Quarterly Reporting in S4/HANA Group Reporting Public Cloud

[Geeta6]

Hi All,

1) We have a requirement from business to view the Quarter to date (QTD) reports.

2) The selection for a Monthly, Quarterly, Yearly needs to be done via the selection prompt

Request for a solution that we can implement to achieve this reporting requirement.

Thanks, in advance!

SAP S/4HANA Finance for group reporting , SAP S/4HANA Finance 

[FlorianRoll]

Quarterly reporting is part of the standard content of the app "Group Financial Statements".
Check out the available column structures.

[Ndubuisi_PALMER]

Dear Geeta

Have you tried this?

1. Use of FS Items and Group Reporting Data Collection: Ensure that all financial data is correctly posted and consolidated using ACDOCU.

2. Reporting Tool: Use SAP Group Reporting Data Collection (GRDC) or SAP Analytics Cloud (SAC) as a front-end for reporting, depending on your landscape. Both tools support parameter prompts and dynamic filtering.

3. Time Selection with Variable Prompts:

   • In SAC, create input prompts or variables for Period, Quarter, and Year. You can implement a logic with restricted measures or calculated measures that adapt based on the selection (e.g. if QTD is selected, sum values from the beginning of the quarter to the current month).
   • In Group Reporting Fiori apps, like "Group Data Analysis", you can create a variant or custom report where period values are dynamically filtered based on the prompt selection using filters and parameters (FISCVAR, FISCYEAR, PERIOD).

4. Restricted Key Figures: Define restricted key figures for Monthly, QTD, and YTD in the report. You can create:

   • One for Monthly = selected period only
   • One for QTD = sum of periods 1 to selected period within the quarter
   • One for YTD = sum from period 1 to selected period in the year

5. Custom Logic (if needed): If more complex logic is required, develop a custom CDS View with logic for QTD, using CASE statements and PERIOD filters to compute cumulative figures depending on the quarter.

6. Optional: If using BW/4HANA or embedded analytics, time-dependent hierarchies and custom structures can be used to provide a similar time navigation experience.

Best regards