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Author's profile photo Sharon Zhang

More flexible aging analysis key date: create a custom analytical query using CDS view and publish it as an app

In this blog post, I would like to show you how to adjust the key date for aging analysis (for accounts payable) with more flexibility. I will use an example to demonstrate the process.

Business Context

Aging Analysis is an app that can be used for displaying payable amount by aging, suppliers, company code, etc. You can view aging analysis of different periods by adjusting the key date. However, the current situation is that the key date options are predefined with limited flexibility for selection.

List%20of%20predefined%20key%20date

List of predefined key date

What if you want to view the aging analysis based on the key date that is out of the scope of the predefined date list?

This article provides a possible solution—you can create a custom analytical query using CDS view (with date picker enabled for the Key Date field), publish it as an app, and use this custom app to make aging analysis.

Procedure

Create Custom Analytical Query

In the app Custom Analytical Queries, choose Create to create a new query, or choose Copy to copy a query from an existing one. Fill in the query name, select a data source, and choose OK.

Create%20a%20query

Create a query

On the General tab, specify a label for the query and choose Next.

Specify a label

In Field Selection, select the checkbox after the the available fields and the selected fields will start showing on the Free section on the right side.

Select from available fields

Update Display of the Fields

Go to the Display tab, select a row, and make the following configurations for it.

  1. choose if you want to display it or not
  2. specify which axis it should show up
  3. specify if sorting is enabled or not
  4. Choose Up and Down to adjust the sequence of the fields

Update display

Update Filter

Go to the Filter tab, select a row for a specific field and set filter values for it.

To enable a date picker for the Key Date field, I specify user input values for the field, and define the relative date TODAY as the start value. The lookup entity is defined by default for the user input value.

Update filter for Key Date

After saving the query, I can have a preview of it. This is how it looks like. I can see that a date picker which starts from Today (the day I create this query) is enabled for the Key Date field.

Preview of the query

Publish the Query as an App

Go to the View Browser app and find the query (YY1_DEMO) I just created.

Find the query

Go to the details page, and create application for the query.

Create application

The query has now got an application ID. Copy the ID for later use.

Application ID

Add the App into Business Catalog

Go to the Custom Catalog Extensions app and search for the application by the ID. Add the application into the business catalog in which you would like to see it and publish it.

Add app into business catalog and publish

It would be shown as an app on the Fiori Launchpad when you use the corresponding user to log on the launchpad.

App in launchpad

You can now use this custom app in which a date picker is enabled for the Key Date field to make more flexible aging analysis.

Conclusion

From the steps introduced in this article, I hope you can learn how to create a custom aging analysis app using an analytical query if you want to use a flexible date picker for key date when you are making aging analysis. For more information about the process, see the following documentation on SAP Help Portal. You can also follow my profile to be updated on more interesting content about  accounts payable and accounts receivable.

Custom Analytical Queries | SAP Help Portal

Aging Analysis | SAP Help Portal

 

 

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      3 Comments
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      Author's profile photo Bob Shen
      Bob Shen

      Thanks for sharing the nice article! Can you please add the name of query or data source since it is not very clear to see in the screenshot?

      Author's profile photo Sharon Zhang
      Sharon Zhang
      Blog Post Author

      Hi Bob,

      Sure. I created demo query YY1_DEMO (Aging Analysis) referring to the data source YY1_AGINGREPORTEXAMPLE2. You can also find other data sources when you do the first step (Create Custom Analytical Query) following the procedure.

      Author's profile photo Hongliang Li
      Hongliang Li

      The data source is 'I_APJRNLENTRITEMAGINGGRID', when you click the pic, it will zoom in. Data%20Source

      Data Source