Summarization Hierarchies
Summarization hierarchies summarize values upwards in hierarchical structures that you define. This enables you to analyze the values at higher levels, such as plant level.
In Cost Object Controlling
, you use summarization hierarchies to analyze costs and quantities that arose in the production process, summarized for a particular analysis period.
Example
You specify that your order data is to be summarized by the following elements:
Plant
Order type
You can then see summarized data for a particular plant and analyze the data for that plant for the different order types.
You can use a summarization hierarchy to summarize the values of the following objects:
Maintenance and service orders
Internal orders
Projects
Sales orders and their items
Manufacturing orders, QM orders, and product cost collectors
Note
Depending on your requirements, you can summarize objects only of a particular object type (such as production orders) or multiple object types together.
If you summarize objects only of a particular object type, dependent objects of another object type will be summarized as well. For example, when you summarize a project, the internal orders assigned to the project will also be summarized.
When you summarize sales orders, you can choose to summarize the manufacturing orders assigned to that sales order.
You can define exception rules so that nodes of the hierarchy that meet certain requirements are marked with red, yellow, or green traffic lights to highlight areas that require further analysis. You can expand the hierarchy overview in cost element reports into the individual nodes and then analyze the nodes in more detail.
Prerequisites
You have defined a summarization hierarchy in Customizing under 
Controlling
Product Cost Controlling
Information System
Cost Object Controlling
Settings for Summarized Analysis/Order Selection
Maintain Summarization Hierarchies
.
Note
Values in object currency are only summarized if the summarization hierarchy contains a plant or company code node.
If you want summarization to depend on the order status, you need to have created a status selection profile and entered it in the definition of the summarization hierarchy. You define status selection profiles in Customizing under Controlling
Product Cost Controlling
Information System
Cost Object Controlling
Settings for Summarized Analysis/Order Selection
Define Status Selection Profiles
.
Features
A summarization hierarchy summarizes data such as the following:
Planned values (such as total planned costs, fixed planned costs, variable planned costs, and planned output quantity)
Actual costs (such as total actual costs, fixed actual costs, variable actual costs, and actual output quantity)
Target costs (such as total target costs, fixed target costs, variable target costs, and target output quantity)
Variances (percentage plan/actual variances, absolute plan/actual variances, percentage target/actual variances, and variance categories)
Input quantities (target input quantities, actual input quantities)
Work in process
Results analysis data
The individual levels of a summarization hierarchy contain master data fields or parts of master data fields. The master data fields, which you can use to summarize data, are preset and depend on the type of object being summarized.
When you summarize sales orders, the master data fields available when you define a summarization hierarchy are different from those available when you summarize internal orders.
Data Summarization
You can summarize the data on the hierarchy using either of two methods:
On-the-fly summarization
Data collection runs
On-the-Fly Summarization
With on-the-fly summarization, the totals are calculated dynamically each time you run the report. This method takes advantage of the benefits provided by the SAP HANA database.
Since the hierarchy and data aggregation are not stored on the database, on-the-fly summarization also reduces the memory footprint.
Data Collection Runs
With summarization based on data collection runs, totals by period and cost element are created for each value in a field (such as the plant). The totals are written to a summarization object on the database.
If you use this method, you need to execute the data collection run before calling up reports for summarization objects. Keep in mind that the reports will always show the dataset that existed at the time of the last data collection run. You therefore need to execute a new data collection run if you want to see current data in your reports.
You normally execute a data collection run for each summarization hierarchy after period-end closing in Cost Object Controlling
.
Note
You can reduce the volume of data to be summarized by making the summarization of order values depend on the status of the orders. For example, you can summarize only the data of orders for which variances have been calculated.
For more information on data collection runs, see Data Collection for Summarization Hierarchy.
Reports for Summarization Hierarchies
Reports for analyzing summarized data can be found in the Information Systems of the individual application components under Summarized Analysis
.
To call up a report based on summarization data that is generated dynamically, choose
On-the-fly Summarization
.To call up a report based on summarization data that was created by a data collection run, choose
With Defined Summarization Hierarchy
.
In the selection screen, you enter the technical name of the summarization hierarchy along with the hierarchy type. The hierarchy type is usually CO Summarization
.
You can also choose a subhierarchy to summarize part of the hierarchy. You specify the subhierarchy in the Subhierarchy
field.
Note
You can select different layouts in the reports, such as for plan/actual comparisons or work in process:
Choose
Goto
Overview
to display the summarization hierarchy.Choose
Settings
Layout
Choose...
and select a layout.