Key Figure Schemes (SAP Library - Profitability Analysis (COPA))

Key Figure Schemes

Use

You can analyze a large number of key figures in your reports in Profitability Analysis. These key figures can be either value fields stored in the database or key figures calculated in a Key Figure Scheme. A key figure scheme is a group of formulas that define a number of key figures.

For example, you can display a contribution margin scheme in the key figure scheme by taking the corresponding values and calculating the extra key figures required.

Two functions are available for defining individual key figures:

In the Basic formula editor, you can define simple formulas that only use addition and subtraction.

In the Formula Editor, you can also define more complex formulas.

Structure

The elements can be defined using value fields as well as any other already defined elements of the same key figure scheme. Each element is assigned a unique number, and can also be given a text and special display parameters.

The value fields defined in your operating concern can be used in all your key figure schemes and have element numbers between 9001 and 9999.
The user-defined, calculated key figures in a key figure scheme are given the element numbers 1 through 8999.

On the Elements in the key figure scheme screen, you can choose to display an overview list containing all the elements of a key figure scheme and the formulas stored.

As with value fields, you can use the elements of the key figure scheme both in forms and in report definitions.

Since key figures are generally defined in several steps, it makes sense to define several related key figures in the same key figure scheme.

It is possible to represent all the key figures you require in the same key figure scheme. However, it makes more sense to create different key figure schemes for different business purposes, as explained in the following example:

The first key figure scheme is used for sales management. Consequently, it contains sales data, contribution margins, and key figures based on these (contribution margin/sales, and so on).

The second key figure scheme is designed according to the needs of the production manager and contains a more detailed breakdown of production costs (variable costs of goods manufactured, setup costs, and so on) along with production-oriented key figures such as setup costs/total costs.

You define key figure schemes in CO-PA Customizing under Information System ® Report Components ® Define Key Figure Scheme. When you define a profitability report, you can change an existing key figure scheme or define a new one by choosing Extras ® Key figure scheme.