SAP Calculated Key Figures

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SAP Calculated Key FiguresIn this SAP BW tutorial, we will talk about SAP Calculated Key Figures. You will learn what SAP Calculated Key Figures are and how to use them in Query Designer for reporting. This tutorial is part of our free SAP BW course.

SAP Calculated Key Figures

Whenever we talk about SAP Key Figures, we should know that there are three different types of Key Figures:

  1. Basic Key Figures
  2. Restricted Key Figures
  3. Calculated Key Figures

Here we will talk about SAP Calculated Key Figures.

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Definition

As the name itself suggests, in certain cases key figures cannot stored in an InfoProvider. In this case, will create a Key Figure with some Calculations in Query Designer.

These Key Figures are executed at run time. For example, if in the InfoProvider we have Sales, Material, Customer, Quantity and Revenue figures but, in the report, we want to see Tax, then should use SAP Calculated Key Figures.

Suppose that Tax = 10% of Revenue. We can store this information in the InfoProvider. But what if in the future the Tax percentage changes according to year and then it will be difficult to enter these changes. Because today our tax percentage is 10% but tomorrow it might change. Imagine that for June 2013 we want to calculate Tax and it is only 10%. Then, later in 2014 it was increased to 20%.

Can we think here that can we go back to the InfoProvider and load entire data according to these changes? The answer is NO. It is very difficult and most time-consuming process.

Here some kind of calculations is involved (for getting the tax figure) but these calculations cannot be performed automatically in the InfoProvider. In this scenario, SAP Calculated Key Figures are very useful.

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SAP Calculated Key Figures comes into picture whenever we want to generate a formula and derive a value. It is easy to load the entire dataset according to these changes. Whenever there is involvement of calculations, where the calculations cannot be performed and stored in InfoProvider.

SAP Calculated Key Figures can be executed and performed until all data gets into screen. We can create a variable for a calculated key figure rather than giving hard code. We can use these variables dynamically.

Now will see how to create SAP Calculated Key Figures.

Create New Query for Calculated Key Figure in Query Designer

So, we have Sales data and want to see Tax for each associated record in the report. Here, Tax = 10% of Revenue (REV * 0.1). So, for that we have to create a New Formula for Tax calculation.

Here are the steps to create a Calculated Key Figure.

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Step 1: Open Query Designer from All Programs.

Then, it will open Query Designer screen.

Step 2: Create a new query by selecting New Query as shown in the below image.

Creating New Query in Query Designer
Creating New Query in Query Designer

Step 3: Select required InfoCube from InfoArea path or you can select from history also if you used one recently.

Selecting Required InfoProvider
Selecting Required InfoProvider

Next, click OK. Then, you will get a Query Designer screen with all the InfoObjects which are in the InfoCube.

After Opening InfoProvider in New Query
After Opening InfoProvider in New Query

Step 4: Now drag and drop characteristics to Rows and Key Figures to Columns on the right hand side.

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ZSP_SPID, ZSP_CID (CUSTOMER), ZSP_MID (MATERIAL) to Rows

ZSP_QUANTITY, ZSP_REVENUE to Columns

After Drag and Drop Key Figures and Characteristics to Columns and Rows
After Drag and Drop Key Figures and Characteristics to Columns and Rows

Step 5: Select Key Figures, then right click and select New Formula to create a calculated key figure.

Creating Calculated Key Figure by Selecting New Formula Option
Creating Calculated Key Figure by Selecting New Formula Option

Step 6: After selecting it will create a formula and we have to edit the details with appropriate naming and formula. For that click on Edit button.

Opening Edit Tab
Opening Edit Tab

Step 7: It will popup a window to provide Description, Technical name and to write formula in Detail View.

Description: Tax for Sales

Tech name: ZSP_TAX

FORMULA: ZSP_REVENUE (we can drag Revenue from Key Figures) * 0.1 (as it is 10%)

Giving Description, Tech Name and Writing Formula
Giving Description, Tech Name and Writing Formula

Next, click OK. Other than basic functions we can also use other various functions in our formulas. Those are Basic, Mathematical, Percentage, Data, Boolean, etc.

Other Operators
Other Operators

Step 8: Here you can see that Calculated Key Figure is created in the Columns, i.e., Tax for Sales.

Calculated Key Figure Tax for Sales
Calculated Key Figure Tax for Sales

Step 9: Now, save the query.

Saving the Query
Saving the Query

Step 10: After clicking Save button, it will popup a window to give query name in your selected folder.

Saving Query in Selected Folder by Giving Appropriate Name
Saving Query in Selected Folder by Giving Appropriate Name

After completion of saving the query, run a report by opening BEx Analyzer. In BEx Analyzer, navigate to the following menu:

Add-Ins -> Business Explorer -> Open -> Queries

BEx Analyzer Screen to Run the Query
BEx Analyzer Screen to Run the Query

It will ask for query which we want to run. Select the previously created query then click OK.

Select the Query which We Want to Run
Select the Query which We Want to Run

Below is shown the output of the report. It created a new column with the calculated key figure (ZSP_TAX) and got the Tax data for 10% of Revenue.

Report with New Calculated Key Figure for Tax
Report with New Calculated Key Figure for Tax

SAP Calculated Key Figures can be created in two ways:

1. Local objects

2. Global objects

Local Objects

Local Objects are the objects which are available to a specific query only. These objects are not available for other queries. Whatever we did till now (created ZSP_TAX Calculated Key Figure) is called Local Object.

If we want to use the same Calculated Key Figure in other queries for this InfoProvider, it’s will not be possible. That’s why it’s called a Local Object.

Tax for Sales is a Local Object
Tax for Sales is a Local Object

Global Objects

Global Objects are defined as the objects which we can used in other queries under the same InfoProvider. If we create a Global Calculated Key Figure, then we can also use this in other queries. To create a Global Calculated Key Figure, go to the left-hand side of Query Designer screen.

Step 1: Select Key Figures, then right click and select New Calculated Key Figure.

Selecting New Calculated Key Figure Option
Selecting New Calculated Key Figure Option

After clicking this option, the system will create a new formula and you should click Edit button on right-hand side.

Click Edit Button
Click Edit Button

Then enter Description, Technical name and write a formula. Here we can change Tax for this Global Calculated Key Figure to 20%.

Giving Description, Tech Name and Writing Formula
Giving Description, Tech Name and Writing Formula

Once we are done with these details, click OK. Now, the system will create a Global Calculated Key Figure on left-hand side.

Global Calculated Key Figure
Global Calculated Key Figure

Finally, save the query and open Analyzer to run the report.

Report with Global Calculated Key Figure
Report with Global Calculated Key Figure

Did you like this tutorial? Have any questions or comments? We would love to hear your feedback in the comments section below. It’d be a big help for us, and hopefully it’s something we can address for you in improvement of our free SAP BW tutorials.

Navigation Links

Go to next lesson: SAP Key Figures Properties

Go to previous lesson: SAP Restricted Key Figures

Go to overview of the course: SAP BW Training

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