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calculated and Restricted key figures

Hello All,

can you explain me calculated and restricted key figures?what is the difference between them and when we use them.

Former Member
Former Member replied

Hi Priya,

Restricted Key Figures :

USE:

A Restricted Key Figure is used in BW queries to limit the output of a key figure to particular characteristic values. E.g. you need to display sales only for year 2004, then you can create a restricted key figure (RKF) by using Sales > right click> Restrict by Cal Year value 2004. You can also include variables in the restrictions, like Sales restricted to a year chosen by the user.

Restricted Key Figures can be created locally i.e. for a particular query, or they can also be created globally (on the left hand side in the query designer) for use in all queries on the particular Info Provider.

The restricted key figure gives the Multi dimensionality concept in the reports. For example, assume you have Customer and Month are the characteristics in ROWS of the query. And also assume "Value of the document" in the Columns. So if you execute the query , it displays the "Value of the document" for all types documents("Value of the document" of all documents with type 'Invoice' + "Value of the document" of all documents with type 'Returns') for different combination of customer and month.

If you make the restriction for this column with document type = 'Invoiceu2019. Then the report displays the "Value of the document" of all documents with type 'Invoice' only (i.e. excludes all other documents with type other than 'Invoice) for different combination of customer and month.

In simple terms RKF is used when you want to restrict the selection of the key figure for some particular value of Characteristic, as in your case if you want to see the data for fiscal year 1999 create an RKF with that selection.

Defining Restricted Key Figures :

You can restrict the key figures of an Info Provider for reuse by selecting one or more characteristics. The key figures that are restricted by one or more characteristic selections can be basic key figures, calculated key figures, or key figures that are already restricted.

Procedure

1. In the Info Provider screen area, select the Key Figures entry and choose New Restricted Key Figure from the context menu (secondary mouse button).

If a restricted key figure has already been defined for this Info Provider, you can also select the Restricted Key Figures entry and then choose New Restricted Key Figure from the context menu.

The entry New Restricted Key Figure is inserted and the properties for the restricted key figure are displayed in the Properties screen area.

2. Select the New Restricted Key Figure entry and choose Edit from the context menu (secondary mouse button).

The Change Restricted Key Figure dialog box appears.

You can also call the Change Restricted Key Figure dialog box from the Properties screen area by choosing the Edit pushbutton.

You make the basic settings on the General tab page.

The text field, in which you can enter a description of the restricted key figure, is found in the upper part of the screen.

You can use text variables in the description.

Next to that, you can enter a technical name in the Technical Name field.

Underneath the text field, to the left of the Detail View area, the directory of all objects available in the Info Provider is displayed. The empty field for defining the restricted key figure (Details of the Selection) is on the right-hand side of the screen.

3. Using drag and drop choose a key figure from the Info Provider and restrict it by selecting one or more characteristic values.

You can also use variables instead of characteristic values.

4. Make any necessary settings for the properties of the restricted key figure on the other tab pages.

5. Choose OK. The new restricted key figure is defined for the Info Provider.

Editing restricted key figures

Note that when you change a restricted key figure, these changes are effective in all queries that use this restricted key figure.

You can see where the restricted key figure is used. Choose Where-used List from the context menu of the restricted key figure (secondary mouse click).

1. In the Info Provider screen area, select the restricted key figure and choose Edit from the context menu (secondary mouse button).

You can also call the Change Restricted Key Figure dialog box from the Properties screen area by choosing the Edit pushbutton.

2. Make the required changes to the definition and, if required, in the properties on the corresponding tab page.

3. Choose OK.

Determining properties for the restricted key figure

1. Select the restricted key figure. The properties dialog box is displayed in the Properties screen area.

2. Make the required settings for the description, number format, and currency translation for the restricted key figure.

You have defined a restricted key figure for reuse. You can now use this restricted key figure in all queries based on this Info Provider by moving the key figure into the rows or columns of the query using drag and drop. The restricted key figure is not an actual element in this query, but a placeholder referenced to the restricted key figure in the Info Provider.

Business Example

In order to analyze the sales volumes of your customers, you need additional key

figures that are not contained in the Info Cube.

In your report you want to generate an overview of the sales volumes in various time

periods for each sold-to party. You also need detailed information on sales volumes,

restricted to particular materials, for your individual sold-to parties. You need four

different restricted key figures to do this. In each case, you use the basic key figure

Sales Volume EUR, and then proceed according to the view you want.

1) Limit the basic key figure Sales Volume EUR (T_INVCD_V) to the period before 2001.

2) Define a restricted key figure Sales Volume 2001 at Query level. This key

figure displays the Sales Volume EUR (T_INVCD_V) for the year 2001.

3) Define the third restricted key figure.

Description: Sales Volume 2001 Flat screen MS

Use the Sales Volume 2001 key figure as a template, and further restrict it to the

range of materials from Flat screen MS 1460 P (M-06) to Flat screen MS 1775P

(M-10).

4) You need the fourth key figure for the sales volume in 2001 for the hard disks with the capacity of 1080 MB. The material description for them always begins with: Hard disk 1080 MB. Give this key figure the description Sales Volume 2001 Hard disks 1080 MB.

Calculated Key Figures :

Use

In the Query Designer, you use formulas to recalculate the key figures in an Info Provider so that you can reuse them. Calculated key figures consist of formula definitions containing basic key figures, restricted key figures or precalculated key figures.

The use of complicated calculations for information analysis is the order of the day.

This requires various mathematical functions such as percentage functions and totals

functions. You can take basic key figures, restricted key figures or calculated key

figures to define new calculated key figures. For example, you use the restricted key

figures for two specific years to calculate the difference between the sales volumes

of the years in question.

Advantage:

Formula is local one and CKF is global.

If you go for CKF, you can use this CKF across all Queries of that info Provider.

Procedure

1. In the Info Provider screen area, select the Key Figures entry and from the context menu (secondary mouse button click), choose New Calculated Key Figure.

If a calculated key figure has already been defined for this Info Provider, you can select the Calculated Key Figures entry and, from the context menu, choose New Calculated Key Figure.

The system adds the New Calculated Key Figure entry. The properties for the calculated key figure are displayed in the Properties screen area.

2. Select the New Calculated Key Figure entry and, from the context menu (secondary mouse button), choose Edit.

The Calculated Key Figure dialog box appears.

You can also call the Change Calculated Key Figure dialog box from the Properties screen area by choosing the Edit pushbutton.

You make the basic settings on the General tab page.

The upper part of the screen contains a text field in which you enter a description of the calculated key figure.

You can use text variables in the description.

Next to that, you can enter a technical name in the Technical Name field.

Below this is the input field for the formula that you want to use to calculate the key figure. The bottom left screen area contains all of the operands available for defining the formula. These are:

u2022 The basic key figures, calculated key figures and restricted key figures from the relevant Info Provider

u2022 All formula variables

On the right side of the screen, you see the functions that are available as operators:

u2022 Basic functions

u2022 Percentage Functions

u2022 Data Functions

u2022 Mathematical functions

u2022 Trigonometric functions

u2022 Boolean Operators

Above these two areas, you see the symbols for the basic arithmetic operations. To the right there is a number block.

Proceed as follows to define a formula:

u2022 Choose the required operands and insert them in the Detail View field by double-clicking or by using drag and drop.

u2022 Choose the calculation functions you want to use by either clicking on the symbols for the basic arithmetic operations, double-clicking on the functions, or using drag and drop.

u2022 Select the numerical values for the formula by clicking on the number block.

You can also enter digits, parentheses and basic arithmetical operations using the keyboard.

3. Define your formula using the available operands and operators. With each step, the system checks the syntactic correctness of the formula. If the formula is not yet complete or is not syntactically correct, the system underlines the location of the error in red.

The system does not check whether the formula makes sense semantically, for example, if it contains the same units. Semantic checks are performed with the Check Query function.

Note that when you execute a query, the key figures are always calculated as the same unit. A formula is semantically incorrect, for example, when you add a currency unit (such as EUR) with a weight unit (such as kg). If you want to calculate values regardless of the unit, use the function Value without Dimension (Without Units).

4. Enter a description for the calculated key figure.

5. On the other tab pages, make any required settings for the properties of the calculated key figure.

6. Choose OK. The new calculated key figure is defined for the InfoProvider.

Editing Calculated Key Figures

Note that when you change a calculated key figure, these changes are effective in all queries that use the calculated key figure.

You can see where the calculated key figure is used. Choose Where-used List from the context menu

1. In the Info Provider screen area, select the calculated key figure and, from the context menu (secondary mouse button), choose Edit.

You can also call the Change Calculated Key Figure dialog box from the Properties screen area by choosing the Edit pushbutton.

2. Make the required changes to the formula definition or in the properties on the corresponding tab page.

3. Choose OK.

Determining Properties for the Calculated Key Figure

1. Select the calculated key figure. The properties dialog box is displayed in the Properties screen area.

2. Make the required settings for the description, display, number format, currency translation, local calculations and aggregation behavior of the calculated key figure.

Business Example

You need additional calculations for the analysis of sales volumes in order to carry

out a comparison between the sales volumes of two different time periods. You want

to show the difference, the percentage variance of the sales volumes, and the share

of sales volumes for each sold-to party in relation to the total sales volume of the

time period in question.

Define a new calculated key figure at the Info Provider level:

Description: Sales Volume Diff. 11/12 2001

Technical name: ##

This is calculated as the difference of the two restricted key figures that have

already been defined: GR00 Sales Volume 11/01 (T_BW3058AAA) and GR00

Sales Volume 12/01 (T_BW3058BAA). When finished, place the new key figure

into the columns.

In the same query, define a second calculated key figure at Info Provider level.

Description: % Variance Sales Volume

Technical name: ##

This key figure is for calculating the percentage variance of the sales volumes

for the months November and December 2001. Once you have defined this key

figure, place it in the Columns area of the query definition.

Now define a new formula, this time at Query level.

Description: % Share 12/01 to Overall Sales Volume

This calculates, for the month of December, the percentage share of sales volume

for a sold-to party in relation to the overall result. Place the new key formula as

the last element in the key figure structure.

To display the subtotal of the sales volumes for December in a separate column,

define a new formula in the same query. Position it as the last key figure in

the structure.

Description: Result of Sales Volumes 12/01

Please allot points if you find it good.

Thanks and Regards,

Kuntal.

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