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Author's profile photo Joey Li

Customer use case of Embedded SAC on Group Reporting

This is a Proof of Concept in customer system for embedded analytics, especially embedded SAC. S/4HANA Cloud Embedded SAP Analytics Cloud can enhance the analysis function of the current system and can better help customers analyze business related data. In this blog, the successful PoC of Embedded SAC on Group Reporting will be shared to readers to show its powerful functions and to introduce the key steps to implement it in detail. It is based on CE2008. For latest release, the corresponding CDS might be changed. But the method and purpose should be similar – build your own report if necessary based on standard consolidated items hierarchy CDS view.

What’s customer’s request?

The financial department from the customer needs to present balance sheet, cash flow statement, and Profit & Loss in a local manner. However, in standard APP, it is not possible to directly output all types of expenses (sales, administration, R&D, and financial expenses) according to the consolidation structure, since several types of expenses belong to the same account. As an alternative, charges for individual branches will need to be read separately and combined by Dashboards that are output from the consolidation group structure.

The customer also needs to view the relevant data from both the current period and the current year-to-date dimensions, and the application of standard APP cannot meet the requirements.

Therefore, we recommend that customers use the Embedded Analytics Cloud to create Period Goods Movement Analysis for their own business needs.

 

How to solve the problem?

 

There are four main steps to implement Embedded SAC: creating Custom CDS View, creating Custom Analytical Query, creating Story and creating an Application. The specific steps will be described in detail below. To protect customer sensitive data, some of the screenshots come from dummy test system.

1 Creating Custom CDS Views

For the Group reporting, no custom CDS view are created.

 

2 Creating Custom Analytical Queries

Find the Custom Analytical Queries app from menu Query Design and create 3 new custom queries.

For the first query YY1_MATRIXCON, select the CDS View I_MATRIXCONSOLIDATIONREPORTC as Data Source. This CDS view provides access to all details of the data in group reporting that has the consolidation logic applied. It additionally supports the rule-based reports where defined reporting items are displayed as reporting dimensions. Rule-based group reports for consolidation groups can be created, such as cash flow statements and consolidated P&L statements, details please refer to

https://help.sap.com/viewer/085edb30fb3d413da552832f3d5c01c0/1902.500/en-US/9426a937914f42f889f5e8131fe4a2a9.html?q=I_MatrixConsolidationRptEnhcdC

Assign a label “Balance sheet” and select Fields according to your requirement.

Creating restricted measure to calculate period end amount and the Amount at Beginning of Year. Take period end amount as an example:

Add a single-value prompt on ConsolidationChartOfAccounts, ConsolidationVersion, ConsolidationGroup,

ConsolidationLedger and set default value like the screenshot below.

Special Setting for FinancialStatementItemchoose, Hierarchy Node for the selection type option,

Click the link of Go to Hierarchy Definition, P_FinancialStatementItemHier is the user input filters, it can be created in the next screenshot.

Set Default value for user input parameters/filters like fiscal year and fiscal period. Configure display setting such as row and column and rename label for your display needs. Save and Publish the query.

For the second query YY1_INCOMSTATEMNTQRY, select I_MATRIXCONSOLIDATIONREPORTC as Data Source This CDS view provides access to the consolidated data for both statutory and management consolidation reporting. Group reports for consolidation groups can be created, such as consolidated balance sheets and consolidated P&L statements based on organizational units such as profit centers, segments, and companies, with the data provided by this CDS view,details

Please refer to https://help.sap.com/doc/DRAFT/bf7675d17e574ea98efe979dfc02256d/1905.500/en-US/9426a937914f42f889f5e8131fe4a2a9.html

Assign a label: Consolidated Profit&Loss Statement for it and then select Fields according to your requirement.

Add restricted measure to calculate current amount and Year-to-Date amount. Take current amount as an example:

Add Query Prompt. Add a single-value prompt on ConsolidationChartOfAccounts, ConsolidationVersion, ConsolidationLedger and set default value.

 

Special Setting for FinancialStatementItem(FS Item),choose Hierarchy Node for the selection type option,

Click the link of Go to Hierarchy Definition, P_FinancialStatementItemHier is the user input filters, it can be created in the next screenshot.

 

Configure display setting such as row and column and rename label for your display needs. Save and Publish the query.

For technical reason, the hierarchy shows by default. So that an expense report should be created separately with same format, that merge the two reports offline. To get a P&L China local version.

 

For the third query YY1_CASHFLOWQUERY, select I_MATRIXCONSOLIDATIONRPTENHCDC as Data Source and assign a label “cash flow”. Select Fields according to your requirement.

 

Create restricted measure list for calculating current amount and Year-to-Date amount. Take current amount as an example:

Add Query Prompt. Add a single-value prompt on ConsolidationChartOfAccounts, ConsolidationVersion, ConsolidationGroup, FinancialStatementItem and set default value.

 

Set user input values for P_keydate as below:

Configure display setting such as row and column and rename label for your display needs. Save and publish the query.

 

 

3 Creating Story

The Create Story page allows customers to define SAP Analytic Cloud story for a selected data source. Customers can create different visualizations to the data source. Multiple data sources can be added to the story and users can design interactive dashboards, create new pages, and add visualization such as charts, tables, and other graphics to visualize the data. The items on the page such as chart are arranged as tiles that can be moved around, resized, and styled to your liking.

Customers can create new stories based on those 4 custom queries to show some of the required key figures, icons and other detailed information according to their business needs.

4 Creating an Application

Customers can publish the relevant stories or queries as apps according to their business needs.

Conclusion

In this blog, we show how to create a custom SAP Analytics Cloud Story or Dashboard via S/4HANA Cloud and embed it in S/4HANA Cloud Fiori Launchpad. The Period Goods Movement Analysis can provide all the information the customer required, which fully meets their business needs. By using the S/4HANA Cloud embedded SAP Analytics Cloud, it becomes efficient to help customers solve problems with its powerful function. In the future, we will continue to share more successful stories of embedded analytics to readers.

For more information on SAP S/4HANA Cloud embedded analytics with SAP Analytics Cloud, check out the following links:

  • Customer use case of Embedded SAC: how to create custom SAC story and the dashboard in S/4HANA Cloud: click here
  • A Customer Use Case of Embedded Analytics in S/4HANA Cloud – Extend the Possibility:click here
  • Customer use case of Embedded SAC on Material Stock Analysis: click here
  • Customer use case of Embedded SAC on Inventory Aging Report: click here
  • Customer use case of Embedded SAC on Inventory Aging Report (Enhanced): click here
  • Customer use case of Embedded SAC on Sales Gross Profit Analysis: click here
  • Customer use case of Embedded SAC on Goods Movement Analysis: click here
  • Customer Use Case of Embedded SAP Analytics Cloud on Outbound Delivery and Billing Overview: click here
  • Customer use case of embedded SAP Analytics Cloud on Sales Order Fulfillment Analysis: click here

 

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      3 Comments
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      Author's profile photo Clemens Kopfer
      Clemens Kopfer

      Thanks, very interesting.

      Coming back to that statement:

      "Therefore, we recommend that customers use the Embedded Analytics Cloud to create Period Goods Movement Analysis for their own business needs."

      Why is that approach mentioned in belowmentioned blog not feasible in that very case?

      @stephane.neufcourt

      Thanks!

      https://blogs.sap.com/2022/01/31/sap-s-4hana-cloud-for-group-reporting-2202-is-live/

      Author's profile photo Joey Li
      Joey Li
      Blog Post Author

      Hi Clemens,

      Standard Apps is always the first choice. For specific needs that standard could not cover or does not release in the latest release, as a workaround, embedded analytics could be used to custom the statement format. In this blog post case, the customer want a format that standard could not fullfill so that they tried their own in 2008 release. But, please always try standard first in S/4HANA Cloud. Especially in the latest release, we have Group Financial Statement Review Booklet.

      Thanks and Regards,

      Author's profile photo Hengye Zhu
      Hengye Zhu

      If you are familiar with the history of group reporting, you must be aware of the reporting logic change as of S4 1909 OP which made the group financial statement Fiori app tiles disrupted from the new reporting logic. In order to get the similar user experience, it is possible to leverage the embedded analytics mentioned in the first part of this blog to build custom query and Fiori tiles if customer does not want to use Group Data Analysis Fiori app as not all customers use Matrix Consolidation and putting Cons Unit / Profit Center / Segment hierarchy to "#" might cause confusion or inconvenience.