Formual Extension (FOX) - BW-IP

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Formula Extension (FOX) (SAP Library - Business Planning and Simula... https://help.sap.com/doc/saphelp_dm40/4.0/en-US/c4/9057425ca611d4b...

Formula Extension (FOX)

Use
You use the SEM-BPS formula extension FOX within the formula function, in order to access
transaction data of the planning package more flexibly than when you sequentially, uniformly process
all data records with the help of available operators. In addition to the formula operators, the formula
extension offers you the possibility to make statements dependent on conditions, to run through
loops, and issue messages.
Formula extensions contain a few, easy to learn language elements, with which you can solve almost
all planning tasks, which occur in practice. The syntax of this language element is very similar to the
SAP programming language ABAP. Therefore, you can use any existing ABAP knowledge, without
having to concern yourself with the complexity of a full programming language (for example, memory
management, database access).

Integration
The formula extensions are not an independent SEM-BPS function type, they are an enhancement to
the formulas. You can continue to create formulas in the usual way, without having to make use of the
formula extensions.

Features
General
All formula extension statements must be completed with a period "." A statement can extend over
more than one line in the formula editor, and several statements can be in the same line. No
distinction is made between upper and lower case. The system automatically converts lower case
entries into upper case entries.
Comments
You can create comments in the formula editor to explain the statements you
programmed, and to make the code easier to read. To do this, set the indicator * in
the first column of a row. This means that the row is ignored by the syntax check,
and is skipped when executing the function.

It is important that you write the indicator * in the first column of a


row. Otherwise the system will interpret the indicator as a
multiplication operator and report a syntax error.
Syntax

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* comment text
Explanations
comment text:
Any character string, which is not interpreted by SEM-BPS as a statement. The character string
cannot extend over several lines.
Data Declaration (Local Variables)
You can declare local variables for a parameter group in the formula editor. You use
these variables for example to check the dynamic conditions at the runtime of the
planning function, which are dependent on the current key figure values. First you
could determine the largest or smallest posted value of a key figure within a loop
using the transaction data. Then you can save this value in a variable and then
generate new plan data independently of the variable value. The system initializes
variables of the types F and I with the value 0.

For the language elements FOREACH and MESSAGE it is


absolutely necessary that reference to characteristics take place via
the variables declared before. A direct reference to a characteristic
using its name is not possible with these language elements.
Syntax
DATA varname TYPE typname.
Explanations
varname:
Name of the variable. The name can contain letters and figures, but must
always begin with a letter. The name must differ from the reserved words
of the formula extension. All language elements belong to this (for
example DATA, IF) and all formula operators (for example SIN, CEIL,
DECL).
typname:
Name of the data type for the data saved in the variables. The permitted types are
divided into two classes: predefined types and context-specific types.
Predefined types:
I: Integer. Used to save whole number values. For example, you
use this type for the declaration of control variables with which you
can count the number of iterations in a loop construct.
F: Floating point. Used to save decimals with up to three decimal
places; decimal point is the period ".". You use this type for all
calculation operations.
Context-specific types:
Context-specific types are types, which refer to the key figures and
characteristic in the planning level to which the formula function
belongs. Which types are allowed depends on which characteristics

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of the planning level were included in the list of fields to be changed


of the formula function. The correct type name is then identical with
the technical name of a characteristic. A variable whose type refers
to a characteristic of the planning level, can accept all values which
are maintained for this characteristic.
The KEYFIGURE_NAME type is an exception: This type is only
allowed, when you have included the generic entry "key figure
name" in the list of fields to be changed. You can program a loop
with a variable of this type, which iterates over all key figures of the
planning level. In such a loop, you can for example assign all key
figures the same value, or you can define conditions on which the
value assignment should depend.
Example
In the following example, the system loops through all key figures of the planning
level using the KeyFigure variable. Key figures, which contain the value 0, are
assigned the value 1. The other key figures remain unchanged.
DATA KeyFigure TYPE KEYFIGURE_NAME.
FOREACH KeyFigure.
..IF { KeyFigure } = 0.
....{ KeyFigure } = 1.
..ENDIF.
ENDFOR.
Conditional Statement
Here you determine that a statement block is only executed if the specified
condition is fulfilled. The conditional statement is always introduced by the
language element IF and closed with ENDIF. You can include as many alternative
conditions in a conditional statement as you like with the language element
ELSEIF. As soon as one of the specified conditions is correct, the statement block
belonging to it is executed, and then the statement is exited. With the language
element ELSE, you can plan one statement block, which is then executed if none
of the conditions specified before apply.
Syntax
IF expression1.
..statement1.
[ELSEIF expression2.
..statement2. ]
[ELSE.
..statement3. ]
ENDIF.
Explanations

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expressionn:
Logical expression. If expressionn results in the value True, then the
appropriate statement block statementn is executed. Otherwise the next
logical expression is checked (if available), or the statement block
assigned to the language element ELSE is executed (if available): Then
processing is continued behind the language element ENDIF.
You can use the usual comparison operators in a logical expression (=,
<>, <, >, <=, >= or EQ, NE, LT, GT, LE, GE) as well as the following
additional operator:
NOT: Inverts the logical value of the subsequent expression.
IS NIL: Delivers the value True, if it was attempted to read over and
above the last data record.
IS INITIAL: Delivers the value True, if a key figure or characteristic
contains the initial value.
The operators AND and OR are available for the interlinkage of several
logical expressions to a complex expression. You make the grouping of
subexpressions within a complex expression with round brackets.
statementn:
Statement block, which is then executed, when the check of the previous
logical statement results in the value True. Otherwise the statement
block is skipped.
Example
In the following example sales per customer are planned. The size of the planned sales increase
depends on the size of previously made sales: The sales with customers, to which a sales revenue of
more than 50000 € is already allotted, should increase by 10%, while the increase with customers
under this threshold should amount to 20%. The formula operand used in the example has the form {
key figure name, customer, version }. Version 0 contains the actual data, version 1 the plan data.
DATA Customer TYPE 0CUSTOMER.
FOREACH Customer.
..IF { REVENUE, Customer, 0 } >= 50000.
.... { REVENUE, Customer, 1 } = { REVENUE, Customer, 0 } * 1.1.
..IF { REVENUE, Customer, 0 } >= 50000.
.... { REVENUE, Customer, 1 } = { REVENUE, Customer, 0 } * 1.2.
..ENDIF.
ENDFOR.
Loop Constructs
The formula extensions offer two different language elements for the programming
of loops: DO ... ENDDO and FOREACH ... ENDFOR. Both language elements are
used for different purposes:
The statement DO ... ENDDO executes a statement block between the language elements until

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a termination condition is fulfilled. When this condition is fulfilled, processing must be explicitly
terminated with the command EXIT. Processing is continued in this case with the statement
which follows ENDDO.
The statement FOREACH ... ENDFOR executes an iteration over the values of a characteristic
sorted in ascending order (restricted by selection conditions from planning level or package, if
required) or over the key figures contained in the planning level. The reference to the
characteristic or list of key figures must always take place via a previously declared local
variable. The termination criterion is implicitly specified when the last characteristic value or last
key figure is reached.
Syntax
1. DO ... ENDDO
DO.
..statement1.
..IF expression1.
.. .[statement2.]
.... EXIT.
..ENDIF.
ENDDO.
2. FOREACH ... ENDFOR
FOREACH varname [, varname].
..statement1.
ENDFOR.
Explanations
expression1:
Logical expression, which defines the termination criterion for loop
processing. When expression1 results in the value True, then the
appropriate statement block statement2 is executed (if available). In any
case, the EXIT command must be used when the termination condition is
reached, as otherwise there is no possibility to exit the loop.
statement1:
Statement block, which is executed in every loop pass.
statement2:
Optional statement block, which is executed when the termination condition is reached.
varname:
Variable, which refers to a characteristic contained in the planning level,
or to the quantity of key figures contained in the planning level (type
KEYFIGURE_NAME).

With the FOREACH loop you can not only iterate over the values of
an individual characteristic, but also over characteristic

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combinations, which are contained in the transaction data of the


package. For this you should include the characteristics involved in
a list separated by commas in the FOREACH statement (for
example FOREACH var1, var2, var3.). In this way, in most cases,
you achieve a considerably quicker processing than with several
FOREACH statements nested in each other, which only iterate over
one of the characteristics.
Example
1. DO ... ENDDO
The example shows how you can calculate the factorial of a number (here the
factorial of 5) with the statement DO ... ENDDO. ENDDO the factorial of a number
(here the factorial of 5) can be calculated. It is very important that the loop passes
are counted in the variable Counter, and the loop is exited with the EXIT statement
when the termination criterion is reached.
DATA Factorial TYPE I.
DATA Counter TYPE I.
DATA Result TYPE I.

Result = 1.
Counter = 0.
Factorial = 5.

DO.
..Counter = Counter + 1.
..IF Counter <= Factorial.
....Result = Result * Counter.
..ELSE.
....EXIT.
..ENDIF.
ENDDO.
2. FOREACH ... ENDFOR
In the following example, the system loops through all key figures of the planning level. Key figures,
which contain the value 0, are assigned the value 1. The other key figures remain unchanged.
DATA KeyFigure TYPE KEYFIGURE_NAME.
FOREACH KeyFigure.
..IF { KeyFigure } = 0.
....{ KeyFigure } = 1.
..ENDIF.
ENDFOR.
Messages

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You can issue messages to point out errors and special features to users when executing a formula
function, or to give information about processing progress with time-consuming operations.
Syntax
MESSAGE Tnnn (class) [WITH var1 [[[var2] var3] var4]].
Explanations
T:
Type of message. Allowed values are E (error) and I (information).

If you issue a message of type E, then the results of the planning


function are not written in the internal transaction data buffer, and
can therefore not be posted (see Saving Concept).
nnn:
Three-figure number of the message to be issued within the message class.
class:
Entry of the message class enclosed in round brackets, to which the message to be
issued belongs.

As far as possible, use messages from a message class you created in the ABAP
Workbench. In this way, you make sure that your messages are independent of
possible changes to delivered message classes. However, you must transport the
message class you created, from the test system into the production system.
WITH var1 [[[var2] var3] var4]:
Optional extra, to issue up to four text variables in the message text. You
can use local variables, which reference characteristics or the list of key
figures, as text variables, or text constants. The text variables are
inserted into the static message text (short and long text) in the places,
which were prepared for it with the placeholder &.
Example
In this example, the planned price of an article is increased by 10% for all customers. If the price for a
customer is with the value 0 in the data basis, then an error message is issued, which also contains
the name of the customer. Because of the system behavior described above with messages of the
type E, no key figure values at all are changed in this case (also not for data records in which the
price has a value different to 0). To execute the price increase, you must first change the data records
with the value 0 or remove it from the selection.
The formula operand used in the example has the form { key figure name, customer, version }.
Version 0 contains the actual data, version 1 the plan data.
DATA Customer TYPE 0CUSTOMER.
FOREACH Customer.
..IF { Price, Customer, 0 } = 0.
....MESSAGE E001(/MSG01) WITH Customer.
..ELSE.
... { Price, Customer, 1 } = { Price, Customer, 0 } * 1.1.

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..ENDIF.
ENDFOR.
Special Data Access Functions
Access to Time Characteristics
You can access time characteristics with the function TMVL. The function returns
the current value of the specified time characteristic, if necessary, marked up with
an offset, which is also specified. The entry of an offset offers the advantage that in
this way such characteristics can also be delivered, which are not contained in the
transaction data of the current planning package.
Syntax
TMVL(characteristic name, offset)
Explanations
characteristic name:
Technical name of the time characteristic, whose value should be calculated.
offset:
Whole number offset, with which the current value of the time characteristic is marked up.
The entry of the offset is obligatory. If you want to transfer the value of the time
characteristic unchanged, then enter an offset of 0.
Example
In the following example, the net book values of an asset are calculated with
straight-line depreciation over a five year duration of depreciation. Cost price is
1000, net book value 100, depreciation percentage rate 20%. The function TMVL
determines the value of the time characteristic FYEAR and adds an offset of 1. The
value increased by 1, is assigned to FYEAR within the DO...ENDDO loop, so that
the calculation of the net book value is executed for a sequence of five fiscal years.
After that the iteration is terminated. The operand for this formula has the form {
key figure name, fiscal year }.
DATA YEAR TYPE I.
DATA FYEAR TYPE 0FISCYEAR.
FYEAR = VARV('ACTYEAR').
DO:
YEAR = YEAR + 1.
. FYEAR = TMVL(FYEAR, 1).
. {0AMOUNT, FYEAR} = DECL(1000, 100, 20, YEAR}.
. IF YEAR = 5.
. . EXIT.
. ENDIF.
ENDDO.
Access to Attributes
With this function, you can access data, which neither concerns characteristics or key figures, but
master data attributes, which can be assigned to a characteristic.

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The attribute value of a characteristic that is compounded to a superordinate


characteristic, can only be determined with the ATRV function, if the superordinate
characteristic is not included in the list of characteristics to be changed.
Syntax
ATRV(attributname, varname)
Explanations
attributname:
Technical name of the attribute, whose value should be calculated.
varname:
Variable, which refers to the characteristic, to which the attribute belongs.
Example
In this example, the prices are conducted as attributes for the characteristic article.
You use the ATRV function to determine the attribute value. The function expects
the technical name of the attribute to be read (for example 0PRICE) as parameter,
and a variable, which refers to the characteristic, to which the attribute belongs (for
example 0ARTICLE). The operand for this formula has the form { key figure name,
article }.
DATA ARTICLE TYPE 0ARTICLE.
FOREACH ARTICLE.
. {REVENUE, ARTICLE} = ATRV('0PRICE', ARTICLE) * {QUANTITY, ARTICLE}.
ENDFOR.
Access to Variables
With this function, you can determine the value of a (global) Variable, which was
defined in the context of the current planning area.

In the context of formula extensions, only such variables can be used, which are
restricted to single value. Otherwise the system cannot clearly determine the value
of the variables.
Direct access to a global variable using its name (in a value
assignment with the form "{Operator} = varname.") is not possible.
Always use the VARV function for this purpose.
Syntax
VARV(varname)
Explanations
varname:
Technical name of the variable.
Example
In the following example two variables of the type 0CUSTOMER are declared. One
of them is used as a control variable for an iteration over all customers. The other
one is reserved using the VARV function with the value of the global variable

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VCUST, as it was defined in the context of the planning area. In the iteration, as
soon as the customer defined by the variable is reached, the planned revenue for
all articles is increased by 10%. Subsequently, the iteration is terminated with the
EXIT statement. The operand for this formula has the form { key figure name,
article }.
DATA ARTICLE TYPE 0ARTICLE.
DATA CUSTOMER TYPE 0CUSTOMER.
DATA VCUSTOMER TYPE 0CUSTOMER.

VCUSTOMER = VARV('VCUST').
FOREACH CUSTOMER.
. IF CUSTOMER = VCUSTOMER.
. . FOREACH ARTICLE.
. . . {REVENUE, ARTICLE} = (REVENUE, ARTICLE) * 1.1.
.. ENDFOR.
. . EXIT.
. ENDIF
ENDFOR.
Determination of the Current Characteristic Value
With this function, you can transfer the current value of a characteristic to a
variable, and in this way find out which data was currently edited. The function
OBJV is called up without entering parameters. First the type of the variable (and
with it the characteristic, to which the variable refers) is determined, to which the
function result should be assigned. Then the function determines the current value
of the characteristic referenced by the variable, and returns the value as function
result.
Above all, the function is used to keep the list of fields to be changed as small as possible. This has
the following advantages:
The complexity of the formula operands decreases.
Iterations, which are superfluous in content, but syntactically necessary can be reduced using
characteristic values. The performance improves through this.

The result of the function OBJV can only be assigned to such


variables, which were declared with reference to one of the
characteristics, which are not contained in the list of fields to
changed of the formula function.
Syntax
varname = OBJV()
Explanations
varname:
Technical name of the variable.

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Example
In the following example, the example used above for the VARV function is
enhanced in the following way: An additional variable is declared of the type
0COUNTRY, to which the current value of the characteristic is transferred within
the FOREACH loop. Revenue planning is executed as in the example above,
however, not for articles that were sold in Germany. Prerequisite for calling up the
OBJV() function is that the characteristic 0COUNTRY is not contained in the
quantity of fields to be changed.
DATA ARTICLE TYPE 0ARTICLE.
DATA COUNTRY TYPE 0COUNTRY.
DATA CUSTOMER TYPE 0CUSTOMER.
DATA VCUSTOMER TYPE 0CUSTOMER.

VCUSTOMER = VARV('VCUST').
FOREACH CUSTOMER.
. IF CUSTOMER = VCUSTOMER.
. . FOREACH ARTICLE.
. . . COUNTRY = OBJV().
. . . IF COUNTRY = 'DE'.
. . . . {REVENUE, ARTICLE} = (REVENUE, ARTICLE) * 1.1.
. . . ENDIF.
.. ENDFOR.
. . EXIT.
. ENDIF
ENDFOR.

See also:
Formula Extension: Examples

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