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In previous blogs, we have posted planned revenue, cost and expenses, in this blog, we are going to custom develop a report via embedded Analytics Fiori apps to view the planned data and comparing with actuals.
System Walkthrough
Mockup report is going to be a condensed income statement plan actual comparison report.
Two CDS Views can be used, I_ActualPlanJrnlEntryItemCube and I_ActualPlanLineItemSemTag. Latter has some advantages as it contains semantic tags, together with financial statement versions offers easy maintenance when it comes to assign G/L accounts to reporting items. But for the demo purpose we will use the first one. Open Fiori app Custom Analytical Queries or the new app Custom Analytical Queries and Services. Choose Data Source.
In Field Selection, select fields of our interests
In Display, create Characteristics Structure, for example maintain Plan Category ACT01 for ActualAmount and Plan Category PLN for PlanAmount, alternatively, use Plan Category as an input filter.
Create Restrictive measures. For example: “Net Sales:” is just placeholder reporting item, we can use any fixed value with “*”.
For measure “Products”, we maintain G/L Account values based on Amount in Company Code Currency
Create calculated measures
After selecting the needed fields, creating all the necessary measures, setting up filters. Hit preview to view the report as a multidimensional report. At this point, the CDS view can be published and saved into a business catalogue, and the report can be operational.
To take advantage of embedded SAC features, use Fiori App Manage KPIs and Reports to further process the report. Select the CDS View created.
Create a table with the CDS view and adjust the layout, this is the same as in multidimensional report, some visual representations can be added here (not shown in the demo).
I created another page with G/L account (with FSV selection) as rows and standard measures in columns. This is what a standard P&L report would look like.
Summary
We have showed how to custom a report to view plan data. For more information about embedded Analytics features and more use cases, please refer to my colleagues’ blogs. Customer use case of Embedded SAC on Account Balan... - SAP Community
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