Performing Standard Analyses 

This topic explains how you can create a standard analysis and how you can define the scope of the data shown in the results lists.

The same user interface is provided for all standard analyses of the information systems.

The data selected for a standard analysis can be saved in the form of a selection version, and can be called up again at a later stage. You can thus carry out data selection in the background at any time. Selection versions also enable you to predefine the way in which you view the data. You can read about the wide range of options offered by the selection versions in

If you are in a standard analysis and would like to save the data as a selection version, you can do this from the standard analysis. This procedure can be found in Saving the Standard Analysis.

You can also perform the selection of data for a standard analysis from the selection screen as a background job. If you want to speed up the process of selecting large quantities of data, it is advisable to read to the data from a selection version that has already been generated in the background. Information about this can be found under Execute Data Selection in the Background.

 

To execute a standard analysis, proceed as follows:

  1. From the information systems menu, select the respective analysis that you require.

    2. The selection screen appears for the analysis you require.

    In order to execute standard analysis for defined information structures (see also lnformation Structures) do the following:
    Select in the menu Standard analyses     ® Self-def. analysis . You see a dialog box with the self-defined information structures. Position the cursor on the information structure and press Enter , or double-click on the desired infostructure.
    The selection screen appears.

  2. You can influence the scope of the data to be analyzed by specifying selection criteria. The following selection criteria and parameters are available:

– Characteristics

The characteristics which are offered as selection criteria from the information structure are those on which the selected analysis is based.

Another selection screen is available in each standard analysis within the function All selections. In this selection screen you can use hierarchies for selection criteria.

Up until now the hierarchies of the type General hierarchies were supported.

The are different types to choose from:
      1. Selection of characteristics values with hierarchies
      2. Distinction using hierarchies

You can use the first enhancement with hierarchies as selection criteria for characteristics and enter the period to analyze. This characteristic values selection simplifies entering characteristic values from the hierarchies into the selection screen.
      1. Characteristic Values Selection

        2. You can use this function as selections criteria for characteristics and the period to analyze using hierarchies that you enter in the selection screen. Select the function Selection using hierarchies and a window appears that contains the possible hierarchies for selection.

        When no characteristics or periods to analyze are available the function is inactive.

        After selection the hierarchies appear as a tree structure in another window. Now you can select individual partial tress or trees as required. After finishing selection the selected characteristics are entered in the selection screen.

        You can use certain hierarchies as selection criteria by simply confirming to overwrite the existing ones.

      2. Distinction using hierarchies

This function does not allow characteristic values to be written directly into the selection screen rather only as a partial tree of a hierarchy or a complete hierarchy in the selection screen as a distinction. After selection the hierarchies appear as a tree structure in another window. Here you can select a partial tree or now that is entered as a hierarchy node in the selection screen.

If there is already a characteristic in the selection criteria you can overwrite them with a simple confirmation. When a hierarchy node is selected the entry fields for the characteristic are not entered to avoid that further manual distinctions are made.

The parts belonging to the selected partial tree of the hierarchy are only added after the start of the analysis and serve as selection criteria for characteristic that relate to the hierarchy. When a hierarchy in the SAP System changes the changes are activated when selection is done.

– Further Selection Criteria

The LIS allows you to also use key figures as selection and drilldown parameters. If a standard analysis is based on an information structure that also uses key figures as selection and drilldown parameters, then you will see additional selection criteria for a selection via key figures on the selection screen of the standard analysis.
This functionality can be used for the following types of key figures: date, numc (numerical character), character or time.

If you use key figures as selection and drilldown criteria, you then have the option of obtaining additional information about the characteristics of the information structure while in the standard analyses. For example, you can use this option to evaluate data that reflects the latest status relating to a to a key figure (last movement of a material, last person to change an order, etc.).

 

– Selection criterion functional location hierarchy (only in Plant Maintenance Information System, standard analyses "Planning group" and "Customer notifications")

In the Plant Maintenance Information System you have the option of specifying the name of a specific functional location hierarchy in the planning group analysis in the selection screen of the standard analysis. The data is then only read the specified hierarchy.

If you want to carry out the selection for a functional location hierarchy, proceed as follows:

1. Specify the name of the hierarchy in the field Functional location and select Structure functional location.
The hierarchy tree appears of the selected hierarchy.

2. You can now execute the standard analysis for a hierarchy node of your choice. Select the hierarchy node you require and select the function Continue. The initial list of the standard analysis appears. The data for the selected functional location hierarchy is displayed.

 

– Period to analyze

The period to analyze (day, week, month, posting period) depends on the period unit that has been specified for the updating of the information structure in the analysis.

 

– Analysis currency (only for standard analyses with currency key figures)

If you specify an analysis currency, the values of all key figures are converted to the specified currency and then uniformly displayed in that currency.

If you specify an analysis currency, this results in an increase in the runtime. For this reason, you should only specify an analysis currency when you are sure that the results could be displayed in differing currencies and you need the display to be in standardized currency. The system uses the exchange rate specified in the user settings or in Customizing for the current rate of exchange on the system date.
You can, however, also make interactive settings for the conversion to a standardized analysis currency after you have made your selections (refer to Interactive Settings).

 

– Exception

You can use the Early Warning System to enter defined Exceptions. The exceptional situation defined in this exception is then highlighted in the standard analyses. The prerequisite is that both the standard analysis and exception are based on the same information structure and that the exception was activated for the standard analyses.
Highlighting allows you to navigate with ease in the standard analysis. If exceptions appear on the material level, for example, this will also be displayed on a higher aggregation level (for example, on the plant level). You can use the Drilldown Function on the respective highlighted lines to reach the exceptional situations.
You can read about how to carry out an exception analysis.

When you specify an exception, the settings for the standard drilldown are copied from the exception. The sequence of the standard drilldown and the characteristics according to which a drilldown can be executed, correspond to the characteristics and their sequence from the exception. The key figures that were specified in the requirements of the exception are displayed. Please note that the number of periods for the period to analyze do not originate from the exception.

 

– Ad-hoc evaluation

This checkbox can only be found in the Purchasing Information System, for the analyses for long-term planning and in Inventory Controlling in the standard analyses for stock/requirement and the standard analysis for parameters controlling.

In the analyses for long-term planning, updating does not take place continually. If you only need one data selection for certain analysis criteria of a standard analysis, select the field Ad-hoc evaluation. The data is then read directly from the planned orders, i.e., in the standard analysis Current stock/requirement, data is read from MRP. See also
 Update for Standard Analyses: Requirement/Stock and Parameters Controlling and
 Updating Standard Analyses for Long-Term Planning.

In the standard analyses in the Purchasing Information System for long-term planning, it is possible to calculate the order value in four different ways. For more information, see Standard Analyses: Purchasing Information System.

 

– Planning scenario

This parameter is only available in the Purchasing Information System, for the analyses for long-term planning and in Inventory Controlling in the stock/requirement standard analyses.

In the Planning scenario field, specify the planning scenario key that is to form the basis of the analysis.
You can find detailed information about long-term planning in the documentation about Long-term planning.

 

– Version

You can expand the selection screen by adding the Version field. In this way you can display the versions with planning data for the selected analysis. You can determine whether the field Version is displayed or not in the user-specific settings for the user and for a specific standard analysis. You can make settings in Customizing to specify whether the display of the field Version is to be user-independent for a specific standard analysis.
The field Version is to be displayed in all standard analyses and if it is to be user-dependent, proceed as follows: In the R/3 System menu, select System ® User profile ® User parameters. In the PID field specify the MCR parameter and place an X in the Parameter value field or the name of the version that should be displayed on the screen. Save the entries.
  1. To start the analysis press the EXECUTE key.

The Initial list appears.

In the first column of the initial list, you will find all those characteristic values that correspond to the selection criteria that you specified. The following columns contain the values of the key figures for the selected characteristic values.
All key figures are displayed in their respective units.

The standard setting for the key figures can be determined for each standard analysis in the Customizing for the Logistics Information System or you can make user-specific settings for each analysis in the menu of the respective information system under the menu option Settings.

If you did not specify an analysis currency in the selection screen, it is possible that different currencies will be used in the analysis (for example, if the order value for each purchasing organization is updated in different local currencies in the Purchasing Information System or if values for each sales organization are updated in different statistics currencies in the Sales Information System).

If values with different currencies are cumulated, "***" is displayed as the unit. In such a case, it is advisable to set a uniform analysis currency (refer to Setting Up Currency). If quantities with different units are cumulated then "***" is again used as the unit.

 

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Standard analysis