Create Actual/Plan Comparison ReportThis section shows you step by step how to create an actual/plan comparison report with the Report Painter. The report contains information about the actual and plan values of various business areas.
The following information is contained in the report:
Actual costs |
Plan costs |
Difference |
|
Salaries |
|||
Office space |
|||
Travel costs |
|||
Office supplies |
|||
*Total of all accounts |
Choose
. In the Report Painter: Create Report screen, enter Library 1VK, assign your report an name, such as Test01, and a description, such as report with totals. Choose
Create
.
Defining Rows:
You can edit a row by double-clicking on it. For the first row, choose
Cost element
from the available characteristics in the dialog box
Element definition: Row 1
. In the
From
field for the cost element, enter 430000 (Wages account). Choose the
Change short, middle and long texts
button and enter wages as the short text. Press the
Copy short text
button to copy the short text entered to the other two text fields. Exit the text creation screen with
Confirm
. The dialog box
Element definition: Wages
screen is displayed. Choose
confirm
. The definition of row 1 is now complete.
For all other rows, proceed in the same manner. When creating additional rows, you can select the element type. Select
Characteristics
in the
Select element type
dialog box and then choose
Confirm
. Use the following accounts:
Account name |
Accounts |
Office space |
470000 |
Travel costs |
474100 |
Office supplies |
476000 |
Defining a formula row (totals row)
To enter the totals row (row 5), in the
Select element type
dialog box, select
Formula
and then choose
Confirm
. In the
Enter formula
dialog box, add all parts of the formula: Y001 + Y002 + Y003 + Y004 and then choose
Confirm
. In the
Enter texts
dialog box, enter a text such as total of accounts in the short text field and copy it to the other text fields.
Define Column 1 (Actual costs)
You can edit a column by double-clicking on it. For the first column, in the
Select element ty
pe dialog box select the element type
Predefined key figure
and choose
confirm
. In the
Choose predefined column
dialog box, select
Actual costs
and choose
confirm
. In the following
Element definition: Actual cost
screen, you can see how the predefined key figure has been defined. Choose
confirm
. Column 1 is defined.
Define Column 2 (Plan costs)
To define the second column, in the
Select element ty
pe dialog box select the element type
Key figure with characteristics
and choose
confirm
. In the
Element definition: Column 2
dialog box, enter value type 01 in the
From
field for plan values. Enter 0 for the version (current version). Enter 0 for the actual valuation. Choose the
Change short, middle and long texts
button and enter a text such as plan costs. Choose
Confirm
in the
Element definition: Plan cost
dialog box. Column 2 is defined.
Define formula column (difference)
To define the third column, in the
Select element ty
pe dialog box select the element type
Formula
and choose
confirm
. In the
Enter formula
dialog box, enter the parts of the formula (X001 - X002) to define the difference. Choose
Confirm
and enter Difference as the text in the
Enter text
dialog box. Copy the short text and choose
Confirm
. The formula column is defined.
Define General Selections
Choose
Edit -> General data selection
. The
Element definition: General data selection
dialog box is displayed. Select the values controlling area, fiscal year, period, and cost center from the available characteristics. Make the following entries for these characteristics:
Characteristic |
Entry field |
Values |
Controlling area |
From |
1000 |
Fiscal year |
From |
Current fiscal year (2000, for example) |
Period |
From To |
1 12 |
Cost center |
Select the
|
H1010 |
Choose
confirm
. The general data selections are defined.
Check and save report
Check the report for errors or missing characteristics by choosing . Save your report by choosing .
Assign report to a report group
Choose
to assign your report to a report group. In the
Insert Report in Report Group
dialog box, enter the name of the report group to which the report is to be assigned. You can use an existing report group for library 1VK or you can create a new report group for library 1VK. Enter a name for the report group, such as TEST. If this is a new report group, a dialog box will appear and you will be asked if you want to create a new report group. If you choose Yes, your report is included in this report group.
Execute report
From the
Report Painter: Create Report
screen, choose