Using Reporting Rules for Complex Reporting Scenarios

Objectives

After completing this lesson, you will be able to:

  • Use reporting rules for complex reporting scenarios

Consolidation Process: Using Reporting Rules

Anthony’s colleague, Peter, knows that as an intermediate business user, Anthony will need to know how to use reports that use reporting rules.

Let’s learn more about this below.

Note
Reporting rules are used for more complex reports. A rule consists of rows in a report and each row can consist of one or more FS items and subitems for example.

Reporting Rules

Most reporting requirements can be met without the use of reporting rules by running the Group Data Analysis app. However, in some special use cases, reports that use reporting rules are needed (see the following list of examples).

  • Statement of changes in equity

  • Statement of cash flow

  • Statement of comprehensive income

  • P&L by function of expense

  • IC reconciliation

Reporting rule prompts

Reports with reporting rules can be run from either the Group Data Analysis - With Reporting Rules app or from SAP Analysis for Office. Reports with reporting rules have two unique prompts:

  1. Reporting Item Hierarchy: this is used to organize report items into logical groupings.
  2. Reporting Rule Variant: this is used to select version-specific report rules.

In the Cash flow report with reporting rules example, the Statement of Cash Flow results is displayed in the Group Data Analysis - With Reporting Rules app.

In the Cash flow report with reporting rules example, the grid properties are set to display Alternating Row Colors. To access the grid properties: Right-click on a dimensionDisplayGrid Properties.

An example for statement of equity is shown in the following Statement of equity report with reporting rules example.

Use Reporting Rules

Business Scenario

You need reports such as cash flow and statement of comprehensive income. To be able to do this, you’ll use reporting rules.

What skills will you develop in this practice exercise?

  • Run a Cash Flow report using the Group Data Analysis With Reporting Rules app
  • Run a Statement of Comprehensive Income report using the Group Data Analysis With Reporting Rules app

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