Entering Actual Data With Layouts (EC-EIS) (SAP Library - Executive Information System and Business Planning)

Entering Actual Data With Layouts (EC-EIS)

When maintaining transaction data with a layout, you can maintain actual values from one version for a selection of key figures and characteristic values on one screen. You must first have created a data entry layout in Customizing. For more information, see Maintaining a Data Entry Layout (EC-EIS).

After you have created the entry layout, you can enter data under Transaction data ® Data entry ® Maintain with layout as follows:

Enter the aspect and the layout.

To display information about the contents of the layout choose Extras ® Layout.

On the following screen, specify the variables that may be defined for certain characteristics in the layout. This way you determine the objects to be entered in this session.

Your entries are checked against the master data and the derivation rules. When you have entered a characteristic value, from which the characteristic value of another characteristic can be derived, the value is derived according to the corresponding rule. For more information, see Derivation of Characteristic Values.

If you do not enter any characteristic values, and no derivation rule is defined, the data is entered on the Not assigned level of the corresponding characteristic.

In Currency, enter the currency of the values you wish to enter as an entry tool. The currency-relevant values to be entered in the session are automatically translated to the currency of the characteristic, the aspect or key figure with translation key 005 and its parameters. If a different currency translation key should be used, you can set this in Customizing.

Select Goto ® Overview screen or Goto ® Period screen.

Overview screen

After you have specified the variables, you can enter the values on this screen. The overview screen corresponds to the layout you created in Customizing.

Enter the values (with units where necessary) in the columns.

Note

Note: if you enter values with different quantity units for a key figure and then save them, the various values will be saved despite their different units. The unit is validated only when a fixed unit or a reference unit has been assigned to the key figure. If, in such a case, you enter different units belonging to the same basic unit, such as gram (g) and kilogram (kg), the values are automatically converted into the fixed or reference unit.

If you have established an interval for a characteristic in the header of a layout, you can scroll by choosing Goto ® Next combination/Previous combination.

Note

If, within an interval, data for a combination of characteristic values does not yet exist, this combination will be automatically skipped. If you wish to enter data for this combination, you can maintain variables for the from and to values of the characteristic, and then enter individual values instead of intervals. Alternatively, you can enter this data using another layout. To enter data for a series of values for a characteristic for which data possibly does not exist yet, you should define these values in a lead column instead of in the header.

To create, display, change or delete comments for transaction data, position the cursor in the cell for which you wish to see the comment and then choose Environment ® Comments. Existing comments on the selected transaction data are listed in a dialog box. The comments are selected according to the cursor position. If you position the cursor in a cell, you get comments for the combination of key figure and characteristic values, that determines the contents of this cell. You can also call up comments for columns or rows, but the selection may contain only one key figure in each case.

Using the corresponding icons you can display, change or delete these comments. If you wish to create a comment for the selected transaction data, a different dialog box appears.

If you wish to enter the comment in SAPscript, enter a short text and choose Continue. You can enter and format your text.

If you want to upload the comment from a PC application, enter a short text and choose Import.... You can select a file from your PC.

The necessary preparations for maintaining comments on transaction data are described in Customizing.

To change the number of places after the decimal point and the scaling factor on both screens choose Settings ® Number format. To display a list of all characteristics and their values, choose Extras ® Other characteristics. Derived characteristic values are also displayed.

Period Screen

The period screen is automatically created from the overview screen and displays the periods in the rows. The values on this screen are always distributed the same way. If you already entered values on the overview screen, they are distributed evenly over the periods. You can change the period values and thereby the weighting. If you change the values later on the overview screen, they will be distributed on the period screen in the same way as the manually entered period values.

Note

Note: on the period screen you can neither change the units nor scroll through the various characteristics in the header.

When you have entered your data, choose Transaction data ® Post.

If validations have been created for this layout, they are now checked. For more information, see Activating Validations for Data Entry and Planning.

Displaying transaction data

Starting from the same initial screen you can display the transaction data entered for a layout. Choose Transaction data ® Display. For more information on displaying the posted data, see Derivation of Characteristic Values.