Requirements

To determine requirements, select Start of the navigation path Goto Next navigation step Requirements Next navigation step . End of the navigation path

Parameters for the Requirements

Define the following parameters:

  • Currency and Exchange Rate Type

In the analysis currency group in the field Currency , specify the currency key and in the field Currency exchange rate specify the key for the currency exchange rate.

  • Periods

In the period to analyze group in the field No. of per. , specify the number of historical periods that should be taken into consideration during a check.

If you want to include the current period in your check, select Current period .

If you specify three periods, for example, then the values of three periods will be totaled and it will be for this value that the requirement will be checked. during a planned/actual comparison and during the threshold value analysis.

Caution Caution

The number of periods that is shown here can be found in the exception analysis as the default value for the period to analyze. Note that if the default value is overwritten during the exception analysis it will probably lead to incorrect interpretations. For example, if the exceptional situation that is defined in the exception is based on data for the number of periods that has been determined here. Thus, an analysis with a threshold value of 10,000 and 2 periods will have other results than if the number of periods used was 5.

When performing a forecast , please note the following:

You can perform a forecast during the threshold value analysis and the planned/actual comparison in the definition of an individual exception, so that it is possible to check a period of time in the future on the requirement. When you execute the forecast then the defined number of periods will serve as the basis of the forecast. For this reason, you should choose a sufficient number of periods when executing a forecast so that the results of the forecast are more dependable. If you specify more than 4 periods, the system will carry out a statistical test. If you specify 4 or less than 4 periods then an average formation is performed.

In the threshold value analysis and planned/actual comparison, you can carry out a check of the individual periods for every requirement if the field Check individual periods has been selected in the definition of the requirement.

End of the caution.

  • Type of Requirement Link

In the link group, select the type of link (and/or) for the requirement.

In the and-link only those characteristics or characteristic values are given which apply to all of the requirements (average quantity). In the or-link the characteristics or the characteristic values are given which apply to at least one requirement (combined quantity).

Selecting Key Figures

Select Start of the navigation path Edit Next navigation step Select key figures. End of the navigation path

A dialog box appears with the selection list of key figures. Key figures from the specified information structure are displayed. You can now proceed as already described in the section "Selecting characteristics" (see Selecting Characteristics and Storing Characteristic Values ).

Here, you can also select the characteristic Period. If the period was specified in the exception as the first characteristic a list with the periods will be displayed, for example, in the exception analysis as the initial list. With one quick look, you can determine in which periods the exception situation, which is defined in the exception, has occurred.

Copying Key Figures

You can copy the key figures and key figure values from an already existing exception. The prerequisite is that both of the exceptions refer to the same information structure.

Proceed as follows:

  1. Select Start of the navigation path Edit Next navigation step Copy key figures. End of the navigation path

    A dialog box appears where you can specify a reference exception.

  2. Specify in the field Exception the exception whose requirements you would like to copy and pressEnter .

    The characteristics and characteristic values of the reference exception are copied onto the characteristics maintenance screen.

Duplicating a Key Figure

If you want to store another requirement for an already selected key figure, you can easily duplicate this.

Position the cursor on the desired key figure and select Start of the navigation path Edit Next navigation step Duplicate key figure. End of the navigation path

Defining/Changing Requirements

Determining Follow-Up Processing