» Summarisation Levels in SAP COPA #2 – Define Your Summarisation Level

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Summarisation levels in SAP COPA #2 define your summarisation level

By Rajesh Shanbhagon 16/05/2012NoComments

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Overview

In SAP COPA, you can use summarisation level as one of the key measure to improve processing timeof reporting, planning and assessments. This will also lead to better system performance.Transaction processing within COPA, initially, reads data from summarisation tables and then fromsegment tables and then from line item tables. By building summarisation levels (in COPA) tailoredfor specific transactional processes that involve large volumes of data or large processing times, you

can significantly reduce those processing times and improve the performance of the system.In this blog, I will provide a step-by-step demonstration of how to define a summarisation level inSAP Profitability Analysis (COPA). In my previous blog, I provided an overview of summarisationand its importance to SAP COPA.

Blogs on summarisation

To identify this series of blog, I have categorised the blogs under SAP > COPA Summarisation. If you havequestions/ comments/ suggestions, please send me your comments in the form below. Sharing your questionsand experience using comment box below will help other readers to gain additional knowledge involved in thisfunctionality.

Share this blog with your network using one of the social media icons at the top or bottom of this page.

#1 Summarisation levels in SAP COPA an overview

#2 Summarisation levels in SAP COPA define your summarisation level

#3 Summarisation levels in SAP COPA build your summarisation level

#4 Summarisation levels in SAP COPA Tips to optimise your summarisation level

Assumptions for this blog

I will assume you are aware of SAP Profitability Analysis module and its functionality and semantics. Myprevious blog provides an overview of the functionality of summarisation in COPA. It is useful to read thatblog before you proceed with this. Operating concern ID used in these blogs is V000.

Business Scenario

Our SAP client wants to create a COPA product profitability report by plant, company code, and salesorganisation. In this report, customer information is not required. They have defined the value fields requiredin the report. Since summarisation is relevant to characteristics only, I will not detail the value fieldrequirement of the business.

In this scenario, we will create a summarisation level with product, plant, company code, and salesorganisation as the characteristics.

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Define Summarisation levels

The following tables are configured to define summarisation levels. Configuration can be done in IMG Path

Controlling > Profitability Analysis > Tools > Summarisation Levels > Define summarisation levels

Define summarisation level IDDefine characteristics to summarise (define which characteristics should be summarized and which not)Define indexes for summarisation level (fine-tune the way the system accesses the summarizationlevels)

Define summarisation level ID

Here you define a numeric code (maximum 6 digits) and a description to identify your summarisation level.Once you create a summarisation level ID, the system automatically created a key table (equivalent ofCE4V000) and a total table (equivalent of CE3V000).

Data is populated when you build the summarisation level. Data is not populated when the level is defined.

Each summarization level has a status which tells you whether or not the summarization level can be used.

To be created: This is the status when summarisation level is being defined and has not been saved.

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Active, without data: The summarisation level has been defined and saved, the tables are generated andthe status changes to Active, without data.Active: Once Summarisation levels are built with data, the status changes to Active.

The overview screen shows the technical details associated with this summarisation level.

Define characteristics to summarise

Here you can define which characteristic you want to summarise data by. You have multiple options on how topopulate the field:

Wildcard * this will summarise all characteristic values for that specific characteristicSpecific entry (eg..company code = V001) this will summarise data for only that characteristic valueagainst that characteristic. In the example, it will only summarise data for company code V001Blank this will exclude the characteristic from summarisationHashtag this will include the characteristic for summarisation where the characteristic value = blank.

Default characteristics in summarisation

When you define characteristics you want to summarise, the system will default some characteristics (like

Fiscal Year, Period, Plan/ Act Indicator) with a wildcard entry. These cannot be removed they can besubstituted with specific entry.

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Define indexes for summarisation levels

If you do not define any indexes here, the system will create a default when you save. This default should besufficient in most cases. You should not need to change this until your summarization levels contain a largeamount of data in the key table.

You can define upto 15 indexes. Index can be single column (one characteristic per index) or multi-column (upto 5 characteristics per index).

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Conclusion

Configuring summarisation level is, by itself, straightforward. The critical part is the designing of COPA toensure you define a summarisation level fit for purpose and optimised for performance.

However, SAP COPA will read summarisation level only if the summarisation table is optimised for thattransaction. If it is not so optimised, it will read the segment table or even the line item table. It is very criticalthat summarisation levels are defined with precision and care. You need to run transactions in pilot or testmode and optimise the summarisation level till you are sure that the system reads only the summarisationlevel.

In the next blog, I will illustrate how to build/ populate summarisation tables with data. I will also offer tipsand recommendations, based on my experience and SAP recommendations, on how to optimise the use ofsummarisation levels.

Please Share

I hope this blog has helped you understand the design of summarisation levels in SAP COPA. Please do leaveyour commentsbelow whether this article was helpful and whether you have any suggestions/ comments orif you would like to share your experience with Summarisation levels.

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Rajesh Shanbhag@rshanbhag

Summarisation levels in SAP COPA #2 define yo ur summ

Overview In SAP COPA, you can use summarisation level as one of

the key measure to improve processing time of reporting, planning

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Index of my blogs on SAP COPA Summarisation#1 Summarisation levels in SAP COPA an overview

#2 Summarisation levels in SAP COPA define your summarisation level

#3 Summarisation levels in SAP COPA build your summarisation level

#4 Summarisation levels in SAP COPA Tips to optimise your summarisation level

Rajesh has optimised SAP Finance solutions for several customers. Rajesh has 12 years experienceimplementing SAP / IT / BPM Finance solutions for several customers globally with a strong focus on

Management Accounting and Reporting primarily Product Costing, Profitability Reporting and Material

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