SAP BusinessObjects Financial Consolidation Web User Guide

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1 SAP BusinessObjects Financial Consolidation Document Version: 10.0 Support Package SAP BusinessObjects Financial Consolidation Web User Guide

2 Content 1 General user functions To log on to SAP BusinessObjects Financial Consolidation To browse through a list of objects To sort objects in ascending or descending order To search for an object in a list To search for an object by reporting ID or reporting unit Defining user preferences Selecting the languages to be displayed To change your password To define the number of items displayed in a list available via the homepage To define the number of items displayed in the lists of values To select the application banner size To maximize the size of the schedule window To modify the cell properties display To modify the option for opening schedules in Excel The address book The Financial Consolidation dashboard Navigating in the Dashboard To access the Financial Consolidation dashboard Consolidations in the Financial Consolidation dashboard The drill order in the consolidations dashboard The Consolidation list in the consolidations dashboard The Consolidation Overview in the consolidations dashboard The Error Type in the consolidation and package dashboards The Error Analysis in the consolidation and package dashboards The Control Errors in the consolidation and package dashboards Manual Journal Entries in the Financial Consolidation dashboard Packages in the Financial Consolidation dashboard To print a dashboard Reports To navigate in books and folders To focus on a book or folder To open a report To activate a report viewpoint Excel Web Schedule reports SAP SE or an SAP affiliate company. All rights reserved. Content

3 To deactivate the EWS report analysis option To select dimension members for a report To select a sheet To display cell properties To reinitialize a report To change the report or data entry schedule display To copy data to Excel To format print settings and print to PDF To format print settings for several reports To print several reports To send reports or data entry schedules in PDF format by To display favorite reports To add a report to the list of favorites To remove a report from the list of favorites Frequently asked questions - Data retrieval What is the difference between listing reports individually and listing reports by folder? What is the difference between a book and a folder? Hierarchies in report schedules...44 To select a hierarchy What option should you select when opening a report? What do the symbols in report cells mean? Why does the Send by link not appear in the report window? What is a viewpoint? How do I know if a report is in my favorites? Viewpoints Viewpoints To open a viewpoint To create a viewpoint To duplicate a viewpoint To delete a viewpoint Packages Accessing a package To open a package To select the reporting IDs for the multi-package action display To consult the properties of the package To add or change comments Importing and exporting data in packages To import data from a file into one or more packages To import data from one package into another Content 2016 SAP SE or an SAP affiliate company. All rights reserved. 3

4 To import data from a table into one or more packages To export data to a file SAP BusinessObjects Financial Information Management To launch SAP BusinessObjects Financial Information Management in SAP BusinessObjects Financial Consolidation for packages SAP BusinessObjects Intercompany To launch SAP BusinessObjects Intercompany Resetting the package to zero To reset a package to zero To reset several packages to zero Running calculations for preloading data To run calculations for preloading data Data entry schedules To open a data entry schedule To select dimension values for a data entry schedule To select a sheet for a data entry schedule To insert a sheet into a data entry schedule To display the last schedules opened To display cell properties To refresh a schedule Copying data from Microsoft Excel into a data entry schedule Configuring the data entry schedule display Entering data Printing the data entry schedule Excel Web data entry schedules Drilling to origin in an SAP BusinessObjects Financial Information Management package Managing access to the package To check the list of users To unlock a package To protect a package To unprotect a package To submit a package To reject a package Running controls on the data entered Running controls on the package Running package rules Validating the package Publishing the package to the central site To publish a package To publish several packages Using file attachments SAP SE or an SAP affiliate company. All rights reserved. Content

5 To insert a file attachment To open a file attachment To download a file attachment Working with ledgers To open a package ledger To open a package journal entry To consult automatic package journal entries To create a package journal entry To enter a package journal entry header To save a package journal entry To add a description to a package journal entry To add a comment to a package journal entry To insert reference rows in a package journal entry To insert line item detail in a package journal entry To delete a row in a package journal entry Reversing a central or package journal entry To delete a package journal entry To format print settings and print to PDF To print several package journal entries To run a control on a package journal entry Integrating the package on the central site To integrate packages to the central site Printing the package To print objects from one or more packages Frequently asked questions - Data entry Packages What are the different types of package status? Why are there no packages shown in the list of packages? Why do some tabs not appear in the application? Why do the controls always keep the To be run status? What is the difference between locking and protecting a package's contents? What is the difference between running controls on a package and validating it? What is the difference between a comment and a Group message? What is the difference between single-user and multi-user mode? What is the difference between publishing a package in advance and publishing it by special permission? How should the import file be organized? What are the main reasons for imported data being rejected? Central manual journal entry vs package manual journal entry What is a journal entry header? What are the journal entry row statuses? Content 2016 SAP SE or an SAP affiliate company. All rights reserved. 5

6 What are breakdown analyses? What is flow balance? Reference row vs breakdown row Manual journal entries vs automatic journal entries Financial Consolidation data entry schedules Display data entry instructions in a schedule What option should you select when opening a schedule? What do the symbols in the data entry schedules mean? Why does the Send by link not appear in the schedule window? Hierarchies in report schedules Excel Web data entry schedules Opening Excel Web Schedules Using Financial Consolidation Excel Link and Excel Web Schedules at the same time Working with Excel Web Schedule workbooks Working with cells in Excel Web Schedules Manual journal entries on the central site To open a central journal entry ledger To open a central journal entry Creating journal entries on the central site To create a journal entry on the central site To enter a central journal entry header To save a journal entry to the central site To add a description to a central journal entry To add a comment to a central journal entry To insert reference rows in a central journal entry To insert line item detail in a central journal entry To delete a row in a central journal entry Importing journal entries from a file Import file structure To import a file of manual journal entries Exporting journal entries Checking journal entries on the central site To run a control on a central journal entry To consult the controls of a central journal entry Posting a journal entry to the central site To post a journal entry to the central site To unpost a journal entry from the central site Changing journal entries on the central site To update the central journal entry header To protect a journal entry To unprotect a journal entry on the central site SAP SE or an SAP affiliate company. All rights reserved. Content

7 Protecting central manual journal entry ledgers Managing journal entries on the central site Reversing a central or package journal entry Deleting journal entries from the central site Printing central journal entries Using file attachments with central journal entries To insert a file attachment in a central journal entry To open a file attachment in a central journal entry To download a file attachment Subscribing to notifications on manual journal entries To subscribe to notifications on manual journal entries To unsubscribe from notifications on manual journal entries Portfolios To consult the characteristics of a portfolio To consult the properties of capital and investment rows Scopes Statutory scopes To consult the reporting units in a statutory scope To display the investments of a portfolio Reporting scopes To create a reporting scope To create a scope code To open a reporting scope To add a reporting unit to the scope To add a list of reporting units to the scope To delete a reporting unit in a reporting scope To add comments to a reporting scope To duplicate a reporting scope To delete a reporting scope Conversion rates To create a conversion rate table To edit the rates in a conversion rate table To freeze or unfreeze panes in a conversion rate table schedule To insert a row in a conversion rate table schedule To insert a column in a conversion rate table schedule To delete a row in a conversion rate table schedule To delete a column in a conversion rate table schedule To define the print settings for a conversion rate table schedule To print a conversion rate table Content 2016 SAP SE or an SAP affiliate company. All rights reserved. 7

8 11.10 To refresh a schedule To add comments to a conversion rate table To delete a conversion rate table To copy conversion rates to an Excel file Tax rates To create a tax rate table To edit rates in a tax rate table To freeze or unfreeze panes for a tax rate table To insert a row in a tax rate table schedule To insert a column in a tax rate table schedule To delete a row in a tax rate table schedule To delete a column in a tax rate table schedule To define the print settings for a tax rate table schedule To print a tax rate table schedule To refresh a tax rate table schedule To add comments to a tax rate table To delete a tax rate table To copy rates to an Excel file Consolidation definitions To open a consolidation definition To create a consolidation definition To change a consolidation definition To select opening balance data To clear opening balance data To change comments in a consolidation definition To duplicate a consolidation definition To delete one or more consolidation definitions Running a consolidation definition To run a consolidation definition Protecting a consolidation definition To protect a consolidation definition To unprotect a consolidation definition Reconciliations To open a reconciliation definition To create a reconciliation definition To change a reconciliation definition To consult the associated consolidation To change comments in reconciliation definitions To duplicate a reconciliation definition SAP SE or an SAP affiliate company. All rights reserved. Content

9 14.7 To run a reconciliation definition To protect a reconciliation definition To unprotect a reconciliation definition To delete reconciliation definitions Data Link definitions Managing Data Link definitions To create a Data Link definition To open a Data Link definition To duplicate a Data Link definition To delete a Data Link definition Managing information on the Data Link definition To translate descriptions of the Data Link definition To enter comments for a Data Link definition To consult information on the security of the Data Link definition Source template files To define a source template file To define a source template table Source dimensions To add a source dimension To change a source dimension To delete a source dimension Cross-reference mappings To create a cross-reference mapping To open a cross-reference mapping To copy a cross-reference mapping to Excel To paste a cross-reference mapping from Excel To configure double quote marks to be added automatically to data being pasted from Excel To delete a cross-reference mapping Cross-reference mapping rules To create a cross-reference mapping rule To insert a cross-reference mapping rule To delete a cross-reference mapping rule Cross-reference mapping rule hierarchies Production rows To insert a production row To delete a production row Data Link processing To run a Data Link processing To consult Data Link run logs To consult the Data Link production log Content 2016 SAP SE or an SAP affiliate company. All rights reserved. 9

10 16 Logs To consult the list of logs To consult a log To export a log To delete a log ComplianceLink Consulting ComplianceLink documents in standard data entry schedules To display contextual link indicators for ComplianceLink documents To consult a ComplianceLink document from a specific cell To consult a ComplianceLink document using the ComplianceLink button To consult a ComplianceLink document in an EWS Glossary Frequently asked questions - Central site operation Manual journal entries Central manual journal entry vs package manual journal entry What are the manual journal entry statuses? What is a journal entry header? What happens when a journal entry header is changed? What are the journal entry row statuses? What are breakdown analyses? What is flow balance? Reference row vs breakdown row Scopes What is the difference between a reporting scope and a statutory scope? Financial interest, ownership interest and the consolidation rate What is the difference between the initial and revised values? What is forced control? What is the difference between a scope occurrence, a scope code, and a scope? What is a scope status? Portfolios What is the difference between a capital row and an investment row? What is the difference between the initial and revised values? What is forced control? Conversion rates Calculating conversion rates Data entry indicators in conversion rate tables Tax rates Data entry indicators in tax rate tables Data Link definitions SAP SE or an SAP affiliate company. All rights reserved. Content

11 Data transfer process Cross-reference mapping versus cross-reference mapping rule File with separators versus fixed length file Filter versus production in Data Link definitions Syntax used in Data Link definition filters Log Log status What does <old object> mean in a list of logs? Monitoring you license agreement Content 2016 SAP SE or an SAP affiliate company. All rights reserved. 11

12 1 General user functions 1.1 To log on to SAP BusinessObjects Financial Consolidation 1. To log in to SAP BusinessObjects Financial Consolidation, enter the URL of the site in a Web browser. The Log on page appears. 2. Select the application language. 3. Enter your user name. 4. Enter your password. 5. Click Log on. Results The home page appears. To exit SAP BusinessObjects Financial Consolidation, click Exit Financial Consolidation. 1.2 To browse through a list of objects Context When a list exceeds the display limit, by default 25 objects, it is displayed in several pages. To go to the next page, click. To return to the previous page, click. To go to the last page, click SAP SE or an SAP affiliate company. All rights reserved. General user functions

13 To return to the first page, click. 1.3 To sort objects in ascending or descending order To sort a list of objects by ascending or descending order: Click the icon to sort the contents of a column in ascending order. Click the icon to sort the contents of a column in descending order. 1.4 To search for an object in a list 1. In the Search field, select the criterion you want to use from the dropdown list. 2. Depending on the criterion selected, select another criterion from the second dropdown list or enter the text you want to search for in the text box. Enter your text in lower or upper case. If your first search criterion is a code or a description, the text you enter is contained in the code or description of the items you find. If you use other search criteria, the text you enter appears at the start of the items you find. For example, if you want to search for a portfolio whose description contains the letter B, select Description from the dropdown list. In the text field on the right, enter B. If you want to search for a portfolio whose code starts with B, select Code from the dropdown list. In the text field on the right, enter B. 3. Click Search. 1.5 To search for an object by reporting ID or reporting unit 1. In the Filter by reporting ID or Filter by reporting unit field of a list, click the button. The List of values dialog box appears. 2. Activate the boxes corresponding to the reporting IDs or units you want to select. General user functions 2016 SAP SE or an SAP affiliate company. All rights reserved. 13

14 3. Click Validate. Results Only the objects that belong to the reporting IDs or units selected are displayed in the list. Tip In the list of objects page, you can delete the reporting IDs or units selected by clicking Empty. 1.6 Defining user preferences In Preferences, you can: select the languages displayed. change your password. define the number of items displayed per page in the lists available via the homepage. define the number of items displayed per page in the other lists. maximize the size of the schedule windows. select the size of the application banner that appears at the top of the screen. activate and deactivate the cell properties in a schedule. enable and disable the option for opening schedules in Excel. manage the address book for sending reports and data entry schedules Selecting the languages to be displayed You can set the following display languages: Application language, the language in which the interface appears, for example menus, commands, and buttons. Working language, the language in which all translatable text and descriptions appear. Substitution language, the language in which descriptions that have not been translated in the selected working language are displayed. This is optional SAP SE or an SAP affiliate company. All rights reserved. General user functions

15 To select the application language 1. In the Financial Consolidation toobar, click Preferences. 2. in the General page, select a language from the Application language list. 3. Click Apply To select the working language 1. In the Financial Consolidation toobar, click Preferences. 2. in the General page, select a language from the Working language list. 3. Click Apply To select the substitution language 1. In the Financial Consolidation toobar, click Preferences. 2. in the General page, select a language from the Substitution language list. 3. Click Apply To change your password 1. In the Financial Consolidation toobar, click Preferences. 2. in the General page, enter your old password. 3. Enter your new password. 4. Confirm your new password. 5. Click Apply. General user functions 2016 SAP SE or an SAP affiliate company. All rights reserved. 15

16 1.6.3 To define the number of items displayed in a list available via the homepage Context This setting affects lists of packages and lists of reports. 1. In the Financial Consolidation toobar, click Preferences. 2. On the Lists page, in the Lists accessible from the Home Page field, select the option you require or enter a number if it does not appear in the list of options. The higher the number entered, the longer the page takes to be displayed. 3. Click Apply To define the number of items displayed in the lists of values Context This setting affects lists of reporting IDs, reporting units, and categories. 1. In the Financial Consolidation toobar, click Preferences. 2. In the Lists page, in the Lists of values field, select the option you require or enter a number if it does not appear in the list of options. The higher the number entered, the longer the page takes to appear. 3. Click Apply SAP SE or an SAP affiliate company. All rights reserved. General user functions

17 1.6.5 To select the application banner size 1. In the Financial Consolidation toobar, click Preferences. 2. In the Display page, select a banner type. If you select Small banner, which shows the banner in 65 pixels, the banner icons are hidden. 3. Click Apply To maximize the size of the schedule window 1. In the Financial Consolidation toobar, click Preferences. 2. In the Display page, in the Open schedules section, activate Maximize the schedule window when opening. 3. Click Apply To modify the cell properties display 1. In the Financial Consolidation toobar, click Preferences. 2. In the Display page, in the Information on data section, activate or deactivate Show information on the data in the schedules. 3. Click Apply To modify the option for opening schedules in Excel Context If the administrator does not activate the planning features, the schedules open by default in Excel, but you do not have access to the specific planning functionality. General user functions 2016 SAP SE or an SAP affiliate company. All rights reserved. 17

18 1. In the Financial Consolidation toobar, click Preferences. 2. In the Display page, under Open schedules, activate or deactivate the available options: Disable Excel Web Schedules for data entry Disable Excel Web Schedules for analysis 3. Click Apply. Related Information Excel Web Schedule reports [page 34] To deactivate the EWS report analysis option [page 34] The address book To be able to send reports and data entry schedules by , save the names and addresses of the sender and recipients in the address book. If the Administrator has not configured the Mail System (POP3/STMP) transfer vector in the Windows version of Financial Consolidation, in General Options Transfer, the Address Book link will not appear in the Web version of Financial Consolidation in Preferences Address Book. Related Information Why does the Send by link not appear in the schedule window? [page 127] To send reports or data entry schedules in PDF format by [page 41] Why does the Send by link not appear in the report window? [page 48] To add a sender to the address book 1. In the Financial Consolidation toobar, click Preferences. 2. In the Address Book page, in the Sender's address section, enter the full name and address of the sender SAP SE or an SAP affiliate company. All rights reserved. General user functions

19 3. Click Apply. Results The Add recipient and List of recipients sections appear under the Sender's address section To change the sender in the address book 1. In the Financial Consolidation toobar, click Preferences. 2. In the Address Book page, in the Sender's address section, click the Change link. 3. Enter your changes in the Full name and address fields. 4. Click Apply To add a recipient to the address book 1. In the Financial Consolidation toobar, click Preferences. 2. In the Address Book page, in the Add recipient section, enter the full name and address of the recipient. Tip If you make a mistake when entering data, click Cancel. The text entered in the Full name and address fields are deleted. 3. Click Apply. Results The recipient you created appears in the List of recipients. General user functions 2016 SAP SE or an SAP affiliate company. All rights reserved. 19

20 To delete recipients from the address book 1. In the Financial Consolidation toobar, click Preferences. 2. In the Address Book page, in the List of recipients section, activate the boxes corresponding to the recipients you want to delete. 3. Click Delete To change a recipient in the address book 1. In the Financial Consolidation toobar, click Preferences. 2. In the Address Book page, in the List of recipients section, click the Change link corresponding to the recipient you want to change. 3. In the Change recipient section, enter your changes in the Full name and address fields. 4. Click Apply SAP SE or an SAP affiliate company. All rights reserved. General user functions

21 2 The Financial Consolidation dashboard The Financial Consolidation dashboard provides an overview of ongoing consolidations, and an access point to drill-down and investigate the consolidation status and errors. The consolidation control status covers all units, and offers the following information: Global discrepancy Percentage of failure, based on the number of failed Reporting Units Number of failures with a significant difference The biggest difference, for numerical control The drill-down analysis allows: Analysis of where (Reporting Unit) versus when (Package, Manual Journal Entries, and Period) Control formula details Understanding of the value of control members in package controls The dashboard points of entry are: Home Consolidations Drill on a consolidation to access the Reporting Unit or linked controls. Manual Journal Entries Access the Manual Journal Entry ledger. Packages Access package list details that have the same status or the package controls. When a dashboard is opened, it is automatically refreshed. To manually refresh a dashboard, click Refresh. Running controls When a user runs controls, both ct_pack and ct_pack_ctrl_result_header tables are updated. On the dashboard page, the Refresh button allows the user to reload the page : the last version of the dashboard is displayed. If the ct_pack and ct_pack_ctrl_result_header tables are not in line (for example, some data have been entered in the package after that the controls have been run), the following message is displayed on the top of the dashboard page: Control need to be run The user has to run controls again and reload the dashboard page. The Financial Consolidation dashboard 2016 SAP SE or an SAP affiliate company. All rights reserved. 21

22 2.1 Navigating in the Dashboard You can navigate easily in the Dashboard using the contextual navigation displayed across the top of the right pane. For the duration of your working session in the application, your last location in the Financial Consolidation Dashboard is remembered. When you click a link in the contextual navigation of the Dashboard, the contents of that screen are refreshed. To manually refresh the current screen in the Dashboard, click Refresh. 2.2 To access the Financial Consolidation dashboard 1. In Financial Consolidation on the home page, click Dashboard under Define and run consolidations and reconciliations. If the administrator has disabled your access to dashboards, the Dashboard link is unavailable. 2. Select a reporting ID. If you do not select a reporting ID, or select more than one reporting ID, an error message appears. If you are already in a dashboard and change from one reporting ID to another, the dashboard is automatically reset with the data for the reporting ID you just chose. Tip You can also access the consolidation dashboard by clicking Dashboard for the consolidation in the List of consolidations definitions page. Related Information Navigating in the Dashboard [page 22] SAP SE or an SAP affiliate company. All rights reserved. The Financial Consolidation dashboard

23 2.3 Consolidations in the Financial Consolidation dashboard The Consolidations stacked bar chart in the Financial Consolidation dashboard displays consolidations in the following status categories: Table 1: Status Empty Failed Successful not up to date Successful - up to date Protected Description The number of consolidations that have no data and have not been processed. The number of incomplete consolidations containing at least one error. The number of complete consolidations with new data available from either a package or a journal entry. These consolidations need to be reprocessed. The number of consolidations that are complete and contain no new data. The number of complete protected consolidations The drill order in the consolidations dashboard From the Consolidations stacked bar chart, click a bar to drill down on the status categories if data is available. The drill order in Consolidations is as follows: Table 2: Drill item Home Consolidation list Consolidation Overview Error Type Error Analysis Control Errors Description Home shows the Consolidations and their statuses at the highest level. When you click a status, the Consolidation List appears. The Consolidation list shows all of the consolidations contributing to the Consolidations status by package status. When you click the bar of a consolidation, the Consolidation Overview appears. The Consolidation Overview shows the status, processing information, and package statuses for one consolidation. When you click a package bar, the Error Type appears. The Error Type shows the consolidation controls and provides links to errors and warnings. When you click a warning or error link, the Error Analysis appears. The Error Analysis lists the problems by reporting unit and control for the top fifteen reporting units and controls containing errors. When you click an error or warning bar, the Control Errors appears. The Control Errors lists all of the errors for a control. Related Information Navigating in the Dashboard [page 22] To run a consolidation from within a Financial Consolidation dashboard [page 25] The Financial Consolidation dashboard 2016 SAP SE or an SAP affiliate company. All rights reserved. 23

24 To view the additional information on a consolidation in a Financial Consolidation dashboard [page 26] The Consolidation list in the consolidations dashboard [page 24] The Consolidation Overview in the consolidations dashboard [page 24] The Error Type in the consolidation and package dashboards [page 26] The Control Errors in the consolidation and package dashboards [page 27] The Error Analysis in the consolidation and package dashboards [page 27] The Consolidation list in the consolidations dashboard The Consolidation list shows all of the consolidations contributing to the Consolidations status by package status. The package status categories include: Empty, for packages not yet used. In progress, for packages with controls to be run. In progress - in error, for packages on which the controls were run and errors were encountered. In progress - successful, for packages on which the controls were run and no errors were encountered. Valid Published Integrated When you click the bar of a consolidation, the Consolidation Overview appears. Related Information The Consolidation Overview in the consolidations dashboard [page 24] The Error Type in the consolidation and package dashboards [page 26] The Control Errors in the consolidation and package dashboards [page 27] The Error Analysis in the consolidation and package dashboards [page 27] The Consolidation Overview in the consolidations dashboard When you click the bar of a consolidation, the Consolidation Overview appears. By default the consolidation you clicked in the Consolidation list appear, but you can select another consolidation from the list at the top of the overview page and click Go to see its data instead. The status indicated is generated from the homepage. The following processing information appears: The last processing date, with a link to the associated logs in the Log module SAP SE or an SAP affiliate company. All rights reserved. The Financial Consolidation dashboard

25 The number of packages integrated and journal entries posted since the last processing, and links to the associated packages in the Package Manager module and the associated journal entries in the Manual Journal Entries module. The next scheduled processing, if one exists. Buttons are available for processing, or running, a consolidation, either full or incremental. The package status categories in the stacked bar chart include: Empty, for packages not yet used. In Progress, for packages with controls to be run. In progress - errors, for packages on which the controls were run and errors were encountered. In progress - successful, for packages on which the controls were run and no errors were encountered. Valid Published Integrated Newly integrated, for packages that have been integrated since the last processing of the consolidation. Clicking the View errors for all packages link opens a list of all of the package errors, regardless of the status. When you click a package bar, the Error Type appears. Related Information The Consolidation list in the consolidations dashboard [page 24] To run a consolidation from within a Financial Consolidation dashboard [page 25] To view the additional information on a consolidation in a Financial Consolidation dashboard [page 26] The Error Type in the consolidation and package dashboards [page 26] Navigating in the Dashboard [page 22] The Control Errors in the consolidation and package dashboards [page 27] The Error Analysis in the consolidation and package dashboards [page 27] To run a consolidation from within a Financial Consolidation dashboard 1. In the home dashboard, click Consolidations. 2. In the Consolidation List, click the bar of the consolidation you want to consolidate. 3. In the Consolidation Overview, click one of the following: To run an incremental consolidation, click Run Incremental Consolidation. To run a full consolidation, click Run Full Consolidation. 4. Click Yes to start processing the consolidation. The Financial Consolidation dashboard 2016 SAP SE or an SAP affiliate company. All rights reserved. 25

26 To view the additional information on a consolidation in a Financial Consolidation dashboard 1. In the home dashboard, click Consolidations. 2. In the Consolidation List, click the bar of the consolidation you want to consolidate. 3. In the Consolidation Overview, click one of the following: To view the associated log folder, click View the Log. The Log module appears. To view the associated packages, click View the Package Manager. The Package Manager module appears. To view the associated manual journal entries, click View the Manual Journal Entries. The Manual Journal Entries module appears. 4. To return to the Consolidation Overview: In the Windows version of Financial Consolidation, click Home. In the Web version of Financial Consolidation, click Return to the homepage Dashboard The Error Type in the consolidation and package dashboards The Error Type shows the controls that indicate the dimensions and package status. A control level slider allows you to change the level of controls accounted for in the analysis. If there are several control levels, the slider is set to the highest level by default. If you modify the slider by moving it left or right, the error and warning numbers change to reflect the numbers in the level you set. You can click links to analysis on: Blocking Errors Non-Blocking Errors Total Errors, which includes errors that are non-blocking or blocking Warnings Total Errors & Warnings, which includes all errors and warnings The number of controls that were successful and executed appears at the bottom of the analysis. When you click a warning or error link, the Error Analysis appears. Related Information The Consolidation list in the consolidations dashboard [page 24] The Consolidation Overview in the consolidations dashboard [page 24] The Control Errors in the consolidation and package dashboards [page 27] SAP SE or an SAP affiliate company. All rights reserved. The Financial Consolidation dashboard

27 The Error Analysis in the consolidation and package dashboards [page 27] The Error Analysis in the consolidation and package dashboards The Error Analysis shows the number of errors and warnings per control and reporting unit. The Y axis displays the reporting unit and control codes. When you move the mouse over a graph bar, a tooltip shows the extra-long description of the control or reporting unit and the number of errors or warnings. The stack bar charts show up to the top fifteen error objects selected in Error Type by: reporting unit controls When you click an error or warning bar, the Control Errors appears. Related Information The Consolidation list in the consolidations dashboard [page 24] The Consolidation Overview in the consolidations dashboard [page 24] The Error Type in the consolidation and package dashboards [page 26] The Control Errors in the consolidation and package dashboards [page 27] The Control Errors in the consolidation and package dashboards The Control Errors lists all of the errors for a control. The list of control errors contains the following columns: Status Control name Control description Level Delta Data ID Tolerance Expression (control formula) Tip Results of the controls run on a reporting ID can be cleared from the Dashboard. In the Reporting Organizer module, right-click the reporting ID whose control results you want to clear and select Clear out controls results The Financial Consolidation dashboard 2016 SAP SE or an SAP affiliate company. All rights reserved. 27

28 from the contextual menu. Alternately, you can select Actions Clear out controls results from the Desktop menu. Related Information The Consolidation list in the consolidations dashboard [page 24] The Consolidation Overview in the consolidations dashboard [page 24] The Error Type in the consolidation and package dashboards [page 26] The Error Analysis in the consolidation and package dashboards [page 27] To export Control Errors in consolidation and package dashboards 1. Open a Control Error report. 2. Click Export. Control Errors can only be exported in CSV format. 3. In the Export results dialog box, select a column separator. 4. Type the file name. 5. Click Export. Related Information The Control Errors in the consolidation and package dashboards [page 27] 2.4 Manual Journal Entries in the Financial Consolidation dashboard The Manual Journal Entries stacked bar chart in the Financial Consolidation dashboard displays manual journal entries in the following status categories: SAP SE or an SAP affiliate company. All rights reserved. The Financial Consolidation dashboard

29 Table 3: Status Draft Posted Protected Description The number of manual journal entries not posted yet. The number of manual journal entries posted. The number of manual journal entries protected. When you click a Manual Journal Entries stacked bar chart, one of the following happens: If you are in the Windows version of Financial Consolidation, the Manual Journal Entries module appears to the applicable manual journal entries. If you are in the Web version of Financial Consolidation, the Manual journal entry ledgers page appears. 2.5 Packages in the Financial Consolidation dashboard The Packages stacked bar chart in the Financial Consolidation dashboard displays packages in the following status categories: Table 4: Status Empty In progress Valid Published Integrated Description The number of packages that have no data and have not been processed. The number of packages that contain some data, but have not been validated successfully. The number of packages that have been validated. The number of packages that have been published. The number of packages that have been integrated. From the Packages stacked bar chart, click a bar to drill down on the status categories if data is available. Related Information Navigating in the Dashboard [page 22] The Error Type in the consolidation and package dashboards [page 26] 2.6 To print a dashboard 1. In a dashboard, do one of the following: The Financial Consolidation dashboard 2016 SAP SE or an SAP affiliate company. All rights reserved. 29

30 Click Print. Right-click the dashboard and select Print from the contextual menu. The Print dialog box appears. 2. Configure the print options and click Print SAP SE or an SAP affiliate company. All rights reserved. The Financial Consolidation dashboard

31 3 Reports 3.1 To navigate in books and folders 1. On the home page, click List reports by folder. The Reports tab and the List reports by folder page appear. 2. In the list of folders, click to display the books or reports assigned to the folder selected. Results Tip You can also add reports to or remove reports from your favorites. 3.2 To focus on a book or folder Context A focus enables you to select a folder or book to view what it contains. 1. On the home page, click List reports by folder. The Reports tab and the List reports by folder page appear. 2. In the Focus column, click the icon to focus on the book or folder of your choice. Reports 2016 SAP SE or an SAP affiliate company. All rights reserved. 31

32 Results The book or folder selected appears at the top of the list. This list corresponds to the books or reports contained in the book or folder selected. To cancel the focus function, click the icon next to the book or folder at the top of the list. 3.3 To open a report 1. On the home page, click List all reports. The Reports tab and the List all reports page appear. Tip You can also open a report from the List reports by folder page. 2. In the Filter by category field, click the button to select one or more categories. 3. In the list, click the code or description of the report you want to open. You can use the Search function to filter the list of reports displayed. If the data source to be used has not been entered, the Select data type dialog box appears. Select a data source and click Continue. If some of the dimension values were not set when the schedule was designed, the Select dimension values dialog box appears. Select the variables to be used for running the report and the viewpoint if necessary. Click Continue. Tip You can also create a viewpoint in this dialog box by saving the values that you have selected. If the report contains several sheets, select the sheet you want to open. Results The report opens in a new window SAP SE or an SAP affiliate company. All rights reserved. Reports

33 Related Information To select dimension members for a report [page 35] To select a sheet [page 36] What option should you select when opening a report? [page 47] What is a viewpoint? [page 48] 3.4 To activate a report viewpoint Context Viewpoints enable you to load pre-selected data into a report. The viewpoint can be activated before you open the report when you are selecting dimension values. Alternatively it can be activated once the report is open. 1. On the home page, click List all reports. The Reports tab and the List all reports page appear. Tip You can also perform this action from the List reports by folder page. 2. In the Viewpoint applied to all reports field, click. The List of values dialog box appears. 3. Select the viewpoint that you want to apply to the report. 4. Click Validate. Related Information To create a viewpoint [page 51] What is a viewpoint? [page 48] To select dimension members for a report [page 35] Reports 2016 SAP SE or an SAP affiliate company. All rights reserved. 33

34 3.5 Excel Web Schedule reports By default you can work with Excel Web Schedule (EWS) reports, using the Excel menus. However, if you prefer to work with these reports as a standard Financial Consolidation report, you need to activate the Disable Excel Web Schedules for analysis option in Preferences, which is deactivated by default. Related Information Excel Web data entry schedules [page 77] To deactivate the EWS report analysis option Context By default, the Disable Excel Web Schedules for analysis option is deactivated, so that you can work with EWS reports. 1. In Preferences Display, activate Disable Excel Web Schedules for analysis. 2. Click Apply. The following functions are not available in EWS reports: Formulas, including spread calculations Rows, spreadsheets, or columns additions The EWS-specific menu EWS cell information, including the row or column insertion icons SAP SE or an SAP affiliate company. All rights reserved. Reports

35 3.6 To select dimension members for a report Context If a dimension member was not set when the report was designed, then when you open the report the Select dimension members dialog box appears. 1. In the Select dimension members dialog box, select the appropriate selection method to be applied to the dimensions. 2. Click the button to select the dimension members to be taken into account. The number of member to be taken into account depends on the selection method defined for each dimension. 3. Click Continue. Results The report appears. Tip You can change the members selected once the report is open by clicking Reinitialize. Related Information To reinitialize a report [page 37] To open a report [page 32] To select a sheet [page 36] Reports 2016 SAP SE or an SAP affiliate company. All rights reserved. 35

36 3.7 To select a sheet Context If the report was designed to display more than one sheet, the Select Sheet dialog box appears when you open the report. 1. In the Select Sheet dialog box, select the sheet you want to display. 2. Click Continue. Results The report opens, displaying the sheet selected. Tip You can navigate between different sheets in the report using the tabs or the and buttons. Related Information To reinitialize a report [page 37] To open a report [page 32] 3.8 To display cell properties In a report, click the arrow on the left-hand side of the cell whose properties you want to display SAP SE or an SAP affiliate company. All rights reserved. Reports

37 Results The Information on data dialog box appears. The dimensions and selection methods used in the cell will be displayed. You only have access to this function if you activated Show information on the data in the schedule in the Preferences Display. 3.9 To reinitialize a report Context You can run a report again by selecting new dimension values or a new sheet if possible. 1. In a report, click Reinitialize. The Select dimension values dialog box opens. 2. Select the appropriate selection method to be applied to the dimensions. 3. Use the button to select the dimension values to be taken into account. The number of values to be taken into account depends on the selection method defined for each dimension. 4. Click Continue. Results The report appears with the new methods and values selected. Related Information To open a report [page 32] Reports 2016 SAP SE or an SAP affiliate company. All rights reserved. 37

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