Creating a Basic Report in Profitability Analysis 

  1. Call up the transaction as follows:
    2.

    Menu Path

    Accounting ® Controlling ® Profitability Analysis ® Information System ® Define Report ® Create Profitability Report

    Transaction Code

    KE31

    If you are executing a profitability analysis transaction for the first time since logging on to the system, the Set Operating Concern dialog box appears.

  2. Enter the following data:
    3.

    Field

    Data

    Operating concern

    IDEA

    Type of Profitability Analysis

    Costing-based

  3. Choose .

    4. This dialog box is shown only once during the session. Once you have made your selection, the system always selects the given operating concern and the relevant type of profitability analysis.

  4. If a dialog box appears, choose Yes.
  5. Enter the following data:
    6.

    Field

    Data

    Report

    Enter a report name and a description.

    Basic report

    Selected

  6. In the report type area choose Create.
  7. In the dialog box, select Operating concern currency.
  8. Choose .
  9. You are now in the Characteristics tab page.

    10. In the Characteristics List section, a list is shown of all the characteristics (profitability segments) defined for your operating concern. From this list, you can select the characteristics that are to be analyzed in this special report.

  10. Select Sales organization, Division, Industry, Customer group, Customer and Product.
  11. Choose .

    12. The characteristics you select then appear in the Selected Characteristics part of the screen.

  12. To display the sequence in which the characteristics are to appear in the report, choose Sort free chars.

    13. Make sure that the characteristics are in the same order as listed in the previous step. Correct the sequence, if required.

  13. Choose .

    14. On the Create Profitability Report: Specify Profit. Segment screen, you can make permanent selections for your report. If you enter a specific value, such as a specific sales organization, the report can be executed exclusively for this particular sales organization. If you make no entry for a characteristic, the system selects all the values for that characteristic. In this example, you wish to be able, on the one hand, to execute the report for different sales organizations and, on the other hand, to select a sales organization when the report is executed. For this reason, you have to use a variable for the Sales organization characteristic.

  14. Position your cursor on the Sales org. row.
  15. Choose .
  16. In the dialog box, enter the following data:
    17.

    Field

    Data

    Local variable

    VKORG

  17. Choose .
  18. Choose the Variables tab page.
  19. Enter the following data:
    20.

    Field

    Data

    Description

    Sales org.

    1000

    Sales organization Germany

    Period from

    001.2000

    		  

    To period

    012.2000

    		 

    Plan/act. indicator

    0

    Actual data

    Version

    No entry

    		  

    Record type

    F

    Billing documents

    During report execution, the system takes the values you entered as default values. You can change these default values, if required.

  20. Choose the Key Figures tab page.

    21. Value fields/key figures can be summarized in key figure schemes. A key figure scheme can be made up of value fields (such as revenue, cash discount, or raw materials) and of derived fields/key figures (such as net revenue or trade margin).

  21. As the default key figure scheme, choose IDES det CM scheme beside the Key figure scheme field.
  22. Choose the Value fields on/off pushbutton in the top left of the screen.
  23. In the Available key figures part of the screen, select the following key figures: Gross revenue, Total COGM, contribution margin I and CM I in %.
  24. Choose .

    25. The key figures you select then appear in the Selected Key Figures part of the screen.

  25. To display the sequence in which the key figures are to appear in the report, choose Sort key figures.

    26. Make sure that the characteristics are in the same order as listed in the previous step. Correct the sequence, if required.

  26. Choose .
  27. Choose the OutputType tab page, then enter the following data:
    28.

    Field

    Data

    Graphical report output

    Select

    Output areas

    Info, navigation, drilldown, detail, graphic (fifth entry down)

    HTML templ.

    IDES AG

    Available on selection screen

    Select

  28. Call up the Options tab page.
  29. In the performance area, enter the following data:
    30.

    Field

    Data

    Display current data

    Select

    Execute report

    Select

  30. Choose .

    31. The system confirms that the report has been saved.

  31. Remain on the Create Profitability Report: Initial Screen.