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Procedure documentationMaking Global Settings for a New Data Matrix Locate this document in the navigation structure

 

Before you create a new data matrix, you make the global settings.

Prerequisites

You have opened a workbook that was created using the Interactive Excel template.

Procedure

  1. Place the cursor on a cell that you want to form the upper left corner of the matrix header data.

  2. Click   Data Matrix   New  .

    The settings of existing matrices are copied into your matrix as default values.

    A dialog box opens that displays the preset characteristics, that is, the global parameters.

    You can predefine the global parameters by clicking   SAP Interactive Excel   Settings   Global Parameters  . You can deactivate certain parameters.

  3. On the Settings tab, enter a name for your matrix and specify the following parameters:

    • Matrix name

      If you define several matrices for a single worksheet, you can give them different names.

      Note Note

      You cannot change the name of a matrix later.

      End of the note.
    • Debit/credit sign logic

      For information, see Debit/Credit Sign Logic.

    • Scaling

      When you create a matrix, you can specify a scaling factor of one (1) to one million (1,000,000) to apply when you enter or display data. You can change the scaling factor later if required.

    • Return units indicator

      Select this indicator to display values with a unit in Interactive Excel reports, for example, currency or unit of measure.

    • Data entry matrix indicator

      Select this indicator to use a matrix to enter data and prepare a data matrix for the entry of financial data. For information, see Preparation for Data Entry.

    • Display blank lines indicator

      By default, this indicator is selected and blank lines are displayed in a data matrix. To suppress the display of blank lines, for example, to improve clarity, deselect this indicator.

    • Display blank columns indicator

      By default, this indicator is selected and blank columns are also displayed in a data matrix. To suppress the display of blank columns, for example, to improve clarity, deselect this indicator.

    • Post 0 for blank cells indicator

      Select this indicator if you want to write zero (0) for blank cells. You can use this setting to enter a numerical value in all items.

    • Update mode

      The update mode specifies how the system is to process the values of data records that were posted earlier. You have the following options:

      • Delete (all FS items, all subassignments)

        All existing data for each object is reset to zero

      • Delete (entered items, all subassignments)

        All existing data for each object in posted items is deleted before writing the entered data.

      • Delete (FS items in the matrix, all subassignments)

        All existing data for each object in the matrix is deleted with all subassignments, before writing the entered data.

      Note Note

      This option is available for Enterprise Controlling Consolidation (EC-CS) only.

      End of the note.
    • Overwrite (entered items and subassignments)

      The existing entries are overwritten by the entered ones (when identical to the item and all subassignments), other entered data is written; otherwise, existing settings remain unchanged

    • Allocate (overwrite, but total per item remains unchanged)

      The value, which already exists in an item, is divided onto the uploaded subassignments the total per item remains unchanged. To achieve this, an automatic offsetting entry is generated on the respective default subassignment.

      Note Note

      This option is available for Enterprise Controlling Consolidation (EC-CS) only.

      End of the note.
    • No Modification: all data in the target system remains unchanged; the new data is posted only if it does not exist in the target system yet; otherwise, an error message is displayed.

      Note Note

      This option is available for Business Consolidation (SEM-BCS) only.

      End of the note.

      Note Note

      The Divide function is currently restricted to the Partner subassignment.

      End of the note.
  4. On the Characteristics tab, specify values for characteristics that are valid for the whole matrix as follows:

    1. Select a characteristic in the dialog box.

    2. Determine the characteristic type for the value.

      You can define the value as either a single value or a set aggregation.

    3. Use the arrow button next to the Value ID field to display a list of possible values and select one of these values

    4. If a characteristic is valid for the whole matrix and you do not want it to appear on the worksheet, select Fix.

      Note Note

      • If you want to change the value selected for a characteristic, position the cursor on the characteristic and select a new value from the list of possible values using the arrow button; then select the correct value.

      • If you want to remove the value selected for a characteristic, position the cursor on the characteristic, and select the empty entry at the top of the list of possible values.

      End of the note.
  5. Repeat step 4 until you have specified all the characteristic values that you require and then click OK.

Result

  • The relevant characteristic values are inserted as a block at the cursor position, unless you specified them as constants, in which case they are invisible. General information, for example, user, scaling factor, and aspect is also inserted.

  • You can format, move, or delete header data after it is inserted into a worksheet. You can change all global settings except for the matrix name and the aspect after insertion.

  • You can check your settings and make changes at any time by clicking   Data Matrix   Change   Settings  .

    Note Note

    In this way, you can find out which characteristic values are defined as constants on the Constant tab and therefore do not appear on the worksheet. You can also deselect the Constant indicator for a characteristic value.

    For more information about changing values, see Changing Characteristic Values.

    End of the note.
  • You can predefine the settings for new data matrices. To do this, click   SAP Interactive Excel   Settings   Global Parameters  .

    Global parameters are saved for every single aspect. In exactly the same way, you can copy the settings of existing matrices as default values.