Drilldown Reports and Line Item Layouts in SAP CO-PA
The information system lets you use the drilldown reporting tool for analyzing your profitability data.
The reports that you set up based on the “two axes (matrix)” structure of the profitability report forms are called drilldown reports. These drilldown reports offer the functionalities that were described in the Dynamic Reporting.
If you want to create this type of drilldown report, you must define the characteristics to be used for navigation and drilldown. You can also use the characteristics for sorting the drilldown. You can use the characteristics of your form, or another characteristics. To avoid long waiting times when you are selecting your dataset, in the report you can configure whether it has to access data at a summarization level or not. You need summarization levels to summarize the CO-PA dataset in advance so that you can call up the required information quickly.
You can also split profitability reports. For example, you initially call up a profitability report that contains only customer-specific characteristics. In the report, navigate down to an individual customer. Now call up a second (split) profitability report for this customer that contains all required product-specific characteristics. The option of splitting reports is useful for data sets that are very large and need a report split as described in order to allow the presentation of customer-specific and product-specific information together.
The following are usually useful as drilldown reports:
- Actual/plan comparisons
- Yearly comparisons
- Planning reports
- Variable period reports
As already mentioned, you can also set up reports via a value field or multiple special value fields to create special analyses.
It is also recommended to create profitability reports that refer only to general and product-specific characteristics of the four forms mentioned above. Reports that only contain customer-specific characteristics are also useful. And finally, you can create reports that contain both product-specific and customer-specific characteristics, but that should really only be used if you need information based on the combinations of product-specific and customer-specific characteristics.
Line Item Layouts
In “Actual Value Flows,” a great deal about possible line item corrections was reported. The prerequisite, of course, is that you can also present the line items the way you need them. Thus, it is useful to create individual line item layouts.
Using line item layouts, you can display the recorded CO-PA line items in lists, download them, or print them. You can call up line item layouts via the CO-PA application menu. The path is as follows: INFORMATION SYSTEM • CURRENT SETTINGS • DEFINE LINE ITEM LAYOUT (transaction KE3F). When you create a layout, you first have to give it a name (see Figure 7.18).
Figure 7.18: Creation of a line item layout I
Then click CREATE and the initial screen appears (see Figure 7.19).
Figure 7.19: Line item layout initial screen
By double-clicking the individual elements (or, if you have already defined “Element 4,” by clicking a dot), you can add characteristics and value fields from your operating concern. You can also select date fields such as CREATED ON, invoicing date, etc. (you do not have these fields in the drill down reports). Let us look at an example layout — see Figure 7.20.
Figure 7.20: Example line item layout
You can use these line item layouts for both actual and planning line items, specifically for transactions KE24 (Display Actual Line Items) or KE25 (Display Planning Line Items).
The SAP system selects line items according to the selection criteria (see Figure 7.21) that you specify when calling up KE24 or KE25
Figure 7.21: KE24 selection screen
The result could look as follows (Figure 7.22):
Figure 7.22: CO-PA actual line items list display
Now that you have become familiar with both types of forms, let us look at the way to create the actual reports in further segments.