Creating a Drilldown Report with a Form (SAP Library

Creating a Drilldown Report with a Form

Use

You use these steps to create a drilldown report that is based on a form.

Prerequisites

You want to report on data from within SAP Consolidation according to your own criteria, that is characteristics.

Procedure

In the SAP level, choose Accounting ® Enterprise Controlling ® Consolidation ® Information system ® Tools ® Drilldown reporting ® Drilldown report ® Create.

Enter a suitable name for the drilldown report.

In the Report type area, select Report with form.

Choose a form using Possible Entries (F4) and choose Create.

Note

There is also an option to create a report using a template. To do this, under Copy from choose a template report in the list of possible entries.

You create a Report with hierarchy by selecting This graphic is explained in the accompanying text

(hierarchy) for one of the characteristics. After doing this, a window appears in which you can select a hierarchy.

Example

Here are examples of hierarchies you can choose from if the characteristic is an organizational unit:

Consolidation group hierarchy (entry of a hierarchy name – this option lets you specify a fixed name for the hierarchy)
Hierarchy from totals consolidation group (This is a hierarchy variable for an SAP exit. If you choose this option, the system always selects the hierarchy that is suitable for the transaction data.)
No hierarchy
Enter at execution (If chosen, you can enter the name when the report is executed.)
Hierarchy names explicitly defined in Customizing
Custom, user-created hierarchy variable with a fixed value

Note

The prior-to-the-last option has the advantage that the hierarchy names defined in Customizing appear as a default when choosing the hierarchy in the report.

By contrast, using hierarchy variables with a fixed value has the advantage that the fixed value is defined centrally in Customizing. Changing the fixed value centrally takes effect immediately in all reports that use the hierarchy variable.

In the list of available Characteristics, choose the characteristics you need for your drilldown report.

You can make the list of available characteristics systemic by first choosing a characteristic group.

Example

Examples of characteristic groups you can choose at this point:

Posting characteristics
Organizational units
Subassignments
Version, date

Choose the Output Type of the drilldown report. You can choose from graphic, classic, object list (ALV) and XXL (spreadsheet).

Choose further Options:

Print setup (drilldown and details, or details only)
Extras

Under Extras you can maintain and display comments, make report assignments, use the functions of inSight for your drilldown report, and either read all of the data or reread the data at each navigation step.

Result

You can reuse the form as often as you like for your reports.