Hierarchy Drilldown
If you drill down by hierarchy, a particular characteristic value is shown in detail with regard to an existing hierarchy (vendor class, material class, product group)
Caution
Please note that when you drill down on a hierarchy, you cannot carry out the previous/current year and planned/actual comparisons.
The following diagram is an example of the hierarchy drilldown for a customer hierarchy in the Sales Information System.
The following displays a customer hierarchy from sales and distribution.
The drilldown in the standard analysis now follows this hierarchy. This is further illustrated in the following diagram. A drilldown is performed on the sales organization 0001 according to the customer hierarchy. In this first drilldown, you reach the first level in the customer hierarchy. If you then drill down further on this hierarchy node according to the customer hierarchy, you then reach the next level in the hierarchy tree. You can proceed in the same way until the lowest level of the hierarchy has been reached, i.e. until the customer level is reached, in this example.
Which hierarchies can be used in a drilldown?
You can drill down according to hierarchies that exist for the characteristics in the information structures. SAP has provided drilldowns according to certain hierarchies in the standard system. You can also drill down according to self-defined hierarchies that you can integrate using a customer exit. You can find information about this customer exit in the Implementation Guide for the Logistics Information System (chapter "Functional Enhancements").
The following hierarchies are available for the individual information systems in the standard R/3 System:
Purchasing Information System: Vendor class, material class, product group, product hierarchy
Sales Information System: Customer class, Material class, Customer hierarchy, Product group, Product hierarchy using the characteristic field, Product hierarchy
Inventory Controlling : Product group, Material class, Product hierarchy
Shop Floor Information System : Work center hierarchy (only possible for the characteristic work center), Material class, Product group, Product hierarchy
Quality Management Information System: Vendor class, customer class, customer hierarchy, material class, product hierarchy
Plant Maintenance Information System : Functional location hierarchy, Classification of functional locations, Classification of equipment, Product hierarchy
Note
Please note that you can use the product hierarchy in two different ways:
1. Product hierarchy
If you perform a drilldown on product hierarchy for a material, the product hierarchy will be determined. This is provided that the information structure used in the analysis contains the characteristic material.
When you perform a drilldown on product hierarchy, the system uses the product hierarchy that is valid for the material during the period to analyze.
2. Product hierarchy using characteristic field
In this case, the hierarchy drilldown is performed on the characteristic "product hierarchy" in the information structure. This is provided that the information structure used in the analysis contains the characteristic material.
When you perform a drilldown on product hierarchy using the characteristic field, the system will drill down on the product hierarchy that was valid in the document for the material at the time of updating.
You can only perform a
drilldown
according to
one
hierarchy per analysis path. A hierarchy
drilldown
can only be carried out if you have not already performed a
drilldown
according to the characteristic on which the hierarchy is based. For example, if you have already executed a characteristic
drilldown
according to material, you cannot then drill down on the existing hierarchies for material (material class, product group).
Hierarchy Drilldown According to Periods
You can carry out a hierarchy drilldown according to periods in all of the LIS standard analyses. The drilldown criteria available to you (for example, a drilldown according to month, quarter, week, etc.) depend on the period unit used in the updating of the information structure on which the analysis is based.
Drilling down according to periods enables you to obtain the key figure values for various cumulated time periods. So if an information structure is updated on a monthly basis, you can obtain data cumulated at year level or for the quarter. You can then drill down on a quarter according to months.
The following table shows which hierarchies can be used for a drilldown depending upon the period unit of the information structure.
Period unit of the info structure |
Hierarchies |
Further drilldown levels |
Periods |
Year |
|
Month |
Quarter Year |
|
Week |
Year |
|
Day |
Week Month Quarter Year |
|
If the information structure used in the analysis has the period unit "month", then you can drilldown according to quarter and year. You can then in turn drill down on year according to quarter, which in turn can be drilled down on according to month.
Hierarchy Drilldown according to the General Hierarchies
Compare to General Hierarchies .
Combining a hierarchy and characteristic drilldown
You can combine both types of drilldowns with one another. The following diagram illustrates this using an example from the Sales Information System. This diagram is based on the same customer hierarchy used in the above diagram.
You perform a drilldown on sales organization 0001 according to customer hierarchy. You reach the hierarchy node ‘Sales group 01’. Now you want to know which materials are involved in the sales group 01. You carry out a drilldown according to the characteristic ‘material’ for the sales group 01.
