Data Transfer

Depending on the source of the summarization data, there are different system functions for transferring the data to the summarization database ( Investment Programs → Periodic processing → Summarization ).

The summarization data comes from the same client or SAP system as the client or system in which the summarization database is managed. In this case, you can select summarization data immediately ( Copy program ) and write it to the summarization database ( Summarize values ).

The summarization database is supplied with values from other SAP systems. Then you have to first export the data to a file ( Output to file ). Then you can import the data to the central system and summarize it there ( Import from file ).

When you export data to a file, you can select either already summarized data, or unsummarized data. Selecting summarized data makes sense when the system providing the data has its own summarization database that is supplied with data from other local systems (such as, other subsidiaries).

The data comes from an SAP R/2 RK-P System. In this case, there is a data procurement program you can use to select the relevant projects. It then writes them to the summarization database in the ERP System. You can also assign a project in SAP R/2 RK-P to an investment program position in the reporting system. You can either assign the project directly, or by means of the appropriation request.

The data comes from an external, non‑SAP system. There is an interface for updating the summarization database from external systems. For more information, see Special Considerations for Summarizing from Local Systems

Entities

Along with the investment program structure and the values, you can also store the following entities in the summarization database with their keys and short texts:

Measures

Appropriation requests

Profit center

Cost centers

Plants

Functional locations

Storing the key and short text of the entities in the summarization database is necessary in order to be able to display the entities in report. The same applies when the summarization takes place within one system or client. There is a function for this in the menu. Choose Programs → Periodic processing → Summarization

Storing in the summarization database also has another advantage. The entities are still available, even if they are changed or reorganized in their original database.

Characteristics that Can Be Summarized

The system achieves the summarization by summarizing using specific characteristics, rather than storing all characteristics and all characteristic values of the investment program. For example, if you want to create reports using the summarization database that only have to do with organizational units, you do not have to store investment data at the object level. Instead, you summarize using the appropriation request and measure characteristics. In this way, you can considerably reduce the number of data records in the summarization database.

In Customizing, you specify which characteristics the system should summarize, and which should not be summarized ( Information System Using Summarization ).

You cannot summarize using the fiscal year , plan version , or value type characteristics. Otherwise the information about the type of key figure is lost.

Summarizing using the investment program or approval year characteristics is also not possible, because the summarization data always has to be stored in relation to an investment program.

Since most standard reports use investment program positions as drilldown characteristics, it generally does not make sense to use investment program position as a characteristic for summarization.

Summarization by Scale

If you manage the appropriation request or measure characteristics in the summarization database in detail display form (meaning that the data is not summarized), then you can specify in Customizing that objects that have a certain scale are summarized anyway. To do this, remove the Detail display indicator from the definition of the scale you want to use ( Appropriation Requests → Master Data → Define Allowed Values for Certain Master Data Fields → Define Scale )

Using this method, you can exclude measures and appropriation requests that have an insignificant value from summarization reporting. At the same time you benefit from a detail display of more important measures and appropriation requests.

You enter scales in the master data of investment program positions, appropriation requests and measures. For objects that are not managed in an SAP system, the system determines the scale from the appropriation request or investment program position to which they are assigned.

Summarization Versions

In order for you to have multiple “snapshots” of your investment programs at different times, the system saves the data in the summarization database in summarization versions. The summarization versions allow you to “preserve” the investment program in different phases. You have to enter a summarization version for the procurement of data for the summarization, as well as when you run summarization reports. If you request data collection for a summarization version that already has data in the summarization database, the system overwrites the existing data.

You can define any number of summarization versions in Customizing for Investment Management ( Information System → Information System Using Summarization ). A summarization version consists solely of a key and a text.