Sales Gross Revenue Report

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This report shows financial data and amounts for sales processes that are stored in the Sales Planning cube. It focuses on planning for Budget and Forecast versions using  data figures from Units, Unit Prices, and Gross Revenue elements.

Amounts can be shown in local currency or converted into one of the target currencies. Data entry requires the selection of a single legal entity and the local currency.

Report Heading

The screenshot below shows the heading area of the Sales Gross Revenue report.The report heading updates dynamically as various reporting options are selected. The logo can be changed in Administration; see Configuring Design Elements for more on report design.

The heading area of the report displays the following fields:

Field

Description

Implementation

Title

Name of the report

Localized name of the report in Report Designer

Subtitle

Current PoV selection

 Subtitle will update as PoV selections are made

Arrow

Toggle PoV widget

Click on the arrow to display or hide point-of-view selections

Point of View (PoV) Options

The content of the report can be customized using the PoV options, which can be viewed by clicking the blue arrow at the top of the report.   

The available options are described below: 

PoV Option

Description

Implementation

Version (combobox)

Select a planning version.

Version dimension, filter for Stylesheet attribute equals BU and FC

Year (combobox)

Select a reporting period.

Elements matching the pattern yyyy or FYyyyy of Month dimension

Legal Entity (combobox)

Select one single legal entity or any consolidated element.

Legal Entity dimension

Currency (combobox)

Select local currency or one of the target currencies. The selection of local currency is only available for base elements or consolidated elements of the Legal Entity dimension having a common currency.

Elements of Currency dimension matching the pattern LC and elements starting with a >  (e.g. > EUR).

LC is only available if a local currency is stored (not empty) in the Currency attribute for the selected element of the Legal Entity dimension.

Article (combobox)

Select one single article or any consolidated element.

Article dimension

Customer (combobox)

Select one single customer or any consolidated element.

Customer dimension

Comparison Forecast (combobox)

Select one forecast for comparison.

Version dimension, filter for Stylesheet attribute equals FC

Suppress Zero Lines (checkbox)

Hides accounts with no data in the current selection

Data filter factors the following elements:

  • Previous year, Budget, Forecast x+y, Actual elements of Version dimension
  • Element of Month dimension related to settings in Year combobox
  • Elements of Legal Entity dimension related to selected value in Legal Entity combobox
  • Elements of Currency dimension related to selected value in Currency combobox
  • Elements of Article dimension related to selected value in Article combobox 
  • Elements of Customer dimension related to selected value in Customer combobox 
  • Value for slice operator 0 or 9999999

Monthly (checkbox)

Plan data for a single month or period of time.

Elements of Month dimension matching special pattern.

Show Article No. (checkbox)

Display the article number along with the article name in the row column label.

Switches between Name or ID_Name attribute of Article dimension. 

Report Columns

The columns displayed in the report depend on the selections made in the PoV area. The screenshot below shows a report with the Forecast 3+9 and the options to Suppress Zero Lines and Show Article No. selected. 

Below are descriptions of the columns in the Sales Gross Revenue Report. Note: the month columns are only visible if the “Monthly” option in the PoV area is checked. 

Column Description Implementation

Row label

Articles shown as localized name

Sales Figures as localized name

Article dimension displays all elements without preselection

Preselected global subset SalesPlanningGrossRevenueSalesPlanning of Sales Planning_measure dimension, implemented with hierarchy filter and pick list manager.

Area visualization of version

Fill and border style for version

Stylesheet attribute of Version dimension. 

PY

Previous year value

Previous Year element of Version dimension

FC x+y

Forecast x+y value, the most recent forecast

Displays the element selected in “Version” combobox; if “no Forecast” is selected, this column does not appear.

FC YOY%

Percentage change of Forecast x+y to Previous Year

 

Value

 

Financial amount of Sales Planning cube

Cell Locking

Cell locking prevents the entry of data in fields that draw on multiple sources. For all planning reports, data entry is only possible when a single legal entity and the local currency are selected. 

Every account in the Sales Planning_measure dimension contains the PCalculation attribute, which defines the rule that is implemented on the element. When information is deposited in these attributes in the form of a B Rule, or the selected element is a C Element, cell locking is activated in the planning reports and data cannot be entered.

For example, in the screenshot below, the element Gross Revenue has information in PCalculation, so the option to write values in database will be denied in the planning report.

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