Manual Report Painter Writer

Chap Chapte terr :3

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Report port Pain Painte ter/ r/R Report port Writ Writer er

In this chapter you will:

Contents Learning the Basics of Report Painter/Report Painter/Report Writer......................................... Writer......................................... 3–2

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Understand the diference between Report Painter and Report Writer

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Learn how to create a simple report with Report Painter

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Explore helpul hints and inormation on the Report/Report Interace ormula !ariables and creatin" your own e!aluation structures

Creating a Report with Report Painter............................... Painter............................................. .................................. .................... 3–7 Understanding Understanding the Report List...................... List................................... ........................... ........................................ .......................... 3–26 Getting the ost fro! Report Painter/Report Writer" #ips $ #ric%s................ 3–26 Re&iew..................... Re&iew................................... ............................ ........................... ........................... ............................ ...................................... ........................ 3–3' Where to Learn ore..................... ore................................... ............................ ........................... .......................................... ............................. 3–3'

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Chapter 3" Report Painter/Report Writer Re&iew

Learning the Basics of Report Painter/Report Writer In this chapter you will learn about Report Painter/Report Painter/Report Writer tools that let you report on data rom multiple applications# $eore %umpin" into how you can use Report Painter/Report Painter/Report Writer to create reports it is important to understand its eatures and basic or"ani&ation#

Overview Report Painter/Report Painter/Report Writer can be used to easily create currency' or (uantity' type reports in the R/) *ystem# Examples E xamples o such reports include +nancial statements sales reports and in!entory reports# Earlier releases o the R/) *ystem were deli!ered only with Report Writer Writer## Later the user interace o Report Writer was enhanced and ofered to users as Report Painter# Painter# ,s shown in the "raphic below Report Painter Painter adds an easy'to'use "raphical interace to the core unctionality o Report Writer#

Report Writer

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Graphica) Graphica) +nterface +nterface

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Report Painter

What Is Report Painter? With Report Painter Painter you can report on data rom multiple applications# It uses a "raphical report structure which orms the basis or report de+nition# When de+nin" a report you wor- with a structure that corresponds corresponds to the +nal structure o the report# With Report Painter.s Painter.s intuiti!e W*IW0 approach to report desi"n you de+ne a report on a orm that displays the rows and columns as they will appear in the report output#

What Is Report Writer? 1ust li-e Report Report Painter Painter Report Writer Writer lets you report on data data rom multiple multiple applications# Usin" elements such as sets !ariables ormulas cells and -ey +"ures you can create complex reports that meet speci+c reportin" re(uirements# Note: *ince Report Painter Painter pro!ides the core unctionality o Report Writer most users may not need to use Report Writer Writer## , "eneral understandin" o Report Writer Writer should su2ce or most users# u sers#

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Reporting ade as

Chapter 3" Report Painter/Report Writer Getting the ost fro! Report Painter/Report Writer" #ips $ #ric%s #ric%s

How Is Report Painter Different ro! Report Writer? ,lthou"h there are a ew diferences between the two tools both Report Painter Painter and Report Writer share the same execution en"ine# *ince both tools wor- with the same reportin" control tables you can use either tool to create reports on the con+"ured tables# 3ere are some o the important diferences between Report Painter and Report Writer: Report Painter

Report Writer

Pa"e Pa"e brea-s occur only between row elements

Pa"e Pa"e brea-s occur at arbitrary summation'le!els within a report#

,llows use o sin"le lines 4''5 only or o!er' o!er' and underscorin"

,llows use o any characters 4or example double'line 665 or o!er' o!er' and under'scorin" under'scorin"

$eore 7#8, authori&ation "roups or ,llows set up o authori&ation "roups report handlin" are not supported# or report handlin" Reer to OSS note 69090 or 69090 or a wor-around# wor-around# *tartin" in Release 7#8, it is possible to maintain the header o a Report Painter report !ia the menu path: Environment report header # 9ey +"ures can only be used in columns

9ey +"ures can also be used in rows and data selection

Row'detail Row'detail is restricted to three le!els: o explosion sin"le !alues and all le!els

In addition to the le!els supported by Report Painter Painter you can also select intermediate le!els

Copying reports between Report Painter and Report Writer

I you want to build a report usin" eatures that are only a!ailable in Report Writer then the report must be created in Report Writer;not Report Painter# ,s shown in the "raphic on the ollowin" pa"e Report Painter Painter reports can only be chan"ed or displayed usin" Report Painter# Later i you want to chan"e a Report Painter Painter report usin" Report Writer you must +rst copy it into in to a Report Writer report report 4with a diferent name5 and then modiy the copied report# When the report is copied the necessary sets are automatically "enerated< you can de+ne a ='character pre+x or the set name# ote: In Release 7#= you no lon"er ha!e to de+ne a pre+x since the system automatically attaches one to your >automatically created sets?# @he system' created set is deleted when you delete the report# Reports written in Report Writer cannot be edited usin" Report Painter#

Report (e&e)op!ent #oo)s

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R eport P a i n t e r

D is p l a y o r Change Report

Data tables supported

C o p y to a R e p o r t W r it e r Report

D is p l a y o r Change Report

R e p o rt W r i t e r

$oth Report Painter and Report Writer can be used to report on the ollowin" tables and tables types:

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E!aluation structures set up in the Lo"istics Inormation *ystem 4LI*5# @hese structures normally be"in be"in with an >S >S? or > ZF. ZF.? *e!eral diferent tables and !iews within the R/) *ystem can be added as e!aluation structures# ote: ou cannot add cluster tables such as BSEG# BSEG# CCSS is CCSS is used or Aost Aenter ,ccountin" 4AB'AA,5 Internal Brders 4AB' BP,5 BP,5 ,cti!ity $ased Aostin" 4AB',$A5 and or cost element reports in Pro%ect Pro%ect *ystems 4P*5# GLFUNCT is is used u sed or unctional area reportin" in cost'o'sales accountin"#

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GLPCT and and GLPCOP are GLPCOP are used or Pro+t Aenter ,ccountin" 4AB'PA,/EA'PA,5#

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FILC is FILC is used or Le"al Aonsolidations 4CI'LA5#

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COFIT is is used u sed or the Aontrollin" Reconciliation Reconciliation Led"er 4AB'AEL5#

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ZZ tables tables are created or the *pecial Purpose Led"er 4CI'*L5#

FIC is FIC is used or consolidations in the Enterprise Aontrollin" module 4EA' LA5# GLT0 is used or Cinancial Cinancial ,ccountin" 40eneral Led"er5 reports by account  GLT0 is company and business area 4CI'0L5# !!BC !!BE !!BE and !!BU are !!BU are used or the Aontrollin" Product Aostin" module  !!BC 4AB'Aostin"5# Ne" in #e$ea%e &.0'( #)COO is #)COO is used or AB'AA, AB 'AA, AB'BP, and AB',$A# #)COO is #)COO is used or special standard reports li-e internal order bud"et reports cost center bud"et reports and cost component reports# 

#PPS was used or Pro%ect *ystems 4P*5# 3owe!er it is obsolete and is Note: #PPS was no lon"er supported in Release 7#8# In Release )#x there were only two special reports 46P*0 46P*0 and and 6P*+5 6P*+5 usin" #PPS# #PPS# @hese reports cannot be called directly

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Chapter 3" Report Painter/Report Writer Getting the ost fro! Report Painter/Report Writer" #ips $ #ric%s

but !ia ,$,P reports #!OPL'N0 and #!OPL'N+#

How Is Report Painter/Report Writer Organi"e#? Report Painter/Report Writer has our main components: Sets: Lo"ical "roupin"s o characteristic !alues# Cor example a cash line  on a balance sheet is made up o a set o cash accounts or an ener"y product line on an in!entory report is made up o a set o the ener"y products# Dariables can also be created which are placeholders or sets or !alues within sets# Libraries: Aontrol what characteristics and -ey +"ures rom a table are  a!ailable or reportin"# Reports: 3old a de+nition o the rows columns and o!erall data  selection# @hey also include the header and ooter texts and layout settin"s# Report Groups: Aan contain one or more reports# @he report "roup is  what you execute;not the actual report# , report "roup is "enerated to create a set o ,$,P pro"rams that produce the reports#

Re$ate# %er!ino$og& @he ollowin" is a list o -ey terms you need to understand when wor-in" with Report Painter/Report Writer tools# Report Definition

, report de+nition has three main components: Rows: @he rows o a Report Painter report contain characteristics that  determine how the rows will appear in the report# In the +rst report example on pa"e  materials and material types dri!e the outcome o the rows thereore only these characteristics are included in the rows o the report# Columns: @he columns o a Report Painter report must ha!e -ey +"ures#  I needed columns may also contain characteristics# In the second report example on pa"e FG plants are shown across the pa"e which means the plant characteristic is included in the columns as well as a -ey +"ure or net !alue o a billin" document# General Data Selection: @he "eneral data selection area contains the  additional characteristics that should control the data included in the report# In the second example on pa"e FG you may want to limit the selected data by material "roup or industry# *ince these +elds do not afect the outcome o the rows or columns they are included in the "eneral data selection as additional selection criteria# ,ny re(uired +elds that are not in the rows or columns are also included in the "eneral data selection# In the +rst example on pa"e  led"er !ersion and record'type are all re(uired but not included in the rows or columns# @hereore these +elds must be included in the "eneral data selection in order or the report to run# Each table has certain re(uired +elds# @o chec- your report or missin" +elds choose the Che,- icon in #eport maintenan,e#


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'e& ig(res

9ey +"ures are the currency or (uantity buc-ets or a report# *ome examples o -ey +"ures include the local currency amount in pro+t center accountin" the costs buc-et in cost center accountin" the net !alue o a billin" line item and the (uantity o materials sold in a sales order# Characteristics

Aharacteristics are the +elds;other than currency or (uantity;needed to build the report# Cor example company code plant sales or"ani&ation 0/L account cost center or period# In a balance sheet report 0/L accounts probably appear in the rows o your report# In a customer sales report customers are li-ely to appear in the rows o the report#

How to )ccess Report Painter/Report Writer? @o access Report Painter choose the ollowin" menu path rom the *,P main menu: Inormation %/%tem%

'd ho, report%

#eport painter

Report Writer unctions can be accessed rom within Report Painter# @o access Report Writer choose the ollowin" menu path rom the *,P main menu: Inormation %/%tem%

'd ho, report%

#eport painter

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#eport )riter.

How Does Report Painter Differ fro! Other Reporting %oo$s? With the exception o row titles which ha!e text +elds Report Painter/Report Writer reports display numerical +elds only 4or example dollar and (uantity +elds5# @his is not a re(uirement or ,$,P Huery and typical line item reportin" tools which can display arbitrary text columns#  @he printed Report Painter/Report Writer reports appear much the same way on paper as they do on screen# In contrast the rilldown reportin" tool produces a diferent output ormat# rilldown is an online analytical tool which can be used to drilldown to diferent le!els o detail but is inre(uently used or printin"# Cor more inormation see chapter 7# Report Painter/Report Writer reports are hierarchical and ta-e ad!anta"e  o con+"ured hierarchies 4or example with cost center hierarchies5# ou can also execute Report Painter/Report Writer reports rom each le!el within a hierarchy# Report Painter/Report Writer reports can handle multiple currency/(uantity  units within a sin"le column# Report Painter/Report Writer is well'suited to handle reports which re(uire  mass production# Cor example Report Painter/Report Writer is a particularly efecti!e tool or creatin" month'end reports# 

What )re the Prere*(isites? Table: ou must -now the table you need or the report as well as the data within the table# E!ery table has characteristics and -ey +"ures or e!aluation structures that are re(uired or a report# Each table.s 

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characteristics and -ey +"ures are diferent# Cor example in the *pecial Led"er the -ey +"ures are based on currency: transaction local and "roup# In Aost Aenter ,ccountin" structure AA** the -ey +"ures are based on currency and the type o cost: cost (uantity statistical (uantity and !ariances# Sets: ou will need to build sets that include the !alues or the  characteristics that are needed or your report# ,lthou"h the !alues can be directly entered into the report it is recommended that you use sets# *ets can be used in multiple reports because when !alues chan"e only the sets are chan"ed and not each indi!idual report# ,s an example cost center hierarchies 4"roups5 are sets and can be used directly 4as with pro+t center "roups5# @he same holds true or cost elements acti!ity types statistical -ey +"ures orders and business processes 4you do not ha!e to create technical sets or these characteristics in order to use Report Painter5# Library: ou must create a library or the table or e!aluation structure#  Jost tables supported by Report Painter/Report Writer ha!e one or more libraries you can use# When creatin" e!aluation structures in the Lo"istics Inormation *ystem the system creates a library be"innin" with a # *ince the *pecial Led"er is not deli!ered with the libraries you will need to create a library on each new special led"er table#

Creating a Report with Report Painter @he main steps in creatin" a report are shown in the "raphic below:


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*

Determine Determine te te table table you you need need for for your your report

2

Find Find or or create create aa library library for for te te table table

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Find Find or or create create re!uired re!uired sets sets for for your yourreports reports

0 Find create for Find or or create variables variables for te te fields fields in in your your report report Trained Employee Available?

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Create Create your your report report

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Add Add your your report report to to aa report report group group

In this section you learn how to create the ollowin" two reports with Report Painter: Pro+t Aenter ,ccountin" report  

$illin" report

Cor these sample reports you should ocus on the tables th at correspond to the *,P application areas you are wor-in" with# Cor example i your expertise is PA, 4Pro+t Aenter ,ccountin"5 you should wor- with table 0LPA@# @a-e a ew minutes to amiliari&e yoursel with the scenario and the desired report# Cor more inormation see pa"e )'7# @he examples shown in this section were created in Release 7#8$#

+,a!p$e -: .ross Profit argin Report $un"ee Aorporation wants to use Report Painter to create a 0ross Jar"in Report# @his Pro+t Aenter ,ccountin" report will use data table GLPCT. @he desired PA, report displays the "ross mar"in or each pro+t center# @he ollowin" "eneral data selection !alues were used: Cields !ersion 4 05 Record type 405 Period 4+1+5 Aompany code 420005 Pro+t center 420+03N9995 and Led"er 44'5#

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$elow is an illustration o the completed "ross mar"in report#

@he rows in this report list the 0/L accounts and the columns contain the current as well as prior years 4with the company code currency -ey +"ure5#


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.(i#e# %o(r

0tep -: Deter!ine the %a1$e

$eore you can start creatin" the report you must select the table you need to use# In this example we use table GLPCT in Pro+t Aenter ,ccountin"# 0tep 2: in# the Li1rar&

*elect the library you want to use or the table chosen in step F# I necessary choose the ollowin" menu path to create a library: Inormation %/%tem% 'd ho, report% #eport painter #eport )riter Li5rarie% Create. 

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,s shown in step = we use an existin" library 4' or this report . 0tep 3: Create 0ets

Areate re(uired sets or your report# @o create a set choose: Inormation %/%tem% report% #eport painter #eport )riter Set Create#

'd ho,

ote that this step is not necessary or this sample report# 0tep : Create 4aria1$es

Areate any !ariables or the +elds that must be entered beore the report is executed# @o create a !ariable choose: Inormation %/%tem% 'd ho, report% #eport painter #eport )riter aria5$e Create. ote that this step is not necessary or the sample report# 0tep 5: Create Report

F# Crom the *,P main menu choose Inormation S/%tem% 'd ho, report% #eport painter 0 #eport Create. 

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K# In Li5rar/  enter the name o the library to be used or the report 4or this example we use 8A2 7.

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)# In the #eport +eld enter a name or your report and a short text description# 7# Ahoose Contin8e#

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@o help you better understand how to create a report in Report Painter this step has been di!ided into the ollowin" substeps:  e+ne the rows 

e+ne the columns

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e+ne the "eneral data selection

Define Rows

F# When de+nin" the rows o a report notice the Lead ,o$8mn at the top o the rows# Report Painter reers to the rows o a report as the Lead ,o$8mn# ou can type o!er this with your own description# F# @o start de+nin" the rows double'clic- on #o" +#

F# In #o" +( Choo%e Chara,teri%ti,% select the desired characteristics# Cor this example select ',,o8nt n8m5er rom the list o a!ailable characteristics#

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K# Ahoose Enter to continue#

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)# Enter the account number4s5 you want to include in the row de+nition# Either enter to/rom !alues or a "roup 4set5# *ee @ips@ric-s on pa"e )'FK or more inormation#

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7# Ahoose Enter #


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=# Enter a name or the row you are de+nin"# In this example #o" + is de+ned as #even8e# M# Ahoose Enter #

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ou ha!e now de+ned the +rst row# Repeat steps F' shown abo!e to ' add the second row titled Co%t o Good% So$d 4not shown here5# Cor #o"  use accounts &000001 &90000# G# In the #eport Painter( Create #eport screen double'clic- on #o" 2# F8#*elect Form8$a as the row element type# FF#Ahoose Enter #

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FK#Enter the ormula or #o" 2# ou can either type it in or use your mouse and the ormula components buttons# I you type the ormula do not or"et the spaces# In this example 00+ and 00 represent #even8e and Co%t o Good% So$d respecti!ely#

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F)#Ahoose Enter # F7#In the popup screen 4not shown here5 enter the text Gross Margin. ou ha!e now de+ned the three rows 4#even8e: Co%t o Good% So$d and Gro%% ar;in5 you will need or this report#

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Creating a set

Instead o separately de+nin" each row you can also create a set to sa!e you time# @he set you use in a report row is reerred to as a row block and may consist o one or more physical rows# I you create a basic set containin" account numbers as a row bloc- then the system automatically creates a physical row or each account number in the set# In this example you could ha!e s-ipped steps = throu"h F7 simply by creatin" a basic set called >0ross Jar"in? in step )# @his set 4row bloc-5 would include the account numbers or #even8e 44000005 and Co%t o Good% So$d 4&000001&900005# @he system automatically "enerates a physical row or #even8e and Co%t o Good% So$d without re(uirin" you to de+ne it rom scratch# @o do this you must set the >explode option? to eorm print? is set;but this is not the deault settin"# Cor more inormation on how to use sets reer to the online documentation in the R/) Library# Define Co$(!ns

F# ouble'clic- on the +rst column Co$8mn +# K# In the Se$e,t E$ement T/pe window select !e/ Fi;8re "ith ,hara,teri%ti,%# )# Ahoose Enter # *

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3

7# In the !e/ =;8re% window select 'mo8nt in ,ompan/ ,ode ,8rren,/ # 0 =# Ahoose Enter #

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M# In the Choo%e Chara,teri%ti,% window select Fi%,a$ ear as the desired characteristic or column F# N# Ahoose Enter #

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I you want to be prompted or the +scal year at the time o runnin" the report you must ma-e this a !ariable instead o a !alue# # Place your cursor in the From !alue +eld and choose aria5$e on>o? #

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G# *elect rom the list o a!ailable !ariables or enter a !ariable or C8rrent /ear # F8#Ahoose Enter # FF#Enter the texts or the column header#

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FK#Ahoose Enter # Co$8mn + has now been de+ned or your report# *2

*ince the ollowin" steps are similar to those shown abo!e they ha!e not been pictured in this "uided tour# F)# Defne column 2 (Prior ear!: ou can de+ne column K either by repeatin" steps F throu"h FK or by copyin" columns# Cor column K choose Prior /ear as the desired !ariable# F7# Defne column 3 ("ariance!: Enter a ormula that calculates the diference between column F 4current year5 and column K 4prior year5# @he column text should read arian,e# ,ddin" a column or ormula is similar to addin" a row ormula# Collow steps F8 throu"h F) shown in the section @e=ne #o"%# ou ha!e now de+ned the three columns 4C8rrent ear  Prior ear  and arian,e5 needed or your report#

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.enera$ Data 0e$ection

ow that you ha!e de+ned the rows and columns you are ready to enter the "eneral data selection#

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F# Crom the menu on the #eport Painter( Create #eport screen choose Edit Genera$ data se$e,tion @i%p$a/>Chan;e# K# *elect the +elds to add to the "eneral data selection# )# Ahoose Enter # 7# Enter the !alues or each +eld# @he standard led"er or PA, is 8A. @he U#*# company code in IE* is 3000#

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=# In the Pro=t ,enter +eld we want to include a set !ariable so that we can enter the pro+t centers or pro+t center "roup when executin" the report# Place your cursor in the ;ro8p +eld or the pro+t center#

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M# Ahoose aria5$e on>o? # N# Enter the !ariable name 8A-PC-1 in the ;ro8p +eld# # @his is a year'to'date report so all 12 periods are in the ran"e# @he standard er%ion in PA, is 000 and the #e,ord t/pe or actual dollars is 0#

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G# Ahoose Enter # F8#Ahoose Edit Genera$ data %e$e,tion ariation 4not shown here5

**

FF#@o create multiple lists or the characteristics select E

*2

*1


our report is now ready#

*0

F)#Ahoose Save to sa!e the report#

*3

F7#@o "o to the display mode o the report choose #eport @i%p$a/ #

F=#Ja-e sure the correct Li5rar/ and #eport names ha!e been selected# FM#Ahoose Contin8e#

*6

*1

FN#Re!iew the report display#

*'

F#@o execute the report choose #eport E
*7

ou need to display the report beore you execute it so that you can later chan"e the report layout directly rom the report list#

*6



ou are prompted to include the report in a report "roup# FG#Ahoose e%# *

K8#Enter the name o a report "roup# It must be our characters lon" and start with a letter# KF#Ahoose Enter # 2 2*

KK#Enter the !ariables used to execute the report# We will execute the report or +scal year 23 1998 and pro+t centers 3010 throu"h N999#

22

K)#Ahoose E

*7


Change La&o(t

F# ,ter executin" the report add the headers and ooters while you are still !iewin" the report# *ince there is no automatic centerin" text bloc-s are easier to wor- with at this point# Crom the report choose Settin;% Te
6

1

2

K# Enter the title o the report and any text such as @ate(: Time: and so on# )# @o add the !ariables or the report place your cursor where the !ariable should start then clic- the Standard varia5$e% button# *elect the !ariable by double'clic-in" on it# @he !ariable will be included in the header# 7# @o include the pro+t centers in the report enter Profit Center then clic- your cursor where the pro+t center is to be inserted# =# Ahoose Chara,teri%ti,%# *elect the pro+t center characteristic the text type is a$8e and the !alue is a$8e/Gro8p# M# Ahoose Save to sa!e the headers# "ayout settings

@o chan"e the layout settin"s in the report choose Settin;% La/o8t # @here are six layout screens to choose !arious settin"s such as the number o decimal places column width text column width and roundin"# Re!iew each screen and ma-e the necessary chan"es# @o pre!ent report users rom ma-in" permanent layout chan"es deselect the Chan;e a$$o"ed d8rin; eContro$ screen# ou ha!e now successully created a report in Report PainterO

*'



+,a!p$e 2: Bi$$ing Report $un"ee Aorporation needs a billin" report which is built on an e!aluation structure in LI*# @he structure includes characteristics and -ey +"ures rom tables D$RP 4$illin" line item table5 and J,R, 4Alient'le!el material master table5# @hese tables were combined into a !iew which was then used to build the e!aluation structure# *hown here is the +nal output o the billin" report we are about to create# @his report is a billin" report o all materials by material type or each plant# @he dollar !alues are based on the net !alue o each billin" line item# @he rows o the report contain materials and material types and the columns contain plants and the net !alue -ey +"ure# @he "eneral data selection contains the sales di!ision 48F'GG5 and industry 488'GG5# ote that this report is built on a nonstandard e!aluation structure#

Note: $eore you start with this example you may want to re!iew LI* E!aluation

*tructures discussed on pa"e KN# It describes how to create a !iew that combines tables and creates an e!aluation structure#


*


.(i#e# %o(r

F# Crom the *,P main menu choose Inormation S/%tem% 'd ho, report% #eport painter #eport Create# K# In Li5rar/  enter the name o the library 4or example 2AF5 to be used or the report#

0 2 3

)# In #eport  enter the report name and a description# 7# Ahoose Contin8e#

=# When de+nin" the rows o the report notice the Lead ,o$8mn at the top o the rows# Report Painter reers to the rows o a report as the lead column# ou can type o!er this with your own description# M# @o start de+nin" the rows double'clic- on #o" +#

1 6

@o insert a row between two existin" rows select the lower row and choose In%ert #

2



# *elect the characteristics to include in the +rst row o the report# G# Ahoose Enter # '



F8#Enter the !alues or the ateria$ +eld and the ateria$ t/pe +eld# I you ha!e built a set in ad!ance enter the set name in the "roup +eld#

*

ote: ou may use the asteris*2 45 to speciy all !alues or material and material type# @o speciy the empty !alue/space/blan- you may use Q#

**

FF#@o be prompted to enter the +eld !alue at the time o report execution place your cursor in either the !alue +eld or a !alue !ariable 4enter one !alue only5 or in the "roup +eld or a set !ariable 4enter one or more !alues5# @hen choose aria5$e on>o? # FK#Ahoose Enter # F)#Enter the row headin"# Remember this row totals all !alues entered in the section abo!e or material number and material type# F7#Ahoose Enter.


*3

*0

2*


F=#@o explode the row'detail and !iew the indi!idual material numbers and material types select the row# FM#Ahoose E
*6 *1

*7

*'

*

F#@o control the sort se(uence o the +elds in the row re!iew the number in the chec-box to the let o the +eld# ateria$ should be sorted +rst and ateria$ t/pe second# FG#Ahoose Enter # ou ha!e de+ned the rows and are now ready to mo!e onto the columns# K8#ouble'clic- on Co$8mn +#

2

22



KF#*elect the !e/ Fi;8re "ith ,hara,teri%ti,% option# KK#Ahoose Enter #

2*

22

K)#*elect the Net va$8e -ey +"ure# K7#Ahoose Enter #

23

20

K=#*elect P$ant to include plant in the columns o the report# KM#Ahoose Enter #

21

26

KN#In P$ant  enter the plant4s5 to be included in the +rst column o the report#

27

K#Ahoose Enter # 2'

KG#Enter the column header text or the column#

2

)8#Ahoose Enter #

3

)F#ou can enter column K by repeatin" steps KK throu"h )8 4and enter plants 2+00 and 2005 or you can copy columns#


23


)K#@o calculate the Tota$ column you must enter a ormula# ouble'clic- on the next a!ailable column and select 32 Form8$a# ))#Ahoose Enter #

33

)7#Enter the ormula to total the +rst three columns o the report# ou may type in the ormula or use the mouse to clic- on the ormula components at the bottom o the screen# I typin" in the ormula do not or"et the spacesO

30

)=#Ahoose Enter #

31

)M#@o enter the "eneral data selection o the report choose Edit Gen. data %e$e,tion @i%p$a/>Chan;e# )N#*elect the characteristics you want to include#

37

)#Ahoose Enter #

3'

20



)G#Enter the !alues to be included in the report or @ivi%ion and Ind8%tr/ %e,tor # 78#@o enter multiple ran"es or multiple sin"le !alues or one o the +elds place your cursor in the rom or to +elds# 02 Ahoose the ore icon#

3

0*

0

7F#I a +eld should be a !ariable place the cursor in the +eld and choose aria5$e on>o? # 7K#Ahoose Enter # 7)#*a!e the report# 77#0o to the display mode o the report: #eport @i%p$a/ # 7=#Ahoose the Contin8e button on the display screen# 7M#@o execute the report choose #eport E
07

7G#Ahoose E

21


=8#,ter executin" the report add the headers and ooters while !iewin" the report# Crom the report choose Settin;% Tedescription#?

12

=K#Ahoose Save#

=)#@o chan"e the layout settin"s in the report choose Settin;% La/o8t # @here are six layout screens containin" !arious settin"s such as the number o decimal places column width text column width and roundin"# Ja-e necessary chan"es and sa!e your report# our billin" report is now ready#

26



6n#erstan#ing the Report List ,ter executin" a Report Painter report there are se!eral additional unctions you can perorm on the output:  *ort on each column# 



 





3i"hli"ht rows that meet the threshold criteria or example any amount "reater than M888# rill down rom any line item# rilldown can access ,$,P pro"rams transaction codes ,$,P (ueries rilldown reports or other Report Painter/Writer reports# Launch *,P 0raphics# *end the report throu"h *,P mail# *a!e as an extract to be brou"ht up later# ownload output to Jicrosot Excel or urther processin"#

.etting the ost fro! Report Painter/Report Writer: %ips 7 %ric8s LI0 +va$(ation 0tr(ct(res , common misconception amon" users is that Report Painter/Report Writer only supports CI'AB applications# 3owe!er the Report Painter/Report Writer tool can also be used a"ainst user'de+ned e!aluation structures created in LI*# @hese structures can be created on many o the tables in the R/) *ystem allowin" Report Painter/Report Writer to be used across most *,P applications# Adding your own evaluation structures

Ja-e sure you ha!e chec-ed all the standard tables and LI* structures and are certain that the report cannot be created usin" one o these standard options# @he Report Painter/Report Writer tool wor-s with system'"enerated code# Readin" detailed line item tables without additional indexes to help with perormance can cause perormance problemsO Jost standard tables are summari&ed and contain a raction o the data in the line item tables< these tables should be used whene!er possible#


27


$elow is an example o how to add an e!aluation structure in LI* usin" a user'de+ned !iew#

.(i#e# %o(r

F# Crom the *,P main menu choose Lo;i%ti,% Lo;i%ti,% ,ontro$$in; Lo;i%ti,% inormation %/%tem F$e
0 2 3

K# *elect the application or which you are buildin" the e!aluation structure# ote that this is or reerence purposes only# )# Enter the name and description o the new e!aluation structure# @he structure must be"in with a !F# 7# Ahoose @@ ta5$e re to continue#

#sing views

In the next step a !iew is used as the data dictionary reerence table# Diews should only be created when all other options ha!e been exhausted# It is also recommended that you chec- with an experienced basis/tools consultant beore creatin" the new !iew# @o create a !iew in *,P choose Too$% 'B'P )or-5en,h @i,tionar/ # Enter the name o the new !iew be"innin" with a Z# *elect the ie" option and Create#

2'



=# Enter the data dictionary table rom which you want to build the e!aluation structure# @his choice may be !irtually any table or !iew in the data 6 dictionary with the exception o cluster tables and tables without -ey +"ure +elds# !!"#$%% is a !iew that combines tables B#P and '#'#

1

M# Ahoose Enter # In the next step the system determines the classi+cation o +elds rom the table or !iew as characteristics or -ey +"ures# @his is not con+"urable# Jost currency and (uantity +elds are considered -ey +"ures while the other +eld types are considered characteristics#


2


N# When you +rst enter this screen the Chara,teri%ti,% and !e/ Fi;8re% columns will be empty# @o select the characteristics rom the data dictionary table or !iew to be used in the e!aluation structure choose Chara,teri%ti,%# *elect the +elds rom the list and copy them into the e!aluation structure de+nition#

7

'



# @o enter the -ey +"ures rom the data dictionary table or !iew to be used in the e!aluation structure choose !e/ Fi;8re%# *elect the -ey +"ures you want rom the list and copy them into the e!aluation structure de+nition# G# Ahoose Ba,- # , window prompts you to sa!e and "enerate the e!aluation structure# When the structure is "enerated it also adds the structure to the Report Painter/Writer control tables and creates a library or reportin"# @he library name will be"in with the number #

Report/Report Interface Report Aall or #eport>#eport Intera,e allows or drilldown unctionality rom a report "roup# Remember that a report "roup contains one or many reports and is executed usin" Report Painter/Report Writer# ,ll reports within the report "roup ha!e access to the #eport>#eport Intera,e setup in the report "roup# Report Aalls may also be assi"ned to a library# @his means all reports created or that library ha!e access to the reports/transactions that are assi"ned to th e #eport>#eport Intera,e# @o set up the #eport>#eport Intera,e ollow these steps: F# To maintain a report #roup: Inormation S/%tem% 'd ho, report% #eport painter #eport )riter #eport ;ro8p Chan;e# K# To maintain a library: Inormation S/%tem% painter #eport )riter Li5rar/ Chan;e#

3

'd ho, report%

#eport



)# Enter the name o the report "roup or library that you would li-e to add report call capability to# Ahoose Aeader # 7# Crom the Aeader screen choose the #eport>#eport Intera,e button# =# I any reports or transactions ha!e been assi"ned to the report "roup or library they will show up in the #eport a%%i;nment% list# M# @o add additional reports or transactions choose In%ert. N# @o !iew the technical name o the report or transaction choose Te,h name on 1D o? #

6

7

# When insertin" a new report the system automatically assumes you wish to add a report o the same type# In the example it assumes report "roup because we are addin" reports to a report "roup# @o add a diferent type o report choose Other report t/pe#

'


3*


G# ouble'clic- on the type o report you would li-e to add to the #eport>#eport Intera,e#



F8#In the example below we are addin" a transaction code# @ransaction code FB02 is an CI document display transaction# @his addition means you will be able to drill down to display an CI document# ote that there must be an CI document number and company code a!ailable rom the sender report or this drilldown to be successulO FF#Ahoose Enter. FK#Ahoose Save to sa!e the new report assi"nment#

* **

Bac8gro(n# on 6sing the Report/Report Interface Report Writer allows you to mar- data on a report output and call up another report that would select data based on what was mar-ed in the callin" report 4drilldown5# In Release )#8 and later there is a new standardi&ed cross'application report/report interace# Report/Report Interface

@his interace spans applications by automatically con!ertin" +eld names and !alues# +,a!p$e: , Report Writer report or an CI'*L table can directly call a Report

Painter report rom the AB module 4@able AA**5# @he interace con!erts +eld names 4or example 0/L account #'CCT to cost element !ST'#5 and !alues 4or example "et controllin" area CCSS1!O!#S rom company code GLT+1 BU!#S5# When callin" an ,$,P pro"ram the interace retrie!es the selection parameters o the pro"ram and automatically +lls these parameters rom the selected data

32



o the sender report# @his way any pro"ram can be called without the need to adapt the pro"ram or the report/report interace;pro!ided o course that all rele!ant selection +elds are part o the selection parameters o the pro"ram# ,s an example consider the new line items #GUGLS+ and #GUGLS++# @hese pro"rams ha!e all the necessary +elds as selection parameters# @here is no speci+c codin" or the report/report interace# I you need to acti!ely read the interace data there are a n umber o unction modules a!ailable in unction "roup #STI# @he online documentation o unction "roup #STI "i!es detailed inormation on how the report/report interace wor-s and what unction modules are a!ailable#

Wor8ing With or!($a 4aria1$es With ormula !ariables you can customi&e the report selection screen by pro!idin" suitable deault !alues# With the help o ormula !ariables you can also create se!eral new types o reports# We will now hi"hli"ht some o the ways you can wor- with ormula !ariables: Rollin" periods 4+xed number o periods up to period p across +scal years5  

isplay periods o (uarter 



isplay periods o a (uarter containin" period p



isplay a !ariable number o columns or periods p+ to p



Wor-in" with a shited a +scal year



Areatin" user exits or ormula !ariables



Areatin" a report with actual/bud"et !alues dependin" on period p



0eneral notes on ormula !ariables

Ro$$ing Perio#s: i,e# N(!1er of Perio#s (p to Perio# p )cross isca$ 9ears +,a!p$e: , report with FK periods 4see report 0#1FO'# in library 0#+< copy

rom Alient 0005# Areate FK ormula !ariables or the FK periods and FK ormula !ariables or the correspondin" +scal year# Areate the !ariables in the order listed in the table on the next pa"e# ou can create a data'set entry or each pair o !ariables or use directly in report de+nition 4Report Painter5# @he only independent !ariables are 0#1#P00 4period o last column5 and 0#1#00 4+scal year o last column5# Each pair o !ariables calculates the period and +scal year o the precedin" period# @he year will chan"e when "oin" bac- rom period F#


33


Column

Period $ariable

Formula

%ear $ariable

Formula

Column 12

&0R-RP00

'#S002'

&0R-RY00

'#S001'

Column 11

&0R-RP01

IF '0R-RP00' > 1 THEN '0R-RP00' 1 ELSE 12

&0R-RY01

IF '0R-RP01' < '0R-RP00' THEN '0RRY00' ELSE '0R-RY00' - 1

Column 10

&0R-RP02


&0R-RY02


Column 9

&0R-RP03


&0R-RY03


Column 8

&0R-RP04


&0R-RY04


Column 

&0R-RP0!


&0R-RY0!

IF '0R-RP0!' < '0R-RP04' THEN '0RRY04' ELSE '0R-RY04' - 1

Column "

&0R-RP0"

IF '0R-RP0!' > 1 THEN '0R-RP0!' 1 ELSE 12

&0R-RY0"

IF '0R-RP0"' < '0R-RP0!' THEN '0RRY0!' ELSE '0R-RY0!' - 1

Column !

&0R-RP0

IF '0R-RP0"' > 1 THEN '0R-RP0"' 1 ELSE 12

&0R-RY0

IF '0R-RP0' < '0R-RP0"' THEN '0RRY0"' ELSE '0R-RY0"' - 1

Column 4

&0R-RP08

IF '0R-RP0' > 1 THEN '0R-RP0' 1 ELSE 12

&0R-RY08

IF '0R-RP08' < '0R-RP0' THEN '0RRY0' ELSE '0R-RY0' - 1

Column 3

&0R-RP09


&0R-RY09


Column 2

&0R-RP10


&0R-RY10


Column 1

&0R-RP11


&0R-RY11


I you only need one column with the total or all periods create an additional ormula column that adds up all period columns# 3ide the period columns 4In Report Writer you must set the column width to &ero5# Disp$a& Perio#s of (arter * +,a!p$e: , report with three columns or the periods o (uarter #

Areate a !alue !ariable U'#TE# or the period and call it 8arter # @his will be the independent !ariable# Areate three ormula !ariables or the three periods o the (uarter#

30

Column

Period $ariable

Formula

Column 1

&PER1

'$%RTER'  3 - 2

Column 2

&PER2

'$%RTER'  3 - 1

Column 3

&PER3

'$%RTER'  3



@his example assumes that the +rst (uarter consists o periods +: : and 2: etc# ou can use the ormula !ariables PE#+: PE# and PE#2 in data'set entries or directly in the column de+nition 4Report Painter5# @he independent !ariable U'#TE# is not used directly in the report only indirectly throu"h the ormula !ariables# When runnin" the report only the independent !ariable U'#TE# leads to the input +eld 8arter on the selection screen# @he user is expected to enter (uarter +: : 2: or &. Disp$a& Perio#s of a (arter Containing Perio# p +,a!p$e: , report with three columns or the periods o the (uarter which

contain the period p. Areate a !alue !ariable PE#IO@ or period as the independent !ariable# @he ormula !ariables ha!e to deri!e the three periods or the (uarter containin" the period rom the independent !ariable# @he ollowin" ormula !ariables accomplish the tas-# Column

Period $ariable

Formula

Column 1

&PER1

'PERI()'-1* )I+ 3*3 , 1

Column 2

&PER2

'PERI()'-1* )I+ 3*3 , 2

Column 3

&PER3

'PERI()'-1* )I+ 3*3 , 3

,"ain this assumes that the +rst (uarter consists o periods + : and 2: etc# @he ID operator in the ormula denotes di!ision without a remainder 4or example 4 @I 2 H 5# Disp$a& 4aria1$e N(!1er of Co$(!ns for Perio#s p- to p2

Areate FK ormula !ariables which map the unwanted periods to period +6# I period +6 has data in your system use any other period with no data 4or example period +*5# Reer all ormula !ariables to the independent period !ariables PE#F#O 4period rom5 and PE#TO 4period to5# @hese !ariables will be the independent input !ariables or the report selection screen# @hey determine the period ran"e#


31


Column

Period $ariable

Formula

Column 1

&PER01

IF 1 < '&PERFR(.' (R 1 > '&PERIT(' THEN 1" ELSE 1

Column 2

&PER02


Column 3

&PER03


Column 4

&PER04


Column !

&PER0!

IF ! < '&PERFR(.' (R ! > '&PERIT(' THEN 1" ELSE !

Column "

&PER0"

IF " < '&PERFR(.' (R " > '&PERIT(' THEN 1" ELSE "

Column 

&PER0

IF  < '&PERFR(.' (R  > '&PERIT(' THEN 1" ELSE 

Column 8

&PER08


Column 9

&PER09


Column 10

&PER10


Column 11

&PER11


Column 12

&PER12


Areate a basic set or period and enter the FK ormula !ariables 4or enter in the column de+nition in Report Painter5# In the report layout select the parameter S8ppre%% Jero ,o$8mn%. I the rom'period is always F the ormulas simpliy to IC p  SPERIT@BS @3E FM EL*E p p stands or the period 4!alues F to FK5# I you only need our columns or (uarters F to 7 create our additional columns with ormulas that add up the necessary columns or each (uarter and also suppress the indi!idual period columns by assi"nin" a column width o &ero# Wor8ing With a 0hifte# isca$ 9ear

ou can create ormula !ariables that deault to the current period and +scal year ta-en rom the system date# In addition or a shited +scal year you can create ormula !ariables that calculate the proper period and +scal year rom the system date# @he ollowin" examples assumes that +scal year FGGG starts in Bctober FGG:

36

Description

Formula

C/ln/ / om 556m /6

'#S001'

C/ln/ mon67 om 556m /6

'#S002'

S76 5/l / om 556m /6

IF '#S002' > 9 THEN '#S001' , 1 ELSE '#S001'

Po om 556m /6

IF '#S002' > 9 THEN '#S002' - 9 ELSE '#S002' , 3



ou can de+ne ormula !ariables so that the user enters calendar year and period and these !alues are internally con!erted to the +scal year and period# ou need the ollowin" ormula !ariables 4the example assumes that +scal year FGGG starts in Bctober FGG5: Description

$ariable

Formula

C/ln/ / om 556m /6

&CYE%R

'#S001'

C/ln/ mon67 om 556m /6

&CPER

'#S002'

S76 5/l /

&FYE%R

IF '&CPER ' > 9 THEN '&CYE%R' , 1 ELSE '&CYE%R'

F5/l :o

&FPER

IF '&CPER' > 9 THEN '&CPER' - 9 ELSE '&CPER' , 3

@he report can now be de+ned usin" the !ariables FE'# and FPE# 4+scal year and period5# When runnin" the report the selection screen has input +elds only or the independent !ariables CE'# and CPE# 4calendar year and period5 with deaults ta-en rom the system date# Upon execution the calendar !alues are con!erted to the +scal !alues# Creating 6ser +,its for or!($a 4aria1$es

ou can only enter ormulas directly or numerical +elds or example period and +scal year# I you need to create ormula !ariables or nonnumerical +elds or i you cannot sol!e your problem with a ormula you can create a user exit to be used with a ormula !ariable# #ser e&it

, user exit is a pro"rammable lin- into the R/) source code# ou can linpro"rams to user exits# Lin-ed pro"rams remain a!ailable e!en ater you up"rade to a hi"her !ersion o the R/) *ystem# ,s a model or your user exits you can use the ormpool #GSU000# Areate your own ormpool and enter the name in table T40U 4up to Release )#8$5 or T40I 4Release )#8A and "reater5 4o!ertype #GSU000 with name o your ormpool5# OSS note 4*4 "i!es detailed instructions how such an exit can reerence the !alue o other !alue !ariables# ,lso see OSS note +04& or "eneral instructions# Creating a Report With )ct(a$/B(#get 4a$(es Depen#ing on Perio# p

, report should display actual data or up to period p and bud"et data beyond# @o this end you need a !ariable which sets the !ersion to 000 46 actual !ersion5 or periods less than or e(ual to p and or a plan !ersion or periods "reater than p# OSS note 4*4 describes how to create a such a ormula !ariable# I the report has FK columns or periods p 6 F throu"h FK you need to create FK such !ariables#


37


.enera$ Notes on or!($a 4aria1$es

Bn the report selection screen Report Painter/Report Writer will only "enerate input +elds or independent !ariables that is !ariables that do not depend on the !alue o another !ariable# ,lways de+ne your !ariables such that the user only has to enter independent !alues# Example: , report displays data or the current year as well as the pre!ious year# I you de+ne two independent !ariables or the current and pre!ious year respecti!ely the user has to enter both years on the selection screen# I you de+ne the pre!ious year !ariable as a ormula !ariable which deri!es its !alue rom the current year !ariable the user only has to enter the current year#  @he independent !ariable need not be used directly in a report# I a report only uses dependent !ariables Report Painter/Report Writer +"ures out the independent !alue !ariables and creates input +elds or those !ariables#  ou can only use explicit ormulas in ormula !ariables or numerical +elds# Cor alphanumerical +elds you ha!e to de+ne ,$,P exits# *ee OSS note 4*4 or more details# 

We1 Interface to Report Writer Reports With the internet'enabled Release )#F0 Report Painter/Report Writer also spea-s the lan"ua"e o the WebO ou ha!e the ollowin" possibilities: Export reports in 3@JL ormat rom within the R/) *ystem 4also a!ailable  as o Release )#8C5 Aall reports rom a web pa"e  

Aall reports !ia the Web Reportin" $rowser

Cor details see the )#F0 Release note and the online documentation or the unction modules mentioned there# ,lso see appendix  or inormation about the web reportin" browser and the ability to customi&e 3@JL reports#

ore Report Painter/Report Writer %ips 7 %ric8s 6se Report .ro(ps

When buildin" a report and includin" it in a report "roup consider the perormance and processin" issues or that report and report "roup# I you ha!e a series o reports 4written on the same table and library5 that are always executed at month'end put these reports in a sin"le report "roup or processin"# $y "roupin" them the system only reads the data rom the table once and then produces each report# I the reports were all in indi!idual report "roups the system would read the data once or each report "roup and then produce the report# $%ception: I all the reports are !ery lar"e they may need to be bro-en up into smaller "roups# @imeout errors may occur i you are executin" too many lar"e reports online in a sin"le report "roup#

3'



Consi#er Bac8gro(n# Processing

$ac-"round processin" is oten a "ood way to pre!ent o!eruse o system processin"# Report "roups can be executed in the bac-"round and sa!ed as extracts or sent to the print (ueue or printin"# I sa!ed as an extract the end user can brin" the report up online and still ha!e report call Jicrosot Excel "raphics printin" mail and download capability# I sent to the print (ueue the report may be printed or !iewed# Cop& Before 9o( Create

*,P deli!ers se!eral reports in the AB applications and a ew reports in the EA and CI applications# ou may want to copy some reports rom Alient 888 when you +rst "et started# Ahec- out these reports beore you decide to build your own reports to see i any o the standard reports match your re(uirements# I one is close copy it into a new report and ma-e chan"es# Canging standard reports

o not chan"e a standard deli!ered report# ,ll chan"ed reports will be o!erwritten when you up"rade the R/) *ystem to a newer release#

6se 4ariation

>Dariation? is useul in a Report Painter/Writer report# Dariation can be perormed on any +eld in the "eneral data selection o a report# @his unctionality allows an indi!idual report to be created or each le!el and sin"le !alue o any +eld in the "eneral data selection area# I the report contains multiple cost centers and you would li-e to see an indi!idual report or each cost center as well as the total !ariation accomplishes this or you# @o use !ariation or a Report Painter report de+nition choose Edit Genera$ @ata Se$e,tion ariation# Note: Dariation can be used in combination with the creation o an extract# ,s

o Release 7#8, the system +nds extracts by chec-in" the selection criteria the user +lled in on the selection screen# @he crucial point is: i there is an extract created with !ariation the system will +nd the extract e!en i the user speci+es any o the nodes or sin"le !alues that ha!e been part o the !aried hierarchy# I the user chooses to display the extract the user will be directly "uided to the user.s node or !alue# $eore Release 7#8 extracts with !ariation could only be entered at the top node# @hus the best scenario is to create an extract with !ariation or the complete hierarchy by startin" a batch %ob at ni"ht# @he next day each end user will be able to "et their report rom the extract %ust by +llin" out the selection screen accordin" to their responsibilities 4e#"# month'end'reportin" scenario5#


3

Manual Report Painter Writer

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