Selection Conditions

Within a single selection you can use the selection conditions as follows:

To select single values and ranges

To select hierarchies and hierarchy nodes

For selections across multiple characteristics

For selections across the attributes of a characteristic

You can use all of the selection conditions listed here simultaneously and more than once within a given single selection.

In selections of single values and ranges, and hierarchies and hierarchy nodes, you specify one range to be included (green symbols) and one range to be excluded (red symbols). When the single selection is executed, the system combines these two ranges using the Boolean operatorAND NOT. This means that the selection selects characteristic values in the range to be included, but eliminates from the selection those characteristic values that are in the range to be excluded. You can then further restrict the selection with selections across multiple characteristics.

The selection logic is explained in full in the section “Selection Logic” below.

Selection of Single Values and Ranges

In selection conditions for selecting single values and ranges, you define which characteristic values are to be included or excluded. You can select single values, ranges, or patterns:

These are some of the operators you can use for single values: =,≥

You can select closed ranges [ ] and open ranges ] [.

Furthermore, you can use patterns [x] (for example,CU 1*for all consolidation units with the leading characters “CU 1”).

You can define multiple selection conditions for both the including range and the excluding range. When a single selection is executed, the system makes the following links independently of each other:

The selection conditions for the including range using Boolean operatorOR

The selection conditions for the excluding range using Boolean operatorOR

Selection of Hierarchies and Hierarchy Nodes

In selection conditions for selecting hierarchies and hierarchy nodes, you define which hierarchy ranges are included or excluded. You can select entire hierarchies or hierarchy nodes.

You can define multiple selection conditions for both the including range and the excluding hierarchy ranges. When a single selection is executed, the system makes the following links independently of each other:

The selection conditions for the including range using Boolean operatorOR

The selection conditions for the excluding range using Boolean operatorOR

Selections Across Multiple Characteristics

When dealing with several characteristics that are based on the same basic characteristic, you can define selections across multiple characteristics.

Basic characteristic:company

Characteristics:consolidation unitpartner unitinvestee unit

Selection example 1:company = investee unit

Selection example 2:company→country= partner unit→country

You can define multiple selections across characteristics. When the single selection is executed, the system combines the cross-characteristic selections using the Boolean operatorAND

Selections Across the Attributes of a Characteristic

You can use all of the selection conditions listed above for attributes.

You can use all attributes that you have designated as a selection attribute in the data basis.

The including and excluding ranges are viewed separately for each attribute (see also the section “Selection Logic”).

You can have multiple attributes in the single selection. When the single selection is executed, the system combines the attribute selections using the Boolean operatorAND

Selection Logic

When a single selection is executed, the system uses the following selection logic:

{ selection conditions for the characteristic AND selection conditions for the attributes }

The selection conditions for the characteristic are broken downas follows:

( included values OR included hierarchy ranges )

AND NOT ( excluded values OR excluded hierarchy ranges )

AND ( cross-characteristic selection 1 AND cross-characteristic selection 2 AND cross-characteristic selection x )

The selection conditions for the attributes are broken downas follows:

{ selection conditions for attribute 1 AND selection conditions for attribute 2 AND selection conditions for attribute y }

The selection conditions for each individual attribute are broken downas follows:

( included values OR included hierarchy ranges )

AND NOT ( excluded values OR excluded hierarchy ranges )

AND ( cross-characteristic selection 1 AND cross-characteristic selection 2 AND cross-characteristic selection z )

In the consolidation functions you can have multiple characteristics in the selection, and make a single selection for each of those characteristics. When a selection across multiple characteristics is executed, the system combines the characteristic selections using the Boolean operatorAND

See Example: Single Selection for Master Data and Example: Single Selection for Transaction Data .

Starting a Single Selection

You can start a single selection in different places:

In the process view of the Consolidation Workbench at Master Data ® Single Selection

While customizing one of the consolidation functions listed above:

First you add the characteristic on the selection screen of the function. Then, for the characteristic you choose Complex Selection . Then the system opens the single selection in the lower screen area.

While customizing a breakdown category:

In the process view of the Consolidation Workbench, you choose Master Data ® Subassignments ® Breakdown Category , and you call up a breakdown category to be changed. On the Default and Maximum Selection tab page, you can create a complex selection for the default selection and/or maximum selection by choosing Complex Selection in the context menu.

The User Interface of a Single Selection

The user interface of a single selection has the following layout:

(A)    Input Area

Here you define your selection condition.

(B) Selection Area

This area lists the values of the characteristic – either as a simple list or as a hierarchy (if hierarchies exist).

If the characteristic has attributes, you can use the dropdown box xxx to show a list of attributes for the characteristic.

In cross-characteristic mode , you can select the characteristics that belong to the basic characteristic.

You can drag values from the list to the value columns in the input area.

(1) Name

Here, the system displays the technical name (which cannot be changed on this screen) and you can enter a description for the single selection. For more information, see the section “Reusability of Single Selections”.

(2) Toolbar for Customizing the Single Selection

(3) Operators

In this column, you can choose the operators for your selection condition using the context menu (for example, for a cross-characteristic selection, for ranges of a characteristic, or to exclude hierarchies or individual nodes).

(4) Input Area

Here you enter the values for the characteristic or the attribute.

(5) Leading Characteristic / Attributes of the Leading Characteristic

Here, you determine whether to display the hierarchies and values of the leading characteristic or an attribute in the selection area.

(6) Selection Area

The selection area shows the hierarchies and values of the leading characteristic or an attribute.

Reusability of a Single Selection

In order to reuse a single selection, it needs to have a technical name. A maximum of 10 characters is allowed. You assign the technical name when you create a single selection at Master Data → Single Selection

You can also create a reusable single selection when customizing a consolidation function by specifying a value for the complex selection. The value is used as the technical name and shown in the single selection window. The reusable single selection is then listed in the process view of the Consolidation Workbench under Master Data ® Single Selection. Reusable single selections are always created for the basic characteristic. You can use reusable single selections also for each derived characteristic.

When a reusable single selection is used, any restrictions of independent characteristics must be compatible to the selection condition.

If you want to use a selection condition only once, you do not need a reusable single selection. When defining selection conditions in the Customizing settings of a consolidation function, you can create a non-reusable single selection by leaving the technical name field blank.