Key Figure Scheme 

Use

A key figure scheme is an easy-to-use tool that allows you to set up mathematical relationships between the key figures of a planning layout. You can include additional calculated key figures - among other things - to valuate quantities with prices, for example, and to display the calculated sales revenue and save it in the InfoCube.

Integration

The key figure scheme function allows you to enhance the standard planning layout in BW-BPS (see Enhancing the Planning Layout).

Features

Each key figure in the original planning layout that the enhanced layout is based on is displayed as a line in the key figure scheme. However, a line in the key figure scheme does not necessarily have to represent a line in the planning layout and could also appear in a column of the planning layout. This depends on how the original layout was defined. The key figures are listed in numbered lines solely for purposes of easier display. When defining calculated key figures, for example, you can use the line number to refer to the individual key figures.

The following functions are available in the key figure scheme:

·        Including additional lines for calculated key figures

Including calculated key figures is the most frequently used function in the key figure scheme. For the calculations, you can apply the four basic mathematical operations. Moreover, you can calculate percentage variations of a key figure relative to another key figure.

You can use all the lines of a key figure scheme plus any calculated key figures defined previously as operands for a calculated key figure.

You need to assign each calculated key figure a unit of measure or a currency. You do this by choosing the Enhancedpushbutton. You usually just have to select the InfoObject that is used to automatically fill the unit of measure or currency. In cases where this data cannot be supplied automatically, you can enter a value directly. However, this should only happen in exceptional cases.

·        Including a user-defined function

If the default functions in the key figure scheme fall short of your requirements, you can program a function module and add the result to the key figure scheme. To do this, choose the entry Function in the Key Figure column and enter the name of the function module in the Enhanced Key Figure Scheme dialog box. Use the delivered function module UPX_KPI_KF_DEMO_FUNCTION as a template for your own function module.

·        Comparing Two Key Figures

You can use the operator Comparison (CO) to check whether a key figure is greater than another one and thereby set up an excess warning. The system checks whether the value of the right operand is greater than the value of the left operand. If this is the case, the system writes 1 (otherwise 0) to the key figure of the corresponding row in the key figure scheme and highlights the value of the right operand in red in the planning layout. The key figure to which the result is written can be a calculated key figure or a key figure from SAP BW. It has to be set as either Hidden or Display Only.

You want to compare the current actual data with the planned costs and to receive a warning when the actual costs exceed the plan costs. For this, you create the following row in the key figure scheme:

Calculated Key Figure = Plan Costs CO Actual Costs

If you also want to display by how much the actual costs exceed the plan costs, you define an additional row in the key figure scheme:

Difference = Actual Costs – Plan Costs

·        Changing the name of key figures originating in the original layout

·        Duplication of key figures originating in the original layout

Additional calculations might require a key figure to occur twice in the layout. However, the key figure in question should only be ready for input in one of these instances to avoid data inconsistencies.

·        Displaying key figures in the layout

You can specify whether a key figure can be changed or whether it is read-only. You can also hide a key figure in the layout if it is only required in the key figure scheme for additional calculations, for example.