Example: Creating a Form (FI)
1. Choose Edit form in Customizing for Financial Accounting.
2. Choose the report type Balance sheet analysis and enter a name for the form.
3. Choose Form ® Create.
On the screen Create form you determine the type of form you want to create. For balance sheet analyses of all types use the form type One axis with key figure.
The R/3 System contains standard forms which you can copy and then change to create your own forms. These are the forms 0SAPBLNCE-01 through 0SAPBLNCE-NN. These forms themselves cannot be used with reports.
4. Choose Continue.
By default, the system always takes you to the row display first. To see the column display, choose the menu option Goto ® Column display.
Define characteristics for all columns:
5. First, define the characteristics which should apply for all the columns of your form. Since you want to show actual data in all the columns, you can specify the plan/actual indicator under Edit ® Gen. data selection.
The system displays a dialog box in which you can choose the characteristics for the general data selection. Choose the characteristic Plan/actual indicator.
Another dialog box appears in which you can enter values for the characteristics you chose. Enter "0" for actual data.
Define first column:
6. Once you have defined the general data selection, specify the characteristics you want to use in the first column.
Position the cursor on the first column and choose Edit ® Element ® Define element.
7. In the next dialog box, choose the option Key figure with characteristics.
8. In the next dialog box, the option Balance sheet value is already selected. This key figure stands for the balance sheet values which you want to analyze in your report.
For an actual comparison of different years, you also need to choose the characteristic Fiscal year.
If you wanted to do a plan/actual comparison, you would also need to choose Plan version.
Once you have selected the characteristics you want, you can enter the desired characteristic values in the following dialog box:
– For the fiscal year, you can enter either fixed values or variables. To enter variables, position the cursor on the corresponding field and choose the pushbutton Variable on/off. The system then changes the length of the field accordingly. You can display a list of the existing global variables for the fiscal year using the Possible entries function (F4). For the first column, choose the variable "&1FY".
If you want to enter fixed values, enter the desired year in the corresponding field.
Using variables has the advantage that you can then use the form for a number of different reports, since you do not have to specify fixed values until you define the report. For more on this topic, see Variable valuation in the online manual FI - Financial Accounting Information System.
9. In the next dialog box, enter a short text, medium text and long text to describe the column. You can later determine which of these texts should appear in the displayed report. If you wish to use a two-line column header, place a ";" in the long text where you want the line break to occur.
If you are working with variables, you also need to enter variables in the column header. For example, in a yearly comparison you could enter the following texts:
– short text: FY;&1FY
– medium text: FiscYr;&1FY
– long text: Fiscal year ; &1FY
You can change the column width using the menu option Formatting ® Column ® Column width. To change the text length to appear on the screen, choose Formatting ® All columns ® Text length.
Variables for the column texts are replaced when you execute your report.
Define second column:
10. Once you have defined the first column, you can define additional columns in the same manner as described above. However, you can also copy the attributes of a previously defined column.
To do this, position the cursor on the new column and choosing Edit ® Selected area ® Copy. The system copies the entire definition of the first column to the new column. Then you can change the definition of the column as needed.
For the fiscal year comparison, you need to enter a different fiscal year in the second column. If you entered the variable &1FY for the fiscal year in column 1, enter "&1FY - 1" in column 2.
11. The third column should contain the difference between the first and second columns.
To define this, position the cursor on the third column and choose Edit ® Element ® Define element.
12. In the first dialog box, choose the element type Formula.
13. Then the system displays the formula editor, where you can enter a formula for calculating the variance. Here you can carry out the standard operations (+, -, /, *) on any number of elements of the form.
Choose the first value under ID, then choose the minus sign, and then choose the second value under ID.
14. In the next dialog box, enter texts for the column "Variance".
15. Delete any columns you do not need by selecting the columns and then choosing Edit ® Delete.
16. Save the form.