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Defining Key Figures in Report Painter
Defining Key Figures in Report Painter
Defining Key Figures in Report Painter
I am writing my first blog on SDN keeping in view financial reporting requirements of client.
Report painter is an excellent reporting tool that is equipped with useful features which can help us
in designing analytical reports quickly without ABAP help.Financial reporting requirement varies
as per local accounting practices and GAAPS. In order to cope up with these requirements report
painter let us design reports like
In order to make the user familiar with this reporting tool i would restrict this blog to Ratio
Analysis. While designing ratio analysis for ratios based on profit and loss figures and balance sheet
, one thing has to kept in mind that profit and loss figures are period based and balance sheet figures
are taken on To Date basis. Hence we need to handle this behavior while designing ratio analysis
report in report painter. I will use start with designing the form and the setting necessary parameters
for a classified report output.
In next screen you will see an unstructured form with four rows and four columns.My
recommendation here is to have such a report that is meaningful at a glance & provides a
comparative view of ratios for all months in the fiscal year. Here i will make 13 columns, 1st
columns will be for Year to Date and rest of 12 will be for respective posting periods. Text of any
row or column can be edited using shortcut key SHIFT + F1 or from menu.
Now in next step you need to set the columns. Since most of the ratios are based on Balance sheet figures i will
recommend to make use of key figure “Accumulated balance” KUMSL for every column you add. Following images
will show the Year to date column for report.
Now the process for month columns will be a bit different than year to date column. Double click the Column 2 and
then key figure with characteristics.Key figure will always be Accumulated Balance for every column. Fiscal year
setting will be same as of year to date column.Do not select variable button against posting period and hard code 1 in
TO to FROM . 1 will stand here as first posting period which may differ if your fiscal year is not calendar year
dependent. I will take Jan to December as fiscal year. Hence here January is fist posting period as shown in the coming
snap
Repeat the same process for next 11 , do not forget to change the posting period for every period column i-e for
February it should be 2 , for March 3 and so on..Now columns for your report have designed. You can copy the column
created by selecting it pressing F9 and then F7. A new column will be added next to old the one.
Step2 : Define General Data Selection
This is very important step . In this step you select parameters that will govern your report’s data . Like Financial
statement version & Chart of accounts used. Ideally financial statement version for ratio analysis should be the one
which is assigned to financial statements. However you can create your own using OB59.
In this step you assign the FS items or accounts to the rows so that once report is executed their output can be displayed
in the columns. I will first start with liquidity ratios which are based on balance sheet figures. First is current ratio which
is current asset times current liabilities. I will first insert a blank line from Menu–edit—rows to name Liquidity ratios as
shown in following snap
Now i will start assigning FS nodes for current assets and current liabilities to the rows..Double click on Row 1 and
select characteristics. In next screen perform the action as indicated in following snap
You can see in the following screen shot that current assets node has been created, you need to repeat the same process
for current liabilities node. Double click the next row..select characteristics and select the FS item for current liabilities
by expanding hierarchy and confirm it.
Next we will set formula for current ratio , follows the process as shown in the coming screen shot
Now your current ratio has been computed. In order to make current ratio row distinguished form other you can select
color for it. Select the row and in menu go to formatting..color settings…choose any you want.
Now your form is completed for one ratio, you can repeat the same process for calculating other ratios. Next we will
now develop report.
Our next step is to develop report based on the form we have created. You can create report from t code FGI1 as well as
from form as well. In the form you can see the Report button, click it. In next screen you will see that form is
automatically assigned and you can give name to your report.Press create button. In new screen characteristics tab ,
fetch the FS Items and assign it financial statement version.In variable tab you can set ledger 0L as default.In Output tab
select classic drill down and then basic list:detail. Save and run the report. Cheers 🙂
Correction:
Please note that there is a little mistake in number 6 screen shot. Variables like 1PF,1PT can be configured using FGIV
not the FGIR.
Useful Tips:
1. To hide any row or column , just click on it and go to menu …edit…rows..hide..You can display the hidden
rows from the same path by selecting hidden rows and setting them display.
2. When you try to edit name of any element , you have thee names, Short text, medium text and long text. You
can set which one to display in report from menu…formatting…all rows..text length.
3. Column width can be changed from menu..formatting..column width.
4. You can import forms created in other client sharing the same instance number using FGIR.
5. Forms can be deleted using FGIZ.
6. Forms can be transported from development to live server using FGIP.
7. Report can imported from one client to another client using FGIQ provided that client shares
the same instance number.
8. Reports can be transported to live server using FGIO.
9. FGIX will let you delete report data.
Hello
Process Flow
As the transfer structure to Report Painter you use a report table, which is defaulted by SAP and can
not be maintained. This table contains characteristics, key figures and predefined columns. In a
library, you collect the characteristics, key figures, and predefined columns from the report table,
which you need for your Report Painter reports.
When you define a Report Painter report, you assign it to a library. Reports assigned to one library
can only use the characteristics, key figures, and predefined columns selected for that library.
When you create or maintain a library, the Position field determines the sequence in which the
characteristics, key figures or (predefined) key figures appear in the Report Painter selection lists
when you define a report. This allows you to position the objects that you use regularly in your
reports at the beginning of the selection lists. If you do not make an entry in the Position field, you
will not be able to use this object in Report Painter reports.
You can use either the standard SAP libraries for your reports or define your own.
Standard layouts determine report layout features and the format of your report data.
If the SAP standard layouts do not meet your reporting requirements, you can create a new standard
layout or change an existing one.
Defining row and column models.
A model is a one-dimensional, predefined reporting structure that you can insert in either the rows
or columns of your report.
If you often use the same or similar row or column definitions in your reports, it is recommended
that you create row or column models.
You must define the row and/or column models that you want to include in your report definition
before you define the report.
You can also use the standard column models supplied by SAP.
You define the report columns using the characteristics, key figures, and predefined columns
selected for the library that the report uses. Alternatively, you can use a column model for column
definition. Column models are predefined column structures which you insert into your entire
column definition, instead of defining each individual column.
You define the report rows using the characteristics selected for the library selected for the report.
Alternatively, you can use a row model for your row definition. Row models serve the same
purpose as column models, but are used to define a report row.
Edit and format the report rows and columns in line with your requirements. (For example, you can
hide rows or columns, define the column width or define colors for your report rows).
Define general data selection criteria for the selection of your report data.
Selection criteria are the characteristics used to select data for the entire report. You cannot enter
characteristics as data selection criteria if they are already being used in the report rows or columns.
Once you have defined a report, you must assign it to a report group. A report group can contain
one or more reports from the same library. However, reports that share the same data will select
data more quickly and improve processing time.
You can assign a Report Painter report to a report group containing Report Painter and Report
Writer reports.
When you generate a report group, Report Painter reports are converted to Report Writer format.
However, you can only change or display Report Painter reports using the Report Painter tool.
Report execution involves the selection and output of all the database records used in the report.
Once the system selects records according to the online selection criteria, it outputs the report data
in the format defined for the report in question.
Regards
Display the values in Docment Currency in Report Painter-FDI4
https://archive.sap.com/discussions/thread/1884481
Hi,
Am new to report painter. i created report painter in FDI4. this report is to display the due amount.
when i click on table cell, which is amount field . Am chosen cell type as 'Select with Key figure'
option .
After then i try to select key figure for that cell (Popup:Element definition).
pl help.
Solved by myself..
Two steps to be taken to bring Amount in Doc. currency as a key figure(F4 help).
1. Added new field 'WRSHB' , data element for this field WRSHB_D (Used Append Structure) in
RFRRD20 structure. FDI4 used this structure only.
2. create new entries in TKAF table under application class Account receivable FBRD. field value
WRSHB ,data element value WRSHB_D, and others field value are as same as DMSHB record.
After these steps, now u check in FDI4 tcode. U can get Amt in doc. currency as key figure.
TYPE-POOLS:
fibs.
TYPES:
t_flag TYPE c,
t_bs_type TYPE i.
TYPES:
BEGIN OF t_bs_info,
END OF t_bs_info.
CONSTANTS:
USING versn.
Create the node table for the function module displaying the tree
PERFORM create_node_tab
TABLES node_tab.
WRITE 'Hello'.
&----
----
FORM load_versn
USING versn.
EXPORTING
version = versn
IMPORTING
bs_info = bs_info.
PERFORM load_versn_text.
&----
&----
Load the texts of the version *
----
FORM load_versn_text.
DATA:
EXPORTING
flg_langu_maint = flg_langu_maint
IMPORTING
flg_sylangu_not_found = flg_sylangu_not_found
maint_langu = maint_langu
EXCEPTIONS
OTHERS = 1.
IF flg_sylangu_not_found = true.
ENDIF.
maint_langu sy-langu.
&----
&----
text *
----
FORM create_node_tab
REFRESH node_tab.
DATA:
IMPORTING
root_id = root_id
EXCEPTIONS
not_found = 01.
PERFORM add_node_with_subtree
TABLES node_tab
USING 1
root_id.
ENDFORM. " CREATE_NODE_TAB
&----
&----
----
FORM add_node_with_subtree
DATA:
EXPORTING
node_id = node_id
with_gl_accounts = rfgbst-glac_on
IMPORTING
attr = node_tab
EXCEPTIONS
node_not_found = 01.
node_tab-tlevel = level.
APPEND node_tab.
And do the same for its children
level = level + 1.
EXPORTING
node = node_id
with_gl_accounts = rfgbst-glac_on
TABLES
children_node_tab = children_node_tab
EXCEPTIONS
node_not_found = 01.
LOOP AT children_node_tab.
PERFORM add_node_with_subtree
TABLES node_tab
USING level
children_node_tab.
ENDLOOP.