report painter facilito para ti

7/25/2019 Report Painter Facilito Para Ti

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Get the Most Out of Report

Painter/Writer

David Nowak

Virtuoso, LLC


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What Well Cover

Looking at Report Painter: The basics Identifying the proper data source

Getting the most out of statistical key figures andvariables

Working with currency translation and authorizationgroups

Objective: Explain how to get the most out of Report Painters

powerful, cross-module WYSIWYG reporting capabilities


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What Well Cover





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Looking at Report PainterReport Painter In Review

What is Report Painter?! An SAP-standard visual report development tool

! Painter can be utilized within all financial submodules

! Painter offers 80%-90% of RW functionality but is 100%

easier to use!! GUI Interface makes development a snap

Painter reports can be used in drill-down reporting

! Unlike in drill-down reporting where reports and forms

are separate, in Painter, the report form is the report


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Looking at Report PainterReport Painter In Review

Report Painter functionality has remainedconsistent

! Painter has remained consistent across R/3 versions

! This has allowed the tool to remain a staple for any

reporting strategy


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Looking at Report PainterWhen Should I Use Report Painter?

Consider Report Painter before turning to an ABAPsolution

! Consider using it if the data you are looking for can besourced within Painter

Report Painter excels for layout management! Use Painter instead of Writer when layout management is

critical

! Painter is a GUI-based utility, so its easier to control

report appearance

Don't

Forget


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Looking at Report PainterWhen Should I Use Report Painter? (cont.)

Use Painter when you dont need Writers fullfunctionality like

! Report Writers eliminations functionality

! Report Writers user-defined Key Figure Sets (data sets)

! Complex set matrixes

Don't

Forget


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Looking at Report PainterExample: A Report Painter Report


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Looking at Report PainterFor Comparison: A Report Writer Report


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Looking at Report PainterTips When Choosing Report Painter

Painter reports can be converted to Writer! If you need full RW functionality at a later date

With 4.6c, some Painter terminology changed

! Field > Characteristic

! Data Set > Key Figure Set

! Data Field > Basic Key Figure

These changes brought consistency acrossreporting utilities

! Drill-down reporting

! Summarization hierarchies

! Etc.


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What Well Cover





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Identifying the Proper Data SourceWhat Are Data Sources?

Where is the data I need housed?! All reporting data is maintained in one or more reporting

tables

! Of the 17,000 + tables that make up the SAP database,

you will use maybe 5-8 for all your non-ABAP reportingneeds

! Understanding the data flows is critical to building goodreporting


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Identifying the Proper Data SourceWhat Are Data Sources? (cont.)

Most of CO reporting is sourced from a singlelocation: CCSS

! CCSS is a central structure

! Contains updates for most CO objects (e.g. internal

orders cost centers)! Many standard CO Painter reports use CCSS as the

reporting structure

Where

toFIND it


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Identifying the Proper Data SourceOther Source Options for Painter Reporting

Additional sources include! KKBC (Product Cost Controlling: Cost Elements)

! COFIT (Cost Element Reporting)

! RPPS (Project Systems)

! GLPCT (Profit Center Accounting)

These tables have been designed for specificpurposes

Whenever possible, use more specific reporting sources


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Identifying the Proper Data SourceTable KKBC

KKBC Product Cost Controlling: Cost Elements! Traditional RW table, but can be used from within Report

Painter

! KKBC is used in SAP-delivered costing reports

When should I use KKBC?! Great source for cost element-based product cost reports

! Provides origin-level data that is key in a cost report

!Examples: For resource input analysis, like materials

consumed from the BOM, origins are key! Can be used together with summarization objects like

order groups

! Great for Cost Object Hierarchy (COH) reporting


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Identifying the Proper Data SourceKKBC: A Practical Example

The scenario! Manufacturing client was converting to Cost Object

Hierarchies and required a new manufacturing activityreport

The solution! Leverage KKBC to provide the manufacturing Activity

detail

! Offered a chance to manage by COH

By assigning additional, detail level reports, we

were able to view the activity for this unique

group of cost objects


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Identifying the Proper Data SourceKKBC: Tips For Proper Utilization

KKBC can be tricky to use! If you are not fully aware of how your product costing

system has been configured, KKBC can be tricky to use

Some common areas you should revisit when using

KKBC! Do you use order-based or period-based costing?

! Which variance categories are active in your system?

! Which cost elements and posting rules are you using for

WIP and Variance updates?! What target cost versions do you have active within the

system, and how do they differ?


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Identifying the Proper Data SourceChoosing and Using Info Structures

Info structures are files of special statistical data! Different than standard reporting tables

Made up of three kinds of information

! Characteristics (e.g., Plan, Material, Vendor)

! Key Figures (e.g., Sales Volume, Order Quantity,Execution Time)

! Period Units ( e.g., Day, Week, Month, Period)

SAP delivers standard info structures including...

! S001 SIS: Customer

! S021 SFIS: Production Order

! S032 Inventory: Stocks

You can create your own to capture specific data of interestNote


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Identifying the Proper Data SourceChoosing and Using Info Structures (cont.)

Using info structures for Painter reports can betricky

! Not a common source for Painter reporting

Common problems include

! Not being broad enough during design in the areas ofCharacteristic and Key Figure inclusion

! Identifying the proper update events for your structure

!Proper timing will lead to accurate reporting data

Overcome these problems by not trying to cover toomany reporting needs at once

It will be easier to tackle your reporting needs if

you have a strategy and stick to it


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Identifying the Proper Data SourceInfo Structures: A Practical Example

The scenario! Client wished to have a report that provided price and

valuation information for its top 50 materials

! They wanted to quickly see material price changes from

period to period! The difficulty was in finding a utility that would allow me

to customize the layout to meet the clients request

The solution

!

Leverage an info structure, S012 in this case, to providethe material price detail needed

! Build the report using Painter to meet the reports layoutrequirements

Solution


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Identifying the Proper Data SourceInfo Structures: A Practical Example (cont.)

Painter example! Data would not have been available to Painter through

standard reporting tables


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Identifying the Proper Data SourceData Extracts as an Alternate Data Source

Data Extracts can be useful for controlling what infois available

! Can be saved automatically during execution

! Provide the benefit of freezing the report data for an

unlimited amount of time! Great way to control point-in-time reporting

Benefits include

! Easy to create and delete

! Standardization of data sources for statutory reporting! Additional level of authorization control


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Identifying the Proper Data SourceData Extracts as an Alternate Data Source (cont.)

When exiting the report, SAP can be designed toprompt you to create an extract

! Select the Create Extract field

! Be sure to provide a unique naming convention


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Begin by entering the proper characteristic valuesfor the reporting data in question

Next, select the Data Source button in the header


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A list of available extracts that match your criteriawill appear

! You now see why proper naming is important

Once selected, the system will return to the

reporting screen and you can execute


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To review theselection log foryour report, usethe menu path:

! Extras>SelectionLog

Extract Id

No Extract

Used


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What Well Cover





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Statistical Key Figures and VariablesFeature #1 - Statistical Key Figure Link with LIS

What is a Statistical Key Figure (SKF)?! Statistical object within the CO/PCA modules that can

be used to hold statistical quantitative data

! The SKF can be used to enhance both plan/actual

allocations and reporting


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Statistical Key Figures and VariablesFeature #1 Posting to a Statistical Key Figure

Data can be posted to a key figure in one of twoways

! Manually, through an entry transaction

!KB31N CO Object like Cost Center/Internal

Order/WBS Element!9KE5 PCA

! Automatically, through a link to an LIS informationstructure

!This is what well cover!


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Statistical Key Figures and Variables1 - Statistical Key Figure Link with LIS (cont.)

Benefits of the SKF link to LIS! Automatic updates make month end processing easier

! Increased accuracy in the numbers, because the actualdata is coming directly from the transactional source

! Nice integration back to the LIS structure forreconciliation


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Statistical Key Figures and Variables1 SKF Lint to LIS: The Process

Three steps to completing the process1. Create the SKF KK01

2. Maintain the Assignment and Variant KVA2

3. Perform Period End Closing transfer of the LIS value

KVA5 The following example will link an SKF used to

capture confirmed hours with the appropriateLIS key figure


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Statistical Key Figures and VariablesStep 1 Create the SKF-LIS Link

SKF Example! Standard Key Figure

! Notice the section at thebottom of the screen

titled LIS Data! This indicates the origin

of the update; the infostructure/set accessed,and the LIS key figure

linked


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Statistical Key Figures and VariablesStep 1 Create the SKF-LIS Link (cont.)

Be sure to choose the proper info structure Info Sets are used predominantly to capture sales

related data


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SKF Link screens! With this example, we

are linking to an InfoStructure

! Select the properapplication you wishto link your key figureto


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Here weve selected theShop Floor Controlselection

Our next selection brings

us closer by nowchoosing the proper InfoStructure


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And finally, wechoose the keyfigure

This will be the

last selection inlinking ourstatistical keyfigure with the LIS

key figure


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Statistical Key Figures and VariablesStep 2 Maintain the Assignment and Variant

SKF-CCA assignment! You must make the proper assignment if the key figures

are going to transfer from LIS

! Enter the Cost Center of your choosing and hit enter

T-code

KVA2


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Statistical Key Figures and VariablesStep 2 Maintain the Assignment and Variant

Depending on the key figure being linked, the dataon the variant screen will change

This example shows LIS key figure for actual hoursexecuted


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Statistical Key Figures and VariablesStep 3 Transfer the LIS Key Figure Values

SKF-LIS Transfer! Actual Key

Figure transferprogram

! Remember to

maintain the LISReference data

! LIS Referencedata provides thetransaction with

the planningversion andfiscal year

T-code

KVA5


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Statistical Key Figures and VariablesLIS Key Figure Use in Reporting

SKF use in report! Remember to select the proper key figure when defining

the row/column in your report

! You may have to activate the key figure in your library


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Statistical Key Figures and VariablesFeature #2 Report Painter Variables

Like sets, variable use is key to adding usabilityto a complex report

! Think of a variable as a placeholder

! When the report is executed, the system will replace

the value of the variable with either:!One entered by the user, or

!One that is interpreted by the system


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Statistical Key Figures and VariablesFeature #2 Report Painter Variables

Types of variables in Painter! Value

!Single field; values individually assigned

! Formula

!For a level of complexity, formulas can be used toautomatically determine the variable replacement

! Set

!Variable that assists in finding the value of a set

!Can be either manual or automatic


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Statistical Key Figures and VariablesReport Painter Variables: Value Variable Example

Consider this a basic single value entry variable

Value can later be used by Formula variables

Important settings

for controlling how

variable data can be

determined.


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Statistical Key Figures and VariablesReport Painter Variables: Value Variables

Value Variables are the most basic of the threevariable types

However, the complexity and level of importancecan be elevated when they are used as the basis for

more complex Formula Variables! The data entered in the value variable becomes a

component in the Formula variables algorithm


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Statistical Key Figures and VariablesReport Painter Variables: Value Variables (cont.)

Pay attention to the Entry Fields on SelectionScreen settings! Internal Variable:

!Activation will remove the capability of the user tochange the default value of the variable during report

execution!The variable will not appear in the selection screen

! Use Parameter ID:

!When you want the field replacement to be controlledby the parameter ID, activate this field

!To change the parameter ID, use the menu pathGoto>Parameter ID


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Statistical Key Figures and VariablesReport Painter Variables: Parameter ID


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Statistical Key Figures and VariablesReport Painter Variables: Formula, No Exit

Formula variables can make complex valuedeterminations easy

Key component ofthis formula

variable is the value

entered for Z130, a

Value variable.


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Statistical Key Figures and VariablesReport Painter Variables: Formula Variables

Most functional of the three variable types, as youcan automate value determination and replacement

The formulas rely on Boolean Logic for its logiccontrol

Additional value determination control offeredthrough variable user exits


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Statistical Key Figures and VariablesReport Painter Variables: Formula Exit - SAP

Simple inclusionof the SAPdelivered Exit IDon the formula

line is enough toactivate the exit

! All SAPdelivered Exitsbegin with the

letter S

To see a selection

of SAP deliveredExits, select the

Formula Exit

button.


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Statistical Key Figures and VariablesReport Painter Variables: Formula Exit - SAP

To get this selection screen to appear, hit theFormula Exit button

Twelve selections in all

Choose from one of

the twelve exits

offered. (Only nine

are shown here).


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Statistical Key Figures and VariablesReport Painter Variables: Formula Exit - User

User defined exitsfollowing thenaming patternUxxx

Before including theexit ID in thevariable, it mustfirst be defined inthe Exit Pool

! The exit poolprogram ID isRGSVU000

Similar to the SAP

defined exits, the

User defined exits

all begin with U.


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Statistical Key Figures and VariablesReport Painter Variables: Formula Exits

Naming convention is important when usingformula user exits

! SAP delivered exits always begin with S

! User defined exits begin with a U

The User Exit pool for variable exits is RGSVU000! Your Basis team may have copied the program to a new

program name to protect the integrity of the deliveredprogram

!

See settings in table T80I to see what the program nameassigned to the exits might be


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What Well Cover





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Currency Translation and Authorization GroupsCurrency Translation in Report Painter

What is currency translation as it relates toreporting?

! Standard functionality that allows a single report to berun and viewed in multiple currencies.

! Allows the user to control the exchange rate duringreport execution.

! Requires some set-up

How do I access this functionality?

! Tied to key figure selection during report development! No real configuration required

! Basic understanding of how currencies are used withinyour system


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Currency Translation and Authorization GroupsCurrency Translation in Report Painter (cont.)

Report Painter will manage currency translation asit relates to the following currencies in CO:

! Controlling Area

! Transaction

! Object! Target

Steps to consider prior to report development

! Maintain your reporting libraries

! Maintain the currency exchange rate tables! Review the currency settings within the FI/CO modules to

determine what is active.


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Maintain the reporting Library! Requires activating the proper Key Figures

!SWZG Costs in Target Currency

!SWKG Costs in Reporting Currency

! More often than not these key figures are active bydefault, but check anyway

SWZG Costs in Target Currency

! Target currency will be used by the system as the

translation basis! The key figure will house the translated currency


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SWKG Costs in Reporting Currency! Using reporting currency offers some additional

flexibility for standardization and automation

! More on this later


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Currency Translation and Authorization GroupsCurrency Translation-Library Maintenance

Always be certainthese two key figures,or a derivative of thefigures, are active in

your reportdevelopment library Activate

Activate


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Maintain the currency exchange rate tables! If you are already in a multi-currency environment, than

you are already doing this.

! However, it cant hurt for your report development teamto become familiar with the settings

Areas to pay attention to:

! Exchange rate type

! Exchange rate dates

C G


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Currency Translation and Authorization GroupsCurrency Translation-Exchange Rates

Exchange Rate Type isthe key

Validity Date controlswhether the setting will

be accessed duringreport execution

Exchange

Rate Type

ValidityDate

C T l ti d A th i ti G


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All thats left is to build the report! SAP offers a number of standard reports that you

provide currency translation functionality

! Use these as a point of reference if necessary



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Currency Translation and Authorization GroupsCurrency Translation-Report Development

Rememberto use keyfigure SWZGas yourtranslation

column/row It is the only

key figureavailable thatwill offer the

necessarytranslationfunctionality

Key Figure

SWZG



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As a result of using SWZG, the translation sectionwill appear at the bottom of your selection screen

Enter the target currency, exchange rate date andthe rate type

Output for the translation will be the target keyfigure



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Example of report run in USD



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Same reportrun in MXN

Same reportlayout; same

transactioncode forexecution;unique

result



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Another option to currency translation reporting isto leverage the Reporting Currency Key Figure

! SWKG Costs in Reporting Currency

Basic development will establish currency

translation defaults for the key figure There is a unique transaction code within each CO

sub-module:

! Cost Center Accounting RPC0

! Cost Element Accounting RPA0! Internal Order Accounting RPO0



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Currency Translation and Authorization GroupsCurrency Translation-Report Currency

Establish defaultsetting for keyfigure SWKG

For translation,enter a targetcurrency (i.e. Euro)

Enter thetranslation basisinformation! This is the

reference

information fromwhich translationwill occur

Enter a TargetCurrency

Maintain the

translation

basis.

Currency Translation and Authorization Groups


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Settings forconverting CCAreports from theobject currency toEuros

Remember to use keyfigure SWKG as theconverted currency

You will more likelyknow the key figure

SWKG by its titleCosts



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Currency Translation and Authorization GroupsReport Painter Variables: Parameter ID



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Output from a report utilizing both Object Currency($USD) and Euros -- Simple to build and maintain



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Currency Translation and Authorization GroupsAuthorization Groups in Report Painter

What is an Authorization Group?! Little used tool to grant authorization control to a very

specific level.

! Linked to an authorization object, the authorizationgroup can give you control over

Creation/Change/Display/Execution transactions.

Where in report painter can it be maintained?

! Authorization group settings can be maintained at thefollowing levels:

!Library

!Report group

!Sets/Variables

!Report Painter Reports



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Currency Translation and Authorization GroupsAuthorization Groups in Reporting

A view of a Report Painter Library



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Currency Translation and Authorization GroupsAuthorization Groups in Reporting

" A view of a Report

Group

" And Report Painter

Header



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Currency Translation and Authorization GroupsAuthorization Groups in Report Painter

Great for limiting access to certain reports, withouttaking it to a transaction level

Because authorization control can be extended toan individual object, tremendous flexibility is

available! Example: Report Group A can be maintained and

executed by your team, while Report Group B cannot

Work with your authorization team to develop a

strategy


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The 7 Key Points to Take Home!

Identify all the reporting requirements beforebeginning the development

Look to using an info structure as your reportingsource if a useful reporting table cannot be found

Consider the functionality of linking statistical keyfigures to LIS structures

Familiarize yourself with the concepts of variablesto give yourself more flexibility


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The 7 Key Points to Take Home! (cont.)

Save yourself some development time by applyingSAPs currency translation functionality

If security is an issue, consider developing theAuthorization Group functionality

Report Painter is an important tool in your toolbox(in addition to BW) that you can use to meet yourtactical and operational reporting requirements


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Your Turn!

Questions?

How to Contact Me:

[email protected]


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Appendix A

Potential Appendix Section.

If we want, we could include some of the information fromthe prior reporting presentations I removed.

If you would like to provide additional materialfor attendees, please send the slides as a

separate file and we will include them on the

CD, but, not as part of the presentation


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3 - Use the Export/Import Tool

Simplifies the transport process

! Transaction Codes: GR27 Export; GR28 - Import

! No need to use the CTS system to move reports betweenclients/instances

! Allows for more flexibility in your choice of location for reportdevelopment

! You can quickly move reports to other R/3 systems

Check with your administrator for any policies on transportingPainter reports in this way!

3 U h E /I T l E l


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3 - Use the Export/Import Tool: Example

" Report Group

Export

Transaction

GR57

" Remember: in

this caseThe

Presentation

Server would

be your

desktop hard

drive

Export Report

Group

Hard drive location

T-code

GR27

3 U th E t/I t T l E l


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3 - Use the Export/Import Tool: Example (contd)

" Report Group

Import

Transaction

GR58

" Remember: in

this caseThe

Presentation

Serverwould

be your

desktop hard

drive

Import Report

Group

T-code

GR28

3 U th E t/I t T l E l


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3 - Use the Export/Import Tool: Example (contd)

" Output report

from after the

import cycle

has run

" Watch out for

sets that failed

during import

" If sets fail to

import, export

and import

themseparately

Import Report

Group

T-code

GR28

3 E t/I t T l Ti f S


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3 - Export/Import Tool: Tips for Success

This approach is the fastest way to transport

! Exporting/Importing groups is by far the quickest way to movereports through your landscape

Controls and Procedures are important

! Controls and procedures are important to maintaining reportintegrity

! You should have established a report migration strategy

! Always move your report development through your pristine/goldconfiguration client

Report groups are the only objects that can be moved

!

Summarization hierarchies, drill-down reports, ABAP lists, andqueries all must be transported in the standard way

I C ll ti


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Icon Collection

Issue

Note

Warning

Where

toFIND it

Don't Forget

GOTCHA!

Solution

Client

IssueTip

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