Example of Dynamic Reporting in SAP CO-PA
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We have learnt a lot about the characteristics, value fields, derivations, valuations, interfaces, data transfers, actual data, planning data, report components, and reports. If you do not use any other management information system in which, for example, you transfer the CO-PA line items created, to display the results you need the CO-PA information system and thus the dynamic reporting described. Using the example report that we have created, let us look at everything we have created.
Using transaction KE32, you run profitability reports and a selection screen appears on which you can enter the characteristic values for which you want to see the data (see Figure 7.28).
Figure 7.28: Profitability report selection screen
After making your entries, execute the report. A warning may appear stating that no summarization level was found.
Ignore this with YES if the dataset of your CO-PA data is not too large. The report starts with the basic detail list (see Figure 7.29).
Figure 7.29: Basic detail list
You can now see the data for your entire selection — controllers will be delighted…
Now we switch to the drilldown list for the characteristic sales organization (see Figure 7.30) via NAVIGATE • SALES ORGANIZATION (your characteristic is part of the path!):
Figure 7.30: Basic list, detail list, sales organization
By pressing the “cassette recorder keys” , you can display your entire contribution margin structure as columns.
Via EDIT • COLUMN(S) • ON/OFF, you can display or hide the columns. If you initially only want to see your actual data in the drilldown list, for example, select an “actual” column by clicking it and then follow the path above. In the example, we want to look at the actual bill revenues (= invoice sales) (see Figure 7.31).
Figure 7.31: Actual bill revenues for sales organization
By double-clicking the characteristic value, we start a drilldown consideration downwards through the customer hierarchies to customer 5 and the products this customer has purchased (see Figure 7.32).
Figure 7.32: Drilldown to customer 5 and his products
You can also view the actual and planned contribution margin for this combination of characteristics as a detailed list: for example, place the cursor on Product 2 and choose NAVIGATE • DETAIL LIST (see Figure 7.33).
Figure 7.33: Contribution margin accounting for selected characteristic combination
Now switch back to your drilldown list (via NAVIGATE • PRODUCT) and use the key (or F3) to return to the distribution channel in your original drilldown, for example. There, choose NAVIGATE • SWITCH DRILLDOWN and select a characteristic that you now want to see, for example, kind of product. Select PA1 and switch back to the detail list (see Figure 7.34).
Figure 7.34: Contribution margin accounting for kind of product PA1
The possibilities for displaying the selected data set are infinite.
In CO-PA there are a number of other options for working in the information system. However, as this book does not claim to be a complete compendium of all options, in my descriptions of the tools and methods I have restricted myself to the most useful (in my opinion) that you can use in practice in your Profitability Analysis.
In the next segment, let us discover some CO-PA tools, such as the summarization levels addressed, which will make your work in CO-PA easier.