Status Reporting

Use

You use this function to create reports on the progress of task processing or task group processing in the consolidation monitor.

Using status reporting, you can obtain an aggregated view of the progress of processing. You can display this data in diagram form, for instance, as a pie chart.

Integration

You can generate a virtual InfoProvider for the Monitor Status data stream in the consolidation workbench. You create the status reports with queries on this InfoProvider, which you define in the BI system ( SAPNetWeaver Business Intelligence ) using the BEx Query Designer . You can run the queries in BEx Analyzer or BEx Web (for example).

The virtual InfoProvider contains the status information from the RSSEM_INFOPROV_STATUS function module, which analyzes the parameters of the BI query, and calls and formats the data from status management in the consolidation monitor .

Prerequisites

The reports do not return useful results unless these settings are made:

  • Status management is activated in the consolidation monitor. (Status management is active in the standard system.)

  • The consolidation unit hierarchies involved are status-relevant. (Consolidation unit hierarchies are status-relevant in the standard system.)

Features

Depending on whether or not you use the key figure Amount in the query, there are two different types of query:

  • Queries with the key figure Amount (0BCS_AMOUNT)

    These queries allow statistical analyses of the progress of processing. For example, you can determine, for a consolidation area, what percentage of consolidation units is finished. Using a weighting factor, you can give more or less importance to individual organizational units in the statistical analysis.

    You can specify a weighting factor for each organizational unit in Customizing for consolidation units and consolidation areas. The standard setting in the system is a weighting factor of 1.

    Status reporting determines the key figure Amount for each combination of requested characteristics (see the section "Scenarios" below):

    • If one organizational unit is requested, the amount corresponds to the weighting factor of the organizational unit.

    • If two organizational units are requested (for example, consolidation group and profit center group), the system calculates the amount by multiplying the two weighting factors.

      In addition to the key figure Amount, you can also use other key figures, for instance to display the number of errors during the last task execution (see the section "Structure of the Virtual InfoProvider").

      Status reporting aggregates the key figures in the higher-level nodes.

  • Queries without key figures

    Using these queries, you can display the progress of processing in a manner similar to the display in the consolidation monitor. Status reporting calls the data from status management, but does not perform any additional analyses.

Scenarios

Typical scenarios for using these functions include:

  • Query with the key figure Amount for reporting on the task status for combinations of consolidation units, such as companies and profit centers

    You can select one or more companies, profit centers, or tasks. Status reporting determines the key figure Amount for each combination of company and profit center and task.

  • Query with the key figure Amount for analyzing the task status for consolidation group and profit center groups

    You can select one or more consolidation groups, profit center groups, or tasks each time. Status reporting determines the key figure Amount for each combination of consolidation group and profit center group and task.

  • Query without key figures for displaying the status of tasks and task groups for consolidation groups and consolidation units

    You can select using one or more tasks and task groups, as well as one or more consolidation groups and consolidation units. Status reporting determines the status for the following combinations:

    • Consolidation unit and task

    • Consolidation group and task

    • Consolidation unit and task group

    • Consolidation group and task group

Structure of the Virtual InfoProvider

The virtual InfoProvider has the same structure as the InfoCube for totals records, but has the following additional characteristics and key figures:

Additional Characteristics in the Virtual InfoProvider

Description (long)

Characteristic

Use

Monitor status

0BCS_STATUS

Identifies the status of the task or task group

Task

0BCS_TASK

Identifies the task

Task group

0BCS_TASKGR

Identifies the task group

Date

0DATE

Shows the time of the last task execution or status change (for instance, when unblocking)

Time (clock-time)

0TIME

User name

0USERNAME

Shows the name of the user who last executed the task or changed the status

Additional Key Figures in the Virtual InfoProvider

Name

Key Figure

Use

Number of Warnings

0BCS_CNTWNG

Shows the number of warnings the last time the task was executed

Number of Errors

0BCS_CNTERR

Shows the number of errors the last time the task was executed

Amount

0BCS_AMOUNT

Status reporting calculates the amount for each combination of requested characteristics from the weighting factors of the organizational units. This key figure allows statistical analyses of the progress of processing.

For technical reasons, the virtual InfoProvider has to contain a key figure with the Value in Group Currency role. Otherwise, you cannot use the Group Currency Key role.

Additional Attributes in the Virtual InfoProvider

Name

Attribute

Use

Weighting factor

0BCS_WEIGHT

This key figure is an attribute of characteristics with the role Consolidation Unit or Consolidation Group . It shows the weighting factor of an organizational unit.

Monitor status category

Custom

You can create a custom characteristic in the BI system as an attribute of the Monitor Status characteristic. This helps to simplify the status display in reports. Instead of evaluating status values, for example, you can split them into three categories for separate analysis.

You make Customizing settings for your custom attributes in the process view of the consolidation workbench by choosing Start of the navigation path Master Data Next navigation step Custom Attributes End of the navigation path .

You can assign status values to categories in the process view of the consolidation workbench by choosing Start of the navigation path Consolidation Monitor Next navigation step Monitor Status End of the navigation path .

Required Selection in Query

The query must contain characteristic limits on the following characteristics:

  • Characteristics that are fixed in the consolidation area , such as the consolidation chart of accounts (if there is one)

  • Version-related characteristics, such as, version number, data category, data slice, accounting system

  • Group currency

  • Restatement

  • Posting period

  • Fiscal year

In addition, it is mandatory that the selection be sufficient to identify the consolidation area.

Portrayal in Report

In status reports, you can depict the following fields:

  • Consolidation Groups

  • Consolidation units

  • The additional characteristics in the virtual InfoProvider (mentioned above)

  • The additional key figures in the virtual InfoProvider (mentioned above)

  • The additional attributes in the virtual InfoProvider (mentioned above)

  • The characteristics of the query for which you have to enter characteristic limitations (mentioned above)

Limitation for Queries

The following limitations apply for queries with the key figure Amount :

  • You are not allowed to use characteristics with the roles Consolidation Group and Consolidation Unit together in the same query if the characteristics are in the same hierarchy. This is the case for profit center and profit center group, for example.

  • You are not allowed to use the characteristics Task Group and Task in a query at the same time.

The following limitations apply to queries without key figures:

  • If the query contains the status of tasks or task groups for consolidation groups, then the hierarchy display shows ambiguous results for the consolidation groups. However, the report shows the correct status of the consolidation group in the subnode with that name.

    We recommend that you deactivate the hierarchy display for consolidation groups.

Activities

Generate Virtual InfoProvider for Status Reporting

To generate a virtual InfoProvider for status reporting, do the following:

  1. Go to the process view of the Consolidation Workbench, choose Start of the navigation path Data Model Next navigation step Data Basis End of the navigation path , and choose the data basis.

  2. On the Data Streams tab page, set the Generated indicator for the Monitor Status data stream (indicator found on the left next to the Virtual InfoProvider column). You can specify a name for the virtual InfoProvider in the Virtual InfoProvider column.

  3. Save the data basis.

The system generates the virtual InfoProvider for status reporting. If the virtual InfoProvider already exists, the system checks whether the current definition is equivalent to its target condition. If this is not the case, then the system adjusts the virtual InfoProvider by regenerating it.

Setting UP Weighting Factors for Status Reporting

To change a weighting factor for an organizational unit for status reporting, do the following:

  1. Go to the process view of the Consolidation Workbench, choose Start of the navigation path Master Data Next navigation step Consolidation Units End of the navigation path or Start of the navigation path Master Data Next navigation step Consolidation Units Next navigation step Consolidation Groups, End of the navigation path and choose the organizational unit.

  2. Enter the weighting factor on the Other Attributes tab page.

  3. Save your changes.

When you run the query again, status reporting uses the changed weighting factor for the organizational unit.

Example

You have a query with the key figure Amount. For a quick overview of the progress of processing in a consolidation group, you have the system map the key figure Number per task status in the form of a pie chart. The figure below is an example of what the pie chart could look like for consolidation group CG007 .