BEx Query Designer

Unit 3: Calculated and Restricted

Key Figures

7/17/2007
What is a Restricted Key Figure?

Restricted key figures are (basic) key figures of the

InfoProvider that are restricted (filtered) by one or more
characteristic selections.

Filter vs. Restricted Key Figure?

Filter
– restrictions are valid for the entire query
Restricted Key Figure
– only the key figure in question is restricted to its
allocated characteristic value or characteristic value
interval

Examples:
– Last Month’s Sales Amounts
– Tons Shipped to Customer ABC
Slide 2
Defining Restricted Key Figures

When defining a restricted key figure,

you want to select the restricting
characteristics, individual
characteristic values, value ranges,
hierarchy nodes, or characteristic
variables.

You can include values in the

selection or exclude values from the
selection by selecting these options
in the context menu of the relevant
filter value.

When selecting value ranges, the

following operations are available:
• Between
• Greater than or equal to
• Less than or equal to
• Greater than
• Less than Slide 3
Formulating Selection Conditions

The characteristic values available in

the Fixed Values window are restricted
to 100 values by default. Click Display
Other Values to modify this restriction.

Choose the attribute, operator, and

characteristic value to formulate a new
selection condition.

Example:
– Display all products with the text toothpaste in the name

If you set the Number of values displayed to All, and there are a large
number of characteristic values, this may cause a long wait when
Heads Up! selecting values.
Slide 4
What is a Calculated Key Figure?

You can use a formula to calculate key figures that are not in the InfoProvider by using
basic key figures, restricted key figures, and existing calculated key figures in the
formula definition.

Percentage Functions
– Percentage Variance (%)
– Percentage Share (%S)
– Percentage Share of Result (%CT)
– Percentage Share of Overall Result (%GT)

Data Functions
– Count [COUNT(<Expression>)]
– Division by Zero [NDIV(<Expression>)]
– Result [SUMCT <Operand>]
– Overall Result [SUMGT <Operand>]
– Report Result [SUMRT <Operand>]

Mathematical Functions
– Maximum
– Minimum
– Absolute Value
– Smallest integer value larger than operand
– Division (integers) Slide 5
Defining Calculated Key Figures

You can use all basic key figures of the

InfoProvider in question, as well as the
newly defined restricted and calculated
key figures of the InfoProvider, to
define new calculated key figures.

You can use the following boolean

operators to create conditional
calculations (IF-THEN-ELSE):
• Relational Operators (<, <=, <>,
==, >, >=)
• Logical AND (AND)
• Logical OR (OR)
• Logical Exclusive OR (XOR)
• Logical NOT (NOT)
• NOT <Expression>
• LEAF

The relational operators return a value of 1 if the

expression is true, otherwise 0. Slide 6
Note
Relational Operators

You can use boolean operators to

implement the formula given below:

• IF Actual Cost > Plan Cost

THEN Actual Cost
ELSE Plan Cost

Use the boolean operator > to perform

the comparison between the key figures.

The result is 1 if ( Actual Cost > Plan

Cost ), otherwise 0.

The operator NOT returns 1 if

<Expression> is 0, otherwise 0.

Actual Cost > Plan Cost

(1 * Actual Cost) + (NOT (1) * Plan Cost) = Actual Cost

Actual Cost < Plan Cost

Slide 7
(0 * Actual Cost) + (NOT (0) * Plan Cost) = Plan Cost
Boolean Operators - LEAF

The boolean operator LEAF can be used

for carrying out different calculations on
results rows and elementary rows of a key
figure.

For example, this can be used for weighted

average calculations for results rows:
• Key figure Tons can be calculated
as Tons in the elementary rows and
as Tons/Load in the results rows

The first part LEAF of the expression

returns 1 for elementary rows and 0 for
results rows.

The second part NOT LEAF of the expression returns 0 for elementary rows and
1 for results rows.
The LEAF operator returns a value of 0 for results rows and
1 for elementary rows. Slide 8
Note
Properties of Key Figures

You can assign a You can change

unique technical the automatically
name to structure determined key
parts such as key figure description
figures (optional). here.

You can choose You can hide key

whether the key figures that you
figure is to be only need for
highlighted in the calculating
report here. formulas, and do
not want to display
in the analysis.

Slide 9
Properties of Key Figures

The scaling factor is The reverse +/- signs

not automatically is only a display
displayed in the function. It has no
report. You have to influence on
set the scaling factor calculation in
display separately in formulas.
the query properties.

You can use this function to recalculate result rows and individual values
that are displayed in the version according to particular criteria.

You can use the Cumulated function to ensure that the cells of a column
are presented from top to bottom, and the cells of a row are displayed
from left to right.
Slide 10
Properties of Key Figures

In the Properties of the Calculated

Key Figure dialog box, you can also
select an exception aggregation for a
special characteristic for the
calculated key figure.

You can set a currency conversion key and a

target currency in the properties dialog box for
a key figure.

Slide 11
Formula Collision

The Formula In places where the

Collision function is two formulas
only displayed in collide, it is not
the properties clear how the
dialog box if two system should
structures are used calculate. You can
in the query therefore choose
definition and both the formula from
contain formulas. which you want the
value to be
calculated.

Slide 12
Structures

Structures are combinations

of characteristics and key
figures of the InfoProvider.

A structure can be used in a

planned/actual comparison
or in a contribution margin
scheme.

Structures can be used to

calculate MTD, QTD, YTD,
etc. figures.

Slide 13
Cell Editor

Cell Editor allows direct

definition of specific cells in a
query.

Cells are the intersection of two

structures in a query definition.

The Cell Editor can only be used in query definitions where there
are two structures.

Cells can be formulas, selections, references or auxiliary cells.

One structure will hold only characteristics while the other

structure holds only key figures.
Note Slide 14
Cell Editor

You can use the cell editor to

calculate the x- month rolling
average for a key figure.

– Select the cell you want for

calculation as a new
reference.

– Right-click and select New

Formula (or New Selection).

– Use the reference cell for doing the

Average calculation. The original
value will now be replaced with the
cell editor calculation.

Slide 15
Tabular Reporting

Tabular Reporting will let you

arrange the characteristics and
key figures in any order when
you create a query.

– For example, you can

insert a characteristic
column between 2 key
figure columns.

Use the Table Display icon for

changing to tabular mode.

To re-arrange the characteristics

and key figures, use BEx drag and
drop features.

Navigation functions like Swapping, drilldown, etc. are not supported

with Tabular Reporting. Slide 16
Heads Up!