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Author's profile photo Joey Li

Customer use case of Embedded SAC on Account Balance Comparison Across 3 Years

This is a Proof of Concept in customer system for embedded analytics / 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 Account Balance Comparison Across 3 Years will be shared to show its powerful functions and to introduce the key steps to implement it in detail.

What’s customer’s request?

There is already a long list of standard analysis apps in S/4HANA Cloud. But customer in specific region or with special purpose will request for dashboard/report with a specific format. For this customer, financial department wants a view on account balances across multiple years among different company codes which grants end users the flexibility to compare finance performance among different company codes and identify trends along the time span of several years. What’s more, if the customer wants to do IPO in local region, in the prospectus, period expense which is divided by function area needs to be disclosed to the public to present the financial situation of the company. The content of the table could be as follow:

CompanyCode  
FunctionArea  
GLAccount  
Amount (Current Period)  
Portion % by Account  
AMT_CurrentPeriodLastYear  
YOYRate_Period(CurrentPeriod)  
Amount (Previous Period)  
PeriodOnPeriodRatio  
YTD_CurrentYear  
YTD_LastYear  
TYD_YOYRate  
YTD_YM2  
YTD_YM3  
EndBalance_YM1  
EndBalance_YM2  
EndBalance_YM3  

 

Currently standard Apps supports comparison of 2 years, with a standard format. There is currently no CDS Query or Fiori application that allows the comparison of account balances across 3 fiscal years for multiple company codes. Therefore, we recommend that customers use the Embedded Analytics Cloud to create Account Balance Comparison Across 3 Years. It does not take many steps by using standard data resource.

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

No custom CDS view are created in this use case, we use standard CDS.

CDS View I_GLACCOUNTLINEITEM contains all the required fields and data required to calculate account balance for all company codes for all the fiscal year/period.

2. Creating Custom Analytical Queries

Find the Custom Analytical Queries app from menu Query Design and create a new custom query.

Custom CDS query YY1_ACCBAL3YRQRY is created on top of CDS View I_GLACCOUNTLINEITEM with key figure “AmountInCompanyCodeCurrency”to provide the required comparison capabilities.

Select Fields according to your requirement. Then add restricted measures and User Input if required. Take Amount (Current Period) and AMT_CurrentPeriodLastYear as examples, set AmountInCompanyCodeCurrency as the measure, and add user input fiscal year and fiscal period for both( new feature from 2111).

Label Name Measure Fiscal Period Fiscal Year
Amount (Current Period) AMT_CP_CCC AmountInCompanyCodeCurrency P_FISPERIOD_CP P_FISYEAR_CP
AMT_CurrentPeriodLastYear AMT_CPLY_CCC AmountInCompanyCodeCurrency P_FISPERIOD_CP P_FISYEAR_PY

 

Add calculated measures to calculate year-over-year increase and decrease rate or Portion % by Account of current period, etc. Take Portion % by Account of current period as an example:

Label Name Formula
Portion % by Account of current period PCT_CP $projection.AMT_CP_CCC * 100 / SUMCT ( $projection.AMT_CP_CCC )

 

Add filter on the field “Company code”, “functional area”, “GL Account”, “Fiscal year” and “ledger”, for example:

Then save and publish the query.

According to your need, another query with key figure“DebitAmountInCoCodeCrcy can be created.

Follow the previous steps in this chapter and change the key figure used in the restricted key figure from “AmountInCompanyCodeCurrency” into “DebitAmountInCoCodeCrcy”, you will get another CDS query (let’s say “YY1ACCBAL3YDBTQRY”). In case you want to compare the debit amount, you can use this CDS 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 that show some of the required key figures and icons showing detailed information based on 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 Account Balance Comparison Across 3 Years 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
  • Customer use case of Embedded SAC on Group Reporting: click here

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