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Este gráfico es explicado en el texto respectivo Example: Creating a Form (FI) Localizar documento en árbol de navegación

  1. Choose Edit form in the Implementation Guide for Financial Accounting.
  2. Choose the report type Balance sheet analysis and enter a name for the form and choose the form type One axis with key figure. This applies for all types of balance sheet analysis.

    3. Nota

    The R/3 System contains standard forms which you can copy and then change to create your own forms. These are the forms 0SAPBLNCE-01 through 0SAPBLNCE-NN. These forms themselves cannot be used with reports.

  3. Choose Create.

    4. By default, the system always takes you to the row display first. To see the column display, choose the menu option Goto ® Column display.

    Define characteristics for all columns:

  4. First, define the characteristics which should apply for all the columns of your form. Since you want to show actual data in all the columns, you can specify the plan/actual indicator under Edit ® Gen. Data selection.

    5. The system displays a dialog box in which you can choose the characteristics for the general data selection. Enter the characteristic Plan/actual indicator in the table Selected characteristics and set the value for the actual data to "0".

    Define first column:

  5. Once you have defined the general data selection, specify the characteristics you want to use in this first column. Position the cursor on the first column and choose Edit ® Element ® Define element.
  6. In the next dialog box, choose the option Key figure with characteristics.
  7. Another dialog box appear. Choose the characteristic Balance sheet value from the list of possible key figures. The key figure stands for the balance sheet values which you want to analyze in your report.

    8. For an actual comparison of different years, you also need to choose the characteristic Fiscal year. If you wanted to make a plan/actual comparison, you would also need to enter Plan version in the Selected characteristics table.

    Now enter the desired characteristics values in the following dialog box:

    – For the fiscal year, you can enter either fixed values or variables. To enter variables, position the cursor on the corresponding field and choose the pushbutton Variable on/off. The system then changes the length of the field accordingly. You can display a list of the existing global variables for the fiscal year using the Possible entries function (F4). For the first column, choose the variable "1FY".

    If you want to enter fixed values, enter the desired year in the corresponding field.

    Using variables has the advantage that you can then use the form for a number of different reports, since you do not have to specify fixed values until you define the report. For more on this topic, see Valuating Variables in the online manual FI - Financial Accounting Information System.

  8. Click on the symbol Este gráfico es explicado en el texto respectivo, to enter texts of three different lengths to be used as column headers for the element. You can enter either a short, medium or long text. You can later determine which of these texts should appear in the displayed report. If you wish to use a two-line column header, place a ";" in the long text where you want the line breaks to occur.

    9. If you are working with variables, you also need to enter variables in the column header. For example, in a yearly comparison you could enter the following texts:

    – short text: FY;1FY

    – medium text: FiscYr;1FY

    – long text: Fiscal year;1FY

    You can change the column width using the menu option Formatting ® Column ® Column width. To change the text length on the screen, choose Formatting ® All columns ® Text length.

    Variables for the column texts are replaced when you execute your report.

    Define second column:

  9. Once you have defined the first column, you can define additional columns in the same manner as described above. However, you can also copy the attributes of a previously defined column.

    10. To do this, position the cursor on the new column and choose Edit ® Selected area ® Copy. The system copies the entire definition of the first column to the new column. You can then change the definition of the column as required.

    For the fiscal year comparison, you need to enter a different fiscal year in the second column. If you are using variables, enter "1FY-1" as the characteristic value.

    Define variance:

  10. The third column should contain the difference between the first and second columns.

    11. To do this, position the cursor on the third column and choose Edit ® Element ® Define element.

  11. In the first dialog box, choose the element type Formula.
  12. The system now displays the formula editor, where you can enter a formula for calculating the variance. Here, you can carry out standard operations (+, -, *,/) on any number of elements in the form.

    13. Choose the first value under ID, then choose the minus sign. Now choose the second value under ID.

  13. In the next dialog box, enter texts for the column "Variance".
  14. Delete any columns you do not need by selecting the columns and then choosing Edit ® Delete.
  15. Save the form.

 

 

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