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FI-SL_PL_LAY - Define Planning Layout

CPI1466 during Backup   CL_GUI_FRONTEND_SERVICES - Frontend Services  
This documentation is copyright by SAP AG.

In this activity you define your planning layouts. You can create new planning layouts, change existing planning layouts, or display existing planning layouts.

The tables you installed are the basis for planning. You have to stipulate for each planning layout which table is the base. The characteristics and key figures that are available to you for your planning layout are determined according to your choice of table.

Through the planning layout you decide

• Which characteristics and key figures you want to use to carry out your planning

• The layout of your screen during planning: You determine how the characteristics and key figures are arranged

• Whether you want to define certain values or intervals for your chosen characteristics and key figures

• Whether you want to include actual key figures in your planning

Planning layouts are created with the Report Painter. You can use all the functions of the Report Painter when editing your planning layout.

Characteristics and key figures

Each field on the initial screen is assigned to a row and a column according to its position on the screen. The content of this field is specified by the characteristics (account, company code, business area and so on) and key figures (value, quantity in local currency, and so on) that make up the definition of the corresponding row and column of the layout.

You can also use the record type as a characteristic. When you are working with the record type make sure that you include the indicator in each column.

When you enter data for the characteristics, define characteristic values to control data selection.

Characteristic values

You have the following options for defining characteristic values:

• Fixed characteristic values

You can enter values for the characteristic for each element that are used by the system for the structure of the entry screen.

• Setting of parameters for characteristic values through variables

You can also enter local variables for characteristic values. Use these to make the layout more flexible. The content is not determined until you carry out planning.

To enter a variable for a characteristic value, choose the button Variable on/off instead of entering a fixed value in the field. The system alters the size of the field automatically and places an icon in front of it to show that the field contains a variable.

Local variables exist only in their respective layouts. You can enter any name you like for a local variable, as long as it begins with a dollar sign ($). The variable name is unique for each different characteristic and can therefore be used for different characteristics in the same layout. (For example, variable $1 for the characteristic "version" is different from variable $1 for "account"). You can also use the same variable more than once in the layout (for example, variable $1 for the characteristic in the first and second columns).

Text variables let you set parameters at those places where text can be entered. Enter a local variable in text maintenance, (one that begins with the special character "&$").

The function Extras -> Variables -> Text -> Maintain variable lets you assign a characteristic to a text variable. During data entry runtime, the system automatically determines the value of the variables according to the characteristic allocated. (You cannot replace text variables with manual entries).

If you use variables for characteristic values in the planning layout, you need to replace these variables in planning. If, however, you define these variables in the header of the layout, you can label them as optional, in which case it is not mandatory to enter the value in planning.

Note

If you use numerical variables for characteristic values, you can also add and subtract these. You do this by extending the variable name with a sign "+" or "-" and a one or two digit number.

Example

With the following layout, you can plan the current fiscal year and the following year. In the header you specify an interval for the period: 001 - 012

Column 1: $A (Fiscal year)
Column 2: $A+1 (Fiscal year)

If you enter "2004" in planning for the current fiscal year, the system displays the values for 2004 in column 1 and the values for 2005 in column 2.

Define elements

A planning layouot consists of the following components:

• Header

You define the header by choosing Edit -> General data selection or by double-clicking on the word Planning layout. In general selection, you specify characteristics and characteristic values that are to apply to the entire planning layout.

• Lead and value columns

Here you specify the characteristics, characteristic values, and key figures that you want to plan.

Define header

Use the general selections to determine the characteristics and characteristic values that should apply to all the rows and columns of the planning layout. For example, choose version here if you only want to plan one version. General selections simplify the process of defining planning layouts and help you avoid errors.

Characteristics already chosen for the header are no longer available for defining rows and columns.

Choose the function Edit -> General data selection -> Display/change. All these characteristics are valid for all the rows and columns of the layout.

The function Edit -> General data selection -> Header layout lets you specify the order in which the characteristics should appear in the header. Note that only 9 of the characteristics you choose in the layout can actually be displayed in planning.

Define lead columns

You have the following options for defining lead columns:

• Define one or more lead columns via the column header
  
  

To define the first lead column you double-click on the lead column header. It is possible to define additional lead columns with Edit -> Columns -> Additional lead columns.

Each new lead column is placed in front of the existing lead columns. You can sort the lead columns afterwards by choosing Edit -> Columns -> Sort lead columns.

It is only possible to specify one characteristic for each lead column. When you choose the lead column via Define element the system displays a list of all the characteristics that have not yet been used.

Example: You choose the characteristic "Account" in the first lead column and "cost center" in the second one. In planning, the system displays all the combinations of "account/cost center" for which plan data exists.

Example for cost planning

1st Lead column	2nd Lead column	Value column
Account	Cost center	Local currency
400000-403000	1000-1050

• Define one lead column by specifying individual rows
  
  

When you define the lead column in this way, each row has to be defined individually. You can specify characteristics and a key figure or a formula for each row. Rows are defined in the same way as the value columns.

Example for quarterly planning

Lead column 1,,,,,,Value column 1

Version/Quarter,,,,,,Local currency
Version 1/Quarter 1
Version 2/Quarter 1
Version 1/Quarter 2
Version 2/Quarter 2

(Quarter 1 is defined as periods 1 through 3.)

Define value columns

You have the following options for defining value columns:

• Define a normal column with characteristics or key figures
  
  

You define the first value column by double-clicking on the header of that column. To define additional columns, double-click on the space to the right of the previously defined columns. Select the characteristics and characteristic values you wish to use for that column. Intervals of characteristic values (such as profit centers 1 through 9) are not allowed in rows or columns.

Make sure that the same characteristics are chosen for all rows and columns.

• Define an attribute column
  
  

The following attributes are available:

• Distribution key

This lets you distribute the cumulative values you enter to individual periods. Distribution keys let you reflect such things as seasonal trends over the periods of a fiscal year.

If you do not choose the attribute distribution key, the system automatically distributes the values you enter in proportion to the plan data that already exists for these objects. If no plan data exists, the system distributes evenly to all periods.

• Unit

This lets you assign a currency or quantity unit to a value field.

Again it is important that you choose the same characteristics for all the columns. The only exception is the time characteristic. The attributes distribution key and unit cannot be used in conjunction with the time characteristic.

The attributes distribution key and unit always directly reference a data cell. Define these as follows:

• You can exclude a direct reference between the attribute column and the value column. To do this, select Edit -> Columns -> Additional fields. If you change the characteristic value of the respective value column, you will be asked whether the attribute column needs adjusting.

• You can exclude a reference between the attribute column and the value column. You double-click on the space next to an existing value column. You have to choose the characteristics and the relevant characteristic values again. If you choose the attribute unit, this field will contain either the quantity unit or the currency of the corresponding field.

• Formulas in planning layouts
  
  

You can define formulas in planning layouts. In this way, values from other rows or columns can be calculated in planning. Formulas can be defined as follows:

• Define a formula column or row

To define a formula column or row, (a value column that is calculated on the basis of other value columns), proceed as follows:
Double-click on the free space behind a value column and then choose the element type Formula. You can create a calculation formula from the value column just defined using formula components. The system automatically displays not ready for entry.

• Define an inverse formula
  An inverse formula lets you enter values directly in formula columns and have the system calculate the corresponding values in another column. For example, you can plan a pay increase of a certain percentage for the coming year and have the system calculate the absolute value that that percentage yields.
  
  

Example
Value column 1: (locked against input),,Plan current year
Value column 2: (ready for input),,,,Plan previous year
Formula column: (ready for input),,,,% increase

To define an inverse formula, proceed as follows:

1. Create a column Plan current year and a column Plan previous year.
2. Define a formula column % increase as described above:
   ((Plan current year - Plan previous year) / Plan previous year) * 100
3. Choose Formatting -> Ready for input yes/no to open the column % increase for manual entry.
4. Select the column Plan current year and choose Inverse formula.
5. Enter the inverse formula:
   (Plan previous year * (Increase / 100 )) + Plan previous year
6. Set the column Plan current year to locked against input
   
   

Settings for decimal and value display

When you define the layout, you can specify both the number of decimal places and a scaling factor (such as "1000s") for each column. These settings can be changed again in planning.

Note that when you define a formula or an inverse formula, you need to set the number format of each column or row seperately.

400000-403000

You have to transport your planning layout manually. To do so, choose Transport Planning Layout.

PERFORM Short Reference   SUBST_MERGE_LIST - merge external lists to one complete list with #if... logic for R3up  
This documentation is copyright by SAP AG.

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