Calculated Key Figures and Restricted Key Figures
Calculated Key Figures and Restricted Key Figures
Calculated Key Figures and Restricted Key Figures
Applies to:
SAP NetWeaver BW.
Summary
This document is the third installment of a 6 part Query Designer Training guide for Beginners. It deals with understanding more advanced elements in the query designer i.e. Calculated Key Figures and Restricted Key Figures. This document will also be helpful to intermediate and advanced level users to learn some usually ignored but helpful facts about the Query Designer. Author: Company: Created on: Shyam Uthaman Accenture Services Pvt. Ltd. 6 Jun 2011
Author Bio
Shyam Uthaman is working as SAP-BI Consultant. He is working simultaneously on multiple projects for different clients in Accenture.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Table of Contents
The BEx Query Designer .................................................................................................................................... 3 Definition ......................................................................................................................................................... 3 Use ............................................................................................................................................................... 3 Integration ....................................................................................................................................................... 3 Features .......................................................................................................................................................... 3 Calculated Key Figures ....................................................................................................................................... 4 Use ............................................................................................................................................................... 4 Procedure to Define a New Calculated Key Figure ........................................................................................ 4 Illustrated Implementation of Calculated Key Figures ........................................................................................ 6 Restricted Key Figures ....................................................................................................................................... 9 Use ............................................................................................................................................................... 9 Procedure ........................................................................................................................................................ 9 Illustrated Implementation of Restricted Key Figures ....................................................................................... 10 Transporting Calculated and Restricted Key Figures ....................................................................................... 18 Related Content ................................................................................................................................................ 19 Disclaimer and Liability Notice .......................................................................................................................... 20
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Features The BEx Query Designer contains the following functions: You can use the queries that you define in the query designer for OLAP reporting and also for tabular reporting. You can parameterize the queries by using variables for characteristic values, hierarchies, hierarchy nodes, texts, or formulas. You can select InfoObjects more precisely by: Restricting characteristics to characteristic values, characteristic intervals and hierarchy nodes Defining formulas Defining selections Defining reusable calculated and restricted key figures. Using local or reusable structures Defining exceptions Defining conditions
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
The most significant components of the query definition are the filter and navigation: Selections in the filter have a limiting effect on the whole query. When defining the filter, you select characteristic values from one or more characteristics or from a key figure. All of the InfoProvider data is aggregated using the filter selection of the query. The filter selection cannot be changed by navigation. For navigation, you select user-defined characteristics and determine the content of the rows and columns of the query. You use this selection to determine the data areas of the InfoProvider over which you want to navigate. The arrangement of the contents of the rows and columns also determines the default view of the query and the rows and columns axes in the results area. After it is inserted into the Web browser, a query is displayed in the default initial view. By navigating through the query, you can generate different views of the InfoProvider data, by dragging one of the user-defined characteristics into the rows or columns of the query, for example, or by filtering a characteristic according to a single characteristic value. With the definition of a query, the InfoProvider data can be evaluated specifically and quickly. The more detail in which the query is defined, the quicker its execution and navigation.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
All form variables Basic functions Percentage functions Data functions Mathematical functions Trigonometric functions Boolean operators
Between the operands and the functions, the symbols for the basic arithmetic operations are displayed. To the right of the functions, there is a number block. Proceed as follows to define a formula: Choose the operands you want to use, and insert them in the entry field for the formula by doubleclicking or by using Drag&Drop. Choose the calculation functions you want to use by either clicking on the symbols for the basic arithmetic operations, double-clicking on the functions, or using Drag&Drop. Select the numerical values for the formula by clicking on the number block.
2. Define your formula using the available operands and operators. If, when defining a formula, you want to use a variable that is not contained in the operands, you must first create the variable. Highlight the Formula Variable entry and using the right mouse button on the context menu, choose New Formula. You reach the variable wizard that takes you through a step-by-step process for defining a new variable. If you want to change a formula variable, select the variable and, from the context menu, choose Edit. The variable editor appears. Note that when you execute a query, the key figures are always calculated as the same unit. That is, a formula is semantically incorrect if, for example, a currency unit (for example, USD) is added to a weight unit (for example, kg). If you want to calculate values regardless of the unit, use the function Value Without Dimension (Without Units). 3. Check the formula definition and choose Formula Syntax Check The Formula Syntax Check .
function checks only the correctness of the syntax in the formula. It does not
check whether the formula makes sense semantically, for example, if it contains the same units. You make semantic checks using the function Check Query 4. Enter a description for the calculated key figure..
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
5. Choose OK. The new calculated key figure is defined for the InfoProvider.
You will notice that a new undefined Calculated key figure is created(circled in red below).
Double click on the newly create created Calculated key figure to define it.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Here we will define monthly revenue formula by dividing the Revenue by 12. Also, give a meaningful description to the CKF along with a new technical name.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Press Ok to confirm. Now, the fully defined CKF can be seen in the InfoProvider pane as shown below.
Now, to use this new CKF, you can simply drag and drop it into the Rows or Columns area as any other Key figure.
Note: The advantage of using a Calculated Key Figure is that the CKF is available for reuse in all the queries that are built on that InfoProvider
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
You can use these variable types to restrict characteristics in the rows, columns or in the filter. Choose OK. Editing restricted key figures Note that when you change a restricted key figure, these changes are effective in all queries that use this restricted key figure. You can see where the restricted key figure is used. Choose Where-used List from the context menu of the restricted key figure (secondary mouse click). 1. In the InfoProvider objects display frame, select the restricted key figure and, from the context menu (right-mouse click), choose Edit. 2. 3. Make the required changes. Choose OK.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
1.
In the left display frame for InfoProvider objects, select the restricted key figure and, from the context menu, choose Properties.
2.
Make the required settings for the description, number format and currency translation for the restricted key figure.
You will notice that a new undefined Restricted key figure is created (circled in red below).
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Double click on the newly create created Restricted key figure to define it. The following pop-up opens.
Also, give a meaningful description to the RKF along with a new technical name. In this example, we will use the RKF to determine the Revenue restricted on Calendar year input at runtime by the user. The fully filled up pop-up will appear as following. Also, we have dragged and dropped Revenue Key Figure and Calendar Year Characteristic into the Details of selections pane.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Now, to restrict the calendar year based on user input, right click on the Calendar year characteristic and select restrict from the context menu.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Now, in the following pop-up select the Variables option from the Show Drop down menu.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Now, give the variable a meaningful description and Technical name. Also, select the Manual input Processing type.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Now, switch to the Details tab. We will select the single value input and make it Mandatory here by selecting the options shown below.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
You can see that the new variable has been added (circled in green below). Press the arrow button (circled in Red below) to move the variable to the Chosen selections pane.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
You can see that the new variable restriction has been added successfully (Circled in red below).
Press OK to confirm Now, the fully defined RKF can be seen in the InfoProvider pane as shown below.
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Now, to use this new RKF, you can simply drag and drop it into the Rows or Columns area as any other Key figure.
Note: The advantage of using a Restricted Key Figure is that the RKF is available for reuse in all the queries that are built on that InfoProvider
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures
Related Content
http://help.sap.com/saphelp_erp2004/helpdata/en/4d/e2bebb41da1d42917100471b364efa/content.htm http://sapdocs.info/sap/bw-bi-bobj/sap-bex-query-designer/ http://help.sap.com/saphelp_nw04/helpdata/en/f1/0a569ae09411d2acb90000e829fbfe/content.htm
Understanding BEx Query Designer: Part-3 Calculated Key Figures and restricted Key Figures