. For data fields, which are represented frequently in reports, key figures (which are predefined columns) can be used to define reports more quickly.

SAP

a)

4.

A basic key figure is a value field, such as posted amounts or quantities. Basic key figures are used to determine which value fields are displayed in a report, such as transaction currency, group currency, and quantities.

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2.

A characteristic, also called ’field’ or ’dimension’ in previous releases, is a non-numeric field. Examples of characteristics include “accounts”, “cost centers”, and “business areas”. The characteristics, when combined, form a unique key that identifies your data records for database data retrieval. Your organizational elements can be regarded as characteristics.

Internal

a)

CA705

Lesson: Structuring Reports

Lesson Summary You should now be able to: • Define the structure of a Report Painter report • Define rows in a Report Painter report • Define columns in a Report Painter report • Define general data selections in a Report Painter report

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Lesson: Generating and Executing Reports Lesson Overview This lesson explains how report groups are used to generate and execute reports. The lesson also describes how variables can be used for report definition and how text can be entered in reports.

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Internal

Lesson Objectives After completing this lesson, you will be able to: Explain how report groups are used to generate and execute reports Use variables for report definition Enter text in reports

Business Example

SAP

SAP

You work as a financial consultant for XYZ Cement Company. The management of the company wants a report with the details of how much each cost center is spending toward each account. You have created this report using the Report Painter. The company wants you to group this report to a report group. Reports that read the same data should be grouped together in report groups to improve processing times. Assign this report to a report group and generate and execute the report group.

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• • •

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Lesson: Generating and Executing Reports

Using Report Groups

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Before a report can be output, it must be included in a report group.

Use

When a report group is generated, the system creates ABAP reports that you can run. In the first ABAP, inputs are proposed and verified with regard to output parameters, the data source, and extract parameters. In addition, values or sets are proposed for selection if the report definition contains variables. In the second ABAP, data is selected from the database. The last ABAP formats data so that it can be output.

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Internal

You cannot process reports from different libraries in the same report group.

Partner

A report group is a collection of reports in a library that are executed in one run. Combining several reports in a report group can be useful if the reports are intended to evaluate the same dataset. In this case, the data is read once and then distributed among different reports.

SAP

Figure 24: Report Generation and Execution

Unit 2: Creating Reports Using Report Painter

CA705

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Figure 25: Exploding Report Rows

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SAP

Sorting Hierarchies

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When using groups or several single values to define rows, you can define whether only a totals row is to be displayed, or the complete group hierarchy with subtotals is to be exploded, or every single value in a row is to be displayed. The system is set up in such a way that only those rows are displayed for which corresponding data exists.

Figure 26: Sorting Hierarchies

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Lesson: Generating and Executing Reports

If you use a combination of several characteristics in a row block and this row block is exploded, you can choose the hierarchical sequence in which the characteristics are displayed.

Using Variables in Reports

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Instead of using fixed values in the report definition, you can also use variables. When you execute a report group, an input field appears on the report selection screen for each variable used. There are three types of variables: value variables, variables for groups (set variables), and formula variables.

Partner

Figure 27: Flexible Reports with Variables

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Defining Text

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Figure 28: Texts

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Title page Header Footer Final page

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When the report is exported, say, to Excel, the worksheet header is taken from the exported text. The header and footer in the report are intended for lists and, therefore, do not appear in the worksheet. This also applies to the title page and final page.

Partner

• • • •

SAP

You can define texts at the following points within a report:

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Lesson: Generating and Executing Reports

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Figure 29: Entering Text

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General variables Selection parameters Characteristics Special variables

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• • • •

SAP

You can enter text directly for the title page, header, footer, and final page. You can also use the following types of text variables:

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Lesson: Generating and Executing Reports

Exercise 3: Building and Executing a Report With a Total Row Exercise Objectives

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Business Example

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Partner

The management wants you to create a report that displays cost center-wise actual costs vis-à-vis planned costs and the resulting variances for the current year. You need to use the Report Painter to create this report.

Internal

After completing this exercise, you will be able to: • Create a Report Painter report • Assign reports to other report groups • Execute a report

Task: You have been asked to create a report that contains the following information:

SAP

SAP

Internal

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Figure 30:

1.

Use the Report Painter to build this report. Name the report Z1##-001 (description: “Rep. w. totals lines”) and assign it to the report group Z1##. Create your report for your own library Z##. Note: Define column 1 using a key figure. Define column 1 using ’Basic key figure with characteristics’. Continued on next page

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The general selection criteria throughout the report are the controlling area 1000, the cost center group H1010, the current fiscal year, and the periods 1 - 12.

Unit 2: Creating Reports Using Report Painter

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Use the following cost element groups: Cost element group

Description

OAS_WAGES

Wages

OAS_SALAR

Salaries

OAS_P_IMP

Inc. costs

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Internal

Instructions for defining the report Z1##-001. - Define Rows - Define Formula (Total) Row

Partner

- Define Column 1 - Actual Costs - Define Column 2 - Plan Costs

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- Define Formula (Variance) Column - Define General Data Selections - Check and Save the Report

SAP

SAP

- Assign the Report to a Report Group

Use

3.

How do you access the column information?

4.

What is the difference between the two element types that can be used to define a column: a) a key figure and b) a basic key figure with characteristics?

5.

What is the difference between generating and executing a report group?

6.

Which menu path did you use to link your report to a report group?

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How do you access the row information?

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2.

Internal

- Execute the Report

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Lesson: Generating and Executing Reports

Solution 3: Building and Executing a Report With a Total Row Task: You have been asked to create a report that contains the following information:

SAP

Use the Report Painter to build this report. Name the report Z1##-001 (description: “Rep. w. totals lines”) and assign it to the report group Z1##. Create your report for your own library Z##.

Partner

Use

1.

Note: Define column 1 using a key figure. Define column 1 using ’Basic key figure with characteristics’.

Description

OAS_WAGES

Wages

OAS_SALAR

Salaries

OAS_P_IMP

Inc. costs

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Internal

Use the following cost element groups: Cost element group

Instructions for defining the report Z1##-001. - Define Rows - Define Formula (Total) Row Continued on next page

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© 2005 SAP AG. All rights reserved.

SAP

The general selection criteria throughout the report are the controlling area 1000, the cost center group H1010, the current fiscal year, and the periods 1 - 12.

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Figure 31:

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- Define Column 1 - Actual Costs - Define Column 2 - Plan Costs - Define Formula (Variance) Column - Define General Data Selections - Check and Save the Report - Assign the Report to a Report Group

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a)

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- Execute the Report Instructions for defining the report Z1##-001.

Partner SAP

Click Create to access the report definition interface.

Use

Information Systems → Ad-hoc Reports → Report Painter Report → Create

Double-click row 1.

2.

Library:

Z##

Report:

Z1##-001

Description:

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1. 2.

Internal

From the main R/3 menu, choose

’Rep. w. totals lines’.

SAP

Define Rows

Select the cost element in the Available Characteristics dialog box. Click Move selected to left. In the Selected characteristics pane, click the Group field and enter the cost element group OAS_WAGES. Click Confirm or Enter.

When you define Rows 2 and 3, an additional prompt is displayed in which you can choose the element type. Select Characteristics. Click Confirm or Enter. Define Formula (Total) Row

Continued on next page

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You have defined row 1. Now define the remaining three rows.

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1.

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Lesson: Generating and Executing Reports

Double-click row 4. 1. 2.

Define Column 1 - Actual Costs

1. 2.

Define Column 2 - Plan Costs Double-click column 2.

2. 3. 4.

In the Select Element Type screen, choose Key figure with characteristics. Click Confirm or Enter. Under ’Basic key figure’, choose Costs. Select Value type and Version in the Available Characteristics pane. Click Move selected to left. Enter the value 01 for the Value Type to denote plan values. Enter the value 0 for the version to denote the current version and enter a suitable text. Click Confirm.

You have now defined column 2.

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You have now defined column 1.

SAP

SAP

3.

In the Select Element Type screen, choose Predefined key figure. Click Confirm or Enter. In the Choose Predefined Column screen, choose Actual costs. Click Confirm or Enter. Click Confirm or Enter to review the ensuing screens. These screens show how the key figure is defined. That is, these screens display the basic key figures and characteristics and their values that were used to define the key figure.

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Double-click column 1.

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Only

3.

In the Select Element Type screen, choose Formula. Click Confirm or Enter. In the Enter Formula screen, use the pushbuttons at the bottom of the screen to define the Total Row as Y001 + Y002 + Y003. Click Confirm or Enter. In the Enter Texts screen, enter texts for the total row. Copy the text to the Medium and Long fields. Click Confirm or Enter.

Unit 2: Creating Reports Using Report Painter

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Define Formula (Variance) Column Double-click column 3. 1. 2.

Define General Data Selections

3.

Choose Edit → Gen. data selection. In the Available Characteristics pane, choose the characteristics that are to be included in the general parameters for the report (see table below). Click Move selected to left. In the Selected Characteristics pane, enter the parameter values for the report. Click Confirm or Enter.

SAP Use

Fiscal year

Current fiscal year in the From field

Period

1 to 12 in the From and To fields respectively

Cost center

H1010 in the Group field

You have now defined the general data selections. Check and Save the Report Check the report for any errors, or missing characteristics, by choosing Report → Check or use Check or F6. Save the Report via Report → Save or use Save or CTRL+S. Assign the Report to a Report Group Continued on next page

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1000 in the From field

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Controlling area

SAP

Use the following table for the characteristic and the associated values.

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1. 2.

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Only

3.

In the Select Element Type screen, choose Formula. Click Confirm or Enter. In the Enter Formula screen, use the pushbuttons to define the Variance Column as X001 – X002. Click Confirm or Enter. In the Enter Texts screen, enter texts for the variance column. Copy the text to the Medium and Long fields. Click Confirm or Enter.

CA705

Lesson: Generating and Executing Reports

You can assign the report to a report group by choosing: Environment → Assign report group. 1.

Enter the value Z1##.

This creates the report group which is assigned to the library Z##. Execute the Report

Only

2.

How do you access the row information? a)

How do you access the column information? a)

4.

SAP

A key figure has already been defined in mySAP ERP by SAP or by another member of your reporting team. A basic key figure column with restricting characteristics is a column in which you can define your column information “on-the-fly”. That is, you can dynamically select your basic key figures and characteristics.

What is the difference between generating and executing a report group?

Partner

a)

Generating a report group creates the ABAP code for the report. Executing the report group executes the ABAP code.

Internal

6.

Which menu path did you use to link your report to a report group? a)

From the report definition, choose:

© 2005 SAP AG. All rights reserved.

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Environment → Assign report group.

2005/Q3

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Use

Double-click the column to access the detail screen.

What is the difference between the two element types that can be used to define a column: a) a key figure and b) a basic key figure with characteristics? a)

5.

Double-click the row to access the detail screens.

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3.

Internal

Choose Report → Execute.

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Lesson: Generating and Executing Reports

Exercise 4: Using Hierarchies: Explode function Exercise Objectives

Only

Business Example

Partner

The management was delighted to see how quickly you generated the report. Now, they want you to create the same report for the entire company’s cost element hierarchy.

Use

Task 1:

Internal

After completing this exercise, you will be able to: • Analyze an existing hierarchy and use different explode options for your report • Use the explode function

Use the diagram below to answer the following questions:

SAP

SAP

Internal

Use

Partner

Figure 32:

If the hierarchy was used as a report row, how would the report results screen appear when the explode level was set to ’explode’?

2.

If the hierarchy was used as a report row, how would the report results screen appear when the explode level was set to ’Do Not Explode’?

3.

If set to single values?

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Task 2: Create another report Z2##-001 with the following structure:

The general selection criteria throughout the entire report are the controlling area 1000, the cost center group H1010, the current fiscal year, and the periods 1 - 12. The cost element group CA705_COST contains all the accounts, including the subtotals listed in this report. The report should contain automatic subtotals because cost element groups are used instead of row formulas. Use the appropriate explode level to obtain this row structure.

Partner

Use

Name the report Z2##-001 and assign it to the report group Z2##. Use the library Z##. Instructions for defining the report Z2##-001. - Define Rows

Internal

- Define Columns - Define Formula (Variance)

Only

- Define General Data Selections - Check and Save the Report - Assign the Report to a Report Group - Execute the Report

56

2.

Which menu path did you use to set the explode level for your report row?

3.

Modify your report to test the explode options and look at the changes in your report results.

© 2005 SAP AG. All rights reserved.

SAP

SAP

1.

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Figure 33:

2005/Q3

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Lesson: Generating and Executing Reports

Solution 4: Using Hierarchies: Explode function Task 1: Use the diagram below to answer the following questions:

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Figure 34:

SAP

If the hierarchy was used as a report row, how would the report results screen appear when the explode level was set to ’explode’? a)

1

Use

Partner

2 3 *Q1

Internal

4 5

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6 *Q2 **First six months 7 8 9 Continued on next page

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1.

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*Q3 10 11 12 *Q4 **Second six months

Only

2.

If the hierarchy was used as a report row, how would the report results screen appear when the explode level was set to ’Do Not Explode’?

3.

Year

If set to single values? a)

1

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a)

2 3

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SAP

… 10 11

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12

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Internal

***Year

Continued on next page

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Lesson: Generating and Executing Reports

Task 2: Create another report Z2##-001 with the following structure:

The general selection criteria throughout the entire report are the controlling area 1000, the cost center group H1010, the current fiscal year, and the periods 1 - 12. The cost element group CA705_COST contains all the accounts, including the subtotals listed in this report. The report should contain automatic subtotals because cost element groups are used instead of row formulas. Use the appropriate explode level to obtain this row structure.

Partner

Use

Name the report Z2##-001 and assign it to the report group Z2##. Use the library Z##. Instructions for defining the report Z2##-001. - Define Rows

Internal

- Define Columns - Define Formula (Variance)

Only

- Define General Data Selections - Check and Save the Report - Assign the Report to a Report Group - Execute the Report a)

Instructions for defining the report Z2##-001. From the main SAP System menu, choose 1.

Information Systems → Ad-hoc Reports → Report Painter Continued on next page

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© 2005 SAP AG. All rights reserved.

SAP

SAP

1.

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Figure 35:

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Unit 2: Creating Reports Using Report Painter

2.

CA705

Report → Create Library:

Z##

Report:

Z2##-001

Enter. Description:

Cost element group

Define Rows Double-click row 1.

2.

You have defined the row.

Use

Double-click column 1.

2. 3.

In the Select Element Type screen, choose Key figure. Click Confirm or Enter. In the Choose Predefined Column screen, choose Actual costs. Click Confirm or Enter. Click Confirm or Enter to check the ensuing screens. These screens show how the key figure is defined. That is, these screens display the key figures and characteristics and their values used to define the key figure.

You have defined the first column. To define the second column, which is Planned Costs, you can use a key figure or define the column dynamically. Define Formula (Variance) Continued on next page

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1.

Partner

Define Columns

SAP

SAP

3.

Select the cost element in the Available Characteristics dialog box. Click Move selected to left. In Characteristic Values pane, enter the value CA705_COST in the Group field. In the Enter Texts screen, define texts for the row. Copy this text to the medium and long text fields. Click Confirm or Enter. Click row 1 and choose Edit → Rows → Expand. Click the Expand pushbutton.

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Partner

1.

Internal

Only

Click Create to access the report definition interface.

CA705

Lesson: Generating and Executing Reports

Double-click column 3. 1. 2.

Only Use

1000 in From field

Fiscal year

Current fiscal year in the From field

Period

1 to 12 in the From and To fields respectively

Cost center

H1010 in the Group field

Check and Save the Report 1. 2.

Check the report for any error or missing characteristics by choosing Report → Check or use Check or F6. Save the Report via Report → Save or use Save or CTRL+S.

Assign the Report to a Report Group 1.

To assign the report to a report group, choose the following in the Report Definition environment: Environment → Assign report group. Continued on next page

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You have now defined the general data selections.

Partner

Controlling area

SAP

SAP

4.

Choose Edit → Gen. data selection. In the Available Characteristics pane, choose the characteristics that are to be included in the general parameters of the report (see table below). Click Move selected to left. In the Selected Characteristics pane, enter the parameter values for the report. Click Confirm or Enter. Use the following table for the characteristic and the associated values.

Use

3.

1. 2.

Internal

Define General Data Selections

Partner

3.

In the Select Element Type screen, choose Formula. Click Confirm or Enter. In the Enter Formula screen, use the pushbuttons to define the Variance Column as X001 – X002. Click Confirm or Enter. In Enter Texts screen, define texts for the row. Copy this text to the medium and long text fields. Click Confirm or Enter.

Unit 2: Creating Reports Using Report Painter

2.

CA705

Enter the value Z2##.

Execute the Report 1. 2.

Which menu path did you use to set the explode level for your report row? Choose Edit → Rows → Expand.

Modify your report to test the explode options and look at the changes in your report results.

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Partner

a)

Internal

Only

a) 3.

Choose Report → Execute.

SAP

SAP Only

Internal

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2005/Q3

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Lesson: Generating and Executing Reports

Exercise 5: Using Hierarchies: Sequence (Sort) Exercise Objectives

Only

Business Example

Partner

The management has come to you with an urgent request. They now want to know the details – how much each cost center is spending toward each account.

Task 1:

Internal

After completing this exercise, you will be able to: • Describe the implications of using hierarchies as part of the row structure • Sort the data after it has been output

Use

You have been asked to write another report but need to show a detailed cost breakdown for each cost center. The report should have the following appearance.

SAP

SAP Only

Internal

Use

Partner

Figure 36:

1.

The report should provide information for the cost centers listed in the group H1010 and the cost elements in CA705_COST. The general selection criteria throughout the entire report are the controlling area 1000, the current fiscal year, and the periods 1 - 12. Continued on next page

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Name the report Z3##-001 and assign it to the report group Z3##. Use the library Z## again. Instructions for defining the report Z3##-001. - Define Rows - Define Columns

Only

- Check and Save the Report - Assign the Report to a Report Group 2.

What explode level did you set for the cost center?

3.

What explode level did you set for the cost elements?

4.

Modify your report a few times to vary the explode levels for the cost centers and cost elements? Did the report results appear as you expected?

Use

- Execute the Report

Internal

- Define General Data Selections

Partner

- Define Formula (Variances) Column

SAP

SAP Only

Internal

Use

Partner

Continued on next page

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CA705

Lesson: Generating and Executing Reports

Task 2: Some employees will want to see the report with emphasis on the cost centers while others will want the emphasis on the cost elements. Create a new report that focuses on the cost elements. The report should have the following structure.

SAP

SAP

Use

Partner

Only

Internal

Name the report Z3##-002 and assign it to one of the report groups you created.

2.

What did you do to change the sort sequence? What menu path did you choose?

3.

In which report group did you place the report Z3##-002? Why?

4.

In the report output, how did you switch between reports within the report group?

Only

Internal

1.

Partner

Use

Figure 37:

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Unit 2: Creating Reports Using Report Painter

CA705

Task 3: For greater flexibility when defining your reports, you use variables for the cost center group, the current fiscal year, the from/to period, and the controlling area. What impact does this have on the input screen?

Char.

Variable

Period

1PERIV (From Period)

Internal

Only

Use the following variables:

1PERIB (To Period) 1GJAHR

1.

How do you make reports flexible?

2.

Where are you able to use variables in a Report Painter report?

3.

Modify the report Z3##-001 to add certain texts. Use the table below as a guide to the information you should display.

Date of output

Controlling area

SAP

Page x of n

Author of report

Use

Header

Library

Fiscal year

Report group

Period from, Period to

SAP

Title page

Use

Partner

Fiscal year

Report name

Partner

Internal

General Variables: Selection Parameters:

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Characteristic-Related Text Variables (Features):

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Lesson: Generating and Executing Reports

Solution 5: Using Hierarchies: Sequence (Sort) Task 1: You have been asked to write another report but need to show a detailed cost breakdown for each cost center. The report should have the following appearance.

SAP

SAP

Use

Partner

Only

Internal

Internal

1.

The report should provide information for the cost centers listed in the group H1010 and the cost elements in CA705_COST. The general selection criteria throughout the entire report are the controlling area 1000, the current fiscal year, and the periods 1 - 12. Name the report Z3##-001 and assign it to the report group Z3##.

Only

Use the library Z## again. Instructions for defining the report Z3##-001. - Define Rows - Define Columns - Define Formula (Variances) Column - Define General Data Selections - Check and Save the Report Continued on next page

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Use

Figure 38:

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Unit 2: Creating Reports Using Report Painter

CA705

- Assign the Report to a Report Group - Execute the Report a)

Instructions for defining the report Z3##From the main SAP System menu, choose Information Systems → Ad-hoc Reports → Report Painter Report → Create Library:

Z##

Report:

Z3##-001

Description:

Internal

Only

1. 2.

Cost ctr. / Cstel

Define Rows Double-click row 1.

SAP

2. In the Characteristic Values pane, enter the characteristic values for the report. Click Confirm or Enter.

Use

CA705_COST in the Group field

Cost center

H1010 in the Group field

3. In the Enter Texts screen, enter the row texts. This text will appear in the Overall Total row. Copy this text to the medium and long text fields. Click Confirm or Enter. 4. Click on row 1 and choose Edit → Rows → Expand. Choose the Explode option for the cost center and single value for the cost element. Now, You have defined the row. Define Columns

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Internal

Cost element

Partner

Use the following table for the characteristic and the associated values.

SAP

1. In the Available Characteristic pane, choose Cost Element and Cost Center. Click Move selected to left.

Use

Partner

Click Create to access the report definition interface.

CA705

Lesson: Generating and Executing Reports

Double-click column 1. 1. 2.

Define Formula (Variance) Column Double-click column 3. 1.

SAP Use

Define General Data Selections 1. Choose Edit → Gen. data selection.

Only

Internal

2. In the Available Characteristics pane, choose the characteristics that are to be included in the general parameters of the report (see table below). Click Confirm or Enter. 3. In the Selected Characteristics pane, enter the parameter values for the report. Click Confirm or Enter. Use the following table for the characteristic and the associated values. Controlling area

1000 in the From field

Fiscal year

Current fiscal year in the From field

Period

1 to 12 in the From and To fields respectively Continued on next page

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Partner

3.

SAP

2.

In the Select Element Type screen, choose Formula. Click Confirm or Enter. In the Enter Formula screen, use the pushbuttons to define the Variance Column as X001 – X002. Click Confirm or Enter. In the Enter Texts screen, define texts for the Variance column. Click Confirm or Enter.

Use

Partner

You have defined the first column. To define the second column (Planned Costs), you can use a key figure or define the column dynamically.

Internal

Only

3.

In the Select Element Type screen, choose Key figure. Click Confirm or Enter. In the Choose Predefined Column screen, choose Actual costs. Click Confirm or Enter. Click Confirm or Enter to check the ensuing screens. These screens show how the key figure is defined. That is, these screens display the key figures and characteristics and their values that were used to define the key figure.

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You have now defined the general data selections. Check and Save the Report 1.

Assign the Report to a Report Group 1.

Partner

2.

To assign the report to a report group, choose the following in the Report Definition environment: Environment → Assign report group. Enter the value Z3##.

Use

Execute the Report Choose Report → Execute. What explode level did you set for the cost center? a) 3.

Single values

Modify your report a few times to vary the explode levels for the cost centers and cost elements? Did the report results appear as you expected?

Only

Internal

a)

Partner

Use

Drill-down

What explode level did you set for the cost elements? a)

4.

SAP

SAP

2.

Internal

Only

2.

Check the report for any error or missing characteristics by choosing Report → Check or use Check or F6. Save the Report by choosing Report → Save or use Save or CTRL+S.

Continued on next page

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CA705

Lesson: Generating and Executing Reports

Task 2: Some employees will want to see the report with emphasis on the cost centers while others will want the emphasis on the cost elements. Create a new report that focuses on the cost elements. The report should have the following structure.

SAP

SAP

Use

Partner

Only

Internal

1.

Name the report Z3##-002 and assign it to one of the report groups you created. a)

Instructions for defining the report Z3##-002. Choose Information Systems → Ad-hoc Reports → Report Painter. Choose Report → Create. Library:

Z##

Report:

Z3##-002

Description:

Celem w/ CCtr detail

Copy from:

Z3##-001

Only

Internal

1. 2.

Click Create to access the report definition environment.

Continued on next page

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Partner

Use

Figure 39:

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Unit 2: Creating Reports Using Report Painter

2.

CA705

What did you do to change the sort sequence? What menu path did you choose? a)

Choose Edit → Rows → Expand. Change the numeric field to the left of the characteristic. Cost element should be set to 1 and cost center should be set to 2. In addition, cost center should be set to single values and cost elements should be set to Explode.

In which report group did you place the report Z3##-002? Why? a)

4.

In the report output, how did you switch between reports within the report group? a)

Partner

The report Z3##-002 should be assigned to the report group Z3## because it extracts the same data as Z3##-001. Use the menu path Goto → Other Report or click Other Report.

Internal

Only

3.

Task 3:

SAP Use

Variable

Period

1PERIV (From Period)

Partner

Char.

SAP

Use the following variables:

1PERIB (To Period) Fiscal year

1GJAHR

How do you make reports flexible? a)

Use variables to prompt inputs from the user at runtime. To use variables in the general data selections, choose Edit → General Selections. Click the Variable pushbutton. Choose the corresponding variables.

2.

Where are you able to use variables in a Report Painter report? a)

Variables can be used for characteristics in rows, general data selections, or for characteristics used to define key figure columns. Continued on next page

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Internal

1.

Use

For greater flexibility when defining your reports, you use variables for the cost center group, the current fiscal year, the from/to period, and the controlling area. What impact does this have on the input screen?

CA705

Lesson: Generating and Executing Reports

3.

Modify the report Z3##-001 to add certain texts. Use the table below as a guide to the information you should display. Title page

Header

Author of report

Page x of n

Date of output

Controlling area

Library

Fiscal year

Report group

Period from, Period to

Internal

Only

Report name

General Variables:

Partner

Selection Parameters: Characteristic-Related Text Variables (Features): Choose Report → Change. Library:

Z##

Report:

Z3##-001

Choose Extras → Report Texts → Title Page.

Use

Selection Parameters: Position your cursor where you would like the selection information to be displayed on the Header Page. Check Selection Parameters or choose Goto → Selection Parameters. Save the header page tests. Characteristic-related text variables (Features): Position your cursor where you would like the selection information to be displayed on the header page. Choose Extras → Report Texts → Header. Repeat this procedure to define the header texts.

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Only

Internal

Note: If you want a description to appear before a standard variable, type the text directly on the header page.

Partner

General Variables: Position your cursor where you would like the text to be displayed on the Title Page. Click on Standard Variables or choose Goto → Standard Variables. Choose your variables. They are marked on the Title Page with a < > symbol. Repeat this procedure for all the standard variables you require.

SAP

SAP

Use

a)

Unit 2: Creating Reports Using Report Painter

CA705

Lesson Summary You should now be able to: • Explain how report groups are used to generate and execute reports • Use variables for report definition • Enter text in reports

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Only

Internal

SAP

SAP Only

Internal

Use

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CA705

Unit Summary

Unit Summary

Only

Use

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Internal

You should now be able to: • Define the structure of a Report Painter report • Define rows in a Report Painter report • Define columns in a Report Painter report • Define general data selections in a Report Painter report • Explain how report groups are used to generate and execute reports • Use variables for report definition • Enter text in reports

SAP

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Internal

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Unit Summary

CA705

Use

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Only

Internal

SAP

SAP Only

Internal

Use

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CA705

Test Your Knowledge

Test Your Knowledge 1.

The additional criteria defined for a report restrict the data processed in that report. Determine whether this statement is true or false.

2.

True False

Internal

Only

□ □

to define formula rows.

You can use the Fill in the blanks to complete the sentence.

Partner

3.

To restrict the characteristics in a column, you can enter intervals or as you do in the case defining single values for rows. Fill in the blanks to complete the sentence.

5.

List the points in a report where text can be defined.

6.

When a report group is generated, the system creates that can be executed.

Only

Internal

Partner

Use

SAP

SAP

What are the components of a Report Painter report?

Use

4.

Fill in the blanks to complete the sentence.

7.

When you execute a report group that has reports defined with variables, an appears on the report selection screen for each variable used. Fill in the blanks to complete the sentence.

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77

Test Your Knowledge

CA705

Answers 1.

The additional criteria defined for a report restrict the data processed in that report. Answer: True

2.

You can use the formula editor to define formula rows.

3.

To restrict the characteristics in a column, you can enter intervals or groups as you do in the case defining single values for rows.

Use

Partner

Answer: formula editor

Answer: groups

SAP

What are the components of a Report Painter report?

SAP

4.

Answer: The components of a Report Painter report are:

Use Internal

5.

Rows Columns General data selections

Partner

• • •

List the points in a report where text can be defined. Answer: Text can be defined at the following points in a report:

6.

Title page Header Footer Final page

Only

• • • •

When a report group is generated, the system creates ABAP reports that can be executed. Answer: ABAP reports

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Internal

Only

The additional criteria defined for a report restrict the data processed in that report.

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CA705

Test Your Knowledge

7.

When you execute a report group that has reports defined with variables, an input field appears on the report selection screen for each variable used. Answer: input field

Use

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Only

Internal

SAP

SAP Only

Internal

Use

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Unit Summary

CA705

Use

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Only

Internal

SAP

SAP Only

Internal

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Unit 3 Unit Overview

Partner

This unit explains how reports having similar row and column structures can be put into row and column models. These models help you define reports in less time. The unit also explains how these models can be used in reports and libraries.

Use

Unit Objectives After completing this unit, you will be able to: Create row and column models

Unit Contents Lesson: Using Row and Column Models ......................................... 83 Exercise 6: Building Row and Column Models .............................. 85

SAP

SAP



Internal

Only

Row and Column Models

Only

Internal

Use

Partner

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Unit 3: Row and Column Models

CA705

Use

Partner

Only

Internal

Figure 40: Models: Overview

SAP

SAP Only

Internal

Use

Partner

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CA705

Lesson: Using Row and Column Models

Lesson: Using Row and Column Models Lesson Overview This lesson explains how to create row and column models in reports. These models help you define reports in less time.

Lesson Objectives

Only



Create row and column models

You work as a financial consultant for XYZ Cement Company. The company needs Cost Center Accounting reports. You need to create these reports using the Report Writer. You realize that most of your reports have the same row and column characteristics. You need to evaluate different methods of defining reports so that you are able to define your reports quickly.

SAP

SAP

Defining Reports Using Row and Column Models

Use

Partner

Business Example

Internal

After completing this lesson, you will be able to:

Only

Internal

Use

Partner

Figure 41: Model Rows and Columns

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Unit 3: Row and Column Models

CA705

You can store frequently used row and column structures in row and column models. You can copy row models and column models into a report. This is the quickest way to define a report.

SAP

SAP

Use

Partner

Only

Internal

Figure 42: Model Rows and Columns

Use

Only

Internal

If you want to use the same models in different libraries, you have to copy them. Note that you can only copy models form one library to another if the target library has the required fields.

Partner

Row and column models must be created for libraries. These can only be used in reports in the same library.

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Lesson: Using Row and Column Models

Exercise 6: Building Row and Column Models Exercise Objectives

Only

Business Example

Task:

Use Internal

2.

In addition, many of your reports itemize the cost elements within the cost element group OAS_PRIM. Build a row model based on OAS_PRIM. Name the row model Z##-ELEMENT.

3.

What Explode level did you use to itemize the cost element accounts in OAS_PRIM?

4.

How will you integrate your models into your report? That is, what menu path will you use?

5.

Build a new report Z4##-001 using your new model. This report will detail the Actual, Plan, and Variance in costs for those cost element accounts in OAS_PRIM. This report should itemize the accounts in OAS_PRIM. Assign this report to the report group Z4##. The general selection criteria that will apply throughout the report are the cost center group H1010, the current fiscal year, the periods 1 - 12, and the controlling area 1000. As these general selections are to be kept variable, use the same variants as given in Task 3 in the exercise Using Hierarchies: Sequence (Sort). For the characteristic cost center, use set variable 1KOSET. The controlling area contains the constant value 1000. Create a report group Z4## with the Report Writer and insert your report. Continued on next page

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85

Only

Name your column model Z##-APV. Use your library Z##.

Partner

1.

SAP

SAP

Since many of your reports compare actual costs, planned costs, and variances, you create a column model to help you create your reports more quickly.

Use

Partner

You realize that most of your reports have the same or at least similar row or column structures. Therefore, you look for ways to define your reports more quickly.

Internal

After completing this exercise, you will be able to: • Create row and column models • Integrate models into reports

Unit 3: Row and Column Models

CA705

Generate and execute your report group.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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CA705

Lesson: Using Row and Column Models

Solution 6: Building Row and Column Models Task: Since many of your reports compare actual costs, planned costs, and variances, you create a column model to help you create your reports more quickly. Name your column model Z##-APV. Use your library Z##. a)

Choose Model → Create. Library:

Z##

Copy from:

Z##-APV

Description:

APV Col Model

Structure:

Column model

Use

Partner

Internal

Only

1.

Click Create to proceed to the Create Model screen.

SAP Use

Only

Internal

Partner

Save the model.

SAP

Proceed as you would normally in defining a report column. Double-click each column to define it as a key figure, a basic key figure with characteristic(s) column, or a formula column.

Continued on next page

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Unit 3: Row and Column Models

2.

CA705

In addition, many of your reports itemize the cost elements within the cost element group OAS_PRIM. Build a row model based on OAS_PRIM. Name the row model Z##-ELEMENT. a)

Choose Model → Create. Z##

Copy from:

Z##-ELEMENT

Description:

Celem row model

Structure:

Internal

Only

Library:

Row model

Click Create to proceed to the Model screen.

Partner

2.

What Explode level did you use to itemize the cost element accounts in OAS_PRIM? a)

How will you integrate your models into your report? That is, what menu path will you use? a)

From the report definition, choose: Edit → Column → Get Column Model Edit → Row → Get Row Model

5.

Build a new report Z4##-001 using your new model. This report will detail the Actual, Plan, and Variance in costs for those cost element accounts in OAS_PRIM. This report should itemize the accounts in OAS_PRIM. Assign this report to the report group Z4##.

Continued on next page

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Only

Internal

4.

Single values

Partner

Use

3.

Select a cost element in the Available Characteristics dialog box. Click Move selected to left. In the Characteristic Values pane, enter the value OAS_PRIM in the Group field. In the Enter Texts screen, define row text. Copy this text to the medium and long text fields. Click Confirm or Enter. Click row 1, choose Edit → Rows → Expand. Save the model.

SAP

3. 4.

1.

Use

Double-click the first element.

SAP

Proceed as you would normally when defining report rows.

CA705

Lesson: Using Row and Column Models

The general selection criteria that will apply throughout the report are the cost center group H1010, the current fiscal year, the periods 1 - 12, and the controlling area 1000. As these general selections are to be kept variable, use the same variants as given in Task 3 in the exercise Using Hierarchies: Sequence (Sort). For the characteristic cost center, use set variable 1KOSET. The controlling area contains the constant value 1000. Create a report group Z4## with the Report Writer and insert your report.

Only

a)

Internal

Generate and execute your report group. Instructions for defining the report Z4##-001 From the main SAP System menu, choose: Information Systems → Ad-hoc Reports → Report Painter Report → Create Library:

Z##

Report:

Z4##-001

Description:

Use

Partner

1. 2.

Models

SAP

SAP

Click Create to access the report definition environment. Define Rows

Use Internal

Define Columns Choose Edit → Columns → Get Column Model. Select your column model Z##-APV.

Only

Define General Data Selections 1. Choose Edit → Gen. data selection. 2. In the Available Characteristics pane, choose the characteristics that are to be included in the general parameters of the report (see table below). Click Move selected to left. Continued on next page

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Partner

Choose Edit → Rows → Get Row Model. Select your row model, Z##-ELEMENT.

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Unit 3: Row and Column Models

CA705

3. In the Characteristic Values screen, instead of entering permanent values for each characteristic, click Variables On/Off to activate the variables. Then, select a variable to hold the user values. Use the following table for the characteristic and its associated variables. Char.

Variable

Period

1PERIV (From Period)

Only

Fiscal year

1GJAHR

Cost center

1KOSET

Internal

1PERIB (To Period)

Check and Save the Report 1.

SAP

Assign the Report to a Report Group

Use

1. 2.

Information Systems → Ad hoc reports → Report Painter Report Writer → Report Group → Create Library:

Z4##

Z##

Click Header or Enter. Enter a description for the report group. Click Reports. Enter Z4##-001 in the Report field. Save the report group.

Execute the Report Click Generate. Double-click Execute. Continued on next page

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Internal

Rep. Group: 3. 4. 5.

Partner

From the main SAP System menu, choose:

SAP

2.

Check the report for any errors or missing characteristics, by choosing Report → Check or use Check or F6. Save the Report via Report → Save or use Save or CTRL+S.

Use

Partner

You have now defined the general data selections.

CA705

Lesson: Using Row and Column Models

Use the following table for the Selection values: Fiscal year

Current year

Period

1 to 12

Cost Center Group

H1010

Click Execute.

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

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91

Unit 3: Row and Column Models

CA705

Lesson Summary You should now be able to: • Create row and column models

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Only

Internal

SAP

SAP Only

Internal

Use

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CA705

Unit Summary

Unit Summary You should now be able to: • Create row and column models

Use

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Only

Internal

SAP

SAP Only

Internal

Use

Partner

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Unit Summary

CA705

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

94

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CA705

Test Your Knowledge

Test Your Knowledge 1.

You can only copy models form one library to another if the target library has the required fields. Determine whether this statement is true or false.

2.

True False

The quickest way to define a report is to copy into a report.

Internal

Only

□ □

and

Use

Partner

Fill in the blanks to complete the sentence.

SAP

SAP Only

Internal

Use

Partner

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Test Your Knowledge

CA705

Answers 1.

You can only copy models form one library to another if the target library has the required fields. Answer: True

2.

The quickest way to define a report is to copy row models and column models into a report.

Use

Partner

Answer: row models, column models

Internal

Only

You can only copy models form one library to another if the target library has the required fields.

SAP

SAP Only

Internal

Use

Partner

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Unit 4 Unit Overview

Use

Partner

This unit provides an overview of section and Horizontal Pages. To begin with, you will learn about the structure of reports and how to extend reports by creating a new section. Next, you will learn how to use cells in formulas to carry out mathematical operations in your reports. Finally, you will learn how to define sections with calculated key figures.

Unit Objectives

SAP

Explain the concept of sections Use cells in formulas Define sections with calculated key figures

Internal

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Lesson: Defining Sections and Horizontal Pages ............................... 99 Exercise 7: Working with Horizontal Pages ................................. 107 Exercise 8: Working with Independent Sections .......................... 111 Exercise 9: Using Cells in Column Formulas ............................... 117 Exercise 10: Working with Dependent Sections and Cells ............... 121

Partner

Unit Contents

SAP

Use

After completing this unit, you will be able to: • • •

Internal

Only

Section and Horizontal Pages

Unit 4: Section and Horizontal Pages

CA705

Use

Partner

Only

Internal

Figure 43: Sections and Horizontal Pages: Overview

SAP

SAP Only

Internal

Use

Partner

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CA705

Lesson: Defining Sections and Horizontal Pages

Lesson: Defining Sections and Horizontal Pages Lesson Overview

Internal

Only

This lesson provides an overview of sections and Horizontal Page in a report. To begin with, the lesson explains the division of a report into sections and division of sections into Horizontal Page. Then, the lesson explains how to use cells in formulas to carry out mathematical operations in your reports. Finally, the lesson explains how to define sections with calculated key figures.

Lesson Objectives After completing this lesson, you will be able to:

Partner

Explain the concept of sections Use cells in formulas Define sections with calculated key figures

Use

• • •

Business Example

SAP Use

Partner Only

Internal

SAP

You work as a financial consultant for XYZ Cement Company. You are a member of the project team responsible for creating reports using the Report Painter and Report Writer. The company needs Cost Center Accounting reports. You need to create these reports using the Report Writer. You realize that most of the reports to be created comprise different groups of key figures related by business content. For example, costs and quantities. You want to mirror this structure by dividing your reports into several pages. You use the functions of Horizontal Pages to do this.

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99

Unit 4: Section and Horizontal Pages

CA705

Overview of Sections

Use

Partner

Only

Internal

SAP Internal

100

Title page Header text Footer Last page

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• • • •

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You can define the following texts in each report:

A report can consist of several sections. Each section may contain one or more Horizontal Pages that have a common row structure.

SAP

To define a report, you must determine the row and column structure and the general data selection criteria.

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Figure 44: Report Structure

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Lesson: Defining Sections and Horizontal Pages

Internal

Figure 45: Horizontal Pages

Each section in a report can comprise several Horizontal Pages. All of the Horizontal Pages in a section have the same row structure. Formula columns can refer to columns from all Horizontal Pages in the same section.

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Figure 46: Sections

Every report can be broken down into several sections:

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There are two types of sections: • •

Sections with characteristics and key figures Sections with Calculated Key Figures

The majority of sections contain characteristics and key figures; section with calculated key figures, however, can be used to calculate individual key figures from other data displayed in the report. Each section has its own specific row structure.

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Calculating Formula Rows, Columns, and Key Figures

Internal

The example above shows the cells that must be selected to perform the calculations in the first section, in the “Actual/Employee” column formula, and in the 3rd section, “Costs/Employee” and “Telephone Units/Employee”.

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You can use cells to carry out mathematical operations in your reports. A cell defines a certain location or interval in the row/column matrix of a report. Once the Report Writer has identified a location or interval (or a coordinate), it can use the cell in formulas.

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Figure 47: Calculations Using Cells

CA705

Lesson: Defining Sections and Horizontal Pages

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Figure 48: Cells in Formula Columns

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You can use the cells selected in the report to calculate formula columns in the same way as standard columns.

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Figure 49: Sections with Calculated Key Figures

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In sections with calculated key figures, you can use the cells selected in the report to define new key figures. To define a section with calculated key figures, you must define texts for the rows and columns in the section. Then, define each individual cell using the formula editor.

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Figure 50: Sections with Calculated Key Figures

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If you want to choose cells for a subgroup, you have to define an additional report row for the subgroup, choose the required cell, and hide the report row.

Partner

You cannot select cells in exploded rows. The reference value in the row for a cell is the maximum total of the respective hierarchy.

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CA705

Lesson: Defining Sections and Horizontal Pages

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Figure 51: Suppressed Rows and Columns

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As already explained in the previous example, you can suppress or hide individual rows and columns in a report. You can use the hidden rows and columns to calculate formula rows or formula columns or to define sections with calculated key figures.

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Unit 4: Section and Horizontal Pages

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CA705

Lesson: Defining Sections and Horizontal Pages

Exercise 7: Working with Horizontal Pages Exercise Objectives After completing this exercise, you will be able to: • Create reports using Horizontal Pages

You have realized that most of the reports you want to build comprise different groups of key figures, such as costs and quantities, related by business content. You wish to mirror this structure by dividing your reports into several pages.

You need to build a report that has the following structure. You need to ensure that when this report prints it causes a page break between breaks in groups of columns. 1.

Create Z5##-001 by copying Z4##-001. Make the relevant changes in your new report. Assign the report Z5##-001 to the report group Z5##. Use your library Z## for this purpose.

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Task:

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Figure 52: report

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- Define New Horizontal Page - Define Columns - Define Formula (Variance) Column - Check and Save the Report - Assign the Report to a Report Group - Execute the Report

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Solution 7: Working with Horizontal Pages Task: You need to build a report that has the following structure. You need to ensure that when this report prints it causes a page break between breaks in groups of columns.

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Create Z5##-001 by copying Z4##-001. Make the relevant changes in your new report. Assign the report Z5##-001 to the report group Z5##. Use your library Z## for this purpose.

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1.

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SAP

Figure 53: report

- Define New Horizontal Page - Define Columns

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- Define Formula (Variance) Column - Check and Save the Report - Assign the Report to a Report Group a)

Report → Create Library:

Z##

Report:

Z5##-001

Description:

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- Execute the Report

Horizontal Pages

Copy From Report:

Z4##-001

Define New Horizontal Pages Continued on next page

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CA705

Lesson: Defining Sections and Horizontal Pages

Choose Edit → Horizontal Page → New Horizontal Page. Define Columns Double-click the next available column. 1.

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You have completed the Act. Qty Column definition. Proceed to define the Planned Qty Column using the key figures or define the column dynamically. Define Formula (Variance) Double-click the next available column.

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2.

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Check and Save the Report

2.

Check the report for any error or missing characteristics by choosing Report → Check or use Check or F6. Save the Report via Report → Save or use Save or CTRL+S.

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Assign the Report to a Report Group From the report definition interface, choose: 1. 2.

Environment → Assign report group Enter Z5##.

Execute the Report 1.

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Report → Execute

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3.

In the Select Element Type screen, select Formula. Click Confirm or Enter. In the Enter Formula screen, use the pushbuttons to define the Variance Column as Act. Qty – Planned Qty. Click Confirm or Enter. In the Enter Texts screen, define texts for the variance column. Copy the text to the Medium and Long fields. Click Confirm or Enter.

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3.

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2.

In the Select Element Type screen, choose Key figure. Click Confirm or Enter. In the Choose Predefined Column screen, choose Act. qty. Click Confirm or Enter. Click Confirm or Enter to review the ensuing screens. These screens show how the key figure was defined. That is, they display the basic key figures and characteristics and their values that were used to define the predefined column.

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Lesson: Defining Sections and Horizontal Pages

Exercise 8: Working with Independent Sections Exercise Objectives

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Business Example

Task: You now need to create a report that contains the information contained within the two boxes.

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You realize that most of the reports to be built comprise different groups of key figures, such as costs and quantities, related by business content. You need to create two sections for this purpose, Section 1 for Costs and Section 2 for Statistical key figures.

Internal

After completing this exercise, you will be able to: • Extend your report by creating a new section with characteristics and key figures • Explain how to define independent sections

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Figure 54:

Name this report Z6##-001 and assign it to the report group Z6##. Use your library Z## for this purpose. - Define New Section Continued on next page

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- Name the New Section - Define Rows - Define Columns - Check and Save the Report - Link Report to Report Group (Report Writer method) - Execute the Report

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Lesson: Defining Sections and Horizontal Pages

Solution 8: Working with Independent Sections Task: 1.

You now need to create a report that contains the information contained within the two boxes.

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SAP

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Figure 55:

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- Define New Section

Internal

- Name the New Section - Define Rows

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- Define Columns - Check and Save the Report - Link Report to Report Group (Report Writer method) - Execute the Report a)

Report → Create Library:

Z##

Report:

Z6##-001 Continued on next page

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Name this report Z6##-001 and assign it to the report group Z6##. Use your library Z## for this purpose.

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Description:

New Section

Copy From Report:

Z5##-001

Define New Section Choose Edit → Sections → New section.

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Name the New Section

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Make sure to add text to describe this new section. Define Rows

Internal

In response to the New Report Section prompt, select Section with characteristics and key figures. The new section is displayed. Continue to define the rows and columns as you would normally for a report.

Double-click the first available row.

9100

Square meters

9101

Telephone units

9201

3. In the Enter Texts screen, define a row text. Copy this text to the medium and long text fields. Click Confirm or Enter. You have completed the definition for the Employees Row. Now, define the remaining two statistical key figure rows. Define Columns Double-click the first available column. 1.

In the Select Element Type screen, choose ’Key figure’. Click Confirm or Enter. Continued on next page

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Employee

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Use the following table for the characteristic and its associated value.

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2.

In the Choose Characteristic screen, select Statistical Key Figure. Click Move selected to left. In the Characteristic Values screen, enter the value for the report row. Click Confirm or Enter.

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1.

CA705

Lesson: Defining Sections and Horizontal Pages

2. 3.

In the Choose Key Figure screen, choose Stat. Key Figures. Click Confirm or Enter. Click Confirm or Enter to review the ensuing screens. These screens show how the key figures were defined. That is, they display the basic key figures and characteristics and their values that were used to define the key figure.

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Define Formula (Variance) Column Double-click the next available column.

2. 3.

In the Select Element Type screen, choose Formula. Click Confirm or Enter. In the Enter Formula screen, use the pushbuttons to define the Variance Column as X001 – X002. Click Confirm or Enter. In the Enter Texts screen, define texts for the variance column. Copy the text to medium and long text fields. Click Confirm or Enter.

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2.

Check the report for any errors or missing characteristics by choosing Report → Check or use Check or F6. Save the Report via Report → Save or use Save or CTRL + S.

Assign the Report to a Report Group From the Report Writer menu, choose: Report Writer → Report Group → Create Rep. Group: Library: 2. 3. 4.

Z6##

Z##

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Click Header or Enter. Enter a description for the report group. Click Reports. Enter Z6##-001 in the reports field. Save the report group.

Execute the Report Click Generate. Click Execute two times. Continued on next page

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Check and Save the Report

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1.

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You have completed the Actual Stat. Key Figures Column definition. Proceed to define the Column containing Statistical Key Figures, plan, using a predefined column, or dynamically defining the column.

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Use the following table for the Selection values. Controlling area

1000

Fiscal year

Current Year

Period

1 to 12

Cost Center Group

H1010

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Click Execute.

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Lesson: Defining Sections and Horizontal Pages

Exercise 9: Using Cells in Column Formulas Exercise Objectives After completing this exercise, you will be able to: • Define cells to use them in column formulas

You learned how to reference columns and rows in column formulas and row formulas, respectively. Imagine that you want to reference a single value, such as number of employees, to normalize costs. You will use a cell in a column formula to do this.

Partner

Task: The report required now is displayed below. Create the report shown below and call it Z6##-002 (base it on Z6##-001).

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Figure 56:

- Select cell needed for calculation - Add the New Formula Column - Check and Save the Report Continued on next page

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- Assign the Report to the Report Group Z6## - Execute the Report

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Lesson: Defining Sections and Horizontal Pages

Solution 9: Using Cells in Column Formulas Task: The report required now is displayed below. 1.

Create the report shown below and call it Z6##-002 (base it on Z6##-001).

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Figure 57:

- Select cell needed for calculation - Add the New Formula Column

Internal

- Check and Save the Report - Assign the Report to the Report Group Z6## a)

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- Execute the Report Report → Create Library:

Z##

Report:

Z6##-002

Description:

Cell in form. col.

Copy From Report:

Z6##-001 Continued on next page

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Select Cell Needed for Calculation Goto → Section → Next section or choose Next section. Select the cell: Double-click the “XXX.XXX” in the cell located at the intersection of Employee and Act Stat Qty. Choose Goto → Previous Section. Add New Formula Column

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1. 2.

Check the report for any error or missing characteristics by choosing Report → Check or use Check or F6. Save the Report via Report → Save or use Save or CTRL+S.

Assign the Report to a Report Group

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Check and Save the Report

Internal

Add a new formula column to the right of the variance column: Ensure you are currently in Horizontal Page 1. Use the pushbuttons to define the formula ‘X001’ / ‘Z001’, where X001 represents the Actual Costs column and Z001 represents the Employee/Actual Stat Qty.

SAP

SAP

From the Report Writer menu, choose Report Writer → Report Group → Change Rep. Group: Z6##

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Library: Z## Click Reports. Enter Z6##-002 in the reports field. Save the report group.

Internal

Execute the Report Click Generate.

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Click Execute twice. Use the following table for the selection values. Controlling area

1000

Fiscal year

Current Year

Period

1 to 12

Cost Center Group

H1010

Click Execute.

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Lesson: Defining Sections and Horizontal Pages

Exercise 10: Working with Dependent Sections and Cells Exercise Objectives

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Business Example

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The underlying Reporting Table does not directly offer some of the key figures relevant to your business. However, these key figures can be calculated from the data. Therefore, you will access data cells from previous sections of the report to calculate your own key figures.

Internal

After completing this exercise, you will be able to: • Extend reports to calculate your own key figures by referencing data from previous sections of the report, such as calculated key figure block • Explain the term - dependent section

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Task: 1.

The report continues to build where it now calculates the Personnel Costs/Employee in addition to displaying the information account by account. Create the report Z6##-003 (base it on Z6##-002). Mark the cells that you need to perform the calculation in the new sections. Note: Use the set OAS_PERS for the personnel costs.

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Figure 58:

Internal

- Define Additional Row for Personnel Costs (OAS_PERS) - Select Cells (Personnel Costs: Actual and Plan) - Hide Personnel Costs Row

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- Select Cells (Employee: Actual and Plan) - Create a Calculated Key Figure Section - Name the Section - Define Row Text - Define Column Text - Define Formula Cells Continued on next page

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Lesson: Defining Sections and Horizontal Pages

- Check and Save the Report - Assign the Report to the Report Group Z6## - Execute the Report

Why do you need to Set the Explode level on the Cost Elements to Explode or Do Not Explode?

3.

What is meant by Dependent Section?

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Hint: To toggle between reports in the same report group, use the menu path Goto → Other Report or click on Other Report.

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Solution 10: Working with Dependent Sections and Cells Task: The report continues to build where it now calculates the Personnel Costs/Employee in addition to displaying the information account by account. Create the report Z6##-003 (base it on Z6##-002). Mark the cells that you need to perform the calculation in the new sections.

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Note: Use the set OAS_PERS for the personnel costs.

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Figure 59:

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- Define Additional Row for Personnel Costs (OAS_PERS) - Select Cells (Personnel Costs: Actual and Plan) - Hide Personnel Costs Row - Select Cells (Employee: Actual and Plan) - Create a Calculated Key Figure Section - Name the Section Continued on next page

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Lesson: Defining Sections and Horizontal Pages

- Define Row Text - Define Column Text - Define Formula Cells - Check and Save the Report - Assign the Report to the Report Group Z6##

Hint: To toggle between reports in the same report group, use the menu path Goto → Other Report or click on Other Report. Choose Report → Create. Library:

Z##

Report:

Z6##-003

Description:

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a)

Calculated key figures

Copy From

SAP

Z6##-002

Select Cells (Personnel Costs)

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Double-click the cell defined by the intersection of Personnel Costs and Plan. Then, hide the Personnel Costs row. Choose Edit → Rows → Hide. Select Cells (Employee) Choose Goto → Section → Next section.

Continued on next page

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Double-click the cell defined by the intersection of Personnel Costs and Actual.

Partner

To use the personnel costs as part of the formula, you have to enter the set OAS_PERS in a separate line to access the top totals levels. Ensure the row is either in explode or do not explode setting. This is required to access the grand total line of the costs. After the explode setting is correctly set, proceed to select the cells.

SAP

Report:

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- Execute the Report

Unit 4: Section and Horizontal Pages

CA705

Double-click the cell defined by the intersection of Employees and Act Stat Qty. Double-click the cell defined by the intersection of Employees and Plan Stat Qty. Create a Calculated Key Figure Section Choose Edit → Sections → New section.

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Name the Section

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Define Column Text Double-click Column 1 to define text for the Actual column. Do the same for column 2 (Plan).

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1. 2.

Check the report for any errors or missing characteristics by choosing Report → Check or use Check or F6. Save the Report via Report → Save or use Save or CTRL + S.

Assign the Report to a Report Group From the Report Writer menu, choose: 1.

Report Writer → Report Group → Change Rep. Group: Library:

Z6##

Z## Continued on next page

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Check and Save the Report

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Double-click the cell defined by the intersection of Personnel Costs/Emp and Actual and enter the formula, ‘personnel costs actual’/‘employee actual’. Your formula will reference Z001, Z002 etc., depending on the relationship of your Z number to the cell value. Double-click the cell defined by the intersection of Personnel Costs/Emp and Plan and enter the formula, ‘personnel costs plan’ / ‘employee plan’

SAP

Define Formula Cells

Double-click Row 1 and enter the text for the row (e.g., Personnel Costs/Emp).

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Define Row Text

SAP

Provide a text description for the section.

Internal

In response to the New Report Section prompt, select Section with calculated key figures. The new section is displayed straight away.

CA705

Lesson: Defining Sections and Horizontal Pages

2. 3.

Click on Reports. Add Z6##-003 to the reports field. Save the report group.

Execute the Report Click Generate. Click Execute twice.

Partner

Controlling area

1000

Period

1 to 12

Fiscal year

Current Year

Cost Center Group

H1010

Internal

Only

Use the following table for the Selection values.

Click Execute. Why do you need to Set the Explode level on the Cost Elements to Explode or Do Not Explode?

3.

What is meant by Dependent Section?

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Internal

A Dependent Section is a section of the report where no new data is extracted from the summary tables. Only existing data from other sections of the report are referenced and used in calculations.

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a)

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This is because you need to have access to the grand total of the hierarchy. If the OAS_PRIM set is defined as Single Values, you do not have access to the grand total.

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2.

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Unit 4: Section and Horizontal Pages

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Lesson Summary You should now be able to: • Explain the concept of sections • Use cells in formulas • Define sections with calculated key figures

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Unit Summary

Unit Summary You should now be able to: • Explain the concept of sections • Use cells in formulas • Define sections with calculated key figures

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Unit Summary

CA705

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CA705

Test Your Knowledge

Test Your Knowledge 1.

You can use the cells selected in the report to calculate formula columns in the same way as standard columns. Determine whether this statement is true or false.

2.

True False

When defining a section with a calculated key figure, what are the steps you must follow to choose cells for a subgroup? Choose the correct answer(s).

Partner

3.

A B C D

Define an additional report row Choose the required cell Select cells in exploded rows Hide the report row

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□ □

Name the two types of sections in a report.

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Test Your Knowledge

CA705

Answers 1.

You can use the cells selected in the report to calculate formula columns in the same way as standard columns. Answer: True

2.

When defining a section with a calculated key figure, what are the steps you must follow to choose cells for a subgroup?

When defining a section with calculated key figure, if you want to choose cells for a subgroup, you have to define an additional report row for the subgroup, choose the required cell, and hide the report row. Name the two types of sections in a report.

SAP

SAP

3.

Answer: A report has the following types of sections: • •

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Answer: A, B, D

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You can use the cells selected in the report to calculate formula columns in the same way as standard columns.

Sections with characteristics and key figures Sections with calculated key figures

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Unit 5 Unit Overview

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This unit explains how to format reports. To begin with, you will learn how to use the formatting options in sections. Next, you will learn how to use the standard layout in reports. Then, you will learn how to use the format groups to format columns in a section. Finally, you will learn how to use a section layout locally for a section in your report.

Unit Objectives Use the formatting options in sections Use the standard layouts Use format groups to format columns Use the section layout

Unit Contents

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Lesson: Using Standard Layouts and Format Groups ......................... 135 Exercise 11: Section Layout and Attributes ................................. 143 Exercise 12: Format Groups and Other Formatting Issues ............... 147

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SAP

After completing this unit, you will be able to: • • • •

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Formatting Reports

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Unit 5: Formatting Reports

CA705

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Figure 60: Formatting: Overview

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CA705

Lesson: Using Standard Layouts and Format Groups

Lesson: Using Standard Layouts and Format Groups Lesson Overview

Internal

Only

This lesson focuses on using standard layouts and format groups. First the lesson explains how to use the formatting options in sections. Then, the lesson explains how to use the standard layouts in a report. Next, the lesson explains how to use the format groups to format columns in a section. Finally, the lesson explains how to use the section layout in a report.

Lesson Objectives

Partner

Use the formatting options in sections Use the standard layouts Use format groups to format columns Use the section layout

You work as a financial consultant for XYZ Cement Company. The management wants you to create a report of how much each cost center is spending toward each account. Further, they need you to divide the report layout into two different sections: Actual vis-a-vis plan costs and statistical key figure section. They also need you to different attributes for each section of the report. You need to use the section layout and functions of attributes to do this.

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• • • •

SAP

After completing this lesson, you will be able to:

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Business Example

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Unit 5: Formatting Reports

CA705

Formatting Sections

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Figure 61: Formatting Sections

• •

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• •

Select a short text, medium text, or a single-line long text for all columns. Define color and overscore/underscore options to emphasize a summarization (*) level. Expand/compress the summarization levels. Choose format groups for the columns to optimize the number format and column width.

SAP

SAP

You can use the following formatting options in the section of a report definition:

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Lesson: Using Standard Layouts and Format Groups

Using Standard Layouts

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Figure 62: Standard Layout

SAP

You assign the standard layout to your report. If you are not working with a standard layout you created yourself, the SAP layout is used.

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This standard layout defines the format of your report. In the layout, you can define parameters that control:

Internal

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Rows Lead column Columns Column headings Representation Language-specific parameters Graphics

© 2005 SAP AG. All rights reserved.

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• • • • • • •

SAP

You create a standard layout independent of a report.

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Figure 63: Standard Layout for Defining Reports

In the report definition, you can assign a standard layout to a report in the report header.

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Unit 5: Formatting Reports

Use

The settings in this report are applicable for the report.

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Figure 64: Layout Changes During Output

When a report group is output on the screen, you can either use the standard layout entered in the header of the Report Painter report or copy it locally as a report layout for this report and modify selected parameters for this report.

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Lesson: Using Standard Layouts and Format Groups

You can modify this report layout permanently if the ’Change allowed during execution’ flag is set in the layout. This flag determines whether modifications to the layout parameters can be saved.

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With reports that are under development, you can save the parameters to allow you define the report layout. Once the report has left the development phase it should no longer be possible to save the parameters online otherwise every user can change the report layout constantly.

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Using Format Groups

The Report Writer comprises a series of layout parameters in six different variants, which are numbered in a sequence. The number is referred to as a format group. These format groups can be entered above the columns. In a report, the parameter version that matches the format group is always used.

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You may have to define different formats form amounts in different columns. In the Report Writer, you use the format groups for this purpose.

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Figure 65: Format Groups

Unit 5: Formatting Reports

CA705

Examples of these parameters include: Column width Number of decimal places Scale Flag: print units Right margin Flag: reverse +/- sign

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• • • • • •

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Section Layouts and Attributes

SAP

SAP

A Report Writer report comprises one or more sections. These sections are output in the order defined by their sequence number. You can specify a separate text and page break for each section. You can also decide whether the section is to be output on a new page or, if the section starts in the middle of a page, whether the column heading is to be printed. If you insert a layout in a report header, it will apply globally to all of the sections within the report. In this case, any changes made to the layout of the report automatically affects these sections.

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Figure 66: Section Layout and Attributes

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Lesson: Using Standard Layouts and Format Groups

You can also specify layout parameters for specific sections in the report definition. These take precedence over the global layout settings. The section layout contains control information on: • • •

Row totals Row texts Column texts

The section settings can also be modified in the report output.

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Lesson: Using Standard Layouts and Format Groups

Exercise 11: Section Layout and Attributes Exercise Objectives

Business Example

Task 1: 1.

Describe the terms ’standard layout’, ’section layout’, and ’section attributes’.

SAP

SAP

Task 2:

2.

How would you link your report to a different standard layout?

3.

How do you change the section attributes?

4.

How would you link your report to a different section layout?

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Internal

Create a separate standard layout Z##-NEW and assign it to the report.

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Modify your report Z6##-003 so that you can try different layout settings. 1.

Use

Partner

Management requires different attributes for each section of the report that you create. You need to create a standard layout and assign it to an existing report.

Internal

Only

After completing this exercise, you will be able to: • Describe the purpose of the standard layout and link it to the Report Painter Report • Describe the purpose of the section layout and attributes

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Solution 11: Section Layout and Attributes Task 1: 1.

Describe the terms ’standard layout’, ’section layout’, and ’section attributes’. The standard layout is similar in thought to a stylesheet in a word processing package. The layout provides some general guidelines for which all reports linked to the layout follows. The layout can define column widths, number and decimal representation, and location of the lead column.

Using the section attributes, you can define the following attributes for each section: Page break/overscore/underscore/print column header

Task 2:

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Partner

You can use the section layout to define different layout settings for each report section. You can either copy the settings from the standard layout or change them to suit your requirements.

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Only

a)

1.

Create a separate standard layout Z##-NEW and assign it to the report. a)

Choose Ad-hoc reports → Report Painter → Report Writer → Standard layout → Create.

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Standard layout: Z##-New Copy from: SAP How would you link your report to a different standard layout? a)

3.

From within the report definition, choose Edit → Report header or double-click the name of the standard layout currently linked to the report. The layout name is located in the header row of the Report Painter report definition interface.

How do you change the section attributes? a)

In the report definition, choose Formatting → Section overview or, for each section in the report, Settings → Section attributes.

Continued on next page

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Define your own layout and assign it to the report 2.

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SAP

Modify your report Z6##-003 so that you can try different layout settings.

CA705

Lesson: Using Standard Layouts and Format Groups

4.

How would you link your report to a different section layout? a)

Position the cursor on the section whose layout you want to edit. In the report definition, choose Formatting → Section layout or, in the executed report, Settings → Section layout.

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Lesson: Using Standard Layouts and Format Groups

Exercise 12: Format Groups and Other Formatting Issues Exercise Objectives

Only

Business Example

Partner

You need to modify the layout of an existing report to highlight various levels of rows. You use overscores and underscores and local summarization levels to do this.

1.

Use

Task:

Internal

After completing this exercise, you will be able to: • Use format groups to format columns in your reports • Use overscores and underscores to highlight a particular level of a row • Use local summation levels to hide details

Modify your report Z5##-001 to test the use of format groups.

SAP

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Figure 67:

Assign Format Groups Update Format Group 1 Information Continued on next page

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Update Format Group 0 Information Emphasize Subtotal Rows with Lines 2.

How does the report know which format group you are currently modifying? Check and Save the Report Execute the Report from the Report Definition Interface

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Suppose you prefer not to see the details of the report but just the grand totals and the next level subtotals as shown below. Make the appropriate change to Z5##-001.

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3.

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SAP

Figure 68:

Check and Save the Report Execute the Report from the Report Definition Interface

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Lesson: Using Standard Layouts and Format Groups

Solution 12: Format Groups and Other Formatting Issues Task: 1.

Modify your report Z5##-001 to test the use of format groups.

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Internal

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SAP

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Figure 69:

Assign Format Groups Update Format Group 1 Information

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Update Format Group 0 Information

Continued on next page

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Emphasize Subtotal Rows with Lines a)

Library: 1VK Z5##-001

Assign Format Groups Set the format group for the variance column to the format group 1. Leave the remain format groups set to 0. Update Format Group 1 Information

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Update Format Group 0 Information

Decimal notation: Position your cursor in the Actual or Plan column and choose Formatting → Columns → Maintain format groups. Choose the 0.00 decimal places format. Emphasize Subtotal Rows with Lines Place your cursor on a subtotal row and choose Formatting → Row → Underscore/Overscore. Select both the underscore and overscore boxes. 2.

How does the report know which format group you are currently modifying? Continued on next page

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Column Width: Position your cursor in the Actual or Plan column and choose Formatting → Columns → Maintain format groups. Enter an appropriate column width.

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Decimal notation: While your cursor is positioned on the Variance column, choose Formatting → Columns → Maintain format groups. Choose the 0 decimal places format.

SAP

Column Width: While your cursor is positioned on the Variance column, choose Formatting → Columns → Maintain format groups. Enter an appropriate column width.

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Report:

Internal

Expand the whole line. (Drill-down) Reduce the width of the Variance column (Costs) and show zero decimal places. 3. Increase the size of the Actual and Plan column (Costs) and show two decimal places. 4. Modify the report so the subtotal rows (** level) are marked by underscores and overscores. Choose Report → Change.

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1. 2.

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Lesson: Using Standard Layouts and Format Groups

Check and Save the Report Execute the Report from the Report Definition Interface a)

Based on the current position of your cursor in a column. If your cursor is positioned in a column that is the format group 2, you modify the format group 2 when you make changes to column width. Check and Save the Report

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Internal

Check the report for any error or missing characteristics by choosing Report → Check or use Check or F6. Save the Report via Report → Save or use Save or CTRL + S. Execute the Report from the Report Definition Interface

Partner

Choose Report → Execute.

1000

Fiscal year

Current year

Period

1 to 12

Cost Center Group

H1010

SAP

Controlling area

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SAP

Use the following table for the Selection values.

Click Execute.

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Suppose you prefer not to see the details of the report but just the grand totals and the next level subtotals as shown below. Make the appropriate change to Z5##-001.

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3.

Figure 70:

Check and Save the Report Continued on next page

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Execute the Report from the Report Definition Interface a)

Choose Report → Change. Library:

1VK

Report:

Z5##-001

Only

Save the Report via Report → Save or use Save or CTRL + S.

Check the report for any error or missing characteristics by choosing Report → Check or use Check or F6. Execute the Report from the Report Definition Interface

Use

Choose Report → Execute.

Use

Fiscal year

Current Year

Period

1 to 12

Cost Center

Group H1010

Partner

1000

SAP

SAP

Use the following table for the Selection values: Controlling area

Internal

Check and Save the Report

Partner

Place your cursor on a subtotal row, then proceed to the menu Formatting → Collapse to. Select 3-Asterisk Level. Now, the report shows only the 3 and 4-asterisk levels.

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Click Execute.

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Lesson: Using Standard Layouts and Format Groups

Lesson Summary You should now be able to: • Use the formatting options in sections • Use the standard layouts • Use format groups to format columns • Use the section layout

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Unit Summary

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Unit Summary You should now be able to: • Use the formatting options in sections • Use the standard layouts • Use format groups to format columns • Use the section layout

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Test Your Knowledge

Test Your Knowledge 1.

It is possible to expand or compress the summarization levels using the formatting options in the section of a report definition. Determine whether this statement is true or false.

2.

True False

Internal

Only

□ □

The format group numbers are entered below the columns in a section. Determine whether this statement is true or false.

3.

True False

You can modify a report layout permanently if the flag is set

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,

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□ □

in the layout.

SAP

Fill in the blanks to complete the sentence.

4.

The section layout contains control information on , and . Fill in the blanks to complete the sentence.

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Answers 1.

It is possible to expand or compress the summarization levels using the formatting options in the section of a report definition. Answer: True

2.

Internal

Only

It is possible to expand or compress the summarization levels using the formatting options in the section of a report definition. The format group numbers are entered below the columns in a section.

The format group numbers are entered above the columns in a section. 3.

You can modify a report layout permanently if the Change allowed during execution flag is set in the layout.

4.

The section layout contains control information on row totals, row texts, and column texts.

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Answer: row totals, row texts, column texts

SAP

SAP

Answer: Change allowed during execution

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Answer: False

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Unit 6 Unit Overview

Partner

This unit focuses on variations and extracts in mass reports. The unit begins by explaining the use of variation and why variation helps in reducing the system load. Then, the unit explains how to create extracts and handle them with extract management. Finally, the unit explains how to execute reports with a background job.

Use

Unit Objectives After completing this unit, you will be able to:

SAP

Use the variation function Create extracts Execute reports with background jobs

SAP

• • •

Use

Lesson: Using Variations and Extracts in Mass Reports ...................... 158 Exercise 13: Variation.......................................................... 165 Exercise 14: Extracts .......................................................... 169 Exercise 15: Background Jobs ............................................... 171

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Unit Contents

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Variations and Extracts

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Lesson: Using Variations and Extracts in Mass Reports Lesson Overview

Internal

Only

This lesson provides and overview on how to use variation and extracts in mass reports. First, the lesson explains how to use the variation function in a report. Then, the it explains how to create extracts for extracting large amounts of data faster. Finally, the lesson explains how to execute reports with background jobs for proper system utilization.

Lesson Objectives After completing this lesson, you will be able to:

Partner

Use the variation function Create extracts Execute reports with background jobs

Use

• • •

Business Example

SAP Use

Partner Only

Internal

SAP

You work as a financial consultant for XYZ Cement Company. The company has defined a set of reports that have been optimized according to the company’s needs. After closing each posting period, every cost center manager requires reports. You have been asked to set up a standard procedure to provide these reports. In addition, you have been asked to provide end users with easy access to these reports. If an unexpected variance between the actual and planned costs appears, the end users need to drill down to more detailed data to analyze the reason for the variation.

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Lesson: Using Variations and Extracts in Mass Reports

Using Variations

SAP

If you want to use the variation function when outputting a report, you must specify this in the report definition.

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Partner

If the variation is used, you only need to carry out one selection run on the database for all the reports produced. For this reason, the variation can often be used to reduce the system load.

SAP

Using the variation function, you can generate a report for every node and each single value in a hierarchy of characteristics used in the general data selection of a report. When using the variation function, you can interactively navigate within the hierarchy structure.

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Figure 71: Variation

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Figure 72: Variation: Navigating in the Report Output

SAP

This navigation bar also allows you to switch between the various variation reports, if the variation function is active for the current report.

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The navigation bar is also displayed for switching between the various reports in the report group, provided that the report group contains at least two reports.

SAP

The navigation bar can be displayed to the left of the report to help you navigate through the report.

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Lesson: Using Variations and Extracts in Mass Reports

Creating Extracts

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Figure 73: Creating Extracts

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Only

Internal

Partner

When you output an extract, all of the Report Writer functions such as defining threshold values and sorting lists are also available. These functions can also be used after a selection run via the database.

If the data is stored as an extract, you do not need to select it again. This means that the time required to output an extract is less.

SAP

Alternatively, you can decide to select the data and store it as an extract with or without outputting it.

Use

You can select and output data without creating an extract.

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Internal

Figure 74: Extract Management

Each stored extract is identified by its report group and selection criteria. By choosing the data source, you can decide whether you want to display extracts (default) or select data from the database or from archive files.

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If a report has been executed for a whole cost center hierarchy using the variation, the system stores extracts for all cost center groups and single cost centers contained in that hierarchy.

SAP

When you start a report, the system finds all the extracts that match the selection criteria you defined.

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Lesson: Using Variations and Extracts in Mass Reports

Using Background Jobs

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Figure 75: Background Processing

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SAP Use

Once you release the background job, the system performs all additional steps without user intervention.

SAP

You can also execute reports in the background. This ensures that in the event of high-system utilization additional processing time is not required.

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For reports with large amount of data, it is advised to create an extract in the background and display and process the data online.

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Figure 76: Month-end Reporting: Potential Scenarios

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This enables you to create reports and extracts for a whole hierarchy of cost centers using only one job.

Only

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Your end users can access the extracts created to display their reports very quickly.

Partner

The variant created can be used to schedule a background job. This background job can run when the system load is low.

SAP

You save the selection criteria for a specific report in a variant. This variant contains the extract and variation parameters. Activate the flags "Create extract" and "Explode" for the variation.

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Lesson: Using Variations and Extracts in Mass Reports

Exercise 13: Variation Exercise Objectives

Only

If an unexpected variance between the actual and planned costs appears, the end users need to drill-down to more detailed data to analyze the reason for the variation.

As you have just read, each cost center manager requires reports. You can deal with this situation in two ways. You can run the indicated report individually for each cost center. This is time-consuming. Alternatively, use the variation function.

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2.

How did you activate the variation in the report?

3.

How did you use the variations after the report was run?

4.

Prefer displaying the name of the Cost Center in the header of the report as a reminder of which cost center you are currently viewing. Maintain the relevant texts.

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Use variations to execute report Z4##-001 (report group Z4##).

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1.

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SAP

Task:

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Also, you are asked to provide end users with easy access to these reports.

Your company has defined a set of reports that have been optimized to your company’s needs. After closing each posting period, every cost center manager requires reports. You are asked to set up a standard procedure to provide these reports.

Internal

Business Example

Partner

After completing this exercise, you will be able to: • Define reports that use variation for different characteristics • Explain why the variation is a method that helps to reduce the system load

Unit 6: Variations and Extracts

CA705

Solution 13: Variation Task: As you have just read, each cost center manager requires reports. You can deal with this situation in two ways. You can run the indicated report individually for each cost center. This is time-consuming. Alternatively, use the variation function. Use variations to execute report Z4##-001 (report group Z4##). Choose Report → Change. Library:

Z##

Report:

Z4##-001

Variations must be activated within the report definition to be available at runtime for the user of this report. To do this, choose Edit → Variation. For the Cost Center characteristic, select Variations at the Single Values level.

SAP

SAP

Select Enter. Save the report.

Use

a) 3.

Enter the report via Report → Change. Then, choose Edit → Variation. Select the radio button Single Values for the characteristic Cost Center.

How did you use the variations after the report was run? a)

After you checked the results screen, use the navigation control to drill down the hierarchy to an individual cost center. The selected cost center’s values will be displayed. Navigate to a different position in the hierarchy. You can navigate through the cost center hierarchy by choosing Settings → Dialog settings or by using the Navigation on/off button. Continued on next page

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How did you activate the variation in the report?

Partner

Execute the report with Variations. You can view the values of each cost center on the result screen using the control. Click a cost center to select it. Then, the system displays the values for this cost center. You can display the name of the cost center by extending your header text. You can also use icons to navigate through the hierarchy instead of using the menu bar. 2.

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a)

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1.

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Lesson: Using Variations and Extracts in Mass Reports

4.

Prefer displaying the name of the Cost Center in the header of the report as a reminder of which cost center you are currently viewing. Maintain the relevant texts. a) 1. 2.

Return to the report and choose Settings → Texts → Headers. Select the following values and position the variables in the header. Then, the text "cost center" is displayed.

Only

Characteristic: Cost center Text type: Description

Partner

Value type: Value/Group 3.

In this way, you can display the key for the selected cost centers.

Use

Variable type: Characteristic-related text variable Characteristic: Cost center Text type: Value

SAP

SAP

Value type: Value/Group 4. 5.

Internal

Variable type: Characteristic-related text variable

Save the Header. Save and execute the report. Respond with Yes to regenerate.

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Lesson: Using Variations and Extracts in Mass Reports

Exercise 14: Extracts Exercise Objectives After completing this exercise, you will be able to: • Create extracts and handle them with extract management

Task: 1.

Create an extract from the report Z5##-001. Execute the extract using the report groups interface from the Report Writer.

SAP

SAP

Execute the Report from the Extract

Use

Partner

Management would like to reduce the time required to display the output of the report Z5##-001 where selection parameters remain unchanged except for selection of cost center/cost center group. You need to create extract by executing the report for a whole cost center hierarchy.

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Business Example

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Solution 14: Extracts Task: 1.

Create an extract from the report Z5##-001. Execute the extract using the report groups interface from the Report Writer. a)

Choose Report Writer → Report Group → Execute. Rep. Group: Z5##

Partner SAP

Choose Report Writer → Report Group → Execute.

Click Execute to see a list of extracts

In the Results screen, choose Report → Save. Enter an extract name and optional password. Exit the Report. Execute the Report from the Extract:

Use

Enter the selection parameters.

Use

Click Execute.

Internal

Only

Execute the Report from the Extract

SAP

Rep. Group: Z5## Choose Data extracts

Internal

Enter password, if necessary.

Partner

From the Extract Management screen, double-click the extract you created in the previous step. This executes the report from the saved extract data instead of reading from the database again.

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Lesson: Using Variations and Extracts in Mass Reports

Exercise 15: Background Jobs Exercise Objectives

Business Example

For the spool output, the variation reports should be printed in an individual spool request. To do this, set the Append Report flag under output control.

SAP

SAP

Recall that each manager will want to see the data for his/her respective department. You need to use the variations feature to print out each manager’s report. Ensure variations is activated in the report and turned on for the background job.

Use

Partner

It is the end of the month and department managers are requesting reports. These reports will take some time to execute so you decide to create a background job to execute your report during off-peak system hours. When you arrive at work, you will want to view the report and have the ability to maneuver within the report. Therefore, you will need to have the background job also create an extract.

1.

Partner

Use

Task: Define a background job for the report Z4##-001. - Check whether the variation is active for cost centers (drill-down).

Internal

Internal

Only

After completing this exercise, you will be able to: • Execute reports with a background job • Recognize that the combination of variation, extracts and background jobs provide a powerful method to produce all reports needed after month-end closing

- Maintain Output Parameters - Define Extract Parameters

Only

- Define Variant - Define Background Job - Job Status - Spool Request: Display Report

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Solution 15: Background Jobs Task: 1.

Define a background job for the report Z4##-001. - Check whether the variation is active for cost centers (drill-down).

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Internal

- Maintain Output Parameters - Define Extract Parameters - Define Variant

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- Define Background Job - Job Status

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Continued on next page

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- Spool Request: Display Report a)

Choose Report Writer → Report Group → Execute. Rep. Group: Z4## Click Execute. Define Extract Parameters

Only

Define Variant

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Enter your selection parameters in the Selection screen. Save this information in a variant by choosing Goto → Variants → Save as variant… Enter a variant name and a description, such as Z5##VAR. Choose Save. Then, you return to the Selection screen. Return to the Execute Report Group initial screen. Define Background Job

SAP Use

Choose Start condition. Choose Immediate. Save. Save the background job. To verify the status of your job, choose System → Own Jobs. Click Execute. Choose Job Overview. Click Execute. Select your job. Click Spool. Select the spool request and display your report.

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Job Status

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Choose Step. Select your job and choose Change to go to the Edit Step 1 screen. In the Variant field, enter the name of the variant you defined earlier, such as Z4##VAR. Save. Click on the green arrow to return to the Define Background Job screen.

SAP

Utilities → Background Job → Execute

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Internal

Choose Extract parameters in the Selection screen. Select Mode: Create Extract. You can enter a description of the extract and a password. Choose Continue or Enter.

Unit 6: Variations and Extracts

CA705

Lesson Summary You should now be able to: • Use the variation function • Create extracts • Execute reports with background jobs

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Unit Summary

Unit Summary You should now be able to: • Use the variation function • Create extracts • Execute reports with background jobs

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SAP

SAP Only

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Unit Summary

CA705

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Test Your Knowledge

Test Your Knowledge 1.

When you release the background job, the system performs all additional steps without user intervention. Determine whether this statement is true or false.

Only

3.

True False

allows you to switch between the various The variation reports if the variation function is active for the current report. Fill in the blanks to complete the sentence.

Each stored extract is identified by its .

and

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Fill in the blanks to complete the sentence.

Internal

2.

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□ □

SAP

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Test Your Knowledge

CA705

Answers 1.

When you release the background job, the system performs all additional steps without user intervention. Answer: True

2.

The navigation bar allows you to switch between the various variation reports if the variation function is active for the current report.

3.

Each stored extract is identified by its report group and selection criteria.

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Answer: navigation bar

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When you release the background job, the system performs all additional steps without user intervention.

Answer: report group, selection criteria

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Unit 7 Unit Overview

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This unit focuses on reports in a live system. This unit begins by explaining how to assign report groups. Next, the unit explains how to define send-receiver relationships for the report/report interface. Then, the unit explains how to send reports to other SAP System users through mail. Finally, the unit explains how to transport a report group with dependent objects.

Unit Objectives Explain the concept of online settings and office integration in reports Mail a report Use the report/report interface Assign users and report groups to a role Transport report objects

Lesson: Assigning and Transporting Report Groups........................... 180 Exercise 16: Report/Report Interface ........................................ 189 Exercise 17: Send Reports as Mail .......................................... 191

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Unit Contents

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SAP

After completing this unit, you will be able to: • • • • •

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Reports in a Live System

Unit 7: Reports in a Live System

CA705

Lesson: Assigning and Transporting Report Groups Lesson Overview

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Lesson Objectives Explain the concept of online settings and office integration in reports Mail a report Use the report/report interface Assign users and report groups to a role Transport report objects

Business Example

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180

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You work as a financial consultant for XYZ Cement Company. The company has defined a set of reports that have been optimized according to the company’s needs. After closing each posting period, every cost center manager requires reports. You have set up a standard procedure to provide these reports. In addition, you have provided end users with easy access to these reports. If an unexpected variance between the actual and planned costs appears, the end users need to drill-down to more detailed data to analyze the reason for the variation. The users would like to be able to drill back to more detail to investigate any reasons for variations. The users would also want to call up a report from other report groups. You need to add a report interface for these reports. Once the interface has been defined, you need to run your report group to test the interface.

SAP

SAP

• • • • •

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Partner

After completing this lesson, you will be able to:

Internal

This lesson provides an overview on assigning and transporting report groups. First, the lesson explains the concept of online settings and office integration in reports. Then, the lesson explains how to send reports through mail. Next, the lesson explains how to use the report/report interface. Then, the lesson explains how to assign users and report groups to a role. Finally, the lesson explains how to transport report objects between different systems or different clients.

CA705

Lesson: Assigning and Transporting Report Groups

Online Settings and Connections

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Display icons: This flag determines whether icons are to be displayed when the report is output on the screen. Icons are used to identify sorted columns, columns for which a threshold condition has been stored, and totals rows that can be expanded or collapsed.

SAP

Navigation bar: In the report output, the navigation between the various reports and variation reports in the report group is simplified by the navigation bar that is displayed on the left-hand side of the report. This bar displays the reports in the report group as well as the various variation reports. By simply clicking the relevant report, you can switch between the variation reports and the reports in the report group. You can activate or deactivate the navigation bar in the report output by choosing Settings → Dialog settings.

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Figure 77: Online Settings

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CA705

Office integration: Supports the interactive output of a report to an Office document. The Office application runs as a control in the SAP System window. This means that the SAP System functions can also be applied to the worksheet in the Office application.

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Worksheet protection: If the report is output to an Office document, the worksheets created as a result are protected. This ensures that the data on the front end is consistent with the data in SAP System. Consistency is necessary for context-sensitive functions, such as calling up reports and changing column attributes. You can deactivate worksheet protection permanently under the dialog settings or temporarily in the relevant Office application. This enables you to modify the worksheet locally. If you insert columns or rows in the worksheet, the context-sensitive functions may not refer to the correct cells. Changes made locally are overwritten again the next time a dialog step is carried out in SAP System.

SAP

Interactive display switchover: Using the dialog settings, you can output the report in the standard list format or to an Office document. The selected setting is permanently stored in the user parameters. The dialog settings can also be modified in the initial screen of the report group, under the output parameters.

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Figure 78: Office Integration

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Unit 7: Reports in a Live System

CA705

Lesson: Assigning and Transporting Report Groups

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Figure 79: Mail Connection

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After you send the report, it appears in the recipient’s inbox. The recipient can list the name of the report group, the selection time, and additional information by selecting ’Display’. The report results are displayed using ’Process’.

SAP

You can use e-mail to send reports within an SAP System. As of release 4.6, you can append the current report to the e-mail in the HTML format. If you have activated Microsoft Office integration, the report is additionally sent as a Microsoft Excel file.

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Using the Report/Report Interface

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Figure 80: Report/Report Interface

SAP

You can specify the receiver reports in the header of every report group or in the library.

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You can use other Report Writer reports, transactions, report portfolio reports, drill-down reports, or ABAP programs as receiver reports.

SAP

When displaying your report online, you can use data from a report in the report/report interface. Other reports are called up based on the corresponding selection criteria.

Figure 81: Report/Report Interface (2)

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Lesson: Assigning and Transporting Report Groups

Using the report/report interface, you can call up various reports while displaying your report data. The selection criteria used to call up the receiver report depends on the section marked in the sender report. Procedure for using the report/report interface:

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Select the data to be analyzed in the sender report. The receiver reports are displayed for selection. The report/report interface also allows you to call up reports from other applications.

Internal

• • •

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Assigning User and Report Groups to a Role

You can call up Report Writer reports, drill-down reports, transactions, ABAP, reports and report portfolio reports from the reporting tree. SAP delivers a preconfigured reporting tree for each application. If your user is assigned to one or more roles, you will receive your personal work center menu in the form of a tree control when you log onto the system. You can compile your own favorites in your work center menu by using drag & drop. SAP provides a series of standard roles.

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Standard reports and user-defined can be installed in the reporting tree. End users can call up reports directly from the reporting trees.

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SAP

Figure 82: Create/Change Role

Unit 7: Reports in a Live System

CA705

A user-dependency relationship is set up by assigning area menus to roles in the profile generator. In this case, authorizations are combined automatically.

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The transactions for the user menus can be entered directly, such as from the SAP menu. In addition to the user menu, the overall view (SAP menu) contains all of the functions provided by SAP. You should use this overall view only if user menus have not been defined yet or when the Business-process user wants to create new user menus.

Partner

In the role group maintenance function (transaction PFCG), Business-process user can define the menu structure for a role and combine certain transactions, drill-down reports, ABAP reports, report portfolios, Internet/Intranet links, and Report Writer report groups to form a user menu. You can enter reports with/without variants and skip the selection screen. The structure and terminology of the functions contained in the menu are freely definable.

SAP

Figure 83: Assigning Report Groups to a Role

CA705

Lesson: Assigning and Transporting Report Groups

Use

The user menu only contains the entries, such as transactions, reports, and Web addresses that are required for the user’s day-to-day work.

Only

Internal

If your system administrator has defined a user menu for you, it will be displayed automatically when you log onto the system.

Partner

Authorizations can be created automatically for a role. Most of the field contents of these authorizations are defaulted by SAP. You can modify these default values or add blank fields. Then, you can create an authorization profile automatically from these fields using the Profile Generator and assign it to certain users.

SAP

SAP

A role can be assigned to any number of users. The role also contains authorizations that the users need to access the transactions and reports in the menu.

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Figure 84: Assigning Users to a Role

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CA705

Transporting Report Objects

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Figure 85: Transport Connection

Report Writer objects are client dependent objects.

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You can transport Report Writer objects between different clients in the same SAP System in one step. Otherwise, you can use the alternatives: create an export file or create a transport request for transport to a different system.

Partner

Report groups, reports, and models can be transported to these dependent objects from the Report Painter menu.

SAP

You can transport Report Writer objects between various SAP systems or between different clients.

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CA705

Lesson: Assigning and Transporting Report Groups

Exercise 16: Report/Report Interface Exercise Objectives After completing this exercise, you will be able to: • Define sender-receiver relationships for the report/report interface • Identify the technical background of the report/report interface

Only Partner

You have provided end users with an access to the reports you created. In case of an unexpected variance between the actual and planned costs, the end users need to drill down to more detail data to analyze the reason for the variation. The users want to call up report from other report group as well. You need to develop the report/report interface and run your report group to test the interface.

The users would like to drill back to more detail to investigate any reasons for variations. Add a report/report interface for those reports in report group Z3##. The users want to call up the report in the report groups 1SMA and go to transaction KSB1.

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After the interface is defined, run your report group to test the interface.

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1.

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Task:

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Business Example

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Unit 7: Reports in a Live System

CA705

Solution 16: Report/Report Interface Task: 1.

The users would like to drill back to more detail to investigate any reasons for variations. Add a report/report interface for those reports in report group Z3##.

Only

After the interface is defined, run your report group to test the interface. a)

Choose Report Writer → Report Group → Change. Choose Enter or Header to access the Header screen. In the Report/Report Interface section, choose Configure for the report group. Click Insert Line to add an entry to the R/R Interface. You will initially be prompted to enter a report group. Enter 1SMA. Click Confirm.

SAP Use

Click Save to save the R/R Interface definitions.

Internal

Save the report group. Execute the Report Group. Double-click a detail cell to drill down to one of the receiver reports you just added.

Partner

Click Insert Line to add a second entry to the R/R Interface. Again, you will be promoted to enter a report group. Click Other Report Type and choose the transactions as the report type (double-click the transactions to select them). Enter KSB1. Click Confirm.

SAP

Click Insert Line to add a second entry to the R/R Interface. Again, you will be promoted to enter a report group. Enter 1SHK and choose Confirm.

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Rep. Group: Z3##

Internal

The users want to call up the report in the report groups 1SMA and go to transaction KSB1.

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CA705

Lesson: Assigning and Transporting Report Groups

Exercise 17: Send Reports as Mail Exercise Objectives After completing this exercise, you will be able to: • Send a report to other SAP System users.

As a special request from management, you need to demonstrate the end users of the report how to mail their report to another mySAP ERP user and to the end users themselves.

1.

Send (mail) a report of your choice to a neighboring group in the class and to yourself as well.

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Task:

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Business Example

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Unit 7: Reports in a Live System

CA705

Solution 17: Send Reports as Mail Task: 1.

Send (mail) a report of your choice to a neighboring group in the class and to yourself as well. Execute your report to display the Results screen. Click Send or choose Report → Send.

Enter the name of the recipient(s). Enter your logon id CA-## and your neighbor’s as the two recipients of the report. Add any additional notes, and password information. Click Send.

SAP

SAP

To confirm receipt of the mail, return to the main SAP System menu. Choose Office → Workplace. Choose Inbox → Unviewed documents. Double-click the e-mail to access the note. Choose Document → Execute to execute the extract. You may need to enter a password.

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If an extract for the report does not exist, you will be prompted to save the data. For this, first choose Yes. Enter the extract data, if necessary. Click Confirm.

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a)

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Lesson: Assigning and Transporting Report Groups

Lesson Summary You should now be able to: • Explain the concept of online settings and office integration in reports • Mail a report • Use the report/report interface • Assign users and report groups to a role • Transport report objects

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Unit Summary

CA705

Unit Summary You should now be able to: • Explain the concept of online settings and office integration in reports • Mail a report • Use the report/report interface • Assign users and report groups to a role • Transport report objects

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CA705

Test Your Knowledge

Test Your Knowledge 1.

With the help of office integration, SAP System functions can be applied to a worksheet in the Microsoft Office application. Determine whether this statement is true or false.

Only

3.

What is the procedure for using the report/report interface?

4.

When assigning a role to a user, you can create an authorization profile automatically from authorization fields using the and assign it to certain users.

After the report is sent through a mail, the report results are displayed using . Fill in the blanks to complete the sentence.

Internal

2.

Partner

True False

SAP

□ □

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What alternatives can you use if it is not possible to transport Report Writer between different clients in the same SAP system?

Partner

5.

SAP

Fill in the blanks to complete the sentence.

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Test Your Knowledge

CA705

Answers 1.

With the help of office integration, SAP System functions can be applied to a worksheet in the Microsoft Office application. Answer: True

2.

After the report is sent through a mail, the report results are displayed using Process.

3.

What is the procedure for using the report/report interface?

SAP Use

When assigning a role to a user, you can create an authorization profile automatically from authorization fields using the Profile Generator and assign it to certain users.

5.

What alternatives can you use if it is not possible to transport Report Writer between different clients in the same SAP system? Answer: If it is not possible to transport Report Writer between different clients in the same SAP system, you can use the following alternatives: • •

196

Create an export file Create a transport request for transport to a different system

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Internal

Answer: Profile Generator

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4.

SAP

Answer: Procedure for using the report/report interface: 1. Select the data to be analyzed in the sender report. 2. The receiver reports are displayed for selection. 3. The report/report interface also allows you to call up reports from other applications.

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Answer: Process

Internal

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With the help of office integration, SAP System functions can be applied to a worksheet in the Microsoft Office application.

Unit 8 Unit Overview

Partner

This unit provides an overview of sets. In this unit, you will learn how to create basic and single-dimension sets for all characteristics of a reporting table and use these sets in reports.

Use

Unit Objectives After completing this unit, you will be able to:

SAP

Create and use basic sets in reports Create and use single-dimension sets in reports

SAP

• •

Unit Contents

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Lesson: Introduction to Sets....................................................... 199 Exercise 18: Single-Dimension Sets......................................... 203

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Working with Sets

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Figure 86: Overview Diagram – Sets

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Lesson: Introduction to Sets

Lesson: Introduction to Sets Lesson Overview This lesson focuses on sets. The lesson explains how to create and use basic sets and single-dimension sets in reports.

Only

Create and use basic sets in reports Create and use single-dimension sets in reports

You work as a financial consultant for XYZ Cement Company. The management of the company has wants cost element reports on a yearly basis with subtotals at specific breakpoints. You need to use sets to fulfill this requirement.

SAP

SAP

Basic Sets

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Business Example

• •

Internal

After completing this lesson, you will be able to:

Partner

Lesson Objectives

Internal

Use

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Figure 87: Basic Set

In the example shown in the graphic above, the periods 1, 2, and 3 are collected together in a basic set ’Quarter1’ and the years 1995, 1996, 1997, and 1998 in a basic set ’Years’.

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A basic set contains values, such as single values or value ranges that use the same characteristic.

Unit 8: Working with Sets

CA705

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Figure 88: Basic Set

You enter a Set ID, the table name for the set, the set type and for basic and single-dimension sets the field name ( e.g. PERBL for Period).

SAP

SAP

If you want to use an existing set as a reference for your new set, enter the ID of this set.

After entering a description for the set in the header, you can enter values as single values or intervals of values, such as ’From’.... ’To’ values. Optionally, give a description for each set line.

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Figure 89: Basic Set: Basic Entries

CA705

Lesson: Introduction to Sets

Figure 90: Example of Single-Dimension Sets

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Partner

The example in the graphic above shows a Single-Dimension Set ’GXX-YEAR’, which includes the two Single-Dimension Sets ’GXX-HALF1’ and ’GXX-HALF2’. The sets ’GXX-HALF1’ and ’GXX-HALF2’ incorporate the corresponding Basic Sets for the quarter years, such as ’GXX-Q1’, ’GXX-Q2’, ’GXX-Q3’, ’GXX-Q4’.

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Single-Dimension Sets

All these Sets grouped together are Sets defined commonly for PERBL.

SAP

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Figure 91: Single-Dimension Sets: Basic Entries

In single-dimension sets, you enter a basic or single-dimension set in the set lines. You display a set by double-clicking.

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If you use a single-dimension set in the row of your report definition, the resulting output of the report shows sub totals for each set you use in this hierarchy.

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Figure 92: Single-Dimension Sets: Resulting Output

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CA705

Lesson: Introduction to Sets

Exercise 18: Single-Dimension Sets Exercise Objectives

Business Example

Task 1: 1.

Provided is a sample hierarchy diagram based on the characteristic period. Build the basic and single-dimension sets for this diagram.

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You require cost element reports on yearly basis with subtotals at specific breakpoints. Using sets is more efficient than defining formulas.

Internal

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After completing this exercise, you will be able to: • Recognize the use of basic and single-dimension sets • Create basic sets and single-dimension sets for all characteristics of a reporting table and use these sets in reports

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Figure 93:

Use the names of the nodes for the set names. Continued on next page

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CA705

Task 2: 1.

Build a report which provides the following information. The report contains a period drill-down for actual and plan costs. The general data selections should restrict this data to the cost elements in the set OAS_PRIM for the cost centers in H1010 in the controlling area 1000 for the current fiscal year.

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SAP

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Name the report Z7##-001 and assign it to the report group Z7##. Use your library Z## for this purpose.

Internal

- Define Rows - Define Columns

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- Define General Data Selections - Check and Save the Report - Assign the Report to a Report Group - Execute the Report

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Figure 94:

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CA705

Lesson: Introduction to Sets

Solution 18: Single-Dimension Sets Task 1: 1.

Provided is a sample hierarchy diagram based on the characteristic period. Build the basic and single-dimension sets for this diagram.

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Figure 95:

Continued on next page

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CA705

Use the names of the nodes for the set names. a)

The solutions below are intended to help you build a basic set for the 1st quarter. You can use the same method to build the remaining basic and single-dimension sets. Set ID:

Z##-Q1

Table:

CCSS

Set type:

Basic Set

Partner

Save the set.

Set ID:

Z##-H1

Table:

CCSS

Set type:

single set

Enter a description for the set and continue to add the lower-level sets. Click Lower level and add the relevant basic set for Quarter 1. You can add the basic set for Quarter 2 by positioning the cursor on Z##-B1 and clicking Same level. Save the set.

Continued on next page

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Click Hierarchy maintenance. Enter PERBL as the field name in the dialog box displayed.

Partner

Use

The solutions below are intended to help you build a single set for the first six months. Similarly, build the remaining single sets.

SAP

Choose Report Writer → Set → Create.

Enter the set values on a separate line under the From Value column.

Use

Enter a description for the set and continue to define the contents of the set by choosing Value/interval. You can also choose Set lines.

SAP

Click Hierarchy maintenance. Enter PERBL as the field name in the dialog box displayed.

Internal

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Choose Report Writer → Set → Create.

CA705

Lesson: Introduction to Sets

Task 2: 1.

Build a report which provides the following information. The report contains a period drill-down for actual and plan costs. The general data selections should restrict this data to the cost elements in the set OAS_PRIM for the cost centers in H1010 in the controlling area 1000 for the current fiscal year.

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Name the report Z7##-001 and assign it to the report group Z7##. Use your library Z## for this purpose.

Internal

- Define Rows - Define Columns

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- Define General Data Selections - Check and Save the Report - Assign the Report to a Report Group - Execute the Report a)

Instructions for defining the report Z7##-001.

Continued on next page

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Figure 96:

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From the main SAP System menu, choose 1. 2.

Information Systems → Ad-hoc Reports → Report Painter Report → Create Library:

Z##

Report:

Z7##-001

Description:

Set usage

Only

Define Rows Double-click row 1.

2.

Define Columns Choose Edit → Columns → Get Column Model.

Use

Define General Data Selections

3.

Choose Edit → Gen. data selection. In the Available Characteristics screen, choose characteristics to be included in the general parameters of the report (see table below). Click Move selected to left. In the Selected Characteristics pane, enter the parameter values for the report. Click Confirm or Enter.

Use the characteristics and associated values in the following table. Controlling area

1000

Fiscal year

Current fiscal year

Cost Center Group

H1010

Cost element group

OAS_PRIM Continued on next page

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1. 2.

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Select Z##-APV.

SAP

SAP

3.

Select Period in the Available Characteristics dialog box. Click Move selected to left. In the Characteristic Values screen, enter the value Z##-YEAR in the Group field. In the Enter Texts screen, enter row texts. Copy this text to the medium and long text fields. Click Confirm or Enter. While your cursor is positioned on Row 1, choose Edit → Rows → Explode to explode the hierarchy.

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1.

Internal

Click Create to access the report definition interface.

CA705

Lesson: Introduction to Sets

Now, you have defined the general data selections. Check and Save the Report 1. 2.

Check the report for any errors or missing characteristics by choosing Report → Check or use Check or F6. Save the Report by choosing Report → Save or use Save or CTRL + S.

Assign the Report to a Report Group

Only

2.

Use the following menu path in the Report Definition interface to assign the report to a report group: Environment → Assign report group. Enter the value Z7##.

Partner

This creates the report group that is assigned to the library Z##. Execute the Report Choose Report → Execute.

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1.

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Lesson Summary You should now be able to: • Create and use basic sets in reports • Create and use single-dimension sets in reports

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Unit Summary

Unit Summary You should now be able to: • Create and use basic sets in reports • Create and use single-dimension sets in reports

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SAP

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Unit Summary

CA705

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CA705

Test Your Knowledge

Test Your Knowledge 1.

You can use an existing set as a reference for your new set by entering the ID of the set. Determine whether this statement is true or false.

2.

True False

If you use a single-dimension set in the row of your report definition, the output for each set. of the report shows

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Partner

Fill in the blanks to complete the sentence.

Internal

Only

□ □

SAP

SAP Only

Internal

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213

Test Your Knowledge

CA705

Answers 1.

You can use an existing set as a reference for your new set by entering the ID of the set. Answer: True

2.

If you use a single-dimension set in the row of your report definition, the output of the report shows sub totals for each set.

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Answer: sub totals

Internal

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You can use an existing set as a reference for your new set by entering the ID of the set.

SAP

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Course Summary

Course Summary You should now be able to: •

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Internal

• • • • • • • • • • • •

Explain the relationship between a reporting table, library, report, and report group Create a library Define a report with variables and permanent selection criteria Create row and column templates to help you define reports Structure a report using sections and horizontal pages Perform calculations within a report using cells and formulas Use the layout and formatting functions for a Report Painter report Use integrated report groups in a live system Assign report groups to an activity group Define a report/report interface to branch to a different report or a transaction Transport reporting objects Send reports using mail Use basic sets and single-dimension sets in a report definition

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Course Summary

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Appendix 1 Course Appendix

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Only

Internal

SAP

SAP

Internal

Use

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Figure 97: mySAP ERP Messages from

SAP System has set new norms for standard software that can be universally implemented. SAP System uses advanced development techniques to achieve comprehensive integration of business administration and data processing. SAP System combines state-of-the-art technology with comprehensive business administration functions to provide a fully-integrated business solution for your company.

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Figure 98: CA705 – Course Overview Diagram

SAP

SAP Only

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Figure 99: New Terminology (as of 4.6)

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CA705

Appendix 1: Course Appendix

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Only

Internal

Figure 100: Reporting Tables and Standard Libraries

SAP

SAP Only

Internal

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Figure 101: Value Variables

You can use a value variable instead of a single characteristic value in a report definition. If you activate the “Use parameter ID” indicator, the system uses a set/get parameter to “record” the last value entered.

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If you do not activate the “Use parameter ID” indicator, the variable default value is displayed on the selection screen of the appropriate report. You can overwrite this default value. You can use variables in rows, columns, and in the general data selection criteria.

Use

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Internal

SAP Internal

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Formula variables calculated from other variables are automatically flagged as internal variables. This means that an input field does not appear on the report selection screen. (Example: The standard variable (delivered by SAP), 1GJAHVJ for the previous year is determined by the standard variable, 1GJAHLJ for the current year: 1GJAHVJ = 1GJAHLJ - 1.)

Partner

When you use formula variables that are not flagged as internal variables, a corresponding input field appears on the report selection screen.

The default value of the formula variable is dynamically determined by the exits delivered by SAP or by a formula stored in the variable definition.

SAP

You can use formula variables like value variables.

Use

Figure 102: Formula Variables

CA705

Appendix 1: Course Appendix

Partner Use



– Display the values entered for a variable on the selection screen – Remain unchanged for the whole report group Characteristic variables –



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Display the value that is valid for the characteristic in the current area of the report (title page: Complete report, headers: Current page, Text for export: Section) Used in reports with variation to show the current value of the variation node

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Internal



Variables used in the report definition can be embedded in report texts as selection parameters or as characteristic variables. Selection parameters

Partner



SAP

You can also enter a parameter ID for set variables. The system uses the parameter ID to "record" the last value entered.

If you use variables for groups (set variables) in a report definition, you can enter a group, an interval, or several single values to restrict the data displayed in the report when you execute the report.

Use

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Only

Internal

Figure 103: Variables for Groups (Set Variables)

Appendix 1: Course Appendix

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Appendix 2 Authorization Maintenance

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Internal

Activity from the table TACT



– 01 Create a set, 02 Change a set, 03 Display a set, and 06 Delete a set Authorization group from the table TBRG for the authorization object G_800S_GSE

Internal

Only

Sets: Variable: Authorization object G_802G_GSV •

Action from the table TACT –



01 Create a variable, 02 Change a variable, 03 Display a variable, and 06 Delete a variable Authorization group from the table TBRG for the authorization object G_802G_GSV

Report Writer: Report: Authorization object G_800_GRP

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Use



– The table TBRG is maintained by the customer If you temporarily do not want to assign authorization groups to sets, it is recommended to create all authorizations either with authorization group ‚* or with any (fictitious) authorization group. The users that have an authorization for the authorization group G_800S_GSE have all authorizations for all sets without an authorization group. Users without any create, change, display, or delete authorization do not have access to the sets without an authorization group because they cannot call up the transactions for creating, changing, displaying, or deleting sets.

SAP



Use

SAP

Set maintenance: Authorization object G_800S_GSE

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This authorization refers to reports. Possible actions include creating, changing, displaying, and deleting a report (transactions GR31, GR32, GR33, GR34) as well as using a report in report groups (GR51, GR52). •

Action from the table TACT –

Report Writer: Library: Authorization Object G_801K_GLB



Activity from the table TACT –

SAP Use

This authorization object refers to standard layouts. Possible actions include creating, changing, displaying, and deleting standard layouts (transactions GR11, GR12, GR13, GR14) as well as referencing standard layouts in reports (GR31, GR32).

Internal



Action from the table TACT –

Only



01 Create, 02 Change, 03 Display, referencing in reports and, 06 Delete

Authorization group from the table TBRG for the authorization object G_801U_GSY

Report Writer: Report Group: Authorization Object G_803J_GJB

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Report Writer: Standard Layout: Authorization Object G_801U_GSY

SAP



01 Create, 02 Change, 03 Display, Create reports for the library and, 06 Delete Authorization group from the table TBRG for the authorization object G_801K_GLB

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Partner

This authorization object refers to libraries. Possible actions include creating, changing, displaying, and deleting a library (transactions GR21, GR22, GR23, GR24), as well as creating reports for a library (GR31).

Internal

Only



01 Create a Report Writer, 02 Change a Report Writer, 03 Display a Report Writer, Use in Report Groups and, 06 Delete a Report Writer Authorization group from the table TBRG for the authorization object G_800_GRP

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Appendix 2: Authorization Maintenance

This authorization object refers to report groups. Possible actions include creating, changing, displaying, and deleting a report group (transactions GR51, GR52, GR53, GR54) as well as starting the selection, output, and variation (GR55). Additionally you can protect the saving of extracts (GR55) with this authorization object as well as the deletion of your own or other extracts (GRE0). •

Action from the table TACT



01 (Create), 02 (Change), 03 (Display; start the selection, output and variation), 06 (Delete), E0 (Saving extracts), E6 (Deleting own extracts), E7 (Deleting other extracts), and EP (Prioritizing) Delete

Authorization group from the table TBRG for the authorization object G_803J_GJB

Reporting on data: Previously: Authorization object K_REPO_CCA (CO: Reporting on cost centers/cost elements)

Previously: Authorization object K_REPO_OPA (CO: Reporting on orders)

K_CCA (new as of Release 4.0A)

Internal

Use this authorization object to issue authorizations within Cost Center Accounting for the maintenance of cost center master data, manual cost center planning, and the information system.

Only

You can issue authorizations for a Management Accounting (CO-OM) area of responsibility. Defined Fields The authorization object contains the following fields: • • •

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Authorization check actions for CO-OM Cost element CO-OM area of responsibility for authorizations

© 2005 SAP AG. All rights reserved.

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Use

Fields: Action (27 Display totals record; 28 Display individual items; 29 Display stored data) Controlling area, Order type, Cost element

SAP

SAP

Fields: Action (27 Display totals record; 28 Display individual items; 29 Display stored data) Controlling area, Cost center, Cost element

Use

Partner

Report Writer: Scheduling as background job S_PROGRAMM

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Relevant actions for reporting: • • •

3027: Select total records 3028: Select line items 3029: Display extracts

K_ORDER (new as of Release 4.0A) You can use this authorization object to issue access for the following actions while working with internal orders:

Partner

Maintenance of order master data Manual order planning Budgeting of orders Actions in the information system

SAP Use

Actions for the CO-OM authorization check Order type Authorization for internal orders: authorization phase Cost element CO-OM area of responsibility for authorizations

Only

Internal

• • • • •

Partner

The authorization object contains the following fields:

Relevant actions for reporting: • • •

3027: Select totals records 3028: Select individual items 3029: Display extracts

You can enter individual orders, cost centers, and nodes to the standard hierarchy for Cost Center Accounting. If your authorization in this field contains an order, you have the authorization for that order only.

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SAP

You can use authorizations for an area of responsibility in Management Accounting (CO-OM area of responsibility). If there is a cost center responsible for the order, the CO-OM area of responsibility can include the order, the responsible cost center, or a node in the standard hierarchy of Cost Center Accounting. If there is no responsible cost center, the CO-OM area of responsibility applies only to the order.

Use

• • • •

Internal

Only

If the CO-OM area of responsibility is a node in the standard hierarchy of Cost Center Accounting, authorization is valid for all nodes and their cost centers.

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CA705

Appendix 2: Authorization Maintenance

If your authorization contains a cost center, you have authorization for all orders that belong to the responsible cost center. If your authorization contains a node in the standard hierarchy, you have authorization for all orders in this area. All these orders belong to a cost center, which belongs to this node in the standard hierarchy or to a subordinate node.

Only

Use

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Internal

Note: Authorization objects K_REPO_CCA and K_REPO_OPA are not to be used with K_CCA and K_ORDER. It is recommended that authorization object K_CCA be used and the users for authorization objects K_REPO_CCA and K_REPO_OPA should receive all authorizations (*).

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Appendix 3 Data in Exercises

Cost element groups

OAS_PERS,OAS_WAGES, OAS_SALAR, OAS_P_IMP, OAS_PRIM

Cost center groups

H1, H1010

Controlling area

1000

SAP

Statistical key figures

9100 employees, 9101 square meters, 9201 Telephone Units

Library

1VK

Variables

1PERIV (value variable for from period)

Use

Data in the Training System

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Internal

Type of Data

Partner

Internal

1KOKRE (value variable for controlling area) 1KOSET (set variable for cost center group) Z1##-001 to Z7##-001

Report groups: names reserved for exercises

Z1## to Z7##

Models: names reserved for exercise

Z##-APV column model

Only

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Reports: names reserved for exercises

Z##-ELEMENT row model

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1PERIB (value variable for to period)

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Appendix 4 Glossary

A section consists of one or more physical rows and columns, which forms a logical unit in a Report Painter report.

SAP

Basic key figures are used to determine which value fields are displayed in a report, such as transaction currency, group currency, and quantities. You can combine a basic key figure with one or more other characteristics to create a key figure (predefined column). These characteristics, such as the value type actual and plan are used as additions to the basic key figure. In Report Painter reports, you can enter the key figures (predefined columns) directly in the report columns. In Report Writer reports, you use key figures (predefined columns) in data sets. Reporting Tree (area menu): Hierarchical structure that can contain standard SAP reports and user-defined reports. Report groups: Group of reports that use the same library.

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Basic key figures: A basic key figure is a value field, such as posted amounts or quantities.

Partner

General Data Selection: In addition to the explicit data in the rows and columns, you can also define criteria that are valid throughout the entire report, such as characteristic values or characteristic groups, to further restrict the data processed in the report. These restrictions are specified in the general data selections.

SAP

Sections contain characteristics and key figures. However, sections with calculated key figures that use the selected cells in the report in formulas are required to determine new key figures.

Use

Each section may contain one or more Horizontal Pages that have a common row structure.

Use

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Only

Internal

Section: An independent block in a report definition.

Appendix 4: Glossary

CA705

After you create a report, you must assign it to a report group. A report group can have one or more reports. If the reports access the same characteristics and data, the processing time is shorter because the report data for all of the reports in the report group only has to be selected once. To create and run a report group:

2. Generate the report group: The report group is successfully generated if no error messages are displayed.

4. Display and print the reports in a report group: The system edits and formats the data selected for the report group and outputs the reports on the specified medium, such as on the screen or printer, or to an external file.

SAP

Report/Report Interface: Interface that allows a receiver report to be called from a sender report.

Use

Extract: File containing the required report data. If you save reports in an extract, you can call these reports up at any time without having to select data from the database again. Format Groups: Format groups are used to inform the Report Painter of the format to be used for a column. The report column(s) is/are formatted using the layout parameters for the specified format group. Examples of layout parameters for which format groups can be defined: Column width, units width, and decimal places Background processing: Processing that is not carried out on the screen.

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Library: Every report is assigned to a library. A library is a collection of characteristics, basic key figures, and key figures (predefined columns) that were selected from the entries in a Report Writer table.

Partner

Select the data to be sent in the sender report. The values of the associated characteristics are forwarded via this interface to the receiver report where they are included in the data selection.

SAP

After you output a report that has been modified, regenerate the report group containing the selected report and allow the system to select and output the data. You do not have to redefine the report group.

Use

Partner

3. Select data for the report group. The system selects the data that is to be used by the individual reports in the group.

Internal

Only

1. Create the report group. Determine which reports are to be contained in the report group. Reports in a report group must be assigned to the same library. You can change the texts displayed on the selection screens when you run the report group.

CA705

Appendix 4: Glossary

With this method, data is processed in the background while other functions can be carried out simultaneously on the screen. Although background processes are not visible to the user, that is, they do not interact with the system, they have the same priority as online processes.

Only Partner SAP

A user only has authorization for company code 001. This company code can be stored in the memory under the corresponding parameter ID at the start of a transaction. In all subsequent screens, fields that refer to the "company code" data element can be filled automatically with the value 001.

SAP

Drill-down reporting: With the drill-down reporting function, you can report on data from different applications. You can create both basic data-controlled lists (ad-hoc reports) and complex, formatted lists (form reports). You can use hierarchies, variables, formulas, cells, and key figures to compile reports.

Partner

Drill-down reporting contains functions for navigating in the database and for processing lists interactively, sorting, ranked lists, ABC analyses, and exceptions. Drill-down reporting also has an interface to SAP Graphics, SAPmail, and the Excel Listviewer. Report Painter: The purpose of the Report Painter is similar to that of the Report Writer. However, it is easier to use. Many of the functions of the Report Writer have been integrated in the Report Painter. You do not need to be familiar with the Report Writer concepts, such as sets, to work with the Report Painter. The Report Painter uses a graphical report structure that forms the basis of your report definition and displays the rows and columns of the report as they will appear when the report is compiled.

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Example:

Use

Parameter ID: If this field is selected, the parameter ID of the characteristic is used as a set/get parameter for the variable. The current value of the parameter is displayed on selection screens as the default value for the variable. If this field is not selected, the default value of the variable is used. You can use a parameter ID to fill a field with default values from the SAP memory.

Use

Characteristic: A characteristic, also called ’field’ or ’dimension’ in previous releases, is a non-numeric field. Examples of characteristics include "accounts", "cost centers", and "business areas".

Internal

A key figure, also known as "predefined column" in previous releases, comprises a basic key figure and one or more characteristics. You can use key figures to define standard columns, which you can then reuse in your reports. Examples of key figures include "actual costs in the current fiscal year" and "planned costs in the closed fiscal year".

Appendix 4: Glossary

CA705

Report Writer: In addition to the Report Painter, you can also use the Report Writer to define reports. The Report Writer has an extensive range of functions and requires experience to use it. The Report Writer uses sets to structure and select the report data. The structure and content of your report depend on the sets used as row sets, column sets, and selection sets. You can use basic sets, data sets, single-dimension sets, and multidimension sets to define your report.

Only

Sets: Sets are used to group data and define data hierarchies. Set types: Basic sets: Basic sets contain certain values, such as account numbers and cost center numbers.

SAP Use

• • •

You can use the standard SAP layout for your report. You can link your report to a different standard layout. You can change the parameters in the standard layout for your specific report.

Statistical key figures: Numbers that identify cost centers, orders, business processes, and profit centers. Statistical key figures can be created using maintenance transactions and posted to cost centers or planned and actual orders.

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Standard layout: You assign each report you define a standard layout. This standard layout determines the format in which your report will be output, such as the page format of the report and the number format of the report data. Each report is initially assigned the SAP standard layout shipped with each SAP System. When you define a report, you can use the following options:

Horizontal Page: A Horizontal Page combines several physical columns in a report that form a logical unit.

Partner

Multidimension sets: Multidimension sets are used to combine sets that contain values from different dimensions.

Internal

Single-dimension sets: In a single-dimension set, you can build a hierarchy of basic sets and/or other single-dimension sets (with the same dimension, within a dimension).

SAP

Data sets: Data sets contain certain key figures. You can create your own key figures by combining a basic key figure with one or more other dimension(s).

Use

Partner

Technical information: Before the Report Writer can report on a certain database table, the table must be entered in the control table T804A. The database table does not have to exist as a physical table; it can be defined within the Report Writer as a logical table (table T804E) and can comprise several physical tables.

Internal

Reporting table (Report Writer table): Name of a database table used by the Report Writer to compile reports.

CA705

Appendix 4: Glossary

Statistical key figures are used in cost accounting for assessments and to distribute costs. They form the basis for calculating the debit for the receiver object. Statistical key figures can be used to distribute, assess, or calculate further key figures. A statistical key figure could be the number of employees in each cost center. After you have created a statistical key figure called EMPLOY, the planned and actual number of employees can be recorded for each cost center. These figures can be used to apportion the cafeteria costs among all the other costs centers, for example.

Only

There are three types of variables:

SAP

Standard exists are provided in the RGSVS000 program.

Use

Set variable: A set variable can contain a default set. Basic sets and single-dimension sets can be used as default sets. The table field of a default set must match the table field of the set variable, that is, the representative data elements of the fields must be identical.

If the set variable does not have a default set, a set that contains all of the values for the table field of the set variable is used as a default set. Variation: If you have entered several characteristic values or a group for a characteristic in the general data selections, you can create several lists by activating the ’Variation: Explode’ flag. 1. Several characteristic values: You receive a list containing the total of all the characteristic values and a separate list for each characteristic value.

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Internal

Some applications allow you to replace the default set with a different set directly before the variable is used. Otherwise, the default set is used.

Partner



SAP

Value variable: A value variable always has a default value for a characteristic. Formula variable: With formula variables for numeric fields, the default value of the variable is determined by calculating the specified formulas. These formulas can contain constants (1993), value variables (&WVAR), formula variables (&FVAR), as well as SAP and user-defined exits (#S001, #U001). The name of the FORM pool for user-defined exists is stored in the table T80I. The program RGSVU000 is set by default. This program contains a model exit that can be used as a template for user exits. Users can also create their own FORM pool and enter it in the T80I table. User-defined exits can be entered in this FORM pool.

Use

Partner

• •

Internal

Variables are wildcards for data that can be changed when a report is run. A variable could be a company, the current year, or the current month.

Appendix 4: Glossary

CA705

2. Group: You receive a list containing the total of all the characteristic values in the group, a separate list for each characteristic value, and a list for each hierarchy node in the group. If you do not activate the variation function, only one list containing the total of all the characteristic values is output. Model: A one-dimensional, predefined report structure in which rows and columns can be inserted from a Report Painter report.

Only

Cells point to a certain position or a certain range of the row/column matrix in a report. When you select cells, they are available in the Formula Editor throughout the entire report, that is, in all sections and Horizontal Pages.

Partner

Use

If you select cells in exploded rows in a group, the selection always refers to the highest summation level in the group. If you need a subgroup to process the cells, you have to define an additional report row for the subgroup, select the required cell, and hide the row.

Internal

Cell: Cells are the points of intersection between rows and columns.

SAP

SAP Only

Internal

Use

Partner

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Appendix 5

Partner

General navigation: Application Menu Paths:

SAP

SAP

SAP Menu: Information Systems → Ad hoc reports → Report Painter Functions: Report → Model → Utilities → Report Writer

Use

Navigation:

2. Catalog Report Groups: SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Utilities → Catalog → Report groups 3. Execute Report: SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Utilities → Catalog → Reports → Select report → Program → Execute 4. Execute Report Group: SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Utilities → Catalog → Report Group → Select report group → Program → Execute → List → Execute report group 5. Retrieving technical information on report groups: SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Utilities → Catalog → Reports → Select report → Program → Execute → on output screen: Extras → Tech. information

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Internal

1. Catalog Reports: SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Utilities → Catalog → Reports

Partner

Unit – Introduction to Report Painter/Report Writer

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Use

The following section lists all of the menu paths used in the course in the order in which they appear.

Internal

Only

Menu Paths

Appendix 5: Menu Paths

CA705

Library: 1. Create Library: SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Report Writer → Library → Create (Header – Characteristics – Basic key figures – Key figures) Unit – Creating Reports Using Report Painter 1. Create Report:

Only

2. Assign a report to a report group: → Environment: Assign report group Alternative A - From the report definition (Report Painter): → Environment: Assign report group Alternative B - From the report group menu in the Report Writer:

SAP

4. Add Text: Alternative A - From the report definition (Report Painter):

Use

Partner

→ Extras: Report texts (title page, headers, footers, end page) Alternative B - From the report group output in the Report Writer: → Settings → Texts (title page, headers, footers, end page) Unit – Row and Column Models Create: SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Model → Create Integrate model in a report: In the report definition: 1. Row model: Edit → Row → Get row model

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Only

Internal

→ Report group → Execute

238

SAP

SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Report Writer → Report group → Execute

Use

Partner

3. Report: Execute

Internal

SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Report → Create (Change, Delete)

CA705

Appendix 5: Menu Paths

2. Column Model: Edit → Column → Get column model Unit – Sections and Horizontal Pages Settings from the report definition: 1. Create new Horizontal Page: Edit → Horizontal page → New Horizontal Page

Only

3. Create new section (with calculated key figures): Edit → Sections → New section (section with calculated key figures) 5. Show hidden rows (change, delete): Edit → Row → Show hidden rows (change, delete) 6. Hide columns: Edit → Columns → Hide 7. Show hidden columns (change/display, delete): Edit → Columns → Show hidden columns (change/display, delete)

SAP

SAP

Unit – Formatting Reports Settings from the report definition: 1. Format rows: Over/underscore, number format, and color settings:

Use

2. Format columns: Assign format group (column format, number format, reverse +/- sign, show unit):

Internal

Formatting → Columns 3. Format row/column texts: Row texts, column texts, and lead columns:

Only

Formatting→ Row/column texts 4. Rows: expand/collapse to * level: Formatting→ Expand/compress to 5. Section layout: Create section layout: Formatting→ Section layout → Define section layout (rows, lead column, columns, column headings) 6. Copy report layout for section: Formatting→ Section layout → Copy report layout

© 2005 SAP AG. All rights reserved.

Partner

Formatting→ Row

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Use

Partner

4. Hide rows: Edit → Rows → Hide

Internal

2. Create new section (with characteristics and key figures): Edit → Sections → New section (section with characteristics and key figures)

239

Appendix 5: Menu Paths

CA705

7. Assign different report layout to report: Edit → Report header → Settings: Add other standard layout 8. Section overview (display/change section attributes: Position, page break, striketh., underl., hdr.top, and cntr): Formatting → Section overview Settings in the Report Output:

Only

Settings Unit – Variations and Extracts Edit → Variation (variation setting: Explode, single values, and do not explode) Create extracts: 1. From the ’Select’ screen:

SAP

With repeated selection: Data source → Display extract 2. From the report output:

Use

3. Extract catalog from ’Select’ screen: 4. Display, delete, print extracts, change expiry date from the report group menu: SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Report Writer → Report group → Display → Utilities → Extracts Unit – Reports in a Live System Create activity menu: SAP Easy Access: Choose Create menu Create activity group: Enter description: Choose Menu: Add folder: Assign report(s) to a folder: Choose Report: Choose Report Writer: Enter report group(s): Confirm: Save Assign users to an activity group: Choose User: Enter user ID(s): Save.

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Internal

Environment → Extract catalog

Partner

Report → Save: Enter description and, if necessary, password and expiry date

SAP

Extract parameters → Create extract: Enter description and, if necessary, password and expiry date

Use

Partner

Variation: Settings from the report definition:

Internal

Column attributes, report layout, section layout, section attribute, save settings (and lock), dialog settings:

CA705

Appendix 5: Menu Paths

Report/Report Interface: Option 1: Entry in the report group header: SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Report Writer → Report group → Change → Goto → Header:

Option 2: Entry in the library header:

Report/Report Interface: Choose Configure: Insert row(s): Insert report group or other type (for example, transaction, ABAP report): Save: Save library Mail Connection Option 1:

SAP

Option 2: Entry in report output:

Transport Connection SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Report Writer → Report group → Display: ’Utilities’ menu option: ’Transport’: ’Copy from client’ example: choose source client and other options Unit – Working with Sets SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Report Writer → Set → Create/Change/Display/Delete: Choose hierarchy maintenance or standard maintenance

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Internal

Report → Send: Save data: Fill out ’Send with note’ screen: Send Create extract: Enter description and, if necessary, password and expiry date

Partner

Use

SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Report Writer → Report group → Execute: Choose ’Output parameters’: Choose ’Send mail’ as output medium: Confirm: Enter recipient: Confirm

SAP

Enter when the report group is started (in the selection screen):

Use

Partner

SAP Menu: Information Systems → Ad-Hoc Reports → Report Painter → Report Writer → Library → Change → Goto → Header:

Internal

Only

Report/Report Interface: Choose Configure: Insert row(s): Insert report group or other type (for example, transaction, ABAP report): Save: Save report group

Appendix 5: Menu Paths

CA705

Enter the set name and table and enter (for basic and single sets) the field name For basic sets, enter values, for single sets enter basic or single sets (for the same field)

Only

Use

Partner

Internal

Hierarchy maintenance: In the structure representation of the group, you can build your group successively. To do so, position the cursor on the node where you want to expand the group and choose Add to same level or Insert as subnode. Fields are displayed in the structure in which you can enter a name and a description for the new subgroup (node). You can also use the F4 Help. Then, choose Enter or Copy change. To assign individual values to an end node, position the cursor on the end node and insert the values. Provided that the structure is not the standard hierarchy in cost center accounting or activity-based costing, fields will appear at the required position in the structure. You can enter a from value and, if necessary, a to value. You can also use the F4 Help.

SAP

SAP Only

Internal

Use

Partner

242

© 2005 SAP AG. All rights reserved.

2005/Q3

A

L

ABAP reports, 41

Layout parameters, 139 Library, 7 Logistics Information System, 4

B

Calculated key figures, 104 Cell, 102 Characteristics, 7 Column model, 84 Columns, 30

Office integration, 182

D

Report group, 41 Report header, 138 Report Painter, 4 Report Writer, 4 Report Writer objects, 188 Report/Report interface, 185 Reporting table, 7 Row model, 84

Use

F

R

S

H

SAP Query, 4 Section, 101 Section Layout, 140 Sections, 100 Single-dimension sets, 201 Standard layout, 138 Standard Layout, 137 Suppression, 105

Horizontal Page, 101

T

K

Table CCSS, 7 Target library, 84 Text variables, 45

G General data selections, 35 Graphical user interface (GUI), 6

Key figure, 7

© 2005 SAP AG. All rights reserved.

Only

Format groups, 139 Formula columns, 101, 103 Formula rows, 32

Quick Viewer, 4

Partner

Exploded rows, 104 Extract, 161, 164

Q

SAP

SAP

O

E

Internal

Navigation bar, 160, 181

C

Display icons, 181 Drill-down reporting facility, 4

2005/Q3

N

Use

Partner

Background job, 163 Basic key figures, 7 Basic Set, 199

Internal

Only

Index

243

Index

CA705

Texts, 44

Variation function, 159

V

W

Variables, 43 Variation, 159

WYSIWYG, 6

Use

Partner

Only

Internal

SAP

SAP Only

Internal

Use

Partner

244

© 2005 SAP AG. All rights reserved.

2005/Q3

Feedback Only

Use

Partner

Internal

SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. If you have any corrections or suggestions for improvement, please record them in the appropriate place in the course evaluation.

SAP

SAP Only

Internal

Use

Partner

2005/Q3

© 2005 SAP AG. All rights reserved.

245

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