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Author's profile photo Samantha Yasay

How to Configure Simple Transfer Structure Function

SAP Profitability and Performance Management Solution has many modeling functions which can be used to create financial and business models, and the Transfer Structure function is one of them. If you want to explore and know more about  how Transfer Structure Function is configured, this blog post is for you.

Let me provide you a step by step procedure on how to set up a simple Transfer Structure Function on the SAP Profitability and Performance Management environment.

The Transfer Structure function can transpose data according to predefined condition fields and settings. This function has 2 types: Transfer Structure and Reverse transfer Structure.

The Transfer Structure type simply transfers values to columns which is sometimes also called “pivoting of data”.  The image below is a sample logic for the pivoting of data.

Figure 1: Transfer Structure Function Type Logic

 

While the Reverse transfer Structure type, which is the opposite of the Transfer Structure, wherein it transfers columns to values and sometimes also called “unpivoting of data”. The image below is a sample logic for the unpivoting of data

Figure 2: Reverse Transfer Structure Function Type Logic

 

Function in Edit Mode

Let’s start configuring a Transfer Structure function. Please make sure that the function is in Edit mode. You may set it by clicking the Edit Button located on the upper right side of the Function screen.

Figure 3: Transfer Structure Function Edit Button

 

Header

On edit mode, you may now proceed to the Header section to set the standard settings of the function. In this example, I used the following Header fields that will affect the result to generate the desired simple transfer structure result.

Figure 4: Transfer Structure Function Header

 

For Transfer Structure Type field, you may set if the function you are creating is a Transfer Structure or a Reverse Transfer Structure.

For Retain Fields, I selected All Fields except Selection & Action->Source Fields. The retain fields option will retain all the fields used on this function except the fields defined on the Rules Tab > Rule > Selection section and the source fields used on Action section.

For Aggregate Result, I selected Group Characteristics. Using this option, key figures are automatically aggregated using all input characteristics as grouping fields.

For further information about the Header fields, you may refer to this link on our Application Help > Header Section.

 

Input Tab

Next, you can define the input function that is available in the same environment and use its data or result as the input data of Transfer Structure Function.

On this tab, you can also define a formula that once the input function is read, it will apply the formula and the input data will be modified. Then, the function can use the modified input data for further processing. You can also set specific selections to restrict the data transferred from the Input function.

For more information, you can refer to the Application Help > Input section

Figure 5: Transfer Structure Function Input Tab

 

As seen on the Figure 5: Transfer Structure Function Input Tab, I configured the function TR – Pivot Table 1 as the Input Function. For this example, the Input data are the following:

Contract Product Validity Date Amount Premium
C1 P10 01/01/2016 100 50
C2 P20 07/01/2016 200 250
C3 P3 12/01/2016 400 500
C1 P10 16/01/2016 50 300
C1 P10 01/01/2016 1000 400
C2 P20 10/02/2016 150 700
Table 1: Transfer Structure Function Input Data

 

I also defined the formula ZE_AMT = ZE_AMT/2.5 which will compute the new Amount that will be used on this function.

Example:

Amount = 100 / 2.5

Amount = 40

Contract Product Validity Date Amount Premium
C1 P10 01/01/2016 40 50
C2 P20 07/01/2016 80 250
C3 P3 12/01/2016 160 500
C1 P10 16/01/2016 20 300
C1 P10 01/01/2016 400 400
C2 P20 10/02/2016 60 700
Table 2: Transfer Structure Function New Input Data after enrichment

 

To configure Input Function:

  1. Select the Input tab
  2. On the Input Function field, click the dropdown list to view all the available Input Function. You can also use the “Function Select Open” button.
  3. Select the Input Function to be used.
  4. If you wanted to set/apply a formula (if not, you can skip this step):
    1. click the + (Add) button
    2. Select the fields
    3. Click OK
    4. Select the field and click the f (Formula) button
    5. The Formula screen will pop up and you can now input the formula
    6. Click OK
  5. Click Save

To Remove fields

  1. Select the field
  2. Click the – (Remove Field) button
  3. Click Save

 

Signature Tab

After defining the Input Function, you need to maintain the Signature to define the relevant fields to be used on the function. These will simply pass through the function without any change or any effect on the logic.

Figure 6: Transfer Structure Function Signature Tab

 

As seen on the Figure 6: Transfer Structure Function Signature Tab, the fields for Contact and Product are added on the Selection section as it will be used as a condition within the rules of this function. For the Action section, the fields for Premium 1 and Premium 2 were added as it will be used for calculating formulas and assignments within the rules the function.

To configure Signature Function:

  1. Select the Signature tab
  2. To Add fields on Granularity, Action and Selection section
    1. Click the + (Add) button
    2. Select the fields
    3. Click OK
  3. Click Save

To Remove fields on Granularity, Action and Selection section

  1. Select the field
  2. Click the – (Remove Field) button
  3. Click Save

 

Rules Tab

Once you  are done in the Signature tab, you can now set the rules for the Transfer Structure function. Each transfer structure rule semantically defines an if-then statement. The if part selects which subset of the input data the rule is relevant to. The then part is an action and contains a list of fields and values that need to be assigned.

On the first rule (R0001), I defined to select all rows with value “C1” in the Contract column and with “P10” as its value in the Product column. Afterwards it will process the action I defined where in; it will transfer all Amount column values to Premium 1 column. Then it will proceed to the next rule.

Figure 7: Transfer Structure Function Rules Tab Rule R0001

 

Contract Product Valid Date Amount Premium Premium 1
C1 P10 01/01/2016 40 50 40
C1 P10 16/01/2016 20 300 20
C1 P10 01/01/2016 400 400 400
Table 3: Transfer Structure Function Rule R0001 result

 

On the second rule (R0002), I defined to select all rows with value “C2” in the Contract column and with “P20” as its value in the Product column. In the action that I defined in the rules tab, it will transfer all Amount column values to Premium 2 column.

Figure 8: Transfer Structure Function Rules Tab Rule R0002

 

Contract Product Valid Date Amount Premium Premium 2
C2 P20 07/01/2016 80 250 80
C2 P20 10/02/2016 60 700 60
Table 4: Transfer Structure Function Rule R0002 result

 

To add a Rule

  1. Select the Rules tab
  2. Click the + (Add) button
  3. Input the necessary fields:
    1. Rule ID: The rule ID must be unique in a function.
    2. Description: You can use the rule description to enter a user-defined text and comments.
  4. Click OK
  5. Set the Rule State (The default Rule State is Active)
  6. Click Save

To add Selection and Action fields on the Rule

  1. Select the Rule
  2. To Add fields on Selection and Action section
    1. Click the + (Add) button
    2. Select the fields
    3. Click OK
  3. To configure the selection condition of the field on selection section
    1. Select the field
    2. Click Selection Condition button and a screen will pop up
    3. Input the Selection Condition
    4. Click OK
  4. To configure the Source field of the field on action section
    1. Select the field
    2. Click the f (Formula) button
    3. Input the formula
    4. Click OK
  5. Click Save

To remove Rules

  1. Select the Rule
  2. Click the – (Remove) button
  3. Click Save

To remove Selection and Action fields of the Rule

  1. Select the Rule
  2. On the Selection or Action section, select the field
  3. Click the – (Remove) button
  4. Click Save

 

Activate the Transfer Structure Function

After the function configuration, activating the function is necessary before executing/running the function to provide the results. You can Activate the function by just clicking the “Activate” button

Figure 9: Transfer Structure Function Activate Button

 

Run the Transfer Structure Function

Finally, running the function will provide the result of the configuration made. You can Run the function by just clicking the “Run” button. After the successful run, the application will provide the results

Figure 10: Transfer Structure Function Run Button

 

Result

Based on the configuration above, the result will be the following as the Retain Fields defined on the Header is All Fields except Selection & Action->Source Fields. It will now exclude all fields used in the selection and all action > source fields.

Contract Product Valid Date Amount Premium Premium 1 Premium 2
C1 P10 01.01.2016 40 50 40 0
C1 P10 16.01.2016 20 300 20 0
C1 P10 01.01.2016 400 400 400 0
C2 P20 07.01.2016 80 250 0 80
C2 P20 10.02.2016 60 700 0 60
Table 5: Transfer Structure Function result after defining the Rules

 

It will also aggregate the results based on the header configuration “Aggregate Result: Group Characteristics”. It will check all rows with the same exact characteristic and group them together and will perform a summation of the key figures it has.

Valid Date Premium Premium 1 Premium 2
01.01.2016 450 440 0
16.01.2016 300 20 0
07.01.2016 250 0 80
10.02.2016 700 0 60
Table 6: Transfer Structure Function Result

 

I hope that this blog post helped you on how to configure a Simple Transfer Structure Function.

For other SAP Profitability and Performance Management related inquiries, you can post your questions in this link https://answers.sap.com/questions/ask.html and use primary tag: SAP Profitability and Performance Management.

You can also read other SAP Profitability and Performance Management blog posts on this link https://community.sap.com/topics/profitability-and-performance-management.

Thank you for your time reading this blog post and stay tuned for more.

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