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SummarisationlevelsinSAPCOPA#2defineyoursummarisationlevel
ByRajeshShanbhagon16/05/2012NoComments
http://veritysolutions.com.au/2012/05/16/summarisationlevelsinsapcopadefineyoursummarisationlevel/
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SummarisationlevelsinSAPCOPA#2defineyoursummarisationlevel
Overview
InSAPCOPA,youcanusesummarisationlevelasoneofthekeymeasuretoimproveprocessingtime
ofreporting,planningandassessments.Thiswillalsoleadtobettersystemperformance.
TransactionprocessingwithinCOPA,initially,readsdatafromsummarisationtablesandthenfrom
segmenttablesandthenfromlineitemtables.Bybuildingsummarisationlevels(inCOPA)tailored
forspecifictransactionalprocessesthatinvolvelargevolumesofdataorlargeprocessingtimes,you
cansignificantlyreducethoseprocessingtimesandimprovetheperformanceofthesystem.
Inthisblog,Iwillprovideastepbystepdemonstrationofhowtodefineasummarisationlevelin
SAPProfitabilityAnalysis(COPA).Inmypreviousblog,Iprovidedanoverviewofsummarisation
anditsimportancetoSAPCOPA.
Blogsonsummarisation
Toidentifythisseriesofblog,IhavecategorisedtheblogsunderSAP>COPASummarisation.Ifyouhave
questions/comments/suggestions,pleasesendmeyourcommentsintheformbelow.Sharingyourquestions
andexperienceusingcommentboxbelowwillhelpotherreaderstogainadditionalknowledgeinvolvedinthis
functionality.
Sharethisblogwithyournetworkusingoneofthesocialmediaiconsatthetoporbottomofthispage.
#1SummarisationlevelsinSAPCOPAanoverview
#2SummarisationlevelsinSAPCOPAdefineyoursummarisationlevel
#3SummarisationlevelsinSAPCOPAbuildyoursummarisationlevel
#4SummarisationlevelsinSAPCOPATipstooptimiseyoursummarisationlevel
Assumptionsforthisblog
IwillassumeyouareawareofSAPProfitabilityAnalysismoduleanditsfunctionalityandsemantics.My
previousblogprovidesanoverviewofthefunctionalityofsummarisationinCOPA.Itisusefultoreadthat
blogbeforeyouproceedwiththis.OperatingconcernIDusedintheseblogsisV000.
Did you like any of the posts? Did you find any post useful? Send me a comment. You could connect with
me on LinkedIn
BusinessScenario
OurSAPclientwantstocreateaCOPAproductprofitabilityreportbyplant,companycode,andsales
organisation.Inthisreport,customerinformationisnotrequired.Theyhavedefinedthevaluefieldsrequired
inthereport.Sincesummarisationisrelevanttocharacteristicsonly,Iwillnotdetailthevaluefield
requirementofthebusiness.
Inthisscenario,wewillcreateasummarisationlevelwithproduct,plant,companycode,andsales
organisationasthecharacteristics.
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SummarisationlevelsinSAPCOPA#2defineyoursummarisationlevel
DefineSummarisationlevels
Thefollowingtablesareconfiguredtodefinesummarisationlevels.ConfigurationcanbedoneinIMGPath
Controlling>ProfitabilityAnalysis>Tools>SummarisationLevels>Definesummarisationlevels
DefinesummarisationlevelID
Definecharacteristicstosummarise(definewhichcharacteristicsshouldbesummarizedandwhichnot)
Defineindexesforsummarisationlevel(finetunethewaythesystemaccessesthesummarization
levels)
DefinesummarisationlevelID
Hereyoudefineanumericcode(maximum6digits)andadescriptiontoidentifyyoursummarisationlevel.
OnceyoucreateasummarisationlevelID,thesystemautomaticallycreatedakeytable(equivalentof
CE4V000)andatotaltable(equivalentofCE3V000).
Dataispopulatedwhenyoubuildthesummarisationlevel.Dataisnotpopulatedwhenthelevelisdefined.
Eachsummarizationlevelhasastatuswhichtellsyouwhetherornotthesummarizationlevelcanbeused.
Tobecreated:Thisisthestatuswhensummarisationlevelisbeingdefinedandhasnotbeensaved.
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Active,withoutdata:Thesummarisationlevelhasbeendefinedandsaved,thetablesaregeneratedand
thestatuschangestoActive,withoutdata.
Active:OnceSummarisationlevelsarebuiltwithdata,thestatuschangestoActive.
Theoverviewscreenshowsthetechnicaldetailsassociatedwiththissummarisationlevel.
Definecharacteristicstosummarise
Hereyoucandefinewhichcharacteristicyouwanttosummarisedataby.Youhavemultipleoptionsonhowto
populatethefield:
Wildcard*thiswillsummariseallcharacteristicvaluesforthatspecificcharacteristic
Specificentry(eg..companycode=V001)thiswillsummarisedataforonlythatcharacteristicvalue
againstthatcharacteristic.Intheexample,itwillonlysummarisedataforcompanycodeV001
Blankthiswillexcludethecharacteristicfromsummarisation
Hashtagthiswillincludethecharacteristicforsummarisationwherethecharacteristicvalue=blank.
Defaultcharacteristicsinsummarisation
Whenyoudefinecharacteristicsyouwanttosummarise,thesystemwilldefaultsomecharacteristics(like
FiscalYear,Period,Plan/ActIndicator)withawildcardentry.Thesecannotberemovedtheycanbe
substitutedwithspecificentry.
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SummarisationlevelsinSAPCOPA#2defineyoursummarisationlevel
Defineindexesforsummarisationlevels
Ifyoudonotdefineanyindexeshere,thesystemwillcreateadefaultwhenyousave.Thisdefaultshouldbe
sufficientinmostcases.Youshouldnotneedtochangethisuntilyoursummarizationlevelscontainalarge
amountofdatainthekeytable.
Youcandefineupto15indexes.Indexcanbesinglecolumn(onecharacteristicperindex)ormulticolumn(up
to5characteristicsperindex).
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SummarisationlevelsinSAPCOPA#2defineyoursummarisationlevel
Conclusion
Configuringsummarisationlevelis,byitself,straightforward.ThecriticalpartisthedesigningofCOPAto
ensureyoudefineasummarisationlevelfitforpurposeandoptimisedforperformance.
However,SAPCOPAwillreadsummarisationlevelonlyifthesummarisationtableisoptimisedforthat
transaction.Ifitisnotsooptimised,itwillreadthesegmenttableoreventhelineitemtable.Itisverycritical
thatsummarisationlevelsaredefinedwithprecisionandcare.Youneedtoruntransactionsinpilotortest
modeandoptimisethesummarisationleveltillyouaresurethatthesystemreadsonlythesummarisation
level.
Inthenextblog,Iwillillustratehowtobuild/populatesummarisationtableswithdata.Iwillalsooffertips
andrecommendations,basedonmyexperienceandSAPrecommendations,onhowtooptimisetheuseof
summarisationlevels.
PleaseShare
IhopethisbloghashelpedyouunderstandthedesignofsummarisationlevelsinSAPCOPA.Pleasedoleave
yourcommentsbelowwhetherthisarticlewashelpfulandwhetheryouhaveanysuggestions/commentsor
ifyouwouldliketoshareyourexperiencewithSummarisationlevels.
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SummarisationlevelsinSAPCOPA#2defineyoursummarisationlevel
Istronglyrecommendyousharethisblogwithyournetworkusingoneofthesocialmediaiconsatthetopor
bottomofthispage.
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RajeshShanbhag
@rshanbhag
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Blogged:SummarisationlevelsinSAPCOPA#2defineyour
summarisationlevelbit.ly/JFWuBW#in
3:18AM16May2012
SummarisationlevelsinSAPCOPA#2defineyoursumm
OverviewInSAPCOPA,youcanusesummarisationlevelasoneof
thekeymeasuretoimproveprocessingtimeofreporting,planning
veritysolutions.com.au
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Summarisationlevelsinsapcopaslideshare
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IndexofmyblogsonSAPCOPASummarisation
#1SummarisationlevelsinSAPCOPAanoverview
#2SummarisationlevelsinSAPCOPAdefineyoursummarisationlevel
#3SummarisationlevelsinSAPCOPAbuildyoursummarisationlevel
#4SummarisationlevelsinSAPCOPATipstooptimiseyoursummarisationlevel
RajeshhasoptimisedSAPFinancesolutionsforseveralcustomers.Rajeshhas12yearsexperience
implementingSAP/IT/BPMFinancesolutionsforseveralcustomersgloballywithastrongfocuson
ManagementAccountingandReportingprimarilyProductCosting,ProfitabilityReportingandMaterial
http://veritysolutions.com.au/2012/05/16/summarisationlevelsinsapcopadefineyoursummarisationlevel/
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SummarisationlevelsinSAPCOPA#2defineyoursummarisationlevel
ledger(TransferPricing,ActualCosting).Healsohas7yearsexperienceworkinginthebusinessinFinance
andAccountingfunctions.HisbusinessprocessknowledgecombinedwithhisITexpertiseenableshimto
providehiscustomerswithbestofbreedadviceonbusinessprocess/ITimplementations.
Categories:COPASummarisation,SAP
Tags:AccountbasedCOPA,ArchitectureofCOPA,COPAsummarisation,COPASummarisationlevels,
CostingbasedCOPA,linkedin,operatingconcern,Profitabilityanalysissap,SAP,SAPCOPA,SAPCOPA,
SAPCOPAOverview,SegmentTable,summarisationlevels
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