Calculation of Benchmark Key Figures in the Benchmark Run 

Use

You use this function to start benchmark runs. In these runs, the system calculates the values of the benchmarks you defined, and saves the results in the relevant benchmark key figures in the Results Database.

Once the benchmark runs have finished, you can display the results in the Analyzer Information System (AIS).

Integration

Although the system uses the framework of the Results Database to save and display benchmarks, you have to start the benchmark runs without using the evaluation procedures of the Results Database.

The system does not link the benchmark master data you created with the relevant benchmark key figures until the benchmark run is started.

It calculates the benchmark values only for the portfolio hierarchy nodes to which you assigned benchmarks. For this reason, you enter one or more assignment variants when you start benchmark runs.

Prerequisites

·       You have defined at least one benchmark in the Customizing for Financial Supply Chain Management under Treasury and Risk Management ® Portfolio Analyzer ® Benchmarks ® Edit Master Data for Benchmarks.

·       You have created at least one assignment variant in the Customizing for Financial Supply Chain Management under Portfolio Analyzer ® Benchmarks ® Assign Benchmarks to Nodes in the Portfolio Hierarchy.

·       You have created the key figures that you want to use for benchmarking. You create these in the Customizing for Financial Supply Chain Management under Portfolio Analyzer ® Results Database ® Edit Key Figures and Evaluation Procedures. For more information, see Benchmarking.

Features

You can start benchmark runs in the following modes:

·       Basic Run

You use the following selection parameters to define the scope of the benchmark run: portfolio hierarchy, assignment variant, benchmark, benchmark key figure, and evaluation period. You can enter multiple benchmarks and benchmark key figures. The system calculates key figure values for each combination of benchmark and benchmark key figure you entered.

·       Deletion Run

You use the deletion run to delete benchmark values that have already been calculated. The system also deletes all composite benchmarks that contain the benchmarks that are to be deleted. You start a deletion run if you want to change the master data of benchmarks, for example, for which the system has already calculated and saved key figure values. In this case, before you change the master data of the benchmarks you must delete the key figure values that were saved.

You can start the basic run and the deletion run as test runs in order to check which data is selected, and which benchmark values are calculated without this data being saved in the Results Database.

Saving Worklists

In the basic run and the deletion run, you can save the selection criteria you used for the benchmarks as worklists. You can then use these worklists for a new basic run. The system does the following:

In the basic run, the system saves the selection criteria of all key figure calculations that were terminated.

In the deletion run, it saves the selection criteria of the run. The worklist contains the selection criteria for all the benchmarks that you specified for deletion. It also contains the selection criteria of the higher-level benchmarks, since the system also deletes the key figure values of these composite benchmarks in the deletion run.

You should use the Save as Worklist option for deletion runs that you start when you want to change the master data of a benchmark yet the Results Database already contains key figure values for the version of the benchmark in question. You can do this as follows:

...

      1.      Choose the Save as Worklist Option, and start the run.

The system deletes the relevant key figure values.

      2.      Change the master data or market data of the benchmark as required.

      3.      Start the basic run using the worklist that the system created during the deletion run. You can find the name of the worklist by looking in the log of the deletion run.

The system reproduces all the key figure values that were deleted.

Activities

In the SAP Easy Access screen choose Accounting ® Financial Supply Chain Management ® Treasury and Risk Management ® Portfolio Analyzer ® Tools ® Results Database ® Calculation of Benchmark Key Figures.

The system displays a selection screen.

Enter the run parameters you require and choose  with the quick info Execute.

The system starts the benchmark run.

To display benchmark runs that already exist, in the SAP Easy Access screen choose Accounting ®Financial Supply Chain Management ®Treasury and Risk Management ®Portfolio Analyzer ®Tools ®Results Database ®Overview of the Calculation of Benchmark Key Figures.